Every feature. No marketing gloss.

Create an event with name, description, dates, times, location, venue, and featured image.

Where

Dashboard › Events › New Event

How

Click 'Create Event', fill the form, assign categories, set status (Draft / Active / Archived), save.

Update an event's dates, location, image, categories, and status.

Where

Dashboard › Events › click any row

How

Open the event detail page, change fields, and save. Archive prompts a confirm dialog.

Filter events by name, status (Draft/Active/Archived), and assigned category.

Where

Dashboard › Events

How

Type in the search box; use the Status and Category dropdowns at the top of the table.

Permanently remove many events at once. Cascading deletes are explained in the confirmation dialog.

Where

Dashboard › Events › row checkboxes

How

Check rows, click 'Delete' in the bulk action bar, confirm.

Move several events to archived state without deleting data.

Where

Dashboard › Events › row checkboxes

How

Check rows, click 'Archive' in the bulk action bar, confirm.

Upload a hero image — or point to an external URL with auto-sync so the image updates when the source changes.

Where

Event form › Media & Settings card

How

Drop an image or paste a URL. Toggle auto-sync to refresh on every save.

Taxonomy for grouping and filtering events on both dashboard and storefront.

Where

Dashboard › Settings › Event Categories

How

Create categories, assign them on event forms, surface them as chips on the public events page.

Per-event activity panel showing the sponsorships and members currently engaged with the event.

Where

Dashboard › Events › [event] (below the form)

How

Auto-populates with sponsorship counts, member counts, and revenue.

Draft → Active → Archived transitions with state-aware confirmation prompts.

Where

Event form › Status dropdown

How

Change status; the archive transition asks for confirmation because it pulls the event from the public site.

Create a sponsorship for an event with pricing, quantity, benefits, and availability.

Where

Dashboard › Sponsorships › New Sponsorship

How

Pick event, name, price, quantity, benefits, and availability status; save.

Duplicate a sponsorship into a different event, carrying over price, quantity, and benefits (first-rights and package memberships are intentionally left behind).

Where

Sponsorships row actions › Clone icon

How

Click Clone, select the destination event, click Clone. A draft copy is created so you can tweak before publishing.

Control sponsorship visibility: Not Yet Available, First Rights, Public, or Sold Out.

Where

Sponsorship form › Availability Status

How

Pick the status; the storefront filters accordingly and respects first-rights windows.

Optional 1/2/3 tier label that drives sort order, leaderboard weighting, and styling.

Where

Sponsorship form › Exposure Tier

How

Choose a tier (or leave blank) on each sponsorship.

Multi-select to archive or hard-delete many sponsorships at once.

Where

Dashboard › Sponsorships › row checkboxes

How

Check rows, use the bulk action bar.

Add, remove, reorder (drag-and-drop), and inline-edit individual benefits.

Where

Sponsorship form › Benefits section

How

Type a benefit and press Enter; drag the handle to reorder; click an X to remove.

Turn the current sponsorship's benefits into a reusable bundle you can apply to future sponsorships.

Where

Sponsorship form › Benefits › 'Save as bundle' button

How

Click 'Save as bundle', name it, optionally describe it, save.

Drop a saved bundle into a sponsorship to populate the benefits list in one click.

Where

Sponsorship form › Benefits › 'Apply bundle' dropdown

How

Click 'Apply bundle', choose one; benefits populate immediately.

Push a bundle or specific benefits onto many sponsorships at once. Past sponsorships keep their snapshot; future ones get the new benefits.

Where

Dashboard › Settings › Benefits › 'Bulk apply to sponsorships'

How

Filter sponsorships by event or hand-pick them. Pick a bundle or specific benefits. Apply.

Every benefit you type into a sponsorship is silently saved to a library so it's available the next time you start typing.

Where

Dashboard › Settings › Benefits

How

Use the library to manage, dedupe, or remove the platform's default starter benefits.

Auto-generated URL slug, with prompts if a collision is detected within an event.

Where

Sponsorship form (auto)

How

Slug is derived from the name; edit if the system flags a conflict.

Setting a $0 sponsorship triggers a confirmation dialog so you don't accidentally publish freebies.

Where

Sponsorship form › Price field

How

Enter 0; confirm in the dialog if intentional.

Real-time view of total / available / reserved-by-first-rights quantity for each sponsorship.

Where

Sponsorship form and Sponsorships table

How

View the inline breakdown — reserved counts come from first-rights allocations.

Reserve quantity for specific businesses, with optional expiration. The storefront automatically shows reserved sponsorships only to those holders.

Where

Sponsorship form › First-Rights Manager

How

Click 'Add holder', select a business, enter quantity, repeat, save.

