Event Tracking

To keep track of events -- Black Friday, event pages, FB events, text blasts, etc.

Black Friday- Contour Medspa- Shop/Online Sale-11/20-11/27

Assigned to
Alyssa Workman, Medstar Alyssa W. Isaac Klausnser, Medstar Isaac K. Nolie Nolie
Due on
Notes
  Alyssa Workman, Medstar Alyssa Isaac Klausnser, Medstar Isaac Ivonne Ackerman, Medstar Ivonne  

Link to shopping cart sheet: https://docs.google.com/spreadsheets/d/1JOkEtv2zC8Dy9GtF_2cIJGQEaBlevQH4KoCkW_bOX-Q/edit#gid=0

P
ayment Portals & Shop Shares (Tools for getting Merchant Processor Access)
https://support.stripe.com/questions/invite-team-members-or-developers-to-access-your-stripe-account
https://account.authorize.net/help/Merchant_Interface_RoboHelp_Project.htm#account/User_Administration/Add_a_New_User_Account.htm
https://squareup.com/help/us/en/article/5591-get-started-with-employee-management


Email of client contact: contourwoodlands@gmail.com

Date shop goes live: 11/20

Date shop goes back into drafts (or stays up):11/27 midnight

Do they currently have a shopping cart built? If yes. we ran it last year. Please share the URL. https://contourmedspa.org/shop

Does the client have a WPEngine site?

Do we have access to their domain dns records? yes

Do we have hosting access? yes

Do they have any active payment processor account? If yes. Please share the name.

Will they be selling any physical products? Or any products that will have tax? no

Have we trained client on where to view shop sale:

Graphic Order

Types of graphics needed:

Design requests:

Preferred template- please drop canva link (optional): 

Comments & Events

Alyssa Workman, Medstar
Judi Vallano, Medstar Judi do you have the shopping cart list? Maybe you still have to meet with the client. Or did you fill out the template that is provided in this task? I see notes on that. 
Judi Vallano, Medstar
Alyssa Workman, Medstar Alyssa  I am waiting for the  client to send the list of packages. 
Alyssa Workman, Medstar Sound good thx
Judi Vallano, Medstar
Alyssa Workman, Medstar Alyssa  Shopping cart spreadsheet is linked above.
Isaac Klausnser, Medstar
Judi Vallano, Medstar Judi - Please share the access to the sheet.
Judi Vallano, Medstar
Isaac Klausnser, Medstar Isaac Alyssa Workman, Medstar Alyssa  Sorry I added this last night and am waiting on access from Ella to be able to edit. I will update today.
Alyssa Workman, Medstar
Thanks Judi Vallano, Medstar Judi ! Isaac Klausnser, Medstar Isaac  I'll let you know once the graphics are ready. 
Ella, Client Success Manager at Medstar
Ivonne Ackerman, Medstar Ivonne Does it look better now? Is there anything you would suggest I change? I do not have the regular pricing for their chemical peel Judi Vallano, Medstar Judi do you? 

I was also unsure if I should list the fillers with the syringe amount in the name or in the description. Lmk and I can make changes as needed! 
Alyssa Workman, Medstar
Ella, Client Success Manager at Medstar Ella thank you! 
Ivonne Ackerman, Medstar
Ella, Client Success Manager at Medstar Ella thanks for your help! I edited it because the treatment name should just be the name. I put most of the Get 1 for this language on the description. I explain more here:

https://watch.screencastify.com/v/AKdklRqI8ubVXSAfZrce
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - OK. Will set up.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne -

Shop URL - https://contourmedspa.org/shop
Test Purchase - successful
New order notification email: contourwoodlands@gmail.com

For any minor edits like price, text update. You can directly assign to Nolie. He will be able to help.

Ella, Client Success Manager at Medstar Ella - This client already had the WOO setup. I just added the products, updated notification emails, custom css for store frontend and payment processor integration..please ask the client if they are familiar with the woocommerce and how to check for new orders..if not I can send you a video and also connect the cart to a new tab in the sheet. This is very import.

Let me know on slack if you have any questions.
Alyssa Workman, Medstar Great, thx!
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  you rock, thanks for setting this up. This is Judi's client, Ella was helping with the bulk import sheet.

Judi Vallano, Medstar Judi will you please take a look at Isaac's message above where he addresses Ella, and let him know if you have any questions? 
Alyssa Workman, Medstar
I assigned Elizabeth to this task to audit here
Judi Vallano, Medstar
Isaac Klausnser, Medstar Isaac  Please send the video showing how to check for new orders and connect the cart to the sheet as well. thank you
Isaac Klausnser, Medstar
Judi Vallano, Medstar Judi - Sure. Will do both.
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  I know I included this in the list to go live but also tagging as reminder to provide video instructions that Judi requested. Thanks for all you do! 
Judi Vallano, Medstar
Isaac Klausnser, Medstar Isaac Alyssa Workman, Medstar Alyssa  
Please add "50 Unit Minimum" to the Botox and Juveau packages
Alyssa Workman, Medstar
Nolie Nolie will you please help add the minimum purchase of 50 to Botox and Juveau? I already added to the descriptions. 

wpengine | Letmein123#@!
Nolie Added, Alyssa
Nolie
Copy that, Alyssa Workman, Medstar Alyssa
Alyssa Workman, Medstar Thank you!
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac or Nolie Nolie  please draft shop items after midnight EST. Thank you!
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa  - DONE
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.