InfoSmashers — Client Management Guide

🔒 This page is for InfoSmashers internal use only. Keep this URL private.

What Every Client Needs

2

Files Per Client

10

Min to Onboard

📦 The 2 Files Per Client

File	Where	You Change
`Code.gs`	Google Apps Script	`SPREADSHEET_ID` only
`index.html`	Hostinger folder	`GAS_URL` + `APP_PASSWORD`

✓ Business name, PDF branding, investor narrative — all automatic from the Sheet title. No other changes needed.

🗂 Your Google Drive Structure

📁 InfoSmashers Clients/
  📁 Euphoric Glam/
    📄 GAS Link.txt ← script.google.com URL
    📄 Sheet Link.txt ← Google Sheet URL
    📄 Client Info.txt ← password, plan, renewal
  📁 TechEdge Academy/
    📄 GAS Link.txt
    📄 Sheet Link.txt
    📄 Client Info.txt

🌐 Hostinger Folder Structure

public_html/
  euphoric-glam/
    index.html ← yourdomain.com/euphoric-glam
  techedge/
    index.html ← yourdomain.com/techedge
  guide/
    index.html ← yourdomain.com/guide
  crm/
    index.html ← this file (internal)

⚡ Full onboarding takes under 10 minutes once you have done it twice.

Step by Step Process

1

Client pays → Create their Drive folder

Inside "InfoSmashers Clients" → New Folder → name it the client's business name.

2

Create their Google Sheet

Create a new Google Sheet → name it exactly as the business name (e.g. "Euphoric Glam"). This name auto-appears everywhere on the dashboard. Copy the Sheet ID from the URL.

docs.google.com/spreadsheets/d/COPY_THIS/edit

3

Duplicate your GAS project

Go to script.google.com
Open your Master Engine project
File → Make a Copy
Rename: "InfoSmashers — ClientName"
Paste their SPREADSHEET_ID at line 4
Save with Ctrl+S

4

Run initializeSheets()

In GAS editor → select initializeSheets from dropdown → click ▶ Run. This creates 6 tabs: Sales, Inventory, Expenses, Customers, Funding, Recipes.

5

Add products to Recipes tab

Open their Sheet → Recipes tab → Column A = product names, one per row. These auto-populate the Sales dropdown.

6

Add users to Users tab

Users tab columns: Email | Password | Name | Role | Status

Roles: Admin Editor Viewer Status: Active

7

Deploy GAS as Web App → Copy /exec URL

Deploy → New Deployment → Web App
Execute as: Me
Who has access: Anyone
Copy the /exec URL

8

Edit index.html — 2 lines only

const GAS_URL = 'paste /exec URL here';
const APP_PASSWORD = 'master_backup_pass';

Open in Notepad or VS Code. Change both values. Save.

9

Upload to Hostinger

hPanel → File Manager → public_html → New Folder (clientname) → upload index.html inside it.

10

Save links + send client their credentials

Save GAS link + Sheet link in their Drive folder. Send client their URL and their login email + password.

Quick Checklist (Tick As You Go)

Drive folder created for client
Google Sheet created + named correctly
GAS project duplicated + SPREADSHEET_ID updated
initializeSheets() run successfully
Products added to Recipes tab
Users added to Users tab
GAS deployed + /exec URL copied
index.html updated with GAS_URL
Hostinger folder created + index.html uploaded
Login tested — business name appears on login screen
Links saved in Drive folder
Credentials sent to client

Per-Client Variables (What Changes)

Variable	File	Location
`SPREADSHEET_ID`	Code.gs	Line 4
`GAS_URL`	index.html	In <script> section
`APP_PASSWORD`	index.html	In <script> section
Products	Google Sheet	Recipes tab → Column A
Users & Roles	Google Sheet	Users tab
Business Name	Google Sheet	Sheet title (auto)

Sheet Tabs Reference

Tab	Purpose	Key Columns
`Sales`	All transactions	20 columns — auto-filled by dashboard
`Expenses`	All costs	Date, Category, Amount, IsMarketing
`Inventory`	Raw materials	MaterialName, CurrentStock, ReorderLevel
`Customers`	CRM — auto-updated on each sale	Email, Phone, TotalOrders, TotalSpend
`Funding`	Investment rounds	Amount, EquityPercent, Valuation
`Recipes`	Product dropdown source	Column A = ProductName
`Users`	Login system	Email, Password, Name, Role, Status

Re-deploy Reminder

⚠ Every Code.gs Change Needs a New Deploy

Deploy → Manage Deployments → Edit ✏ → Version: New version → Deploy.
The /exec URL stays the same. You do NOT need to update index.html.

