Firm websites guide
How to put your firm website on your own domain, publish changes safely and follow up on the leads it brings in. Everything here happens in the Sites app in FynOps.
Jump to Domains, Publishing or Leads.
Domains
Your FynOps address
Every site gets a free address such as yourfirm.accounted.cloudwhen you create it. The name starts from your firm's name, and you can change it under Settings, General. It keeps working after you add your own domain.
Add your own domain
- Open Sites, choose your site and go to the Domains tab.
- Choose Add domain and type a domain your firm owns, such as yourdomain.com or www.yourdomain.com.
- For a domain such as yourdomain.com, leave Also add www.yourdomain.com and send it to the same site ticked. The pair counts as one custom domain.
- Choose Add domain. The app shows the DNS records to create, with a copy button for each value.
- Add the records where you manage your domain's DNS, usually your registrar or DNS host.
The records to add
| Type | Name | Value | Why |
|---|---|---|---|
| TXT | _fynops-site.yourdomain.com | fynops-site-verification=... | Proves you control the domain. Every custom domain needs it. |
| CNAME | www.yourdomain.com | sites.accounted.cloud | Sends a subdomain, such as www, to your site. |
| A and AAAA | yourdomain.com | The addresses shown in the app | Sends the domain itself to your site. A domain itself cannot take a CNAME. |
Copy the exact values from the app; the token in the TXT record is unique to your domain. If your domain already has A or AAAA records, the app lists them so you can replace them, or visitors may still reach your old site. Leave your MX, SPF, DKIM and other records as they are, so your email keeps working. If you use Cloudflare, set these records to DNS only (grey cloud), or the certificate cannot be issued.
Check now, and what each status means
FynOps checks your records every few minutes, and Check nowon the domain's row checks them straight away. DNS changes can take up to an hour to show. The domain moves from Waiting for DNS (the TXT record is not found yet) to Verifying (the domain does not point at your site yet) to Issuing certificate, then to Active. The HTTPS certificate is issued for you, with nothing to upload. A domain that cannot be verified within 7 days shows Failed: fix the records and choose Retry.
Primary address and www
Choose Make primary on the address visitors should see. Every other active address, including your www partner and your FynOps address, redirects to it. Removing a domain releases its certificate, and your FynOps address keeps working.
Plan limits
The Domains tab shows how many custom domains your plan includes, such as 2 of 3 custom domains. The Free plan has none. On a paid plan you can add more for $5.00 each per month, charged by the day only while the domain is serving. See pricing for what each plan includes.
Publishing
Edits in the editor save to a draft as you work. Visitors keep seeing the published version until you publish again.
Share a preview first
- In the editor, choose Preview link, then Create link.
- Copy the link and send it to anyone who should review the draft. They do not need a FynOps login.
- The link works for 7 days, is hidden from search engines and sends no analytics. New link replaces it, and Turn off ends it.
Publish
- Choose Publish in the editor. You need publish access for the site.
- The publish check runs on every page. Unfilled blanks, links to pages that do not exist, blocks with problems and missing images must be fixed first. A missing Privacy link in the footer, on a site with a form, booking or analytics, and images without alternative text are warnings that do not block.
- Add an optional note, such as New payroll page, and choose Publish. Every page, post, feed and image goes live together, and visitors see it within a minute.
Versions and rollback
Each publish creates a version in the Versions tab, with who published it, when and the note. Choose Roll back on an earlier version to make it live again, or Download ZIP to keep a static copy. Changes to analytics settings also reach visitors on the next publish.
Leads
Forms
- Add a Form or Newsletter Signup block to a page in the editor and publish.
- Each submission is saved to a Website leads table in FynOps Tables, created on the first submission, with the form, page, site and time it came from.
- In the Forms tab, choose Edit on a form to send each submission to up to 10 email addresses, and to show a message or send the visitor to a page, such as /thank-you, after they send it.
Booked calls
Add a Book a Call block to a page. In Google Calendar mode, set it up under Settings, Book a call: the host, the connected Google Calendar, the meeting title, length, free time before and after, minimum notice, how far ahead visitors can book, the bookable hours and the questions to ask. Visitors see only free times, and each booking goes on the host's calendar with a Google Meet link, while the visitor's answers are saved to the Website leads table. If the calendar connection is missing or expired, visitors see your contact details instead and your admins are told once a day. In Calendly or GoHighLevel mode, the block shows your booking page from that tool, and bookings stay there.
Follow up
Website leads is a regular table in Tables, so your team can sort, filter and work through it. Each new lead is also a FynOps event, so an event-driven task can pick it up, for example to draft a reply for your approval.
Want the overview first? See Firm Websites.