Reassign many businesses in one save instead of editing them one at a time.

Where

Sponsorship form › First-Rights Manager

How

Add multiple holders before saving — they all update atomically.

For each allocation, see how many slots are still claimable vs. already purchased.

Where

Dashboard › My First Rights and reports

How

Open the My First Rights page — remaining = total reserved − already purchased.

Sweep expired first-rights allocations so quantity returns to the public pool.

Where

Dashboard › Settings › Data

How

Click 'Cleanup expired first-rights'; the operation runs asynchronously and reports counts.

Automatic reminders sent to holders as their window approaches expiration.

Where

Background (Inngest)

How

Enabled by default; cadence and templates live under Email Automations.

Donut and per-sponsorship table showing claimed, remaining, and expired allocations.

Where

Dashboard › Reports › First Rights

How

Use the date range and event filters to drill in.

Bundle multiple sponsorships into a single buyable package with bundle or per-item discounts.

Where

Dashboard › Packages › New Package

How

Add items, set quantity per item, apply a package-level discount or per-item override, save.

Override the package-level discount on individual items (percentage or fixed amount).

Where

Package form › item row › 'Item Discount' checkbox

How

Check the box, pick the type, enter the value. The line shows your override price.

Real-time price math as you add items and adjust discounts.

Where

Package form › right column

How

Watch the summary update — it shows base, discounts, and total at a glance.

Copy a public package URL to clipboard for emailing to a prospect.

Where

Packages table › Share icon

How

Click Share; the URL copies with a confirmation toast.

Restrict a package to a specific business — it shows in their sponsor portal only.

Where

Package form › Assigned Business

How

Pick a business; the package becomes a private member-only offer.

Email a package offer with a one-click 'Reserve' or 'Add to cart' button directly to a sponsor.

Where

Package detail › Send Package

How

Pick the recipient, customize the message, send.

One-click add of every item in a package to the sponsor's cart.

Where

Sponsor account or public package page

How

Click 'Add package to cart' — quantities and discounts carry through.

Percentage or fixed-amount discount codes with usage limits and scoping.

Where

Dashboard › Coupons › New Coupon

How

Enter a code, choose discount type/value, set limits, save.

Limit a coupon to a specific set of events or sponsorships rather than the whole store.

Where

Coupon form › Applicable Events / Applicable Sponsorships

How

Multi-select the events or sponsorships the code applies to.

Set total redemptions and/or per-customer redemption caps.

Where

Coupon form › Usage Limit / Per-User Limit

How

Leave blank for unlimited or enter caps.

Restrict a coupon to a minimum and/or maximum order subtotal.

Where

Coupon form › Min/Max Order Amount

How

Enter thresholds; invalid carts get a clean error at checkout.

Prevent a coupon from stacking on already-discounted line items.

Where

Coupon form › 'Exclude sale items'

How

Toggle on; the validator enforces it server-side.

Allow only one use of a coupon per customer.

Where

Coupon form › 'Individual use'

How

Toggle on.

Auto-deactivate a code after a specific date and time.

Where

Coupon form › Expires At

How

Pick a date; the validator rejects use after expiry.

Turn off many codes at once without deleting them, so you keep usage history.

Where

Coupons table › multi-select › 'Deactivate'

How

Check rows, click Deactivate in the bulk action bar.

Server-validates a code at checkout — the client never controls discount math.

Where

Checkout › coupon input

How

Type the code; the cart re-totals instantly with the validated discount.

Full breakdown: line items, payment mode, representative, status history, notes, refunds.

Where

Dashboard › Orders › click any row

How

Open the order to see everything in one card.

Move an order through Pending → Committed → Completed or Cancel.

Where

Order detail › Manage Status

How

Pick a status, confirm. The audit log records every change.

Move multiple orders to Completed or Cancelled at once.

Where

Orders table › multi-select

How

Check rows, click Mark Completed or Cancel in the bulk action bar.

Refund online-paid orders directly back through Stripe with one click.

Where

Order detail › Refund button (shows only for paid orders)

How

Click Refund, confirm. The order status flips to Refunded and the sponsor gets a notification.

Cancel individual items inside an order without voiding the whole order.

Where

Order detail › line item › Cancel

How

Click Cancel next to an item; eligibility is checked server-side.

Add internal-only notes — visible to staff, not to the sponsor.

Where

Order detail › Order Notes

How

Type into the note input and click Add. Notes are timestamped and attributed.

Change which person at a business owns an order, useful after staff turnover.

Where

Order detail › Representative dropdown

How

Pick a new rep and save.

Re-send the order confirmation email to the original buyer.

