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Getting Started

Set up your client portal, including services catalog, service checkout pages, order forms, and custom domain configuration

Getting Started Guide

This guide will help you set up your client portal, including services catalog, service checkout pages, order forms, and custom domain configuration.

Table of Contents

  1. Setting Up Services for the Catalog

  2. Configuring the Catalog Page

  3. Service Checkout Pages

  4. Order Forms

  5. Setting Up a Custom Domain

  6. Testing Your Setup

Setting Up Services for the Catalog

Step 1: Create or Edit Your Services

  1. Navigate to Services

    • Go to your admin dashboard

    • Click on Services in the sidebar

    • Either create a new service or edit an existing one

  2. Publish Your Service

    • Make sure the service Status is set to "Published" (not "Draft")

    • Only published services can appear in the catalog

  3. Enable "Show in Catalog"

    • In the service edit form, find the "Show in Catalog" option

    • Enable this checkbox for services you want clients to see

    • Services without this enabled will NOT appear on the public catalog page

  4. Complete Service Details

    • Name: Clear, descriptive service name

    • Description: Detailed description of what the service includes

    • Image: Upload an attractive image (optional but recommended)

    • Pricing: Set your price or pricing tiers

    • Service Type: Choose "One Time" or "Recurring"

    • Slug: A URL-friendly version of the service name (auto-generated)

Step 2: Verify Services Are Ready

Your services must meet these criteria to appear in the catalog:

  • ✅ Status = "Published"

  • ✅ "Show in Catalog" = Enabled

  • ✅ Has a valid slug (auto-generated)

  • ✅ Belongs to your current workspace

Configuring the Catalog Page

Step 1: Access Catalog Settings

  1. Go to Workspace Settings → Portal Settings

  2. Find the Catalog section (or Modules → Catalog)

Step 2: Customize Catalog Appearance

Configure the following settings:

  • Title: The main heading on your catalog page (e.g., "Our Services")

  • Description: Subtitle or description text below the title

  • Show Title: Toggle to show/hide the title

  • Show Description: Toggle to show/hide service descriptions

  • Show Price: Toggle to show/hide prices

  • Show Type: Toggle to show/hide service type badges (One Time/Recurring)

  • Purchase Button Text: Customize the button text (default: "Purchase")

  • Hero Image: Upload a background image for the catalog header (optional)

Step 3: Access Your Catalog

Once configured, your catalog will be available at:

  • Default URL: https://your-workspace-slug.agencypro.app/catalog

  • Custom Domain (if configured): https://your-custom-domain.com/catalog

The catalog page is public - clients don't need to log in to view it, but they will need to authenticate when purchasing.

Service Checkout Pages

Service checkout pages are individual purchase pages for each service. Clients can purchase services directly from these pages without needing to browse the catalog first.

How Service Checkout Pages Work

Each published service automatically gets its own checkout page accessible via:

  • URL Format: /services/checkout/{service-slug}

  • Example: https://your-workspace-slug.agencypro.app/services/checkout/website-design

  • Custom Domain: https://your-custom-domain.com/services/checkout/website-design

Features of Service Checkout Pages

  • Public Access: No login required to view (authentication required for purchase)

  • Service Details: Shows full service description, pricing, and images

  • Payment Processing: Secure payment handling via Stripe

  • Form Fields: Collects custom information based on service configuration

  • Coupon Support: Clients can apply coupon codes during checkout

  • Embeddable: Can be embedded on your website using iframe

Setting Up Service Checkout Pages

  1. Ensure Service is Published

    • Service must have status = "Published"

    • Service must have a valid slug (auto-generated)

  2. Configure Service Details

    • Add a clear description

    • Set pricing (fixed price or pricing tiers)

    • Upload service image (optional but recommended)

    • Configure form fields if you need to collect custom information

  3. Get Your Service Checkout URL

    • Go to your service in the admin panel

    • Copy the service slug

    • Your checkout URL will be: /services/checkout/{service-slug}

    • Share this URL with clients or embed it on your website

Sharing Service Checkout Pages

Option 1: Direct Link

  • Share the full URL: https://your-domain.com/services/checkout/service-slug

  • Clients can click the link to go directly to purchase

Option 2: Embed on Website

  • Use an iframe to embed the checkout page

  • Example: <iframe src="https://your-domain.com/services/checkout/service-slug" width="100%" height="800"></iframe>

Option 3: Link from Catalog

  • Services in the catalog automatically link to their checkout pages

  • Clicking "Purchase" takes clients to the service checkout page

Order Forms

Order forms are customizable checkout pages that allow clients to purchase multiple services in a single transaction. They're perfect for creating custom packages, bundles, or specialized purchase flows.

What are Order Forms?

