Help/🏁 Getting Started/Quick Setup Checklist

Kick off onboarding for every persona with tours, checklists, and workspace basics.

Quick Setup Checklist

Follow this checklist to configure your workspace, uploads, and notifications in under 30 minutes.

Quick Setup Checklist

Checklist illustration for onboarding

Use this checklist to move from signup to your first published report in a single session. Each step links to additional articles if you want deeper context, but you can skim through quickly when onboarding new staff.

Step 1: Confirm Workspace Details

  • Rename the workspace to match your club or team.
  • Upload a logo (PNG/SVG) so shared highlight reels feel branded.
  • Set your competition season and default match length under Settings → Preferences.

Step 2: Invite Collaborators

  • Add at least one additional admin plus your primary coaching staff.
  • Send unique Guardian or Player invites only after you have content ready to share to avoid empty inboxes.

Step 3: Prepare Media

  • Gather one full match file and one short training clip.
  • Review the Video Format Guidelines article if you need specs for resolution, bitrate, or aspect ratio.
  • Drag files into the Library → Upload modal and confirm upload status reaches “Processing.”

Step 4: Publish Something

  • Create an analytics session from the match upload and tag at least five key events.
  • Generate a Player Performance Report from that session and share it with another coach for feedback.
  • Schedule automated reminders (Settings → Notifications) so you never miss AI processing or comments.

Once every item is checked off you’re ready to roll the platform out to the rest of your club.

Still need help? Contact us at support@soccer-insights.com.

Didn’t find what you need? Email support@soccer-insights.com or mention us in Slack if your club has a shared channel.