Troubleshoot Public Pages
Fix broken public links, missing submissions, unavailable bookings, payment failures, and signing issues.
Use this checklist when a customer cannot complete a public flow.
Start by opening the exact customer link in a private browser window. This shows whether the issue is the public page itself or the customer's browser/session.
Do not troubleshoot from a similar record. Public links can depend on one invoice, one document recipient, one booking page, or one checkout link, so the exact URL matters.
Link Does Not Load
Check that the record is active, the link is current, and any custom domain is verified.
If the default Agiled link works but the branded link does not, review custom domain DNS, verification status, and propagation time.
Also confirm the link was copied from the public action, not from an internal workspace page. Internal URLs usually require sign-in and should not be sent to customers.
Form Submission Missing
Submit a test response. If it appears, ask the customer to try again and confirm required fields. If it does not appear, review the form status and workflow settings.
Also check whether the submission created a related contact, ticket, task, or deal instead of only appearing in the submissions list.
Booking Slots Missing
Check event type settings, availability, buffers, time zone, connected calendars, and existing appointments.
Also confirm the booking page and event type are active. If the event type was recently edited, open the public page again instead of relying on an old tab.
Payment Fails
Check invoice or checkout status, payment gateway settings, amount due, and the provider dashboard.
If offline payment is enabled, confirm the customer understands the instructions and that your team knows how to review or record the offline payment.
If the provider shows a declined payment, use the provider's decline reason when available. If Agiled shows no payment attempt, check whether the customer reached the provider checkout page.
Signing Fails
Confirm the recipient is using the latest signing link and the document still allows their action.
If the recipient sees the wrong fields, review recipient assignments and signature blocks before resending the link.
Customer Sees Old Content
Ask the customer to open the latest link in a private window. If the old content still appears, check whether the internal record was actually saved, whether a new revision needs to be sent, and whether an old template or email contains the stale URL.
Escalation Checklist
Collect the public link, customer email, record name or number, expected action, error message or screenshot, browser/device, and whether the link worked in a private window.
Include what changed recently, such as domain settings, payment gateway, availability, recipient edits, form fields, or template changes. Recent changes usually narrow the cause faster than a generic "link broken" report.
Fix and Retest
After changing settings, retest the exact public action: submit the form, choose a booking slot, open the payment page, download the estimate, or complete the signature flow. A page loading is not enough proof that the public workflow is fixed.
Confirm Internal Records
After the customer-facing action works, open the internal record it should create or update. A fixed public form should create the expected submission or CRM record, a fixed booking should create the appointment, a fixed checkout should create the order or payment state, and a fixed signing flow should update recipient status.
If the public page works but the internal record is missing or wrong, continue troubleshooting the workflow, mapping, payment, signing, or notification setup before telling the customer the issue is resolved.