Go-Live Checklist

Before opening your WaaS platform to real customers, run through this checklist to verify everything works end-to-end.

Settings Verification

• Platform Domain is set and wildcard DNS (*.yoursaas.com) resolves to your server
• SSL certificate covers wildcard subdomains (*.yoursaas.com)
• Signup, Dashboard, Templates pages are created and linked in WaaS → Settings → General
• At least one plan is active (WaaS → Settings → Plans)
• At least one template is active (WaaS → Templates)
• Billing provider is enabled and status shows "Active" (for paid plans)
• Auth mode is set (WaaS Auth recommended for self-service)

Test the Signup Flow

Walk through the complete customer experience:

Free Plan Signup

1. Open your signup page (e.g., https://yoursaas.com/signup/) in an incognito/private browser window
2. Select the Free plan
3. Choose a template
4. Enter a site slug (e.g., test-free) and email address
5. Complete the OTP verification (check your email or Mailpit in dev)
6. Wait for provisioning to complete
7. Verify the tenant site loads at test-free.yoursaas.com

Paid Plan Signup

1. Open the signup page in a fresh incognito window
2. Select the Pro plan
3. Choose a template
4. Enter a site slug and email
5. Complete payment via Polar checkout
6. Verify the webhook is received (check WaaS → Settings → Billing → "Last webhook received")
7. Verify the tenant site is provisioned

Dashboard Access

1. Go to your dashboard page (e.g., https://yoursaas.com/dashboard/)
2. Log in with the email used during signup
3. Verify you can see:
   • Site overview with link to tenant admin
   • Subscription details
   • Domain management section
   • Account settings

Email Delivery

• OTP emails are delivered (check spam folder)
• Use a real SMTP plugin in production (not wp_mail() default)
• Test with a non-dev email address

Dev environment: Use Mailpit (http://yourserver:8025/) to catch all emails without real delivery.

Template Gallery

1. Visit the templates page
2. Verify all active templates display with thumbnails
3. Test tag filters work correctly
4. Test search functionality
5. Click "Preview" on a template — verify the preview loads

Performance

• Signup page loads in under 3 seconds
• Template gallery handles your template count smoothly
• Provisioning completes in a reasonable time (typically 10-30 seconds)

Security

• HTTPS works on the main site
• HTTPS works on tenant subdomains
• Admin pages are not accessible to non-admins
• API keys are generated and stored securely (not exposed in frontend)
• wp-config.php is not publicly accessible

Cleanup

After testing:

1. Delete test tenant sites created during testing (Tenancy → All Tenants → Delete)
2. Verify the test subscriptions are cleaned up
3. If using Polar sandbox for testing, switch to production API URL and create real products

Production Readiness

Item	Status
Wildcard DNS configured
Wildcard SSL active
SMTP email configured
Polar production keys (not sandbox)
Backup strategy for main site
Monitoring/uptime checks
Terms of Service page created
Privacy Policy page created

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Next: Managing Custom Domains