Where

Order detail › Resend Confirmation Email

How

Click the button. A toast confirms delivery.

Export orders in a QuickBooks-friendly format, optionally filtered by status.

Where

Dashboard › Orders › Export to QuickBooks

How

Filter the list first if needed; click Export to download the formatted file.

Chronological record of status changes, refunds, notes, and system events.

Where

Order detail › Activity Log

How

Scroll to the log section — every action is timestamped with author.

Searchable, paginated list of every business in your chamber.

Where

Dashboard › Members

How

Search by name; click a row to drill into a business profile.

Edit name, logo, status, tier, contact info, and notes.

Where

Dashboard › Members › [business]

How

Open the business, update fields, save.

A business can have many reps. One is marked primary; each has a role (admin / purchaser / viewer).

Where

Business detail › Representatives tab

How

Add a rep with email, name, and role. Use the Primary checkbox to set the main contact.

Aggregated spend for each business in the current dashboard date range.

Where

Members table › Total Spent column

How

Adjust the dashboard date range to retotal.

All historical orders by a single business, with totals and statuses.

Where

Business detail › Orders tab

How

Click the tab; click any order to drill in.

Multi-select to delete or update many businesses at once.

Where

Members table › row checkboxes

How

Check rows, use the bulk action bar.

Download your entire member list as CSV for outside tools or backup.

Where

Dashboard › Import / Export › Export Members

How

Click Export; CSV downloads in your browser.

Each chamber gets a public site at /{chamberSlug}: hero, featured events, sponsor leaderboard, browse links.

Where

Public — /{chamberSlug}

How

Share the URL with prospective sponsors; design comes from Brand Kit and Event/Storefront Styling.

Browse every active event with category chips and search.

Where

Public — /{chamberSlug}/events

How

Visitors filter by category and click into an event detail page.

Full event page with description, sponsorship cards (Reserve or Add to Cart), and leaderboard.

Where

Public — /{chamberSlug}/{eventSlug}

How

Sponsors click a card to add to cart, quick-reserve, or open the sponsorship detail page.

Deep page for a single sponsorship with full benefits, availability, and quantity remaining.

Where

Public — /{chamberSlug}/{eventSlug}/{sponsorshipSlug}

How

Direct-linkable from emails, social, or a sponsor pitch.

Cross-event grid of every active sponsorship with event and category filters.

Where

Public — /{chamberSlug}/sponsorships

How

Filter and sort to find what's available.

Public package detail with bundle pricing and one-click add-to-cart.

Where

Public — /{chamberSlug}/packages/{packageSlug}

How

Linkable from a sponsor email; sponsors purchase the bundle as a single line item.

E-commerce catalog distinct from sponsorships — merch, paid memberships, services.

Where

Public — /{chamberSlug}/products

How

Browse, filter by category, sort by newest / popular / price; click into a product page.

Bypass the cart entirely and reserve a sponsorship in one click (reservation mode only).

Where

Storefront sponsorship cards

How

Click 'Reserve' on a sponsorship card; an order is created immediately with quantity 1.

Toggleable on event pages, the storefront home, the sponsor account, the dashboard, or as a standalone page.

Where

Dashboard › Settings › Leaderboard

How

Pick which of the 5 surfaces to show it on, choose scoring rules, save.

Site-wide banner for time-sensitive notices and promos.

Where

Dashboard › CMS › Widgets › Announcement Bar

How

Compose the message, pick a style (info / warning / promo), schedule on/off dates.

Per-chamber header and footer widget editors.

Where

Dashboard › CMS › Widgets › Header / Footer

How

Edit links, social icons, copyright text. Changes apply to every public page.

Optional WCAG accessibility overlay (font sizing, contrast, motion reduction) on the public storefront.

Where

Dashboard › Settings › Accessibility

How

Toggle the widget on; preview on the live storefront.

Logged-in sponsor home: business card, leaderboard rank, quick links to orders, first-rights, and team.

Where

Public — /{chamberSlug}/account

How

Sponsors sign in to land here.

Paginated orders with status badges, totals, and item summaries (aggregated across all reps of the business).

Where

/{chamberSlug}/account/orders

How

Sponsors filter by status and click into any order.

Printable order receipt with line items, payment info, and cancellation buttons.

Where

/{chamberSlug}/account/orders/{id}

How

Print or save as PDF from the browser.

Sponsors can cancel an entire order or individual line items where eligibility allows.

Where

/{chamberSlug}/account/orders/{id} › Cancel buttons

How

Eligibility is checked server-side based on payment mode, status, and time since order.

Live progress on every reserved sponsorship — claimed vs. remaining.

