Where to Find the Checklist

When you first log in, your dashboard opens on Getting Started, at the top of the sidebar. It stays there until you check off every item. Think of it as your onboarding roadmap — it ensures you do not miss any configuration that the platform needs to work effectively for you.

A new DPE's dashboard opening on the Getting Started checklist, with Getting Started at the top of the sidebar
A new DPE's dashboard opening on the Getting Started checklist, with Getting Started at the top of the sidebar

The Checklist Items

The checklist has seven items. Those you have already done are checked for you. Click an item to see what it is for, with a link to the page where you do it; click it again to check it off yourself. Every item is optional.

The Getting Started checklist with Checkride Types & Fees and Location done, and Phone Number, Waitlist, Checkride, Availability Block and Scheduling still to do
The Getting Started checklist with Checkride Types & Fees and Location done, and Phone Number, Waitlist, Checkride, Availability Block and Scheduling still to do

1. Checkride Types & Fees

Your checkride types come from your CLOA when you register. On the Checkride Types tab in Settings, set how long each one takes and your fee for it: scheduling needs the durations, and applicants see the fees.

2. Location

Add at least one testing location: its airport identifier, any travel fee, and instructions for applicants. If you test at more than one airport, add each one. When you set up your availability, you choose which of your locations each block is for.

3. Phone Number

Add your phone number on My Profile, so applicants can reach you on checkride day, and turn on texts there if you want a text when an applicant messages you or cancels.

4. Waitlist

Turn on Enable Waitlist on the Scheduling tab in Settings, so applicants can join your waitlist on their own.

5. Checkride

Offer a checkride from your calendar, to an applicant on your waitlist or by email. See Creating Checkrides Manually.

6. Availability Block

Create availability blocks on your calendar to indicate when you are available to conduct checkrides. You can set up recurring availability series (for example, every Tuesday and Thursday from 8 AM to 4 PM) or add individual availability blocks for specific dates.

7. Scheduling

On the Scheduling tab, choose Automatic, where the scheduler offers your availability to your waitlist, or Self-Serve, where applicants book checkrides for themselves. The checklist item is checked once you choose either of those; you can also stay in Manual and schedule every checkride yourself.

How checkrides get scheduled, on the Scheduling tab: Manual, Automatic and Self-Serve
How checkrides get scheduled, on the Scheduling tab: Manual, Automatic and Self-Serve

Recommended Order

While you can complete the checklist items in any order, we recommend following this sequence:

  1. Checkride Types & Fees — Define what you offer before setting up where and when.
  2. Location — Add your locations so availability and scheduling have a place to happen.
  3. Phone Number — So applicants can reach you.
  4. Availability Block — Set your schedule so the platform knows when you can conduct checkrides.
  5. Waitlist — Open your waitlist once there is something to wait for.
  6. Scheduling — Choose Automatic or Self-Serve last, once everything else is in place.
Nothing can be offered or booked until you have configured at least your checkride types, testing locations, and availability. Completing all checklist items ensures the platform can work at full capacity for you.

After Completing the Checklist

Once every item is checked off, Getting Started leaves your sidebar. Your account is now fully configured: in Automatic, the scheduler begins offering your availability to your waitlist, and in Self-Serve, applicants can book each date as it is released. You can always revisit any of these settings from Settings in the user menu.

Even after completing the checklist, it is a good idea to revisit your settings periodically. As your practice evolves, you may want to add new checkride types, update locations, or adjust your scheduling preferences.