Workflow Map
Use this page when you know what needs to happen but are not sure which guide or console surface owns it.
Fast Triage
Start with the customer action, find the console source of truth, then verify the public route or portal record. If the work changes payments, scheduling, email, domains, analytics, or ads, finish with the matching integration check before launch.
Choose By Job
Setup And Launch
Launch a new workspace
Start in console: Settings, Team, Branding, Domain and Email
Verify on sites: Homepage, footer, policies, technical routes
Primary guide: Workspace Onboarding
Publish or relaunch a site
Start in console: Website, Discovery, Branding
Verify on sites: Homepage, pages, navigation, sitemap, Open Graph
Primary guide: Site Publishing
Approve launch
Start in console: All launch-critical surfaces
Verify on sites: Full customer-path matrix
Primary guide: Launch QA
Commerce And Service Work
Sell a product
Start in console: Products, Payments, Shipping, Checkout and Tax
Verify on sites: Shop, product page, cart, checkout, order history
Primary guide: Commerce Workflow
Fulfill product orders
Start in console: Shipping, Orders, Products
Verify on sites: Tracking page, portal order detail, customer email
Primary guide: Shipping and Fulfillment
Schedule a service
Start in console: Scheduling, Services, Calendar Sync, Payments
Verify on sites: Bookings flow, confirmation, manage booking, portal
Primary guide: Bookings Workflow
Growth And Operations
Handle a customer request
Start in console: Customers, Inbox, Forms, Tickets
Verify on sites: Contact, forms, help, portal tickets
Primary guide: Customer Operations
Publish content for discovery
Start in console: Website, Stories, Help, Reviews, Discovery
Verify on sites: Pages, stories, help, sitemap, search previews
Primary guide: Content and Discovery
Send a campaign
Start in console: Marketing, Subscribers, Segments, Sender setup
Verify on sites: Landing page, email preferences, unsubscribe, conversions
Primary guide: Marketing Campaigns
Connect payments or tracking
Start in console: Integrations, Payments, Domain and Email
Verify on sites: Checkout, booking payment, tags, conversion events
Primary guide: Integrations Workflow
Run the workspace after launch
Start in console: Inbox, Orders, Bookings, Discovery, Integrations
Verify on sites: Portal, notifications, reporting, public site
Primary guide: Day-Two Operations
Choose By Customer Action
Browse And Decide
Browse the business
Console source: Website, Branding, General
Public path to test: Homepage and custom pages
Result to confirm: Brand, hours, contact, navigation, and policies are accurate.
Read help content
Console source: Help, Website, Discovery
Public path to test: Help, KB, policies
Result to confirm: Answers are public, searchable, and linked from the right customer path.
Leave or read a review
Console source: Reviews, Google Business Profile
Public path to test: Reviews and local profile links
Result to confirm: Review display and external profile links are correct.
Buy Or Book
Buy a product
Console source: Products, Payments, Shipping
Public path to test: Shop, product detail, cart, checkout
Result to confirm: Order, payment state, inventory, email, and portal history are correct.
Track a shipment
Console source: Orders, Shipping
Public path to test: Tracking route and portal order detail
Result to confirm: Tracking status and customer email match the order.
Book a service
Console source: Scheduling, Services, Calendar Sync
Public path to test: Bookings flow
Result to confirm: Booking record, calendar event, payment, intake, and email are correct.
Self-Service And Follow-Up
Track an order
Console source: Orders, Shipping
Public path to test: Order detail and tracking routes
Result to confirm: Fulfillment status and tracking links match console state.
Manage a booking
Console source: Booking detail, Scheduling
Public path to test: Manage booking, reschedule, pay link
Result to confirm: Lifecycle action updates console, customer email, and portal state.
Sign in
Console source: Customer auth, portal settings
Public path to test: Account portal
Result to confirm: Orders, bookings, billing, tickets, profile, and saved items are scoped correctly.
Forms And Campaign Response
Submit a form
Console source: Forms, Inbox, Customers
Public path to test: Forms, contact, intake
Result to confirm: Submission lands in the right console surface with customer context.
Respond to marketing
Console source: Campaigns, Subscribers, Segments
Public path to test: Landing pages, unsubscribe, preferences
Result to confirm: Attribution, consent, and subscription state are correct.
Choose By Failure Symptom
Public page looks stale
Website, Discovery, cache invalidation
Then check: Domain, route, revalidation webhook, browser cache
Checkout fails
Products, Payments, Shipping, Checkout and Tax
Then check: Stripe Connect status, tax, inventory, return URL
Shipping label fails
Shipping, product dimensions, order address
Then check: Carrier/provider status, package preset, rate, label purchase
Booking slots are wrong
Scheduling availability and overrides
Then check: Timezone, staff calendar sync, capacity, service visibility
Email did not send
Domain and Email, Communications
Then check: Sender identity, template, recipient, bounce status
Analytics is missing
Google integrations
Then check: Consent state, production URL, reporting delay, tag load
Ads conversion is missing
Google Ads integration
Then check: Conversion label, event trigger, landing URL, consent state
Customer record is incomplete
Customers, Forms, Inbox
Then check: Portal claim flow, duplicate records, intake mapping
Portal data is missing
Customers, Orders, Bookings, Billing
Then check: Auth state, workspace scope, customer ownership
Search preview is wrong
Discovery, page/story metadata
Then check: Open Graph image, canonical URL, sitemap, cached preview
Staff cannot act
Team and Roles
Then check: Active workspace, feature flags, route permissions
Workflow Sequence
Configure
Make the console change in the source-of-truth surface. Keep the change narrow enough that you can verify it immediately.
Verify
Open the public site or portal path that customers use. Confirm copy, pricing, availability, routing, and state.
Trace
Confirm the downstream console record: customer, order, booking, form, ticket, notification, analytics event, or webhook.
Operate
Assign the work to the right operator, document exceptions, and add the check to launch QA or day-two rhythm when repeated.
Coverage Map
Use this map when you know the product area but not the right guide. Start with setup when the workspace is incomplete, move to workflow guides when a customer path must be finished, and use daily operations or troubleshooting when the site is already live.
Workspace identity
Setup guide: Workspace Setup
Workflow guide: Workspace Onboarding
Daily operations: Day-Two Operations
Site shell
Setup guide: Publish Your First Site
Workflow guide: Site Publishing
Daily operations: Content and Discovery
Commerce
Setup guide: Commerce and Bookings
Workflow guide: Commerce Workflow
Daily operations: Day-Two Operations
Shipping
Setup guide: Shipping and Fulfillment
Workflow guide: Shipping and Fulfillment
Daily operations: Day-Two Operations
Bookings
Setup guide: Commerce and Bookings
Workflow guide: Bookings Workflow
Daily operations: Day-Two Operations
Forms
Setup guide: Forms and Responses
Workflow guide: Customer Operations
Daily operations: Day-Two Operations
Customer operations
Setup guide: Console Operations
Workflow guide: Customer Operations
Daily operations: Day-Two Operations
Marketing
Setup guide: Marketing Growth
Workflow guide: Marketing Campaigns
Daily operations: Day-Two Operations
Integrations
Setup guide: Stripe Connect, Google Integrations
Workflow guide: Integrations Workflow
Daily operations: Troubleshooting
Launch
Setup guide: Launch Checklist
Workflow guide: Launch QA
Daily operations: Day-Two Operations