Onboard a new client — step by step
Follow the steps in order. Everything is saved as you go, so you can leave and come back anytime.
Client details
Enter the client's business info. This builds the lead and project records.
All clients
| Business | Project | Status | Preview | Subscription | Actions |
|---|
Website Builder (advanced)
For the automatic starter generator, variants, copy edits, and publishing to a live domain.
Copy variants
Quick edit (no JSON)
Raw spec (advanced)
Custom ZIP Uploads
Upload a static website ZIP built outside the platform (concierge / pro).
Domains & provisioning
Enter a domain or subdomain, e.g. clientdomain.com (uses www.) or custom.clientdomain.com (custom CNAME). The platform creates the SSL hostname and tells you the exact DNS record to add.
Billing
Subscription states, dunning, and payment lifecycle. Statuses are updated automatically from Stripe webhooks.
| Business | Status | Subscription | Grace expiry |
|---|
Simulate a Stripe webhook (test the auto-update)
Pick a client and an event to see the subscription state change automatically, exactly as a real Stripe webhook would.
Monitoring & analytics
Settings
Environment
Preview alias: /p/<project>/ Live alias: /live/<project>/