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Manage Website Page User Guide
Manage Website Page User Guide
Updated over 4 months ago

Welcome to the Manage Website Page of RentalTide! This guide will help you navigate and utilize all the features available on the Manage Website Page, ensuring efficient customization and management of your website’s content and appearance within the Point of Sale (POS) system.

Introduction

The Manage Website Page is a pivotal component of RentalTide's POS system, designed to empower authorized users to create, customize, and manage their business websites seamlessly. This page allows you to:

  • Create New Websites: Establish a new website for your location with a custom domain.

  • Edit Existing Websites: Update website content, including homepage, about us, contact information, and visual elements.

  • Upload Visual Assets: Add or update logos and background images to enhance your website's appearance.

  • Generate and Manage Booking Iframes: Embed booking functionalities directly into your website.

  • Preview Website Templates: Visualize changes before publishing to ensure accuracy and professionalism.

Dashboard Overview

Upon accessing the Manage Website Page, you'll encounter the following key components:

  • Dashboard Header:

    • Title: "Manage Website"

    • Subtitle: "Customize and manage your website’s content and appearance."

    • Actions:

      • Location Selector: A combobox allowing you to select the specific location for which you want to manage the website.

  • Main Content Area:

    • Website Creation Form: Appears when no website is associated with the selected location.

    • Website Editing Form: Appears when a website is already associated with the selected location.

    • Upload Buttons: Facilitate the uploading of logos and background images.

    • Status Indicators: Show uploading states and response messages to inform users of ongoing processes and outcomes.

  • Notifications:

    • Snackbar Notifications: Provide real-time feedback on actions such as successful website creation, updates, uploads, and error messages.

  • Loading Indicators:

    • CircularProgress: Displayed during data fetching, uploading, and processing actions to indicate ongoing operations.

Managing Your Website

Efficiently manage your website with the intuitive features available on the Manage Website Page. This section covers creating new websites, editing existing websites, uploading visual assets, and handling booking iframes.

1. Creating a New Website

Creating a new website allows you to establish an online presence for your location with a custom domain and tailored content.

Steps to Create a New Website:

  1. Select a Location:

    • Use the Location Selector combobox at the top of the page to choose the specific location for which you want to create a website.

  2. Access the Creation Form:

    • If no website is associated with the selected location, the creation form will appear automatically.

  3. Fill in Website Details:

    • Website Title:

      • Enter the title of your website. This title will appear in the browser tab and within your website content.

    • Custom Domain:

      • Input your desired custom domain (e.g., mybusiness). Note that the full domain will be mybusiness.rentaltide.com.

      • Validation: The system checks against a list of restricted domains to prevent the use of inappropriate or reserved terms.

    • Homepage Content:

      • Provide the main content for your website's homepage. This can be a welcoming message or an overview of your services.

    • About Us Content:

      • Enter detailed information about your business, mission, and values.

    • Booking Iframe URL:

      • Insert the URL for the booking iframe, allowing customers to make reservations directly from your website.

    • Contact Information:

      • Contact Email: Provide an email address for customer inquiries.

      • Contact Phone: Enter a phone number for direct contact.

      • Address: Specify your business address.

  4. Upload Visual Assets:

    • Upload Logo:

      • Click on the "Upload Logo" button to select and upload your business logo. The logo will be stored in AWS S3 and displayed on your website.

      • File Requirements: Accepts image files (.png, .jpg, .jpeg, .gif). Maximum size: 5 MB.

    • Upload Background:

      • Click on the "Upload Background" button to select and upload a background image for your website.

      • File Requirements: Accepts image files (.png, .jpg, .jpeg, .gif). Maximum size: 5 MB.

  5. Create the Website:

    • After filling in all required fields and uploading necessary assets, click the "Create Website" button.

    • Processing:

      • The system will generate the website using the provided details and upload assets to AWS S3.

      • Loading Indicator: A CircularProgress spinner will appear to indicate ongoing processes.

    • Confirmation:

      • Upon successful creation, a confirmation message will display, informing you that the website will be live within approximately 15 minutes.

      • The form fields will be cleared, and the website editing form will appear, allowing further customization.

