Event Tracking

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

Black Friday- DOCERE - Shop/Online Sale- 11/24/23

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

Payment 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: viscomigiulianna@gmail.com / gewels1996@aol.com

Date shop goes live:

11/13/23 - no time frame given (between 9-noon ET)
Full shop  - (except for the 10% off Gift Cards graphic and item)

11/24/23 - 10 AM
10% GC link graphic added
-make it the first item on the first row please
-item graphic will direct to the link: 
https://dashboard.boulevard.io/booking/businesses/703be9b4-d5fe-45cd-acd8-5b4c49230c35/widget#/visit-type

11/27/23 (Cyber Monday) Midnight
Shop goes back into drafts

Do they currently have a shopping cart built? If yes. Please share the URL.
https://doceremedspa.com/shop/

Does the client have a WPEngine site?
Yes: https://doceremedspa.com/wp-admin/

Do we have access to their domain dns records?
Domaine Registar:  | https://account.godaddy.com/access | DELEGATE access under Support | Docerespa! | DELEGATE under Allison - Customer number - 28924431 pin - 1502

Do we have hosting access?
my.wpengine.com | allison.l.leonard@gmail.com  | docere2020

Do they have any active payment processor account? If yes. Please share the name.
Yes, Stripe. And we have access via support@medstarmedia.com

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:
They need a re-training, Nicol Razon, Medstar Nicol needs that training first. 

Graphic Order
Gewels (Gillian) has created the graphics for the shop see below.

Top row:
1. Restylane Kysse Syringe- 20%
2. 40 units of neurotoxin- 20%
3. Laser Hair Removal - 20%

2nd Row
4. DiamondGlow- 20%
5.Go & Glow- 20%
5. Coolsculpting- 50%

3rd Row
6. Cooltone- 20%
7. Microneeding- 20%
8. Fruit acid peel- 20%

4th row
9. oxy deep- 20%
10. deep- 20%
11. nail - 20%


TO ADD on 11/24/23 - 10 AM
 First Row, first graphic ahead of Restylane
For item that will direct to: https://dashboard.boulevard.io/booking/businesses/703be9b4-d5fe-45cd-acd8-5b4c49230c35/widget#/visit-type


Comments & Events

Nicol Razon rescheduled this to-do
Was
Now
Nicol Razon, Medstar
Isaac Klausnser, Medstar Isaac hello!
This client did not pre-pay the work. Per CZ, we will be billing them afterward for time spent. Please, note your time spent working on this shop so we may bill them for your labor hours.
Thank you!
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol - Do we need to put the hrs for this work in a separate invoice?
Nicol Razon, Medstar
Isaac Klausnser, Medstar Isaac  yes, once work is complete, we will bill them after the fact. 
Isaac Klausnser, Medstar Got it
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac Nicol Razon, Medstar Nicol let me know if my support is needed on this shopping cart. Otherwise I will audit it before making it live. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Nicol Razon, Medstar Nicol - Should I add the above products in the draft or on a hidden page for the client to review? Please confirm.
Nicol Razon, Medstar one moment
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol  any update for Isaac? 
Ivy Santiago, Creative Project Manager at Medstar
Alyssa Workman, Medstar Alyssa Isaac Klausnser, Medstar Isaac the client has a separate shop link for gift cards that they want to include in their Black Friday promotions. Vania said we should be able to just add a gift card graphic to their shop and have that pointed to the gift card site. Are we able to do this if we provide the graphic?

Nicol Razon, Medstar Nicol  
Alyssa Workman, Medstar
Ivy Santiago, Creative Project Manager at Medstar Ivy yes, I belive so. Isaac will confirm. 
Isaac Klausnser, Medstar
Ivy Santiago, Creative Project Manager at Medstar Ivy - Yes. We can do this. Please provide the graphic.

Nicol Razon, Medstar Nicol - OK. Thank you for confirming. Will upload them today.
Ivy Santiago, Creative Project Manager at Medstar
Nicol Razon, Medstar Nicol can you ask Gewels to create one more graphic like the ones she did but for the gift cards and drop it in here so we can add to their shop as a link? thank you!
Nicol Razon, Medstar yes
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne Alyssa Workman, Medstar Alyssa Nicol Razon, Medstar Nicol - DONE

# https://doceremedspa.com/bf-2023/  - I have currenty added the products on this URL but upon fixing the below issues and add gift card external product. I will move the products to the /shop/ URL.

# New order notification email - loriaudleyleonard@gmail.com

# I did a test purchase and it came in their STRIPE account successfully.

# This is a old shopping cart. Please let me know if we need to connect the cart to their leadsheet for this client as well.

Found below issues. Please check and let me know.

# On this product we have 50% off but in the graphics it says 20% off. https://doceremedspa.com/product/coolsculpting-50-off-8-treatments/

#2 https://doceremedspa.com/product/40-restylane-kysse-syringe/ - For this product the original and sells price are same in the sheet.