Where

/{chamberSlug}/account/first-rights

How

Click any allocation to add it straight to the cart.

Add coworkers from the same business with admin / purchaser / viewer roles. Admin-only.

Where

/{chamberSlug}/account/team

How

Invite by email, pick a role, set who's the primary contact.

Edit personal contact info, password, and email notification preferences. Locks to read-only during a View As session.

Where

/{chamberSlug}/account/profile

How

Update fields and save.

Private member-only packages assigned specifically to that business.

Where

/{chamberSlug}/account/packages

How

Click 'Add package to cart' to claim.

Cart persists across sessions in localStorage (Zustand store).

Where

/{chamberSlug}/cart

How

Add items from any storefront page; the cart icon keeps a live count.

Sponsors pay by card via Stripe Checkout. Funds route to the chamber's connected Stripe account.

Where

/{chamberSlug}/checkout

How

Pick 'Pay now', complete card details in the embedded Stripe flow.

Sponsors claim sponsorships without payment — Chamberly invoices them outside the platform.

Where

/{chamberSlug}/checkout

How

Available when the chamber's payment mode is 'Reservation' or 'Both'. One-click reserve.

Apply a discount code with live validation and total recalculation.

Where

Checkout › coupon input

How

Type the code; total updates instantly. Server validates before order creation.

Cart contents revalidated server-side before order creation — prevents overselling and price-tampering.

Where

POST /api/cart/validate (invoked silently)

How

Runs automatically at checkout; surfaces clean errors if items went out of stock mid-session.

Success screen with order number, print/save receipt link, and next-step CTAs.

Where

/{chamberSlug}/checkout/success

How

Auto-redirected after payment or reservation.

Build static pages (about, contact, FAQ) from drag-and-drop blocks — hero, CTA, testimonials, FAQ, text, images.

Where

Dashboard › CMS › Pages

How

Pick a template (blank / hero / standard), add blocks, set SEO fields, publish.

Mark a CMS page as the homepage and it replaces the default storefront landing layout entirely.

Where

Page settings › 'Is Homepage' toggle

How

Toggle on; the page renders at /{chamberSlug}.

Rich-text blog posts with featured image, categories, tags, scheduling, drafts, SEO, and auto-computed reading time.

Where

Dashboard › CMS › Blog

How

Click 'New post', write, add metadata, schedule or publish.

Two-level taxonomy with public landing pages per category and tag.

Where

Dashboard › CMS › Blog › Categories / Tags

How

Create, then assign on individual posts.

Folders, upload management, alt text, and copy-URL for use in any block.

Where

Dashboard › CMS › Media

How

Drag files in, drop into folders, click an asset to copy its URL.

Build header and footer menus with internal pages, external links, and nested groups.

Where

Dashboard › CMS › Menus

How

Add items, drag to reorder/nest, assign to header or footer.

Manage standalone products (non-sponsorship): images, variants, categories, stock.

Where

Dashboard › CMS › Products

How

Create products, set prices, assign categories, publish.

Taxonomy for organizing the product catalog.

Where

Dashboard › CMS › Products › Categories

How

Create categories, assign products.

Global colors, fonts, and layout primitives applied across CMS pages.

Where

Dashboard › CMS › Theme

How

Adjust tokens; live preview shows the result.

Snapshot of templates, automations, send volume, and shortcuts to compose/test.

Where

Dashboard › Email

How

Open the hub; jump to compose, templates, automations, log, or settings.

Drag-and-drop email builder with 15 block types (text, image, button, divider, spacer, etc.).

Where

Dashboard › Email › Compose

How

Add blocks, configure each, preview, send or schedule.

Raw HTML editor with live preview for advanced templates.

Where

Compose › toggle HTML mode

How

Paste HTML, preview, send.

Dynamic placeholders like {{first_name}}, {{business_name}}, {{order_total}} for personalization.

Where

Composer › Insert merge tag

How

Pick a tag from the dropdown; it inserts at your cursor.

Three modes: all members, hand-picked businesses, or by criteria (purchased event X, tier, first-rights status, min spend).

Where

Composer › Recipients panel

How

Pick a mode, configure filters; the live recipient count updates as you go.

Queue a campaign for any future date/time (minimum 5-minute lead).

Where

Composer › Schedule for later

How

Toggle 'Schedule', pick date/time, send.

Edit the system templates that fire for orders, invitations, password resets, first-rights reminders, etc.

Where

Dashboard › Email › Templates

How

Click a template, edit subject and body (visual or HTML), save.

One-click revert of all customized templates back to the platform defaults.