Usage Tips:

  • Accurate Information: Ensure all fields are filled out accurately to maintain data integrity and provide a professional appearance.

  • File Quality: Use high-quality images for logos and backgrounds to enhance your website's visual appeal.

  • Domain Selection: Choose a unique and relevant custom domain that reflects your business name or services.

2. Editing an Existing Website

Editing an existing website allows you to update content, change contact information, and modify visual assets to keep your website current and engaging.

Steps to Edit an Existing Website:

  1. Select a Location:

    • Use the Location Selector combobox to choose the specific location whose website you wish to edit.

  2. Access the Editing Form:

    • If a website is already associated with the selected location, the editing form will appear automatically with pre-filled data from the existing website details.

  3. Update Website Details:

    • Website Title:

      • Modify the title if needed to reflect any changes in branding or business focus.

    • Custom Domain:

      • Note: The custom domain field is disabled to prevent accidental changes. To modify the domain, contact support or use administrative tools.

    • Homepage Content:

      • Update the main content to keep your customers informed about new services, promotions, or changes in operations.

    • About Us Content:

      • Refresh the information to include recent achievements, team changes, or updated mission statements.

    • Booking Iframe URL:

      • Adjust the booking iframe URL if there are changes to your booking system or reservation process.

    • Contact Information:

      • Contact Email: Update if there's a new email address for customer inquiries.

      • Contact Phone: Change the phone number if you have a new contact line.

      • Address: Modify the business address if you have relocated or expanded.

  4. Upload or Update Visual Assets:

    • Upload Logo:

      • Click on the "Upload Logo" button to select and upload a new logo if needed.

    • Upload Background:

      • Click on the "Upload Background" button to select and upload a new background image.

  5. Save Changes:

    • After making all desired updates, click the "Edit Website Template" button.

    • Processing:

      • The system will apply the changes, upload new assets to AWS S3, and regenerate the website with the updated content.

      • Loading Indicator: A CircularProgress spinner will indicate ongoing processes.

    • Confirmation:

      • A success message will appear, informing you that the website template has been successfully updated and may take up to an hour to reflect changes due to caching.

Usage Tips:

  • Regular Updates: Frequently update your website content to keep customers informed and engaged.

  • Visual Consistency: Ensure that any new logos or background images maintain visual consistency with your brand identity.

  • Content Accuracy: Double-check all contact information and content for accuracy to provide reliable information to your customers.

3. Uploading Visual Assets

Enhancing your website with visual assets like logos and background images improves its aesthetic appeal and reinforces your brand identity.

Uploading a Logo:

  1. Locate the Upload Button:

    • Click on the "Upload Logo" button within the website editing form.

  2. Select a File:

    • Choose an image file (.png, .jpg, .jpeg, .gif) from your device.

    • File Requirements: Maximum size of 5 MB.

  3. Upload Process:

    • The selected file will be uploaded to AWS S3 and automatically renamed to logo.png to ensure consistency.

    • Loading Indicator: A CircularProgress spinner will display during the upload.

  4. Confirmation:

    • Upon successful upload, a confirmation message will appear.

    • The logo URL will update automatically in the form, reflecting the newly uploaded logo.

Uploading a Background Image:

  1. Locate the Upload Button:

    • Click on the "Upload Background" button within the website editing form.

  2. Select a File:

    • Choose an image file (.png, .jpg, .jpeg, .gif) from your device.

    • File Requirements: Maximum size of 5 MB.

  3. Upload Process:

    • The selected file will be uploaded to AWS S3 and automatically renamed to background.jpeg to maintain standardization.

    • Loading Indicator: A CircularProgress spinner will display during the upload.

  4. Confirmation:

    • Upon successful upload, a confirmation message will appear.

    • The background URL will update automatically in the form, reflecting the newly uploaded background image.

Usage Tips:

  • High-Quality Images: Use high-resolution images for logos and backgrounds to ensure clarity and professionalism.

  • Consistent Naming: The system automatically renames files to standard names (logo.png and background.jpeg) to prevent inconsistencies.

  • File Optimization: Compress images appropriately to balance quality and loading speed without exceeding the size limit.

4. Generating and Managing Booking Iframes

Embedding booking functionalities directly into your website simplifies the reservation process for customers and enhances user experience.

