Customize, share, and troubleshoot

After you sign up, you get a personal dashboard at /dashboard and a shareable assessment link at /c/your-slug. Send that link to any small-business client and they get a friendly, 15-minute, no-jargon questionnaire. The moment they finish, an AI-generated Opportunity Report appears at /r/[report-id], branded with your colors and logo.

Open Dashboard → Profile & branding. You can update:

• Full name & company name — shown on the assessment and the final report.
• URL slug — controls your shareable link (e.g. /c/jane-smith).
• Brand color — used for buttons, accents, and the embed code.
• Logo URL — appears on the assessment cover and in reports. Paste any public image URL.
• Bio — shown to clients so they know who's behind the report.
• Calendly / booking URL — see scheduling below.

Click Save. Changes go live immediately — no redeploy needed.

Scheduling is built in. In Dashboard → Profile & branding, paste your Calendly (or Cal.com, SavvyCal, etc.) link into Calendly / booking URL.

Once saved, every report you generate automatically shows a prominent "Book a call"button that opens your scheduling page. The button uses your brand color, so it feels native to your business.

Tip: Use a dedicated Calendly event type for these intro calls (e.g. "AI Opportunity Review – 30 min") so you can tell where the booking came from.

You have three ways to put the assessment in front of clients:

• Direct link — copy your /c/your-slug URL from the dashboard and paste it into emails, LinkedIn DMs, or your newsletter.
• Embed button — copy the auto-generated HTML snippet under Embed on your site and drop it into your website. It styles itself with your brand color.
• QR code — paste your link into any free QR code generator for business cards or printed handouts.

Every completed assessment appears in Dashboard → Leads. From there you can:

• See the business name, contact, industry, and submission date at a glance.
• Click View report to open the full AI-generated report.
• Click the copy icon to grab the report's share link and send it to the client.
• From the report page, open View questionnaire to see every answer they gave — including their phone number, if they shared one.

You can set a Notification email in Dashboard → Profile & branding(defaults to your login email if left blank). Once email sending is enabled for the workspace, you'll get an alert with the lead's name, business, and a direct link to the report each time a new assessment is completed.

Heads up: Enabling outbound emails is a one-time platform setup that requires verifying a sender domain (DNS records). Ask the project owner to complete this step inside Lovable Cloud → Emails before notifications will actually send.

Visit /status at any time (it's public, no login required) to see a live health check of the database and the AI Gateway. A green banner means everything's healthy. The page auto-refreshes every 30 seconds, so you can leave it open in a tab.

Bookmark it — and you can share it with clients if they ever wonder whether an issue is on your side or theirs.

"My client says the link doesn't work."

• Confirm the slug in your dashboard hasn't changed — old links break when you rename your slug.
• Open the link yourself in a private window to reproduce.
• Check /status for any service alerts.

"The report didn't generate / I see an error."

• Have the client refresh and try submitting again — most failures are transient.
• Check /status — if the AI Gateway is red or yellow, wait a minute and retry.
• If it keeps failing, the submission is still saved; reach out and we can regenerate the report.

"My branding isn't showing up."

• Make sure you clicked Save in the Profile & branding tab.
• Hard-refresh the assessment or report page (Cmd/Ctrl + Shift + R).
• For logos, the URL must be publicly accessible — paste it directly into a browser to verify.

"I'm not getting notification emails."

• Confirm email sending has been enabled for the workspace (see section 6).
• Check your spam folder and your Notification email setting.

Still stuck? Take a screenshot, note the time, and contact your platform admin. The more detail, the faster the fix.