Arc Dental

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102224




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    add admin to FB 
    Notes | 2018-01-29 | Catherine C. | #117055 |

    flores_brandy@yahoo.com


    Leave a Comment:




    Email questions 
    Notes | 2017-12-04 | Catherine C. | #108256 |

    Dr. Zhao wanted to get email set up – info@.
    She owned domain under her own godaddy. Told her we can set it up for $5/email per month or she can research what email packages godaddy is offering.

    She will get back to us.


    Leave a Comment:




    Cancel SEO closed
    Marketing | 2017-11-29 | Chandra | #107336 |

    Please cancel SEO, the client initially signed up and then canceled with the option to upgrade but never did so.


    Leave a Comment:




    Please Call closed
    Task: Sales | 2017-09-28 | Chandra | #91504 |

    Please call Dr. Zhao regarding SSL/encryption email we sent out 713-298-7635.


    2017-10-02 | danny.n
    Sent her an email with Q&A info along with a quote. Waiting for dr to respond to proceed or if she d like to speak further in details
    2017-10-02 | danny.n
    Ticket has been completed. Closing ticket.
    2017-10-02 | danny.n
    "Hi Danny, Can you give me regarding making my website secure. Sent from my iPhone"
    2017-10-02 | danny.n
    Called, she was not available. Sent her an email to let her kno wi had called.

    Leave a Comment:




    Content Writeup for SEO closed
    Task: New Project | 2017-09-05 | Danny | #84814 |

    Please have Home Page and Office Page rewritten (custom).

    * this is due to Naveeds request for SEO issue that he pointed out.

    No need to contact client to approve. Let me review before placing on those pages.


    2017-11-16 | alec.j
    FYI
    2017-10-13 | developercarol
    https://docs.google.com/document/d/1K7EyyGJL73uBWr5hKmQbjjO3Ps4yRUYcCrb7I6ieF4I/edit?usp=drivesdk
    2017-09-14 | alec.j
    Catherine, do we have any update on this Task?

    Leave a Comment:




    Make Buttons more Distinct/Obvious closed
    Task: Website | 2017-08-11 | charles.b | #81564 |

    Believe I spoke with Kelly – She wanted the buttons on the landing page more distinct and obvious – wasnt particular on how she wanted them to look and left the decision with us.


    2017-08-14 | jan.s
    Revision was completed and followed up via email to provide an update, closing task.

    Leave a Comment:




    Revisions via Phone closed
    Task: Website | 2017-07-31 | Jan S. | #80676 |

    01.) Move the Schedule button above the address on the Landing page.
    02.) Add the Schedule button to the sidebar.
    03.) Remove blue outline for the Featured Service section on the Home and Bienvenido pages.
    04.) The Schedule button on the Footer section is currently not showing the text, please fix.


    2017-08-08 | jan.s
    Thank you, closing task.
    2017-08-08 | developerbrijesh
    please check, we have completed both points.
    2017-08-07 | jan.s
    01.) Use a calendar icon for the Schedule Button so that the style stays consistent with the sidebar. 02.) The Schedule button on the Footer section is still not showing text by default, please fix.
    2017-08-01 | developerbrijesh
    we have completed all points. In #2 please check the placement of button.Is it ok ?

    Leave a Comment:




    location of site 
    Notes | 2017-07-26 | Catherine C. | #80429 |

    in 360sites – http://arcdentalhouston.com/wp-admin/
    theme is located – aaa-kellyzhao


    Leave a Comment:




    Add Schedule Button closed
    Ticket: Website | 2017-07-25 | Jan S. | #80324 |

    Please add the schedule button on the landing page and the home page. I have provided the code down below for your reference.