Order forms are standalone checkout pages that:

  • Display Multiple Services: Show selected services with descriptions and pricing

  • Collect Information: Gather client details and custom requirements

  • Process Payments: Handle secure payment processing

  • Create Accounts: Automatically create client accounts upon purchase

  • Generate Requests: Convert purchases into actionable requests

  • Customizable: Fully customizable header, footer, and design

Creating an Order Form

Step 1: Navigate to Order Forms

  1. Go to your admin dashboard

  2. Click on Order Forms in the sidebar

  3. Click Create Order Form

Step 2: Basic Information

Configure the following:

  • Name: Internal name for your reference

  • Title: Public title shown on the order form

  • Description: Brief description displayed on the form

  • Slug: Custom URL slug (e.g., custom-package creates /order/checkout/custom-package)

  • Status: Set to "Published" to make it live

Step 3: Select Services

  • Choose which services to include in the order form

  • Only active, published services are available

  • Services will display with their configured pricing and descriptions

  • Clients can select one or multiple services

Step 4: Customize Appearance

  • Header Text: Custom text at the top of the form

  • Footer Text: Custom text at the bottom of the form

  • Form Fields: Add custom fields to collect additional information

  • Terms & Conditions: Add terms that clients must accept

Step 5: Configure Settings

  • Require Login: Force clients to log in before purchasing (optional)

  • Allow Guest Checkout: Allow purchases without account creation

  • Payment Methods: Configure which payment methods to accept

  • Redirect URL: Custom success page URL after purchase

Accessing Order Forms

Once published, your order form will be available at:

  • Default URL: https://your-workspace-slug.agencypro.app/order/checkout/{form-slug}

  • Custom Domain: https://your-custom-domain.com/order/checkout/{form-slug}

Example:

  • If your order form slug is starter-package

  • URL: https://your-domain.com/order/checkout/starter-package

Sharing Order Forms

Option 1: Direct Link

  • Share the full URL with clients

  • Perfect for email campaigns, social media, or direct messaging

Option 2: Embed on Website

  • Use an iframe to embed the order form

  • Example: <iframe src="https://your-domain.com/order/checkout/form-slug" width="100%" height="1000"></iframe>

Option 3: Link from Services

  • Add links to order forms from your service descriptions

  • Create a dedicated page on your website listing all order forms

Order Form vs Service Checkout

| Feature | Service Checkout | Order Form |

|---------|-----------------|------------|

| Services | Single service | Multiple services |

| Customization | Service-specific | Fully customizable |

| Use Case | Individual purchases | Packages, bundles, custom flows |

| URL Format | /services/checkout/{slug} | /order/checkout/{slug} |

| Form Fields | Service-defined | Fully customizable |

Best Practices for Order Forms

  1. Clear Titles: Use descriptive titles that explain what clients are purchasing

  2. Service Selection: Include only relevant services for the package

  3. Pricing Transparency: Clearly show total pricing and what's included

  4. Custom Fields: Use form fields to collect project-specific information

  5. Terms & Conditions: Always include clear terms for purchases

  6. Testing: Test the complete purchase flow before sharing with clients

Setting Up a Custom Domain

Step 1: Configure Custom Domain in Settings

  1. Go to Workspace Settings → Portal Settings

  2. Scroll to the "Portal Customization" section

  3. Find the "Custom Domain" field

  4. Enter your domain without http:// or https:// (e.g., portal.yourcompany.com)

Step 2: DNS Configuration

You need to configure your domain's DNS settings to point to AgencyPro. Here's what you need to do:

  1. Log in to your domain registrar or DNS provider (e.g., GoDaddy, Namecheap, Cloudflare)

  2. Add a CNAME record:

    • Type: CNAME

    • Name/Host: portal (or client, app, etc. - this is your subdomain)

    • Value/Target: your-workspace-slug.agencypro.app

    • TTL: 3600 (or default)

Example:

  • If your workspace slug is acme-agency

  • Your CNAME should point to: acme-agency.agencypro.app

  • Your custom domain would be: portal.acmeagency.com

Option B: A Record (Alternative)

If CNAME is not supported, use an A record pointing to AgencyPro's IP address (contact support for the current IP).

Step 3: SSL Certificate

AgencyPro automatically provisions SSL certificates for custom domains. The system will:

  • Detect your custom domain configuration

  • Automatically request an SSL certificate

  • Enable HTTPS for your custom domain

Note: SSL certificate provisioning can take a few minutes to a few hours. Your domain must be properly configured in DNS first.

Step 4: Verify Domain Setup

  1. Wait for DNS propagation (can take up to 48 hours, usually much faster)

  2. Check if your domain resolves: Visit https://your-custom-domain.com in a browser

  3. You should see your client portal login page or catalog

Step 5: Update Portal Settings (Optional)

While in Portal Settings, you can also customize:

  • Header Message: Text shown at the top of the portal

  • Footer Message: Text shown at the bottom of the portal

  • Custom CSS: Add your own styling (advanced)

Testing Your Setup

Test the Catalog Page

  1. Visit the catalog URL:

    • Default: https://your-workspace-slug.agencypro.app/catalog

    • Custom domain: https://your-custom-domain.com/catalog

  2. Verify services appear:

    • You should see all services with "Show in Catalog" enabled

    • Check that images, descriptions, and prices display correctly

  3. Test service purchase flow:

    • Click "Purchase" on a service

    • Verify the checkout page loads correctly

    • Test the payment flow (use test mode if available)

