Guided Course Setup

#What is Guided Course Setup?

Right after you activate Masteriyo LMS for the first time, you're automatically taken through a short setup wizard that configures only what your site actually needs — whether you're selling courses, taking payments, or just exploring.

The wizard has four steps: Welcome, Payments, Starter Templates, and Finish.

#Step 1: Welcome

The wizard opens with a single question:

How will learners get access to your courses?

• They will buy courses online
• We will enroll them ourselves
• Both
• I am just exploring

Your answer decides whether the Payments step appears next — pick "I am just exploring" or "We will enroll them ourselves" and the wizard skips straight to Starter Templates.

This step also includes a usage-tracking consent checkbox: "Help us improve Masteriyo by sharing non-sensitive diagnostic and usage data." — see Allow Usage Tracking for what's included.

#Step 2: Payments

Shown only if you indicated you'll be selling courses. Fields:

• Currency — a dropdown pre-selected with a best guess based on your site's domain
• Offline Payment — a simple on/off toggle, no extra fields
• PayPal — toggle on to reveal a PayPal Email field for your PayPal business account
• Stripe — toggle on to activate the Stripe add-on (if not already active) and connect your account via the Connect with Stripe button

#Step 3: Starter Templates

This step reuses the same Starter Templates picker available elsewhere in the plugin. You can:

• Skip — move straight to Finish without importing anything
• Continue — shows a screen to pick a builder (Elementor or Gutenberg) and a demo template from the available list

Once you pick a demo, you'll configure typography/colors and course display settings for the imported demo. A Courses Page preview card is shown as part of this configuration step.

#Step 4: Finish

A summary of what's ready, which varies slightly based on your earlier answers — for example, whether your Courses, Learn, Account, and Checkout pages are all set up (or just Courses, Learn, and Account, if you're not taking payments).

#Sample Course

A sample course toggle is on by default:

• On, fresh site — three example courses are added to your library as drafts
• On, existing courses already present — two example courses are added instead
• Off, fresh site — a single "Getting Started with Masteriyo" course is still added

Two buttons finish the wizard:

• Go to your courses — takes you to Masteriyo → Courses
• Visit your site — takes you to your site's homepage

#Skipping Steps

• Every step has a Skip this step link, letting you move on without filling anything in (except Welcome, where you must pick an access answer first — the answer is kept even if you skip the rest of that step's fields)
• A × close icon in the header (on every step except Finish) exits the wizard entirely and sends you to your WordPress homepage, without saving whatever you were mid-way through configuring

#Frequently Asked Questions

#What if I close the wizard partway through?

Just revisit wp-admin/admin.php?page=masteriyo-onboard — it resumes at the step you left off on, using what you already answered.

#Does skipping payments mean I can't sell courses later?

No. You can configure any payment gateway at any time from Masteriyo → Settings → Payments, regardless of what you chose during setup.

#Can I turn off the sample courses after they're created?

Yes, they're just regular draft courses — delete or edit them like any other course from Masteriyo → Courses.

#Does the wizard run again after a plugin update?

No, only once, right after the very first activation.

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