Skool Book

Getting Started

Begin with the member experience you want to create, then set up only the parts of Skool needed to deliver it. Community, courses, events, points, payments, and integrations work best when each one supports a clear first outcome.

Your first setup pass

  1. Define who the community is for and what members will do together.
  2. Confirm the owner, admins, moderators, and billing responsibility.
  3. Create a small set of useful categories and publish clear rules.
  4. Decide what a member should do in the first ten minutes.
  5. Add the first course step if learning is part of the promise.
  6. Add the first event if a live touchpoint will help members act.
  7. Explain points only if they matter to participation or course access.
  8. Review the paid offer, fees, refunds, and payout setup before accepting money.
  9. Add Zapier only when a supported automation removes real work.
  10. Test the journey as a member before inviting a wider group.

Orient new members

Members may need help with their profile, password, email, notifications, chat, device sessions, location, or multiple accounts. Members And Roles points to those account controls, while Moderation And Anti Spam covers rules, reports, blocking, and chat safety.

Use Member Onboarding to introduce only what matters in the first week. Point people to one conversation, one course step, or one event instead of giving them a tour of every feature.

Choose the right guide

Pitfalls

  • Do not build every feature before you know what members need.
  • Do not promise a ranking, income result, payout date, or integration capability without a current check.
  • Do not confuse member account controls with group admin settings.
  • Do not hide essential onboarding behind a level lock.
  • Keep private member information and secret keys out of shared documentation.

See also

Read this page in the interactive book