Phase 2: Technical Onboarding

This guide walks through the complete technical setup process. Follow each step in order.

Overview

Duration: 3-5 days (hands-on: ~4-6 hours)

Prerequisites: All items from Pre-Onboarding complete

Setup Steps

Step 1: Project Creation

1. Create a new project in your dashboard
2. Configure basic settings:
   • Name: Your project identifier
   • Region: Choose closest to primary user base
   • Plan: Select appropriate pricing plan

Step 2: Database Setup

After project creation:

1. Run database migrations
2. Verify all required tables exist
3. Check Row Level Security (RLS) policies are in place

Step 3: Configure Authentication

1. Email Authentication

   • Enable email provider
   • Enable email confirmations (recommended)
   • Configure secure password recovery

2. Email Templates (Optional but Recommended)

   • Customize confirmation email
   • Customize password reset email
   • Customize magic link email

3. URL Configuration

   • Set Site URL to your domain
   • Add all valid redirect URLs

Step 4: Storage Configuration

Create necessary storage buckets:

Bucket Name	Public	Purpose
avatars	Yes	User profile pictures
posts	Yes	Post images
documents	No	Private documents

Step 5: Deploy Functions

Deploy all required edge functions for:

• Notifications
• Push notification sender
• Video token generation
• Appointment handling

Step 6: Client Configuration

Configure your instance:

Branding

{
  "appName": "Your App Name",
  "organizationName": "Your Organization",
  "tagline": "Your tagline here"
}

Theme

{
  "primaryColor": "#4F46E5",
  "secondaryColor": "#10B981",
  "accentColor": "#F59E0B"
}

Features

{
  "community": true,
  "appointments": true,
  "journal": true,
  "courses": true,
  "videoCalls": true,
  "liveEvents": true
}

Step 7: Add Assets

Place your logo files:

File	Size	Format	Purpose
logo.png	512x512	PNG	App icon, PWA
logo-192.png	192x192	PNG	PWA manifest
favicon.ico	32x32	ICO	Browser favicon

Step 8: Build & Test Locally

Before deploying to production:

Local Testing Checklist

• App loads without errors
• Logo displays correctly
• Colors match branding
• Registration works
• Login works
• All enabled features accessible
• PWA manifest correct

Step 9: Production Deployment

1. Build for production
2. Deploy using deployment scripts
3. Verify deployment:
   • Site accessible at deployment URL
   • SSL certificate valid
   • PWA installable
   • All features working

Step 10: Create Admin User

1. Have client register with their admin email
2. They complete email verification
3. Elevate their account to admin role

Step 11: Final Verification

Complete System Test

Test	Expected Result
User registration	Account created
User login	Dashboard loads
Admin functions	Admin panels visible
Community post	Post appears
Appointment booking	Appointment created
Video call	Call connects
Push notifications	Notification received
PWA install	App installs

Performance Check

• Page load under 3 seconds
• No console errors
• Images optimized
• Service worker registered

Step 12: Documentation & Handoff

Prepare client package including:

• App URL
• Admin login instructions
• Welcome Guide
• Support contact info

Troubleshooting

Common Issues

Issue	Cause	Solution
Build fails	TypeScript errors	Check build output
Auth not working	URL config wrong	Verify URL settings
Functions fail	Missing secrets	Check secrets configuration
Deploy fails	Wrong account	Verify deployment config
PWA not installing	Manifest issue	Check manifest.json

Next Step

→ Share the Welcome Guide with your client → Transition to Ongoing Support