Steps to Manage Booking Iframes:

  1. Access Booking Iframe URL Field:

    • Locate the "Booking Iframe URL" input field within the website editing form.

  2. Insert or Update URL:

    • Enter the URL for your booking iframe, which integrates the reservation system into your website.

    • Example: https://app.rentaltide.com/booking/customerId/{CustomerId}?locationId={LocationId}

  3. Save Changes:

    • After entering the iframe URL, click the "Edit Website Template" button to save changes.

    • The iframe will be embedded into your website, allowing customers to make bookings directly from your site.

Usage Tips:

  • Functional Testing: After embedding the iframe, test the booking process to ensure it functions correctly and provides a seamless experience.

  • Responsive Design: Ensure that the iframe is responsive and adapts to various screen sizes for optimal usability across devices.

  • Security: Verify that the iframe URL uses HTTPS to ensure secure data transmission.

Permissions and Access Control

Access to the Manage Website Page is governed by a robust permissions system to ensure that only authorized users can view and manage website data.

Key Permissions:

  • manage_website_access: Grants access to the Manage Website Page and its functionalities.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Marketing Specialist, Content Manager).

  • Verification: The Manage Website Page checks user permissions before rendering action buttons or enabling functionalities to prevent unauthorized access.

Usage Tips:

  • Ensure Proper Access: Verify that your user account has the necessary permissions to perform desired actions on the Manage Website Page.

  • Requesting Access: If you lack certain permissions but require them for your role, contact your system administrator or support team to request access.

Error Handling and Notifications

The Manage Website Page incorporates robust error handling and user-friendly notifications to keep you informed about the system's status and any issues that may arise.

Key Features:

  • Snackbar Notifications:

    • Provide real-time feedback on actions such as successful website creation, updates, uploads, and error messages when operations fail.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like data fetching, file uploads, deletions, renames, and share link generations.

  • Dialogs and Alerts:

    • Location Selection Dialog: Prompts users to select a specific location if "All Locations" is selected.

    • Error Messages: Inform users of any failures during operations like fetching templates or saving changes.

Usage Tips:

  • Immediate Feedback: Pay attention to snackbar notifications for instant updates on your actions and system status.

  • Handle Errors Promptly: Address any error messages or dialogs immediately to ensure smooth operations and accurate website management.

  • Maintain Connectivity: Ensure a stable internet connection to facilitate seamless data fetching and website management.

Frequently Asked Questions (FAQs)

1. How do I create a new website for my location?

  • Answer:

    1. Select your desired location using the Location Selector combobox.

    2. Fill in the website creation form with details such as website title, custom domain, homepage content, about us content, booking iframe URL, and contact information.

    3. Upload your logo and background images using the respective upload buttons.

    4. Click the "Create Website" button. A confirmation message will appear upon successful creation.

2. Why is the "Create Website" button disabled for me?

  • Answer:

    • The "Create Website" button may be disabled if you have selected "All Locations" instead of a specific location, or if your user account lacks the necessary manage_website_access permission.

    • To resolve this, ensure you have the appropriate permissions and select a specific location from the Location Selector.

3. How can I update the content of my existing website?

  • Answer:

    1. Select the location whose website you wish to edit using the Location Selector.

    2. The website editing form will appear with pre-filled data.

    3. Update the desired fields such as website title, homepage content, about us content, contact information, and booking iframe URL.

    4. Upload new logos or background images if necessary.

    5. Click the "Edit Website Template" button to save changes. A confirmation message will inform you that updates may take up to an hour to reflect due to caching.

4. Why am I seeing an error message when trying to upload a logo?

  • Answer:

    • Error messages during logo upload can occur due to network issues, unsupported file types, file size exceeding the limit, or insufficient permissions.

    • Ensure that:

      • You are connected to the internet.

      • The logo file is of a supported type (.png, .jpg, .jpeg, .gif) and does not exceed 5 MB.

      • Your user account has the manage_website_access permission.

    • If the issue persists, contact support with specific error details for assistance.

5. Can I change my custom domain after creating the website?

  • Answer:

    • The Custom Domain field is disabled once the website is created to prevent accidental changes. To modify the domain, contact RentalTide support or use administrative tools provided by your organization.