Where

Dashboard › Settings › Data

How

Click 'Reset email templates'; the operation is logged.

Trigger-based sends (order placed, event reminders, first-rights expiring soon).

Where

Dashboard › Email › Automations

How

Toggle existing automations on/off; click to edit timing, recipients, content.

Pre-built automation templates — welcome series, post-purchase, win-back, expiration reminders.

Where

Dashboard › Email › Automations › Recipes

How

Click a recipe, customize delay and targeting, activate.

Searchable history of every send: status, recipient counts, timestamps, opens, bounces.

Where

Dashboard › Email › Log

How

Browse 25 per page; filter by status.

Send from your own domain (e.g. mail.yourchamber.com) instead of the default Chamberly domain.

Where

Dashboard › Email › Settings › Domain

How

Enter your domain, follow the CNAME/SPF/DKIM instructions, verify.

Toggle open and click tracking per send type.

Where

Dashboard › Email › Settings

How

Toggle tracking on/off for transactional or marketing sends independently.

Fire a test version of any template or campaign to yourself before broadcasting.

Where

Dashboard › Email › Test

How

Pick the template, enter a recipient, send.

Compliant unsubscribe link in every outbound; preference center is hosted automatically.

Where

Email footer › unsubscribe link

How

Recipients click the link; the platform updates their preferences instantly.

Site-wide banners with info / warning / promo styling. Per-surface toggles (storefront, event pages) and dismissibility.

Where

Dashboard › Communications › Announcements

How

Create, configure visibility/dismiss behavior, publish.

Sidebar CTA cards with custom color, button, priority ordering, and sponsor targeting.

Where

Dashboard › Communications › Promotions

How

Create a card, pick a target audience (all / specific / criteria), set priority.

In-app notifications to sponsors. Same 3-mode targeting as email (all / specific / criteria).

Where

Dashboard › Communications › Notifications

How

Compose, target, optionally attach a link, send.

Single inbox in the header that merges platform→chamber and chamber→sponsor notifications, with unread badge.

Where

Header › bell icon

How

Click to open; tabs separate platform and chamber notifications; mark read individually or all at once.

Build audience filters across multiple dimensions: purchased event X, exposure tier, first-rights status, or minimum spend.

Where

Anywhere with the targeting panel (email, notifications, promotions)

How

Pick 'By criteria', stack filters, preview the matching audience count.

Cards with sparklines, mini-donuts, and top leaderboard, each linking into a full report.

Where

Dashboard › Reports

How

Glance at the cards, click any to drill in.

Monthly trend chart, per-event breakdown, and CSV export.

Where

Dashboard › Reports › Revenue

How

Adjust the date range, browse the table, export.

Per-event fill rate, revenue, and sponsorship counts.

Where

Dashboard › Reports › Events

How

Click any event for a deeper drill-down.

Ranked list of sponsors by spend with scatter plot visualization.

Where

Dashboard › Reports › Sponsors

How

Browse the table; sort by any column.

How much of each first-rights allocation has actually been claimed.

Where

Dashboard › Reports › First Rights

How

Donut shows aggregate; table breaks it down per sponsorship.

Standalone leaderboard page; rules are configurable (spend, count, weighted by tier).

Where

Dashboard › Reports › Leaderboard

How

Set the date range and year filter; copy embed URL if showing on a screen.

Detailed report for a single event's revenue, fill, and sponsor mix.

Where

Dashboard › Reports › Event Detail › [event]

How

Link from the Event Performance report or open directly.

Download any report's underlying data as CSV.

Where

Each report › Export button

How

Click Export; file downloads in your browser.

Single home for logo, colors, typography, social links, and OG image. Logo upload auto-extracts a palette.

Where

Dashboard › Brand Kit

How

Upload your logo; tweak the auto-suggested colors; pick fonts; save.

When you upload a logo during onboarding or in the brand kit, primary/secondary colors are auto-suggested from the image.

Where

Brand Kit / Onboarding › Logo upload

How

Drop the logo; review the extracted swatches; adjust if needed.

Global per-chamber styling for event pages: border radius, section order, colors, typography, spacing — stored in JSONB so the schema never blocks design changes.

Where

Dashboard › Settings › Styling › Events

How

Adjust controls in the left panel; the live preview updates on the right.

Per-chamber styling controls for sponsorship detail pages.

Where

Dashboard › Settings › Styling › Sponsorships

How

Same pattern as event styling — controls on the left, preview on the right.

Roll back any depth of customization without losing other tokens.

Where

Styling editor › Reset

How

Click reset on a section or the whole theme.

Chamber name, contact, timezone, slug, and slug-availability checker.

