getting-started-new

🚀 Quick Start Guide

This guide walks you through launching your group on MentalHappy.

Follow the steps in order — and don’t skip Stripe setup (covered on Page 2). Your group can’t accept payments until Stripe is connected and verified.

📍 On this page

Step 1: Register or Log In→ Step 2–9: Setup Flow→ Step 10: Launch Your Group

⚠️ Important — before you start

Your group starts in Draft and is not publicly visible.
Your group won’t be visible or accept payments until Stripe is connected and verified (Page 2).
Only one pricing model can be active at a time.
Group lifecycle follows a clear path (shown below).
Payment failures follow a grace period (~3 days).
You can edit your group anytime.

Draft→ Listing→ Active→ Deleted

🔒 Hidden logic (important)

A Member can also create a group by clicking “Start a Group”.
A Group Leader can join other groups as a participant.
Switching roles doesn’t remove existing access, but permissions change based on your active role context.

📌 End-to-end flow

Colored steps are on this page. Greyed steps continue on Page 2 & Page 3.

Register→ Role Selection→ Onboarding→ Plan Selection→ Payment→ Group Setup→ Pricing→ Preview→ Launch→ Stripe Setup→ Announce→ Invite→ Verify

✅ Step-by-Step Guide (Steps 1–10)

Each step explains what to do, what happens behind the scenes, and why it matters.

Register or Log In

Creating or accessing your account so the platform can identify you.

👉 What to do

Click “Start a Group”
Sign up or log in
Verify your email

⚙️ What happens in the system

Your account is authenticated
OTP is validated (time-sensitive)
Your intent to create a group is saved

🎯 Why this matters

This ensures your identity is verified and your progress is not lost.

✨ Tips

Use the same email for Stripe to avoid payout issues
Complete OTP quickly before it expires

Mental Happy OTP verification page screen

Choose Your Role

Selecting how you want to use the platform.

👉 What to do

Select Group Leader

⚙️ What happens in the system

You get access to:

Create and manage groups
Set pricing
Manage members
Receive payouts

🎯 Why this matters

Without selecting Group Leader, you won’t see group-creation features.

🔒 Hidden logic

Even if you start as a Member, clicking “Start a Group” enables Group Leader capabilities.

✨ Tips

Double-check your role to avoid missing features later

Mental Happy welcome screen for group leader onboarding

Complete Onboarding

A guided setup experience where MentalHappy learns about your goals, experience, and intended group type. It appears right after role selection for first-time group creators.

👉 What to do

Answer short questions (experience, goals, audience)

⚙️ What happens in the system

Your profile is configured
The platform may personalize recommendations
You’re routed to the Plan Selection page

🎯 Why this matters

Helps tailor your experience
Speeds up group setup
Improves trust signals for members

✨ Tips

Answer honestly — it can influence how your group is positioned
This step happens only once

MentalHappy onboarding background selection screen

MentalHappy onboarding experience level selection screen

MentalHappy onboarding audience size selection screen

Choose Hosting Plan

Selecting how you want to run your group on MentalHappy.

👉 What to do — choose a plan

Group ListingFree

Test your idea
Build member interest

Active Group$19 / month

Run sessions
Accept payments
Manage members

Multi-Group$49 / month

Manage multiple groups
Add facilitators

⚙️ What happens in the system

Listing Plan: group is visible as a Listing; users can follow; no sessions or payments
Active Plan: full functionality enabled — sessions + payments available
Multi-Group Plan: multiple active groups allowed; advanced features unlocked

🎯 Why this matters

Your plan directly controls what your group can do.

🔒 Hidden logic

You can upgrade later without losing your group data
Listing groups are visible but not monetizable

✨ Tips

Start with Listing if you’re validating demand
Upgrade when you’re ready to monetize

MentalHappy hosting plan selection screen

Complete Payment (If Required)

Activating your selected plan.

👉 What to do

Enter payment details
Confirm subscription

⚙️ What happens in the system

On success: a Draft group is created
On failure: you remain on the payment screen

🎯 Why this matters

Without successful payment, paid features remain locked.

✨ Tips

Do not refresh during payment
Retry if payment fails

Create Group Details

Building your group’s public identity.

👉 What to do — fill in

Group name
Description
Schedule
Guidelines
Tags / categories
Cover image
Intro video (optional)
Host details

⚙️ What happens in the system

Group is saved as Draft
Not visible publicly

🎯 Why this matters

This is what users see before joining.

🔒 Hidden logic

Incomplete groups may reduce visibility in discovery

✨ Tips

Use clear, benefit-driven descriptions
Add visuals to increase trust

MentalHappy create group details form screen

Add Professional Bio

Showcasing your credibility as a group leader.

👉 What to do

Add your experience and background

⚙️ What happens in the system

Displayed on your group page

🎯 Why this matters

Builds trust and increases conversions.

✨ Tips

Highlight relevant experience
Keep it concise but credible

MentalHappy professional bio section on active group page

Set Membership Pricing

Defining how members will access your group.

👉 What to do — choose one

Free

Donation

Monthly subscription

One-time payment

⚙️ What happens in the system

Only one pricing model is active
Applies to new members
Platform fee applied

🎯 Why this matters

Pricing impacts conversion and retention.

🔒 Hidden logic

Changing pricing affects new users only, not existing members

✨ Tips

Start simple (Free / low-cost)
Avoid frequent pricing changes

MentalHappy membership pricing options screen

Preview Your Group

Reviewing your group before going live.

👉 What to do

Check all details

⚙️ What happens in the system

Validates setup
Shows final preview

🎯 Why this matters

Prevents errors before launch.

✨ Tips

Double-check pricing and schedule

MentalHappy preview your group review and submit screen

Launch Your Group 🚀

Making your group live on the platform.

👉 What to do

Click “Launch Group”

⚙️ What happens in the system

Draft → Listing / Active
Group becomes visible
Shareable link generated

🎯 Why this matters

Your group is now discoverable.