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Complete Your DFY Web Project Checklist

Introduction

Once you purchase a BuddyBoss DFY Web project, you’ll gain access to your project dashboard where you can provide the information and assets required for the BuddyBoss team to begin building your website.

Completing your onboarding checklist as early as possible helps reduce delays and allows the project to move into implementation faster.

Access Your DFY Web Project Dashboard

  1. Log in to your BuddyBoss account.
  2. Click Done For You from the left-hand navigation menu.
  3. Select Web Projects.
  4. Locate your project.
  5. Click Manage DFY Project.

The project dashboard contains all onboarding requirements and project forms that must be completed before development begins.

Website Access

The BuddyBoss team requires temporary administrative access to your WordPress website.

Have the following information ready:

  • Website URL
  • WordPress Administrator Username
  • WordPress Administrator Password

Providing administrator access allows the team to perform setup, configuration, design implementation, and testing.

Design Preferences

To help the BuddyBoss team align your website with your brand, prepare the following:

  • Brand guidelines (if available)
  • Company logo files
  • Brand colors
  • Typography preferences
  • Design inspiration or example websites (optional)

The more information you provide, the better the team can match your desired look and feel.

Content Preparation

Prepare any content you would like included in your website.

This may include:

  • Homepage content
  • About page content
  • Membership information
  • Course content
  • Community information
  • Blog posts
  • Images and videos
  • Legal pages

Having content prepared before onboarding helps reduce revisions and project delays.

Third-Party Integrations

Prepare a list of any integrations you plan to use on your website.

Common examples include:

  • LearnDash
  • MemberPress
  • WooCommerce
  • Stripe
  • PayPal
  • Zoom
  • ActiveCampaign
  • FluentCRM
  • GamiPress

Providing integration requirements early helps the BuddyBoss team properly scope and configure your project.

Migration Requirements

If you are migrating from an existing website, be prepared to provide information about:

  • Current website URL
  • Existing users
  • Memberships
  • Courses
  • Community content
  • Third-party integrations

Migration requirements are reviewed during onboarding and project planning.

Additional Project Information

Depending on your website requirements, you may also be asked to provide:

  • Community goals
  • Membership structure
  • Course structure
  • Monetization strategy
  • Launch requirements
  • Special functionality requests
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