Where

Dashboard › Settings › General

How

Edit fields and save. Slug uniqueness is validated as you type.

Connect a chamber's own Stripe account via OAuth so funds route directly to them.

Where

Dashboard › Settings › Stripe

How

Click Connect, complete Stripe OAuth, return to Chamberly.

Generate and revoke API keys for headless or scripted integrations.

Where

Dashboard › Settings › API Keys

How

Create, copy the secret immediately (shown once), revoke any time.

Configure and showcase AI integrations (ChatGPT, Claude, MCP clients) that can act on the chamber.

Where

Dashboard › Settings › AI Connectors

How

View connected agents, copy install URLs, manage scopes.

Toggle and configure the accessibility widget shown on the storefront.

Where

Dashboard › Settings › Accessibility

How

Toggle on/off, tweak controls, preview live.

Where the leaderboard appears (5 surfaces), what scoring rule it uses, public visibility, anonymization.

Where

Dashboard › Settings › Leaderboard

How

Toggle per-surface visibility; pick scoring (spend, count, weighted); save.

Create the categories used across event filters on storefront and dashboard.

Where

Dashboard › Settings › Event Categories

How

Add, reorder, edit, delete categories.

Default refund percentage, cancellation rules, and customer-facing policy text.

Where

Dashboard › Settings › Cancellation

How

Configure defaults; the policy text shows at checkout and in receipts.

One-shot ops: cleanup expired first-rights, recalculate sponsorship stock, reset email templates.

Where

Dashboard › Settings › Data

How

Pick an operation, confirm; jobs run asynchronously.

Chamber-wide setting controlling whether sponsors pay through Stripe, claim without payment, or both.

Where

Dashboard › Settings › General › Payment Mode

How

Pick the mode; reservation works with no Stripe connection at all.

Invite staff with roles (org_manager, chamber_staff, sponsor) and manage permissions.

Where

Dashboard › Team

How

Click 'Invite member', enter email, pick a role, send.

Five-tier role hierarchy (sponsor, chamber_staff, org_manager, platform_support, platform_billing).

Where

Enforced in middleware and every API

How

Assigned on invite; UI elements and routes are gated automatically.

Resend an expired or lost invite without re-creating it.

Where

Team detail › member row

How

Click 'Resend invite'.

Org details → Brand Kit (with color extraction) → Stripe Connect (skippable) → First Event → First Sponsorship.

Where

Dashboard › Onboarding (auto-redirect on first login)

How

Complete each step, or skip to a later one and come back.

Reservation mode is a first-class option — the Stripe step explains why and lets you skip it.

Where

Onboarding › Step 3

How

Click Skip; the platform remains fully functional in reservation mode.

On finish, the wizard seeds a CMS homepage so the storefront looks lived-in immediately.

Where

Onboarding › final step

How

Automatic; you can edit the generated page afterward.

Persistent dashboard card tracking publish, import, sponsorship count, team members, sponsors, and styling.

Where

Dashboard home

How

The card hides itself once every task is complete.

Clone last year's events, sponsorships, and first-rights into the new year — with date shifting and a dry-run preview.

Where

Dashboard › Rollover

How

Pick a date range, preview changes, confirm; review the post-run analytics.

Optionally carry forward last year's first-rights holders so renewing sponsors keep priority.

Where

Rollover wizard › Step 2

How

Toggle propagation in the preview; affected sponsors are listed.

Upload a CSV, map columns, dry-run preview, then process in the background.

Where

Dashboard › Import / Export

How

Download the template, fill it, upload, map, preview, run.

Live progress card on the dashboard while an import is running.

Where

Dashboard home

How

Appears automatically during imports; disappears when done.

Pre-formatted templates per import type, downloadable so column headers always match.

Where

Import / Export › Download template

How

Click the template button before assembling your file.

CSV exports for every major resource, plus a QuickBooks-formatted variant for orders.

Where

Dashboard › Import / Export › Export tab

How

Pick a resource, optionally filter, click Export.

Current plan tier with usage meter (events/sponsorships vs. plan limits) and a comparison table.

Where

Dashboard › Settings › Account

How

See where you are; click a tier to upgrade or downgrade.

Buy premium capabilities á la carte (extra events, advanced analytics, white-label).

Where

Dashboard › Settings › Account › Add-ons

How

Toggle add-ons on; billing portal handles the proration.

Direct deep-link into Stripe's hosted customer portal for invoices and payment methods.

Where

Dashboard › Settings › Account › Billing Portal

How

Click 'Open Billing Portal'; opens in a new tab.

Past invoices with download links — no Stripe login required.

Where

Dashboard › Settings › Account › Billing History

How

Click any invoice to download a PDF.

