Pilot onboarding

A Liftrr pilot moves a real membership business from a health-check lead to a live dashboard. This is the end-to-end flow.

1. Lead

The business completes the public health check at /health-check. A submission appears in /saas-admin/leads.

2. Convert lead → tenant

From the lead row, the SaaS admin converts the lead. This creates a tenant, a tenant_onboarding record, and the first two onboarding steps auto-complete.

3. Tenant details, plan, locations, users

Set timezone, currency, and plan on the tenant. Add at least one active location. Invite the tenant owner. These directly drive several pilot readiness checks.

4. Data source

Either connect Mindbody (recommended path) or use CSV import as a fallback. See Mindbody setup and CSV import.

5. Safe test sync or first import

Run a safe test sync (conservative pull, max 25 rows × 3 entities) or import a CSV. Confirm raw records are stored and the source catalogue populates.

6. Mapping

Resolve unmapped items in the Mapping Inbox and approve at least one metric mapping. See metric mapping.

7. Baseline + targets

Generate a baseline on the onboarding record. Default per-stage targets are computed from history; operators can adjust.

8. Snapshots

Generate (or wait for) at least one stage-score snapshot so the dashboard and trend panels render.

9. Review and mark ready

Open Pilot readiness, open the tenant, acknowledge the manual checks that have been done, then mark the tenant as Ready. When the customer goes live, mark as Live.