SDSetup DeskJoin Pro
Demo · Fictional sample setups · Live crypto data on the scanner · Not financial advice

Owner checklist

Setup guide

Plain-English steps. Only step 1 is required to have a working site.

  1. 1

    Put it online (no coding)

    about 5 min

    Create a free account at vercel.com. Open the source on GitHub and press the Deploy to Vercel button in the README (or upload the folder in Vercel: Add New > Project). Accept the defaults and press Deploy. No settings are required; the site, sample data and live scanner work immediately.

  2. 2

    Put your name and colors on it

    about 10 min

    Open lib/brand.ts. Change name, initials, tagline, your support email, and the colors. Copy the same colors into the top of app/globals.css. Save, and Vercel redeploys on its own if you connected GitHub.

  3. 3

    Set your plans and prices

    about 5 min

    In the same file, edit TIERS: plan names, prices and the perks listed under each one.

  4. 4

    Take payments (optional)

    about 15 min

    In your Stripe Dashboard create a Payment Link for each paid plan. In Vercel open Settings > Environment Variables and add NEXT_PUBLIC_CHECKOUT_PRO_URL and NEXT_PUBLIC_CHECKOUT_ELITE_URL with those links. Redeploy. The plan buttons now open Stripe checkout.

  5. 5

    Collect emails (optional)

    about 10 min

    Create a webhook in Zapier, Make or your email tool that adds a subscriber. Paste its URL into SUBSCRIBE_WEBHOOK_URL in Vercel. Every signup form on the site starts sending addresses there.

  6. 6

    Lock the admin (recommended)

    about 2 min

    Add ADMIN_PASSWORD in Vercel. The Admin page will then ask for username admin and that password.

  7. 7

    Replace the sample data

    The demo ships with fictional sample setups so every screen has something to show. Press Reset demo data in Admin to restore them, or create your own setups there. The demo saves data in each visitor's browser; for a shared, permanent database see “Going to production” in the README.

  8. 8

    Use your own domain (optional)

    about 10 min

    In Vercel open Settings > Domains, add your domain and follow the two DNS records it shows. Then set NEXT_PUBLIC_SITE_URL to it.

Stuck? Everything above is also in the README. Back to home