Persistent dashboard banner with days remaining and a one-click upgrade CTA during the trial.

Where

Dashboard (top of every page during trial)

How

Click 'Subscribe' to go straight to plan selection.

When a subscription is past_due or canceled, only the billing page is reachable until it's resolved.

Where

Enforced in middleware

How

Any dashboard route redirects to Settings › Account.

Pro-tier features (packages, automations, Stripe payments, dynamic messaging, leaderboard) are gated by middleware with upgrade prompts.

Where

Enforced in middleware

How

Visiting a gated route redirects to Settings › Account with the feature surfaced.

Greeting, date-range picker, stats cards (revenue, sponsorships, members, events), quick actions, recent orders, upcoming events, and leaderboard.

Where

Dashboard › Home

How

Change the date range to retotal every card and sparkline.

Today / Last 7 / Last 30 / This Month / Last Month / Custom — affects every card and sparkline.

Where

Dashboard home › top-right

How

Pick a preset or custom range; everything retotals.

Global search and quick-actions. Use prefixes (e:, s:, m:, o:) to scope search to events, sponsorships, members, or orders.

Where

Anywhere in the dashboard

How

Press Cmd+K (Mac) or Ctrl+K (Windows). Type or pick an action.

Three-way theme toggle; preference persists.

Where

Header › sun/moon/monitor icon

How

Click to cycle through modes.

Collapsible sidebar that hides links you don't have permission to see.

Where

Dashboard layout › left rail

How

Collapse with the hamburger icon on smaller screens.

Hierarchy under the header that lets you walk back up any nested route.

Where

Dashboard › below header

How

Click any segment.

Keyboard-only link that jumps focus past the header to main content.

Where

App root (focus-visible on Tab)

How

Press Tab at page load; press Enter to jump.

Horizontal row of large action tiles for the most common creates (event, sponsorship, member, package, automation).

Where

Dashboard home

How

Click any tile to jump straight into the creation flow.

Classic email/password authentication backed by Supabase Auth.

Where

/(auth)/login

How

Enter email and password; on success, redirect to the original page.

Passwordless email-link sign-in.

Where

/(auth)/login › Magic Link tab

How

Enter email; click the link in the email to sign in.

Six-digit code sent to email for passwordless sign-in.

Where

/(auth)/login › OTP tab and /verify-otp

How

Request a code; enter it on the verify page.

Self-serve reset via email link.

Where

/(auth)/forgot-password → /reset-password

How

Enter your email; click the link; set a new password.

Sponsor-facing account creation scoped to a specific chamber.

Where

/{chamberSlug}/join

How

Enter business details and password; verify email.

Token-based invites to join a business account. Invites carry the assigned role and link directly to a setup page.

Where

Sent via email; accepted at /invite/{token}

How

Click the link, set your password, you're in.

Admins can step into any sponsor's account to debug or support. A persistent banner makes the simulated session impossible to forget.

Where

Dashboard header › View As menu (admin only)

How

Pick a user; the app rerenders from their perspective. Exit with the banner button.

During View As, the admin's real cart isn't touched — the simulated cart lives server-side under a separate session.

Where

Behind the scenes

How

Automatic; exit View As and your own cart is exactly where you left it.

Every View As session is logged with start/end timestamps and acting admin.

Where

Audit trail in the database

How

Surfaced in the simulation_orders table and admin telemetry.

Any MCP-compatible agent (Claude, custom) can read and write to your chamber via /api/mcp with a Bearer token.

Where

POST /api/mcp

How

Generate an API key in Settings › API Keys; configure your MCP client with the URL and key.

A dedicated MCP endpoint plus OAuth handshake so ChatGPT users can manage events, sponsorships, and orders conversationally.

Where

/api/chatgpt + /api/oauth/* + /.well-known/openai-apps-challenge

How

Install the Chamberly app inside ChatGPT, authorize via OAuth, ask in natural language.

Pre-built widget bundles (events list, event detail, revenue, broadcast composer, sponsor cart, etc.) that render inside ChatGPT app surfaces.

Where

apps/chamber/widgets

How

ChatGPT app loads the relevant widget when a tool call returns rich data.

New chambers get a curated benefit library so adding sponsorships isn't a blank-canvas problem.

Where

Settings › Benefits

How

Remove the defaults you don't want; they're auto-replaced as you write your own.

Chamberly acts as an OAuth provider so third-party apps and AI agents can authenticate users with PKCE.

Where

/api/oauth/authorize, /api/oauth/token, /api/oauth/register

How

Register a client, send users through /authorize, exchange the code at /token.

