Sophosic Operator Docs

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Workspace consoleWorkspace setup, daily operations, public-site controls, and launch decisions

Sophosic is an operating platform for service and commerce businesses. The console is where operators configure the business, manage work, connect integrations, and publish customer experiences. The sites app is the public storefront and customer portal that turns those settings into bookings, orders, help, stories, forms, and account self-service.

These docs now focus on the console and sites apps: operator workflows, public-site behavior, launch steps, commerce, bookings, integrations, and troubleshooting.

How To Read These Docs

Use Get Started when you are learning the platform, Workflow Guides when you need to finish a real customer path, Product Areas when you need a feature map, Integrations when payments or Google tooling is involved, and Troubleshooting when something does not match console state.

Start Here

Pick a workspace, verify the core settings, and open the matching customer site.

Operator Quickstart

Follow complete runbooks for setup, publishing, commerce, bookings, integrations, launch QA, and daily operations.

Workflow Guides

Pick the right page by operator job, customer action, source-of-truth surface, or failure symptom.

Workflow Map

Work through the setup order for business profile, branding, domain, payments, bookings, and email.

Workspace Setup Checklist

Understand how console sections map to customer-facing site features.

Product Areas

Final checks before sending traffic to a site.

Launch Checklist

What The Platform Covers

Area

Business setup

Console owns: Workspace, team, hours, domains, email, legal, feature flags

Sites owns: Tenant routing, branded shell, public policy pages

Area

Commerce

Console owns: Products, collections, inventory, orders, invoices, payments, shipping

Sites owns: Shop, cart, checkout, saved items, order history, tracking

Area

Bookings

Console owns: Services, tiers, add-ons, waivers, availability, booking lifecycle

Sites owns: Service discovery, scheduler, deposits, confirmations, pay links, reschedules

Area

Customer operations

Console owns: Customers, inbox, forms, consent, communications, automations

Sites owns: Customer portal, tickets, billing, profiles, notification preferences

Area

Growth

Console owns: Stories, discovery, reviews, Google integrations, campaigns

Sites owns: SEO metadata, sitemaps, redirects, Google tags, reviews, public content

Operator Flow

Choose the workspace in the console.
Confirm the business profile, hours, team access, and site status.
Configure branding, navigation, footer links, policies, and domain/email.
Connect Stripe if the site accepts payments.
Create products, services, forms, stories, and support content.
Connect Google Analytics, Google Ads, and Google Business Profile when needed.
Test the public site as a customer: browse, book, buy, submit, sign in, and request support.
Launch only after notifications, fulfillment, and payment paths are verified.

Core Destinations

Use core destinations when you know the product area but need the operating model. These pages explain the console source of truth, the customer-facing site behavior, and the checks that prove the two are aligned.

Daily operator workflows across scheduling, sales, customers, inbox, automations, and settings.

Console Operations

Product sales, service scheduling, deposits, invoices, refunds, and fulfillment.

Commerce and Bookings

Public pages, shop, bookings, help center, account dashboard, orders, billing, and tickets.

Customer Sites and Portal

Integration Guides

Use integration guides whenever a customer path depends on a third party. Payments, Google tools, domains, email, calendar sync, and webhooks all have both setup state and customer-facing effects, so verify the console connection and the public result together.

Connect a workspace to Stripe, verify checkout readiness, and understand payment surfaces.

Stripe Connect

Configure GA4, Google Ads, Google Business Profile, consent, and conversion tracking.

Google Integrations

Verify domains, understand cache invalidation webhooks, and route customer traffic safely.

Domains and Webhooks

Where To Go Next

If you are launching a business for the first time, follow Operator Quickstart, then Publish Your First Site. If you are fixing a specific issue, start with the Workflow Map or Troubleshooting Matrix.

When a guide points to a console setting, always verify the matching public site path before considering the work finished. These docs are organized around that loop: configure in console, test on sites, then monitor the resulting customer or operator record.