21min

Setup Guide

This guide is the beginning of the documentation with the built-in Notes for the database. Will help you gain a better understanding of how the template and Bubble works.

🚀 Starting with the Template

Once you have bought or added a template to your account, you will see a dropdown in the New Application popup that lets you pick a template as the basis for the new application.

Note: this can only be done when you create a new app.

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After you've selected a template you bought, complete the other fields with necessary data (i.e: Name of the new app, What kind of application you are building, etc) and press Create a new app.

Tip: A template isn't a theme for your app, but a pre-built set of elements and workflows. You can modify the template as you would modify another app.

Wait for Bubble to load the application with all the data.

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After the application has loaded, you'll see the bubble assistant on the left side for New Application. You can close it or follow the assistant steps to adjust different settings.

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Now you're ready to go and dive into Bubble no-code development toolset.

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Congrats! You have successfully created a Bubble app based on your template. Now, you can proceed with the setups.

💳 Payments

Note: In order to continue using this premium plugin, you will need to get a license either subscribing or paying a one-time fee.

ACH/Bank payments and transfers in this template are powered by Plaid-Dwolla integration using Premium Zeroqode Plugin - Dwolla ACH and Bank Payments in combination with Plaid.

Payments: See the documentation on how to set Dwolla ACH and Bank Payments in Bubble App​.

🗑️ Remove Banner

This template comes with a promotional banner above the Header element. Feel free to remove it from your app.

Banner: See the instructions on how to remove the Zeroqode Banner in your template.

🗑️ Remove Demo Login

This template comes with demo accounts and demo buttons for testing purposes, which do not require a full sign-up process in order to test the platform features.In order to delete demo items, follow the instructions:

Database setup

To access and delete the demo account follow the steps:

  1. Access Data Tab
  2. Go to App data
  3. All User thing
  4. Find the demo users (demo@demo.com, investor@demo.com, and admin@demo.com) and remove them from the database
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Admin: See the instructions on how to grant Admin Rights in your template.

Button setup

To remove Demo (login) buttons follow the steps

signin page

  1. Access the Element: login page element
  2. Use the search on the page
  3. Find Buttons Demo Borrower and Demo Investor
  4. Select and delete these elements with their respective workflows
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Tip: Please note that deleting the demo buttons will delete the button workflows as well. Removing these demo options doesn't affect any other aspect of the template.

📜 Table of Contents

In order to properly configure the template please read the *required sections of this documentation.



Updated 15 May 2022
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