As per our communications.
1. UPDATE PAYMENT JOURNEY
Choose to purchase > Click Add to cart > Checkout > Create Login > Welcome video with instructions > Create Profile
A: Install WooCommerce to take payments for current (already installed on clone)
a) coach subscription $99/year
b) client subscription $99/year with 7 day free trial
B: I have had a play with this plugin in the clone site, and I think it will work. If needed, I will purchase the WooCommerce Subscription Extension.
C: Integrate with Ultimate Member - I already own the woo commerce ultimate member extension plugin (installed on clone) Integrate payment process to turn on the right membership level (in ultimate member) when a customer purchases either subscription. That is: When they purchase a coach subscription they become a coach. When they purchase a client subscription they become a client.
D: I think the WooCommerce integration already does this but - upon checkout they are already creating the first part of their Ultimate Member profile.
E: Work to be completed so that wordpress admin maintains control - all normal woo commerce features remain available. Eg: Ability to add coupons etc.
E: Integrate with current theme colours to make it look like it is part of the current website
2. UPDATE CALENDAR INTEGRATION FOR COACH PROFILE -
Bringing from backend to front end and managed from Profile Account Page
A: Bring the buttons for coach to link their calendar to the front end to maintained in a tab in the Coach Account Page called - Calendar
B: Switch Off Coach ability to access backend
C: Switch all TeamBooking settings to a generic setting for all coaches.
D: Provide detailed instructions to Coach about how to list an event on their Google Calendar based on the categories they coach in.
3. UPDATE TEAMBOOKING INTEGRATION FOR COACH/CLIENT PROFILE -
A: Create Tab in front end called Manage Bookings in account settings for both coach and clients which will display any booking that has been made by client or with coach.
B: Create the ability for a coach to accept or reject a booking. If they want to reject, they have to give a reason on text box which becomes visible when they click reject. A message can be sent to client via email with instructions on how to rebook.
C: It is already an option for clients/coaches to be able to cancel a booking via the confirmation email. This setting to be included in their Manage Booking Tab - so they can cancel a session and again provide a reason and email sent.
4. CREATE A FOLLOW-UP EMAIL AFTER BOOKING
A: Ability to automate a follow-up email to be sent after each coaching session. A nicely designed HTML Mailer to be sent to client 2 hours post booking.
B: Ability for wordpress admin to update email template