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TroubleshootingTroubleshooting Matrix

Troubleshooting

console.sophosic.ai
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OKWorkspace
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Launch and support deskChecks, symptoms, source-of-truth records, and production readiness

Use this page when a workspace behaves differently from what an operator expects. Start with the symptom, find the console source of truth, then verify the customer-facing route or downstream record.

Troubleshooting Rule

Do not debug from the public site alone. Every customer-facing issue should be traced back to the console record, setting, integration, or cache event that owns it.

Public Site Looks Wrong

Wrong logo, colors, or fonts

Settings > Branding

Verify: Homepage, product page, booking page, Open Graph image

Wrong business hours or address

Settings > General

Verify: Homepage, footer, local business metadata, booking availability

Page content is stale

Website page editor

Verify: Public page, cache invalidation, revalidation webhook

Draft page is public

Website page status

Verify: Navigation, sitemap, direct URL

Navigation link is broken

Website navigation and footer

Verify: Desktop header, mobile menu, footer

Search preview is wrong

Discovery, page/story metadata

Verify: Open Graph image, title, description, canonical URL

Checkout Or Payment Fails

Checkout will not open

Product visibility, price, inventory

Then check: Stripe Connect status, checkout settings, shipping requirement

Wrong total

Product price, variant, tax, discount

Then check: Shipping rate, fees, currency

Payment succeeds but order is missing

Orders, payment state

Then check: Webhook delivery, customer email, portal order history

Refund is unavailable

Order state and payment state

Then check: Stripe account, refund policy, permissions

Booking deposit fails

Service payment settings

Then check: Stripe Connect, deposit amount, booking payment intent

Wallet payments fail

Domain and payment settings

Then check: Wallet domain verification and checkout domain

Booking Flow Is Wrong

No times appear

Service visibility and availability

Then check: Staff assignment, timezone, holidays, overrides, lead time

Wrong times appear

Settings > General timezone

Then check: Staff calendar sync, buffers, capacity, service duration

Customer can skip intake

Service intake and consent requirements

Then check: Public booking step order, required field rules

Booking confirmation is missing

Booking detail and Communications

Then check: Customer email, sender identity, template, provider errors

Reschedule link fails

Booking status and manage URL

Then check: Customer auth state, booking ownership, domain

Calendar event missing

Calendar integration

Then check: Staff calendar mapping, connection health, sync job

Customer Portal Issues

Customer cannot sign in

Customer record and portal auth

Then check: Workspace domain, email link, session state

Order is missing

Orders and customer ownership

Then check: Guest claim flow, portal scope, payment state

Booking is missing

Booking customer link

Then check: Portal scope, booking status, customer duplicate

Billing is missing

Payment and invoice records

Then check: Subscription or invoice ownership

Ticket is missing

Inbox or ticket record

Then check: Customer ownership, workspace scope, route

Saved item does not persist

Customer session

Then check: Product visibility, saved item record

Email And Notifications

Customer email did not send

Communications template and trigger

Then check: Domain and Email, recipient address, bounce state

Internal email did not send

Notification recipient settings

Then check: Workspace team, provider status, event trigger

Email has wrong branding

Email branding summary

Then check: Settings > Branding, sender identity, template preview

Link points to wrong domain

Domain and Email

Then check: Template URL source, production domain, redirect rules

Customer cannot unsubscribe

Email preferences route

Then check: Token, customer record, subscription state

Google Integrations

Analytics page views missing

GA4 property and stream

Then check: Consent state, production domain, tag load, reporting delay

Ads conversion missing

Conversion ID and label

Then check: Event trigger, checkout or booking success route, consent

Business Profile links are wrong

Google Business Profile settings

Then check: Public site URL, booking URL, reviews link

Reviews are stale

Reviews and profile connection

Then check: Sync status, moderation, public display rules

SEO verification fails

Discovery verification settings

Then check: DNS, meta tag, search engine delay

Domain, DNS, And Routing

Domain does not load

Domain and Email DNS records

Then check: DNS provider, certificate, production environment

Old domain still appears

Canonical URL settings

Then check: Redirect rules, sitemap, Open Graph, cached previews

Apple Pay domain fails

Domain verification route

Then check: Payment settings and wallet domain records

Local path works but production domain fails

Tenant routing and domain mapping

Then check: DNS, certificate, host resolution

Redirect loop

Redirect rules

Then check: Canonical host, trailing slash behavior, provider redirects

Console Access And Permissions

Operator sees wrong workspace

Workspace picker or switcher

Then check: Selected-workspace cookie, user membership

Operator cannot edit

Team and Roles

Then check: Feature flags, workspace membership, route permission

Section is missing

Settings > Features

Then check: Role, workspace plan, disabled module

Admin page loads stale data

Browser cache and console data

Then check: API response, cache invalidation, selected workspace

Cache And Revalidation

Console save does not appear publicly

Save response and revalidation event

Then check: Cache tag, webhook delivery, route path

One page updates but another does not

Page-specific cache dependency

Then check: Layout data, navigation cache, tenant resolver

Sitemap is stale

Discovery and page status

Then check: Sitemap route, cache, published status

Open Graph is stale

Metadata source

Then check: Social platform preview cache

Escalation Template

When you escalate an issue, include:

  • Workspace name and slug.
  • Public URL and console URL.
  • Customer action attempted.
  • Console source-of-truth surface checked.
  • Record IDs when available: customer, order, booking, form, ticket, payment, invoice, or webhook.
  • Time window and timezone.
  • Screenshots or error text.
  • Whether traffic, checkout, booking, ads, or email were paused.

Use related guides after you identify the likely source of truth. The troubleshooting page narrows the symptom; the workflow and integration pages explain how to fix or revalidate the underlying setup, and the launch guide gives you a customer-path test before traffic resumes.

Troubleshooting | Sophosic Platform