Test Service Checkout Pages

  1. Visit a service checkout URL:

    • Format: https://your-domain.com/services/checkout/{service-slug}

    • Replace {service-slug} with an actual service slug

  2. Verify checkout page:

    • Service details display correctly

    • Pricing is accurate

    • Form fields appear (if configured)

    • Payment options are available

  3. Test purchase flow:

    • Fill out required information

    • Apply a coupon code (if available)

    • Complete test payment

    • Verify success page appears

Test Order Forms

  1. Visit an order form URL:

    • Format: https://your-domain.com/order/checkout/{form-slug}

    • Replace {form-slug} with an actual order form slug

  2. Verify order form:

    • Services appear correctly

    • Custom header/footer text displays

    • Form fields work as expected

    • Pricing calculations are accurate

  3. Test multi-service purchase:

    • Select multiple services

    • Verify total price calculation

    • Complete test payment

    • Check that requests are created correctly

Test Custom Domain

  1. DNS Check:

    # In terminal, check if DNS resolves
nslookup portal.yourcompany.com
# or
dig portal.yourcompany.com

  2. Browser Test:

    • Visit https://your-custom-domain.com

    • Should redirect to login or show catalog

    • Check that SSL certificate is valid (green lock icon)

  3. Catalog Access:

    • Visit https://your-custom-domain.com/catalog

    • Verify services display correctly

Troubleshooting

Services Not Appearing in Catalog

Check:

  • ✅ Service status is "Published" (not "Draft")

  • ✅ "Show in Catalog" is enabled

  • ✅ Service belongs to the correct workspace

  • ✅ Clear browser cache and refresh

Custom Domain Not Working

Check:

  • ✅ DNS records are correctly configured (wait for propagation)

  • ✅ Domain is entered correctly in settings (no http:// or https://)

  • ✅ SSL certificate has been provisioned (may take time)

  • ✅ Domain is not blocked by firewall or security settings

Common Issues:

  • DNS not propagated: Wait 24-48 hours, or check with nslookup

  • SSL certificate pending: Can take up to 24 hours to provision

  • Wrong CNAME target: Must point to workspace-slug.agencypro.app

Catalog Page Shows "Not Found"

Check:

  • ✅ Catalog module is enabled (it's enabled by default)

  • ✅ You're accessing the correct URL format

  • ✅ Workspace is active

Service Checkout Page Not Working

Check:

  • ✅ Service status is "Published"

  • ✅ Service has a valid slug

  • ✅ Service belongs to the correct workspace

  • ✅ URL format is correct: /services/checkout/{service-slug}

Order Form Not Accessible

Check:

  • ✅ Order form status is "Published"

  • ✅ Order form has a valid slug

  • ✅ Order form belongs to the correct workspace

  • ✅ URL format is correct: /order/checkout/{form-slug}

  • ✅ At least one service is selected in the order form

Quick Reference

Service Requirements for Catalog

  • Status: Published

  • Show in Catalog: Enabled

  • Valid slug: Auto-generated

Service Checkout Requirements

  • Status: Published

  • Valid slug: Auto-generated

  • Pricing configured: Required

Order Form Requirements

  • Status: Published

  • Valid slug: Required

  • At least one service: Selected

  • Payment processing: Configured

URL Formats

Catalog:

  • Default: https://{workspace-slug}.agencypro.app/catalog

  • Custom: https://{custom-domain}/catalog

Service Checkout:

  • Default: https://{workspace-slug}.agencypro.app/services/checkout/{service-slug}

  • Custom: https://{custom-domain}/services/checkout/{service-slug}

Order Forms:

  • Default: https://{workspace-slug}.agencypro.app/order/checkout/{form-slug}

  • Custom: https://{custom-domain}/order/checkout/{form-slug}

Setup Checklists

Catalog Setup:

  • Services created and published

  • "Show in Catalog" enabled for services

  • Catalog settings configured

  • Catalog page tested

Service Checkout Setup:

  • Services published with valid slugs

  • Service details and pricing configured

  • Checkout URLs tested

  • Payment processing verified

Order Form Setup:

  • Order form created

  • Services selected

  • Form customized (header, footer, fields)

  • Status set to "Published"

  • Order form URL tested

Custom Domain Setup:

  • Domain entered in Portal Settings (no http://)

  • CNAME record configured in DNS

  • DNS propagated (check with nslookup)

  • SSL certificate provisioned (automatic)

  • All URLs tested with custom domain

Need Help?

If you encounter issues:

  1. Check the troubleshooting section above

  2. Verify all settings are saved correctly

  3. Contact support with:

    • Your workspace slug

    • Your custom domain

    • Screenshots of DNS configuration

    • Any error messages

Last Updated: This guide covers the current AgencyPro setup process. Features may be updated over time.

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