Frequently Asked Questions

    Honest, evidence-based answers. No marketing fluff.

    Answer Status Legend

    Implemented
    Feature is live and working
    On Roadmap
    Planned with timeline
    Not Planned
    Not on our roadmap

    Getting Started

    How do I create my first onboarding flow?

    Implemented

    1. Go to Dashboard → Click "Create Flow"

    2. Choose a template or start from scratch

    3. Add steps with titles, descriptions, and due dates

    4. Save and share the flow with your clients

    Evidence: components/create-flow-modal.tsx

    How do I invite my first client?

    Implemented

    1. Go to Clients → Click "Add Client"

    2. Enter client name and email

    3. Assign them to a flow

    4. Click "Copy Link" or "Email Invite" to share their portal

    Evidence: components/clients-list.tsx

    How do I customize my workspace branding?

    Implemented

    1. Go to Settings → Upload your logo

    2. Choose your brand color (applies to portal and emails)

    3. Save changes - clients will see your branding in their portal

    Evidence: components/settings-content.tsx

    How do I set up email notifications?

    Implemented

    Email notifications are configured automatically using Resend.

    You'll receive notifications when:

    • A client completes a step
    • A client completes their entire onboarding
    • A reminder is due (if configured)

    Not receiving emails? Check the troubleshooting section.

    Advanced

    How do I use flow templates?

    Implemented

    1. Go to Templates page

    2. Browse pre-built templates (SEO Onboarding, Social Media, etc.)

    3. Click "Use Template" on any template

    4. Customize the steps for your needs

    Evidence: components/templates-library.tsx

    How do I set up automated reminders?

    Implemented

    Automated reminders run via cron job. Clients receive reminders 24 hours before step due dates.

    Evidence: app/api/cron/send-reminders/route.ts

    Configuration

    How do I configure email (SMTP/Resend)?

    Implemented

    For Self-Hosted Users:

    1. Get a Resend API key from resend.com
    2. Add to environment variables: RESEND_API_KEY=your_key
    3. Set from email: RESEND_FROM_EMAIL=admin@yourdomain.com
    4. Restart your app - emails will now send automatically

    For BoardingPass Cloud: Email is preconfigured - no setup needed.

    Evidence: lib/email/resend.ts

    Troubleshooting

    Why am I not receiving emails?

    Implemented

    Common causes:

    • Missing API key: Check that RESEND_API_KEY is set
    • Spam folder: Check your spam/junk folder
    • Invalid from address: Ensure RESEND_FROM_EMAIL uses a verified domain
    • Rate limits: Resend has sending limits on free tier (100 emails/day)

    How to debug: Check your server logs for "[v0] Resend error:" or "[v0] Email send error:" messages

    Architecture & Hosting

    What is your tech stack?

    Implemented

    Next.js 15, Supabase (PostgreSQL + Auth + Storage), Tailwind CSS v4, TypeScript, Resend, Vercel hosting.

    Evidence: package.json, next.config.mjs

    Where is the data hosted?

    Implemented

    AWS via Supabase (us-east-1). Your data is stored on AWS infrastructure with RDS PostgreSQL for databases and S3 for files.

    Security & Compliance

    Is data encrypted?

    Implemented

    YES. Data encrypted at rest (AES-256 via AWS) and in transit (TLS 1.3). All connections use HTTPS.

    How are passwords stored?

    Implemented

    Hashed with Argon2id via Supabase Auth. We never store plain-text passwords.

    User Experience

    Can I customize colors to match my brand?

    Implemented

    YES. Choose your brand color in Settings → White-label. Applies to portal, buttons, and email links.

    Evidence: components/settings-content.tsx

    Can clients complete onboarding on mobile?

    Implemented

    YES. Client portal is fully mobile-responsive and tested on iOS/Android.

    Integrations & API

    Do you integrate with Slack?

    V1.2

    Not yet. Slack integration coming in V1.2 (March 2025).

    Business & Pricing

    Is the lifetime deal really for life?

    Implemented

    YES. AppSumo lifetime access means no recurring fees, ever. All future updates included within your tier limits.

    Still have questions?

    Email us at admin@getboardingpass.app - we respond within 24 hours.

    Contact SupportBrowse Help Center

    For developers: Additional technical details available in the Help Center.