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General

Team access

Internal team members who can sign in and see every client. Use the per-client invite (under Client Settings → Client portal access) for users who should only see one client.

Invite a new team member

Most internal team members should be admin. Manager/viewer need per-client access added separately.

Tracking Script

Add this script to your GHL funnel pages via Settings > Tracking Code > Body. Replace YOUR_CLIENT_IDwith the client's UUID.

<script
  src="https://YOUR_APP_DOMAIN/tracker.js"
  data-api="https://YOUR_APP_DOMAIN"
  data-client="YOUR_CLIENT_ID"
></script>
GHL Webhook URL

Register this URL as a webhook in your GHL sub-account for ContactCreate events.

https://YOUR_APP_DOMAIN/api/ghl/webhook
DNS Setup for Short Links

For each client's branded short link domain, add a CNAME record pointing to your Vercel deployment.

Type:  CNAME
Name:  @  (or subdomain)
Value: cname.vercel-dns.com

Then add the domain in your Vercel project settings under Domains.

Environment Variables

Required environment variables for deployment:

NEXT_PUBLIC_SUPABASE_URL=your-project.supabase.co
NEXT_PUBLIC_SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_ROLE_KEY=your-service-role-key
NEXT_PUBLIC_APP_URL=https://your-app.vercel.app
NEXT_PUBLIC_APP_DOMAIN=your-app.vercel.app