A Beginner’s Roadmap to Set Up Your First Course in Kajabi

A Step-by-Step Plan to Make Course Setup in Kajabi Simple 

Building your first course in Kajabi is an exciting step, but without a clear plan it can quickly feel overwhelming. You have amazing knowledge to share, but figuring out where to begin—how to structure your content, set up your course, and ensure everything runs smoothly—can feel like a challenge.

That’s where having a roadmap comes in. Instead of getting lost in all the settings and options, a structured step-by-step approach helps you move forward with clarity and confidence. Whether you’re brand new to Kajabi or just need a straightforward plan, this article will walk you through exactly what to do to get your course up and running—without the stress.

Why Having a Roadmap is Crucial

Think of your course setup like a road trip. If you don’t have a map or GPS, you’ll probably take a few wrong turns, waste time, and feel frustrated. But with a clear plan, you know where you’re going and can get there with fewer detours.

That’s exactly why having a step-by-step approach to setting up your Kajabi course is so important. Without it, it’s easy to get lost in all the settings, features, and customization options Kajabi offers. But with a simple roadmap, you’ll have clarity and direction every step of the way.

Your Step-by-Step Kajabi Course Setup

Now that you know why a roadmap is key, let’s break down the process into manageable steps:

1. Organize Your Course Content

Before you even log into Kajabi, start by outlining your course structure. What modules or lessons will you include? What format will your content take—videos, PDFs, quizzes? What thumbnail images will you need for the lessons and modules? Keeping this simple and structured will make the actual setup much easier.

2. Choose a Course Template

Kajabi offers easy-to-use and flexible course templates designed to make your setup smooth. Pick a template that matches your teaching style and content format. The best part? You can customize it as you go, so you don’t have to get everything perfect right away.

3. Upload Your Course Materials

Once your structure is mapped out, start adding content to your course. Kajabi’s drag-and-drop builder makes it easy to upload videos, PDFs, and other learning materials, keeping everything organized in one place.

4. Customize Your Course Branding

Your course should feel like an extension of your brand. In the settings of your template, customize colors, fonts, and layout options to match your style, but don’t stress about making it perfect from day one. You can always tweak it later!

5. Configure Pricing & Checkout Pages

Kajabi allows you to set up different pricing options such as one-time payments, subscriptions, or payment plans. Connect your payment gateway (Kajabi Payments, Stripe, or PayPal) and create a simple checkout page to make purchasing easy for your students.

6. Leverage Kajabi’s Built-In Features

Kajabi isn’t just a course platform—it’s an all-in-one business solution. Take advantage of features like:

• Community Access Groups: Create a sense of connection through built-in community spaces.
• Upsells & Bundles: Offer students additional resources, coaching, or related courses in one seamless experience.
• Automations: Save time by setting up automated emails and workflows.

7. Set Realistic Expectations

One of the biggest mistakes new course creators make is trying to perfect everything before launching. The reality? Your course will evolve over time, and that’s okay! Focus on getting your course up and running first, and refine it as you go.

8. Test Everything Before Launching

Before inviting students in, go through the course yourself. Click through lessons, test the checkout process, and make sure everything works as expected. A quick test run can help you catch any small tweaks needed before launch.

Kajabi Makes Course Setup Easier

One of the biggest advantages of using Kajabi for beginners is how user-friendly it is. Unlike piecing together multiple platforms, Kajabi keeps everything in one place—your course, sales pages, email marketing, and even community features.

With templates, automations, and built-in payment processing, you don’t need to be a tech expert to create a professional and engaging learning experience for your students.

The Perfect Roadmap for Your First Course

Feeling ready to get started? The best way to set yourself up for success is by following a proven step-by-step plan. That’s exactly why I created The Beginner’s Guide to Setting Up Your Kajabi Course.

This guide walks you through 10 simple steps to confidently set up your course—without getting lost in unnecessary complexities. And the best part? These steps work whether you’re using Kajabi or another learning management system.

👉 Download your copy today and take the guesswork out of setting up your course!