#3 Product description and images are missing for the below products.

https://doceremedspa.com/product/docere-manicure-3-pack-non-gel/
https://doceremedspa.com/product/spa-pedicure-3-pack-non-gel/

#4 Product description is missing for this product.
https://doceremedspa.com/product/20-off-laser-hair-8-pack/

Alyssa Workman, Medstar Alyssa - Is it possible for us to assign someone to review the cart details so that when it gets to me..it already has everything needed. This would help us avoid lot of double work and time. Please let me know your thoughts.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Also we need to make sure the images are of 750px, compressed and labeled. Above attached ones were of 3000px. I updated the images for this client on my end but this is for the new carts.
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac my bad. At the beginning I assumed everything was tasked correctly.  I unfortunately missed double checking. This is the only cart that was not assigned to me directly. I commented on it at the start asking if my support was needed otherwise I would edit before going live. Because I didn’t get a reply I assumed all was ok. I’ll take extra care to double check things myself if this happens again.
 
Can you also please not start building a shop if you notice everything is not ready? Just tag me that things are missing, tell me where you left off if you started, and then I’ll get things corrected before you start/complete. 

I have been having someone review all carts and collecting 750x750 size images.  I’m sorry this task got overlooked. I think the client provided these graphics and Nicol pasted them here not knowing the sizing protocol. I will get the descriptions tasked. That are missing. I will get the graphics tasked that are missing. I need Nicol to verify the cart is accurate first. I’ll double check everything before confirming with you again and I will have Elizabeth audit as well. 
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol will you please double check that the offers and products listed are correct in the sheet? https://docs.google.com/spreadsheets/d/16JRS0AW2MjaxC7etDK_xBO355o4bAQnDm7H3acMvf-o/edit?usp=sharing

I will have Hannah complete the missing descriptions and I will re-open the graphics task for Kellie to complete missing graphics, but I can’t find the task you made. Did the client provide these graphics? I want to be sure graphics and cart match.

# On this product we have 50% off but in the graphics it says 20% off. Which is correct?https://doceremedspa.com/product/coolsculpting-50-off-8-treatments/

#2 https://doceremedspa.com/product/40-restylane-kysse-syringe/ - For this product the original and sells price are same in the sheet. What is the sale price?

#3 Product description and images are missing for the below products. Should these still be created? Did they get added later? We need the graphics.

https://doceremedspa.com/product/docere-manicure-3-pack-non-gel/
https://doceremedspa.com/product/spa-pedicure-3-pack-non-gel/

#4 please see Ivy’s comment. Isaac will link the product item to their gift card site. We need a gift card graphic. 
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  and team, I am getting clarification from the client on the above 
Alyssa Workman, Medstar
Thanks Nicol Razon, Medstar Nicol . Let me know once you have the other missing graphics & sale price for Restylane Kysse.

Isaac Klausnser, Medstar Isaac here is the updated and compressed CS graphic. 50% is correct. I will follow up about the other services once Nicol checks with the client. It should be later today. I'll update this comment if you don't get to this change before she confirms with me.

Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Thank you. Updated the graphics.
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa here is the graphic for the 10% off GC. Yes, this is the one that the client wants to use on the e-comm shop. I triple checked.


It is meant to be 20% off restylane, but she has yet to respond on the actual v/ sale price

Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Nicol Razon, Medstar Nicol - Thank you. What's the gift card link?
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac we want to add long descriptions to shop items, those will be ready hopefully by tomorrow. I will ask Nolie to update when ready, but so you know why that column got added to the sheet. All short descriptions have been updated.

# https://doceremedspa.com/product/40-restylane-kysse-syringe/ - The sale price has been updated

# The product photo below and the descriptions have been updated in the sheet.

https://doceremedspa.com/product/docere-manicure-3-pack-non-gel/
https://doceremedspa.com/product/spa-pedicure-3-pack-non-gel/

# 10% GC link for the item to go live on 11/24/23 - 10 AM I will put a reminder for us after the 13th launch. 
https://dashboard.boulevard.io/booking/businesses/703be9b4-d5fe-45cd-acd8-5b4c49230c35/widget#/visit-type

Alyssa Workman rescheduled this to-do
Was
Now
Nicol Razon, Medstar
Hi Isaac Klausnser, Medstar Isaac and Alyssa Workman, Medstar Alyssa

Here are some final notes for the shop. We never promised a time for it to go live, so let's aim for anytime between 9 am- noon ET live w/ banner and pop-up.

Isaac Klausnser, Medstar Isaac
-please re-order the shop by the way the graphics are listed above in the main notes section of this task.  IE (Restylane at the top left, then neurotoxin, etc.)

-Please update Restylane to say 20% off in the item description

-Please give me access to make changes to the bulk import excel: https://docs.google.com/spreadsheets/d/1d0BgLUbZNvuu3fQleYXKl0uRyNjUL2itQEXkNcBe-I0/edit#gid=1485986915
I cannot add lines to this excel, which is why we had this one, from the client, instead: https://docs.google.com/spreadsheets/d/16JRS0AW2MjaxC7etDK_xBO355o4bAQnDm7H3acMvf-o/edit#gid=0
"Gewels Open House" excel is updated and correct.