    Schedule Appointment

    /* Please provide an update for Dr. Zhao once completed. */


    2017-07-31 | jan.s
    Thank you, closing task.
    2017-07-31 | developerbrijesh
    done please check
    2017-07-28 | jan.s
    Please have the button open a lightbox instead of opening a new tab so that the user remains on the website.
    2017-07-28 | developerbrijesh
    we have add button please check fi you have any changes then tell us
    2017-07-27 | catherine.c
    Brijesh - please complete.
    2017-07-26 | developersohan
    sftp user and password do not work
    2017-07-26 | catherine.c
    http://arcdentalhouston.com/wp-admin/
    You have been added here as admin
    2017-07-26 | developersohan
    kellyzhao.360sites.net is not in my website list. Give me access as a admin

    Leave a Comment:




    Domain Mapping Change! 
    Design | 2017-07-13 | Sean | #79535 |

    Domain mapping was removed and new one from WordPress placed to fix the sitemap.xml. it worked.


    Leave a Comment:




    W-9 
    Accounting | 2017-07-05 | Chandra | #78887 |

    Ben called for our W-9, explained they did not have invoices paid in 2016. but sent what we had to arcdentaltexas@gmail.com.


    Leave a Comment:




    Billing/Charges Conference/Agreement 
    Accounting | 2017-05-10 | Danny | #75426 |

    “Hi Ben & Dr. Zhao,
    It was a great pleasure speaking to you both. I have included Chandra in this email who is the accountant so she is up to speed with what we had discussed and agreed.

    Chandra, please go ahead and credit back $2,999 to their personal credit card that was used back on October 2016. This will take care of the initial fee bring it to $0.

    As far as their monthly fees goes, the balance due will be for the past 3 months at the rate of $149/m (balance of -$447). Dr Zhao will get back to us on the 2 options below:
    Credit Card on file to take care of remaining balance of -$447 and furuture monthly charges at the rate of $149/m. Option to upgrade to $499 which will include Advanced SEO, Monthly Blog Article, & PPC Management.
    Pay by check 3 months in advanced after taking care of the outstanding balance of -$447.
    With regards to the Marketing, here is a link to learn more about the ON-SITE SEO vs the OFF-SITE SEO: https://optimized360.com/dental-marketing/.

    The upgrade in to the monthlly fee in the future from $149/m to $499/m will include as mentioned above. This is Marketing in addition to the Website Hosting/Maintenance.
    PPC (Google Adwords) Management
    Advanced SEO – Off-site Optimization
    Custom Blog Article
    Please do let me know if you have any questions. Please reply back to confirm and coordinate with Chandra on the monthly installments which option you would like to go with.

    Thank you!”


    2017-07-25 | chandra.t
    Doctor provided CC via fax (Visa ending in 7909), paid past due balance of $745 (March 2017 - July 2017), recurring starts 8/7/17 $149.
    2017-06-28 | chandra.t
    Dr. Zhao called, mentioned she will have the bank finance the past due balance along with 13 additional months totaling $2500. Once received, payment will not be due until 8/7/17 ($149 for web).
    2017-06-26 | chandra.t
    Informed Dr. Zhao and Ben, the website will be deactivated 6/30/17 if past due balance is not paid $596.
    2017-06-26 | danny.n
    yes we should but give them a deadline like the end of the week. Call and leave a message letting them know that. Make sure you also email and cc ben's email (arizona1127@yahoo.com). he's usually responsive. Call his cell too. Let me know. Thanks.
    2017-06-26 | chandra.t
    Hi Danny, they still have not responded to us. Should we private the site? Suggestions. Thank you!
    2017-05-23 | chandra.t
    Emailed follow up regarding monthly fee options.
    2017-05-10 | danny.n
    "Okay got it. We will review and respond. Ben "
    2017-05-10 | chandra.t
    Refunded $2999 back to Visa ending in 1799.

