~To Do

(Option V to check when done)

START ADDING USERS – FREE NETWORKING PEOPLE — NEW FACEBOOK GROUP

NINAS HUMBLE REQUESTS:
1. An Option for uploading a Video from the computer, as well as a link – would be very helpful…?

5. Vector File for OVERLAY

Add “Share” (icon next to favorite) and “Report this post” (under the icons at the top) – both new forms

All new profiles need to put added in “Draft” status, and then manually approved by admin.

Test the “submit edit or correction” form to ensure it goes to the author of the post

WPGridBuilder card on facet – add category, √ smaller heading (18px)

FluentCandy; Support Portal link in footer; support emails & appropriate inboxes (?) Make sure Support Candy allows guest tickets.

Review and edit Help Text for every WSFORM field both Individual/Agency/B2B. Example – Service Description can be as much text as you need.

Free vs non-free comparison

Surecart – finish it up

?? We may need a different chatbot on the Wait List, or some modifications if on the wait list – for example, do we want searches of the directory from the Wait List while we’re in this development phase?

√ Move Site to new Server — still to-do, set up emails

Need Verification User form to upload credentials. Might want to have this be available only as a requested link and not available in the wild. Obviously, only logged in users who aren’t already ID or License verified.

Notification by email when “Suggested Category” is filled in.

Plan Comparison page (straight WP) and links to upgrade options. See grid in Documents

Add Extra Social Media accounts to Listing Profile Template (not showing)

Video display/play in profile

Introductory Videos … one for families, one for prospective members

Fix and test membership roles; Surecart everything; Paypal/Stripe/etc; Bank account.

Make sure TOS and other documents are correct, legal, and consistent – LegalZoom? Costs by the hour to have an attorney read over them.

50 Founding members, feedback, community involvement.

Spend the money and have the website, TOS, Dislaimer, et al reviewed by an attorney or paralegal.

GO LIVE

B2B Listing

CCRSpecial — a page of specials that come from the Registry-only specials. Searchable (Relevanssi?). Paid Role subscription after trial period.

Review Chat. Make sure it works for wait list and regular page. (Links to FluentSupport, not yet activated). Add in Claude API. Add in curated posts (articles). Implement Chatbot logging with plugin and changes to Chatbot. Test Chatbot with fake listings and fake posts (articles). Make sure they’re distributed category-wise and geographically. [Claude thinks this should wait until we have more members, which might prevent Claude API from finding successful hits]

√ Claude Category Display – hook up Claude API for a smart category search. • Fine Tune

Email reminder(s) when a Registry-only Special hits its expiration date

Operations Manual – includes full description of everything; User Manual, Administrator Manual, Development Guide. Currently stored on my Mac in Documents/ComfortCareRegistry. √Wait List √Affiliate Program

therapydogs.com

Facebook & Google logins — test to see if it creates a member for new login

Registry-only Specials page – monetized ($5/mo or $50/yr, Paid members only) – specials ported to Specials-only page if subscriber has role “CCR-SPECIALS”. Might be Gratis until 4/30/27 (?), and then requires subscription.

Meal Train

Benefactors, sponsors

Add jokes (tips.oip.net) – funny quotes.

6. Can we add Pen pals – Calligraphy & Cursive & Handwritten Wellness & Greeting Cards? Categories/Service :: Person is “Volunteer” and describes this in their Description/Profile

√ Move badges to User from Listing; php to grab the badge and populate the existing field

√ Surecart INTRODUCTORY PRICING– New profile and pricing for Agency (Roles — Individual – free or paid, Agency, Multi-location). Make sure the roles work in WSFORM and Public Profile  (√ Roles are BasicMembership (free), PremiumMembership ($17), AgencyMembership ($27), BusinessMembership ($27), MultiMembership ($27/$47), CCRSpecial $5))

√ Does the Remember me password area need to be set up to remember? LOL (answered)

√ Redundancy with Respite or is that on purpose?

√ Work with CSS to formulate TABS for contact information and business information on the profile can we have a call to action or a more defined tab? Best I can for now

√ Add basic Complimentary wording – and clearly define free personal profile, or a paid business listing?
“Complementary Listing” or “Complementary Profile”

Add √ Booking Website, √ Tagline (Identity), √ Q&A/FAQ to profile

√ Fix Claude’s Category helpers – on tab 2 (Business Information), not tab 1 (Contact Information)

√ Verification – display under name w/icon. ID Verified, Licensed/Certified. Individuals can have either, Agencies can only have Licensed/Certified. ID Verified goes on User Profile. Licensed/Certified goes on Listing. Licensed/Certified overrides ID Verified on Listing. Metabox Fields already added to User and Listing, a couple SVG icons uploaded to media library.

√ Add “Save as Draft” to profile input form. Split it into two (or more?) tabs to make it easier to understand

√ Relevanssi Pro

√ Fix password reset.

√ Allow only one listing for normal members. “Multi Listing” role would allow multiple listings – Need to address 1 profile vs multiple locations, and how that shows up for adding new listings. 4/15

√ Complianz 4/15

√ Add TOS and figure out how to add the Disclaimer at the front of all articles.

√ Add new Agency fields to public display.

√ Test assignment of Individual/Agency “Membership Type” – might not be selecting correctly on Add – works for Individual, need to check Agency next. Done – both assign Membership Type accurately.

√ Need Explanation or blurb on maint-listing page.

√ Add Badges to Database • √ Add Badges to public profile page (icon + badge name)• Descriptions for modal • Click or Hover issues (how to close, Help text)

√ Fix Double Form (form conditions allow both Caregiver and B2B forms on maint-listing page)

√ Add Language etc. to public form

√ Registry-Only Special in WSForm and in the Public Profile

√ Add Attributes to Public Profile for both Agency and Individual

√ Compress listing-category to summarize per Claude. Put examples in Tooltips. Need to do this before anyone starts adding profiles 4/1/26

√ Include In Search for Posts, to allow Paid members to submit articles regarding their expertise. Claude Chat will be aware

√ Add “Home” to top menu bar (snippet)

√ Add Chat Head.

√ Add To Do page, add Menu Access Control plugin (in my downloads) to allow Menu Item access control 3/30/26