-  Working from the client's excel (since the bulk excel cannot be added to) I see the client meant fo Nail packages to be one item with multiple drop-downs the way Laser Hair Removal is currently built with "small" through"extra-large" as options.

So the item 20% off Nail Services was meant to have the drop-down for manicure and for pedicure as opposed to them being separate items.
https://doceremedspa.com/product/docere-manicure-3-pack-non-gel/
https://doceremedspa.com/product/spa-pedicure-3-pack-non-gel/

Is it possible to change this?
Ivonne Ackerman, Medstar
I'm speaking with Isaac and everything will go live now. Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa  just a note for the future, in the event that a client doesn't specify an exact time and just a date such as this client, we will be making the shops live at a time throughout the night since that's when Isaac is working. It might be midnight it might be 1am or 2 am etc. For this client we are making it now. Thank you!
Alyssa Workman, Medstar Sounds good
Alyssa Workman, Medstar Thx
Nicol Razon, Medstar 👍
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol Alyssa Workman, Medstar Alyssa Ivonne Ackerman, Medstar Ivonne - The above changes has been made now and the shop is LIVE now. - https://doceremedspa.com/shop/
Alyssa Workman, Medstar You rock!
Ivonne Ackerman, Medstar Thank u so much!
Nicol Razon, Medstar
Congratulations team! Thank you Isaac Klausnser, Medstar Isaac !
 
I'll confirm what is live with the client now.
Isaac Klausnser, Medstar
Thank you, Team.
Ivonne Ackerman, Medstar
Elizabeth Ruffa Elizabeth  can you please check this shop and make sure everything is spelled correctly and that everything looks and matches up to the sheet?
Elizabeth Ruffa on it
Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne Alyssa Workman, Medstar Alyssa  
1. Can this be updated to say:
Neurotoxin helps eliminate fine lines and wrinkles by Nurse Kathy Only2. Do you want to keep all of the % OFF circles consistently in the upper left hand corner of the graphic. I noticed 3/12 have them in a different location on the graphic

3. Remove quotation marks on description on DiamondGlow graphic
4. Please rewrite CoolTone with a capital T
Brittany Redding, Digital Marketing Manager at Medstar
Alyssa Workman, Medstar Alyssa I noticed that the CoolTone and the Microneedling regular price doesn't add up if you take 20% off on the shop. 

CoolTone is regular $900 and 20% off of that would be $720 and the sale price is marked at $777.60.

The Microneedling says Regular Price $1800 but the sale price is only $960, which is way more than 20% off. 
Nicol Razon, Medstar client < math
Alyssa Workman, Medstar
Elizabeth Ruffa Elizabeth the wording is fine, it is more active voice. The graphics the client provided to us so we can leave it. I’ll correct the CoolTone spelling.  

Brittany Redding, Digital Marketing Manager at Medstar Brittany nice catch, I assume pricing things are correct when provided by the CSM.

Nicol Razon, Medstar Nicol will you please check Brittany’s comment above and let me know if we need to adjust the retail pricing of those products since they don’t add up to 20%orf 
Elizabeth Ruffa TY
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Brittany Redding, Digital Marketing Manager at Medstar Brittany  I'll connect w/ the client. They provided this info and so I assumed it was correct. No time to double-check math (But THANK YOU!! Brittany for doing so!!)
Alyssa Workman, Medstar Thanks so much!
Nicol Razon, Medstar
Brittany Redding, Digital Marketing Manager at Medstar Brittany Alyssa Workman, Medstar Alyssa
response from client:

Microneedling. update to 1200 retail price

 Cooltone update to $720 sales prices
Alyssa Workman, Medstar Fixing now
Alyssa Workman, Medstar Done now
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
I updated the due-date as a reminder to make the Gift card link live on the first row of the shop. 
Alyssa Workman, Medstar
Nolie Nolie at midnight EST on the 24th will you please follow the instructions provided by Nicol to publish this gift card? Please let Isaac Klausnser, Medstar Isaac know if you have any questions. 

Thanks for all your help!
Elizabeth Ruffa
Alyssa Workman, Medstar Alyssa  
Can we do a description like this?

Give your loved ones the freedom to go shopping on their own with our gift cards, ensuring they find exactly what they’ve been wishing for.

Gift Cards cannot be combined with any other discounts. 
Elizabeth Ruffa
This is the description we used for LaserDoc? 

Let your loved ones embark on their own shopping adventure with our gift cards, ensuring they find exactly what they’ve been wishing for.

Gift Cards cannot be combined with any other discounts. Gift Card cannot be used for AviClear Treatment.
Alyssa Workman, Medstar
Elizabeth Ruffa Elizabeth Nolie Nolie  I will add one now. Thanks for noticing!
Elizabeth Ruffa Thx
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  please draft after midnight
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  I took care of this, but I am unsure which of the regular products need to be put back on the shop. Please help when you can. Thank you
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa  - Restored
Alyssa Workman, Medstar Thank you!
Nicol Razon, Medstar
Nicol Razon completed this to-do.