6. Is my website data secure on this page?

  • Answer:

    • Yes, all website data managed through the Manage Website Page is securely transmitted and stored in compliance with data protection standards. Access is restricted based on user permissions to ensure data privacy and security.

7. How do I generate a unique website ID?

  • Answer:

    • Website IDs are automatically generated by the system when you create a new website. They serve as unique identifiers for each website and are essential for tracking and management purposes.

Troubleshooting

Issue 1: Unable to Create a New Website

  • Possible Cause: Insufficient permissions, network connectivity issues, invalid custom domain, unsupported file type, or file size exceeding the limit.

  • Solution:

    1. Check Permissions: Ensure your user account has the manage_website_access permission.

    2. Verify Internet Connection: Make sure your device is connected to the internet.

    3. Validate Custom Domain: Ensure that the custom domain does not contain restricted terms and is unique.

    4. Check File Types and Sizes: Confirm that the logo and background files are of supported types and within the size limit.

    5. Retry Creation: Attempt to create the website again after addressing the above issues.

    6. Contact Support: If the problem persists, reach out to the support team with specific error details for assistance.

Issue 2: Website Not Reflecting Changes After Editing

  • Possible Cause: Caching delays, network issues, or incomplete upload processes.

  • Solution:

    1. Wait for Caching: Changes may take up to an hour to reflect due to caching. Wait and refresh the page to check for updates.

    2. Check Internet Connection: Ensure your device is connected to the internet.

    3. Verify Uploads: Confirm that logo and background uploads were successful.

    4. Refresh the Page: Reload the Manage Website Page to ensure the latest data is loaded.

    5. Contact Support: If changes are still not reflected after waiting, contact support with detailed information.

Issue 3: Error Uploading Background Image

  • Possible Cause: Unsupported file type, file size exceeding the limit, network issues, or insufficient permissions.

  • Solution:

    1. Check File Type and Size: Ensure the background image is of a supported type (.png, .jpg, .jpeg, .gif) and does not exceed 5 MB.

    2. Verify Permissions: Make sure your user account has the manage_website_access permission.

    3. Check Internet Connection: Ensure your device is connected to the internet.

    4. Retry Upload: Attempt to upload the background image again after addressing the above.

    5. Contact Support: If the issue persists, contact support with specific error details for assistance.

Issue 4: Cannot Generate Booking Iframe URL

  • Possible Cause: Incorrect URL format, network issues, or server errors.

  • Solution:

    1. Validate URL Format: Ensure that the booking iframe URL follows the correct format and includes necessary parameters (e.g., customerId and locationId).

    2. Check Internet Connection: Make sure your device is connected to the internet.

    3. Retry Generation: Attempt to generate the iframe URL again.

    4. Contact Support: If the problem continues, reach out to support with specific error details.

Issue 5: Logo Not Displaying on Website

  • Possible Cause: Upload failure, incorrect file path, or caching issues.

  • Solution:

    1. Verify Upload Success: Ensure that the logo upload process completed successfully without errors.

    2. Check File Path: Confirm that the logo URL (logoUrl) is correctly set and points to the uploaded logo.png in AWS S3.

    3. Clear Cache: Refresh the website page or clear browser cache to eliminate caching-related display issues.

    4. Inspect File Permissions: Ensure that the logo.png file in AWS S3 has the correct permissions to be publicly accessible.

    5. Contact Support: If the logo still does not display, contact support with detailed information for further assistance.

Issue 6: Custom Domain Not Working

  • Possible Cause: DNS configuration issues, domain propagation delays, or incorrect domain setup.

  • Solution:

    1. Check DNS Settings: Ensure that the DNS settings for your custom domain are correctly configured to point to RentalTide's servers.

    2. Wait for Propagation: DNS changes can take up to 24-48 hours to propagate globally. Wait and retry accessing the domain after some time.

    3. Verify Domain Registration: Confirm that your custom domain is registered and active.

    4. Retry Access: After ensuring correct DNS settings and allowing time for propagation, attempt to access the website via the custom domain.

    5. Contact Support: If the domain still does not resolve, contact support for assistance with DNS configurations.

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