Developer Documentation

Client Onboarding Guide

How to add a new client to the Reformer Platform

Time Required: ~30 minutes per client (currently manual, will be automated)

Step 1: Create Account in Database

Run this in pgAdmin (Render database):

-- Create new account
INSERT INTO accounts (business_name, dashboard_slug, contact_email, status)
VALUES (
  'Client Business Name',
  'client-slug',  -- Used in URLs
  'contact@client.com',
  'active'
)
RETURNING id;  -- Copy this UUID for next steps

Step 2: Set Up Memberstack Integration

2a. In Memberstack Dashboard

  1. Create new project for client
  2. Get API key
  3. Get webhook secret

2b. Add to Database

-- Add Memberstack integration
INSERT INTO integrations (account_id, service, api_key, webhook_secret, active)
VALUES (
  'ACCOUNT_UUID_FROM_STEP_1',
  'memberstack',
  'mem_CLIENT_API_KEY',
  'client_webhook_secret_123',
  true
);

2c. Configure Webhook in Memberstack

Webhook URL:

https://reformer-platform.onrender.com/webhooks/memberstack/client_webhook_secret_123

Step 3: Set Up Pirsch Analytics (Optional)

3a. In Pirsch Dashboard

  1. Click Add Dashboard
  2. Enter client's domain
  3. Settings → Integration → Access Key
  4. Copy access key

3b. Add to Database

-- Add Pirsch analytics
INSERT INTO integrations (account_id, service, api_key, config, active)
VALUES (
  'ACCOUNT_UUID',
  'pirsch',
  'pa_ACCESS_KEY_HERE',
  jsonb_build_object('type', 'access_key', 'domain', 'clientdomain.com'),
  true
);

Step 4: Set Up Close CRM (Optional)

Close CRM uses shared account, no per-client setup needed. Members automatically sync to Close.

Step 5: Set Up Dropbox (Optional)

5a. Get Dropbox Credentials

  1. Create Dropbox folder structure for client
  2. Generate access token if using separate Dropbox per client

5b. Add to Database

-- Add Dropbox integration
INSERT INTO integrations (account_id, service, api_key, config, active)
VALUES (
  'ACCOUNT_UUID',
  'dropbox',
  'sl.DROPBOX_ACCESS_TOKEN',
  jsonb_build_object('folder_path', '/Clients/ClientName'),
  true
);

Step 6: Test Everything

6a. Test Account Creation

SELECT * FROM accounts WHERE id = 'ACCOUNT_UUID';

6b. Test Integrations

SELECT a.business_name, i.service, i.active
FROM integrations i
JOIN accounts a ON i.account_id = a.id
WHERE a.id = 'ACCOUNT_UUID';

6c. Test Webhook

curl -X POST https://reformer-platform.onrender.com/webhooks/memberstack/SECRET \
  -H "Content-Type: application/json" \
  -d '{"event":"member.created","payload":{"id":"test","auth":{"email":"test@client.com"}}}'

6d. Verify in Database

SELECT * FROM members WHERE email = 'test@client.com';
SELECT * FROM activity_log WHERE account_id = 'ACCOUNT_UUID' ORDER BY created_at DESC;

Step 7: Configure Client Dashboard

Update dashboard configuration to show client's data:

// In client dashboard config
{
  "accountId": "ACCOUNT_UUID",
  "slug": "client-slug",
  "name": "Client Business Name"
}

Onboarding Checklist

Step Task Time
1 Create account in database 2 min
2 Set up Memberstack integration 5 min
3 Set up Pirsch analytics 5 min
4 Configure other integrations 10 min
5 Test everything 5 min
6 Set up client dashboard 3 min
Total ~30 min

Future: Automated Onboarding

Goal: Reduce onboarding from 30 minutes to 5 minutes with a simple form.

Features to build:

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