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GoSeedly Independent Bookstore Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. The included original backend helpers are required for connected record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse card and gift card numbers, logins, door codes and identifiers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Special orders and holds, Author events, School and library orders, Book clubs and regulars. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.

Explore sample mode.

Explore 26 fictional bookstore records: 13 special orders with 15 titles (two requested, three ordered, two arrived and waiting on a call, one customer notified, four on the hold shelf, one picked up and two closed), five author events, two book clubs, three school and library orders and three regulars. Sample edits stay in memory and reset on navigation or reload. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Special order request
  • Author event RSVP
  • School or library order request

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Special order slip
  • Event run sheet
  • Purchase order packing sheet

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-independent-bookstore/config.ts to set business name, descriptor and default pipeline name, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

One contact-linked record is a special order, an author event, a book club, a school or library order or a regular. A special order holds the customer, their preferred contact, your hold period and its titles, each with title, author, ISBN as typed, format, distributor label, copies, ordered or from stock, and the requested, ordered, expected, arrived, notified, shelved and picked-up dates. Events hold the date, time, room, seats, guest, featured title, RSVPs and copies for signing; clubs hold members and monthly picks; school and library orders hold the purchase order, needed-by date and title lines; regulars hold a want list. Every record has an editable checklist.

Holdslip records what your store wrote down. It is not a point of sale, an inventory system or a distributor's ordering portal: it does not check availability, place orders, quote publisher terms, promise delivery dates, take payments or gift cards, or send calls, texts or emails, and an ISBN is a label you typed. Card numbers, gift card numbers, codes and PINs, POS and distributor portal logins, door and alarm codes and Social Security numbers are refused in recorded text, names included, and in the native form drafts, while ISBN-10 and ISBN-13, prices, copies and purchase orders are kept. A matching Seedly bookstore website template is available separately.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.

See the interface and everything included.

Back to GoSeedly Independent Bookstore Kit