Standard well-known endpoints (oauth-authorization-server, oauth-protected-resource) for auto-discovery by AI clients.

Where

/.well-known/oauth-authorization-server, /.well-known/oauth-protected-resource

How

Point your client at the discovery URL; everything else is auto-configured.

Issued tokens carry scopes so you can grant read-only or read-write access.

Where

Consent screen during /authorize

How

Apps request scopes; users approve or decline.

Pre-seeded chamber (rebranded as Derek Northbridge's demo) accessible without sign-up. Time-limited per session.

Where

/demo

How

Click the demo link from the marketing site or any CTA.

Auto-signs you into a shared demo viewer account so you skip account creation.

Where

/playground

How

Visit the URL; you're redirected straight into the dashboard.

Cron job that clears test orders and reverts edits so the demo chamber always looks fresh.

Where

Vercel cron → /api/cron/demo-reset

How

Runs automatically; clears NO-ACTION FKs before deleting chambers safely.

Separate /admin app for platform operators: chambers, users, billing, promotions, alerts, notifications, CMS.

Where

/admin (marketing app)

How

Sign in with platform credentials at /admin/login.

Create, view, edit, suspend, and delete chambers from the platform layer.

Where

/admin/chambers

How

Manage tiers, status, settings overrides per chamber.

Override subscriptions, issue refunds, manage plan changes outside Stripe's UI.

Where

/admin/billing

How

Billing-role admins only.

User search, password reset, and direct account editing across all chambers.

Where

/admin/users

How

Search by email; click into a user to manage.

Create promo campaigns: trial extensions, discount codes for plans, special offers.

Where

/admin/promotions

How

Configure target chambers, expiration, and message.

Push maintenance windows or policy updates as a dashboard banner that every chamber sees.

Where

/admin/alerts

How

Compose and publish; clears from dashboards automatically when expired.

Send platform→chamber notifications that land in the unified bell.

Where

/admin/notifications

How

Pick recipient chambers, compose, send.

Full CMS for the marketing site itself: pages, blog, products, media, menus, theme, widgets.

Where

/admin/cms

How

Same block-based editor as chamber CMS, scoped to the platform marketing site.

Edit the master templates used for SMS, push, and in-app messaging defaults.

Where

/admin/communication-templates

How

Edit, preview, save; chambers inherit defaults.

Handles checkout.session.completed and other Stripe events to finalize orders and adjust stock.

Where

POST /api/webhooks/stripe

How

Configured once during onboarding; you don't have to touch it.

Listens for subscription lifecycle events (renewal, cancel, upgrade).

Where

POST /api/webhooks/stripe-billing

How

Automatic; updates the chamber's subscription state.

Tracks delivery, opens, clicks, bounces, complaints into the email log.

Where

POST /api/webhooks/resend

How

Automatic.

Event-driven and cron-based jobs: order confirmation emails, expiration reminders, demo reset, import processing.

Where

/api/inngest

How

Configured via code; no UI required.

Push profile and business changes to a connected Rivenly CRM for downstream automations.

Where

POST /api/external/rivenly/*

How

Configure the integration in Rivenly; events fire automatically.

Privacy-friendly pageview tracking fired from middleware — captures visitor_id, session_id, device, country, UTMs.

Where

Middleware (every public page)

How

No client JS; runs on the edge.

Anonymous JSON endpoints for events, sponsorships, products, and blog posts.

Where

/api/public/*

How

GET the endpoint; returns published items only.

Full CRUD for sponsorships, events, members, orders, packages, coupons — secured by API key or OAuth token.

Where

/api/* (most resources)

How

Send your API key in the Authorization header; mutate as needed.

JSON endpoints powering the public storefront for events, sponsorships, announcements, orders.

Where

/api/storefront/*

How

Used by the storefront UI; also callable by trusted clients.

Lightweight liveness endpoint that returns 200 if the app is reachable.

Where

GET /api/health

How

Hit it from your uptime monitor.

Trigger ISR revalidation of public pages after content changes.

Where

POST /api/internal/revalidate

How

Called internally after CMS publishes.

Auto-generated sitemap.xml and a robots.txt that disallows /dashboard, /admin, /api, /cart, /checkout.

Where

/sitemap.xml, /robots.txt

How

Submit the sitemap to Google Search Console.

Dynamic OG tags, Twitter cards, and JSON-LD structured data for events, products, and blog posts.

Where

Page metadata everywhere

How

Automatic on every public page; improves social share cards and search snippets.

Every chamber-scoped table is filtered by chamber_id with Postgres Row-Level Security. Cross-tenant access is impossible.

Where

Database

How

Enforced automatically; no app-level checks required.