3 Access Levels

👑 Admin

Full access to everything.

✓ Dashboard ✓ Sales ✓ Inventory ✓ Expenses ✓ Funding ✓ Reports ✓ Valuation ✓ Investor KPIs ✓ Customers

✏ Editor

Day-to-day operations. Cannot see financial/investment pages.

✓ Dashboard ✓ Sales ✓ Inventory ✓ Expenses ✓ Customers ✓ Reports
✗ Funding ✗ Valuation ✗ Investor KPIs

👁 Viewer

Read-only overview. For investors, advisors, silent partners.

✓ Dashboard ✓ Reports
✗ Everything else — no forms, no data entry

Users Tab Format

Email	Password	Name	Role	Status
owner@biz.com	Admin123	Owner Name	Admin	Active
staff@biz.com	Staff456	Staff Name	Editor	Active
investor@vc.com	View789	Investor	Viewer	Active

⚠ To suspend a user without deleting them, change their Status from Active to Inactive. They will see "Account inactive" on login.

💡 Users have no access to the Google Sheet unless you separately share the Sheet with them. Dashboard login and Sheet access are completely independent.

📌 Keep your master subscription tracker as a separate Google Sheet — not inside any client's Sheet.

Master Subscription Tracker (Your Sheet)

Client	URL	Plan	Fee	Start	Renewal	Status
Euphoric Glam	.../euphoric-glam	Basic	5,000	Apr 26	May 26	Active
TechEdge	.../techedge	Pro	8,000	Apr 26	May 26	Active
XYZ Corp	.../xyz	Basic	5,000	Mar 26	Apr 26	Expired

Suggested Plans

B

Basic — PKR 5,000/mo

Dashboard + Sales + Expenses + Inventory
Up to 3 users (Admin + 2 Editor)
Monthly PDF reports

P

Pro — PKR 8,000/mo

Everything in Basic
Investor KPIs + Valuation + Funding
Up to 10 users (all roles)
Priority support

E

Enterprise — Custom

Multiple departments / branches
Custom KPIs on request
Unlimited users
Dedicated support

Renewal Reminder System

🔔 Google Sheets Conditional Formatting Tip

In your master tracker Sheet, select the Renewal Date column → Format → Conditional Formatting → Custom formula:

=AND(F2<>"",F2-TODAY()<=7)

Set fill color to red. Any renewal within 7 days turns red automatically — no manual checking needed.

⚠ Before offboarding, always confirm the client has exported their data from Google Sheets if they want to keep it.

If Client Stops Paying

1

Delete their Hostinger folder

hPanel → File Manager → public_html → delete their folder (e.g. /euphoric-glam/). Their URL stops working instantly.

2

Revoke Sheet access

Open their Google Sheet → Share → remove their email from editor access. Their data remains in the Sheet safely.

3

Archive GAS project

In script.google.com → open their GAS copy → you can leave it (it uses no quota when not called) or delete it if you prefer clean records.

4

Update your master tracker

Change their Status to Expired in your subscription Sheet. Archive their Drive folder.

✅ What Happens to Client Data

Their Google Sheet stays intact — it is their Google account, their data. You never held their data. Only the dashboard URL goes offline. This protects you legally and builds client trust.

If Client Wants to Reactivate

♻ Reactivation (2 Minutes)

1

Re-upload index.html to their Hostinger folder

The GAS URL and Sheet are still intact — nothing changed on the backend.

2

Update subscription tracker to Active

Done. Client is back online in under 2 minutes.

InfoSmashersClient Management