    Leave a Comment:




    Billing Overview 
    Accounting | 2017-05-10 | Danny | #75423 |

    – Client ordered in Jun 2016… 360 Monthly of $499 (pay by bank)
    – Adjusted monthly to $149/m (upgrade to $499 once site is live). This was around Sep 2016. Sent invoice for initial $6,000 and start of $149/m.
    – client paid by personal card $3000 in Octo 2016 at the time cause payment was due. Agreed to reimburse once Bank sends $6,000.
    – received $6,000 from bank May 2017. Client still owes $900 ($149/m x 6 months since Sept 2016). They technically was not charged from Jun 2016-Sept 2016.
    – Been playing phone tags with Ben to figure out how he wants to proceed with the $3,000 credit back to his personal card. We need to figure out either a credit card on file for the 6 months past due of $900 or to credit back $2,100 only but still need credit card on file for future charges or pay by check 6 months in advanced.


    2017-05-10 | chandra.t
    Correct. $2999 was charged on Oct 28 2016 and the bank paid $5998.
    2017-05-10 | danny.n
    chan, lmk if this is correct. Thx!

    Leave a Comment:




    Missed Call closed
    Task: Other | 2017-05-08 | Chandra | #75258 |

    Please call Ben after 10am CDT regarding monthly fees and their website package.


    2017-05-10 | danny.n
    Ticket has been completed. Closing ticket.
    2017-05-10 | danny.n
    called back again. his vm box is not setup.
    2017-05-10 | danny.n
    called.. lm.

    Leave a Comment:




    Best Local Reviews 
    Notes | 2017-04-05 | Jan S. | #72994 |

    URL: https://bestlocalreviews.com/
    UN: Email
    PW: godfather


    Leave a Comment:




    Admin Access closed
    Task: Website | 2017-03-23 | Desirae.G | #72075 |

    Please grant admin access to bsilva112070@yahoo.com

    They have already “liked” the FB page for Arc Dental. Email Dr. Zhao once done.


    2017-03-23 | jan.s
    Provided admin access for Blanca. Followed up via email to provide update, closing task.

    Leave a Comment:




    SEO Ranking 
    Notes | 2017-03-17 | Justin | #71720 |

    Woorank: 51


    Leave a Comment:




    Start SEO closed
    Task: Website | 2017-03-17 | Danny | #71717 |

    Justin, please start SEO.

    “houston dentist” – 10 hours


    2017-03-22 | alec.j
    Naveed has started work on that however he had a suggestion for Homepage's setup.
    2017-03-22 | alec.j
    Naveed has a suggestion for a change in Homepage's setup! But that is not the client's interest.

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2017-03-17 | Jan S. | #71715 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2017-03-17 | catherine.c
    no 301s
    2017-03-17 | catherine.c
    #1 & #3 completed.

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2017-03-17 | Jan S. | #71714 |

    Hello Dr. Zhao,

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://arcdentalhouston.com

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Send Login Information closed
    Task: Social | 2017-02-16 | jessica.c | #69568 |

    Dr. Zhao would like the login information for her WordPress, and Facebook.


    2017-03-17 | jan.s
    Dr. Zhao confirmed via phone to go live. Custom Live email was sent.
    2017-03-17 | jan.s
    Dr. Zhao called and requested to remove "Coming Soon"
    2017-03-15 | alec.j
    Jan, would you please F/U ASAP?
    2017-03-06 | alec.j
    Jan, would you please update and F/U by call and email
    2017-02-16 | jan.s
    Followed up via email to provide an update, closing task.

    Leave a Comment:




    Dr. Zhao phone call closed
    Task: Website | 2017-02-03 | Catherine C. | #68706 |

    She would like update on Spanish translation site. Said should have full spanish landing page. When go to arcdentalhouston.com/home/ – said entire site not in spanish.

    She sees progress and mentioned you should know about the english/spanish. She would like to know when everything will be done.


    2017-02-06 | jan.s
    Spoke with Dr. Zhao, closing task.
    2017-02-06 | jan.s
    Called and left a message since she was unavailable. Followed up via email as well. CC'd Danny so that he is aware of the situation, currently waiting for a response.

    Leave a Comment:




    Add Spanish Translated Page closed
    Task: Website | 2017-01-27 | Jan S. | #68149 |

    Dr. Zhao provided the Spanish Translated content, please add this to her website.


    2017-02-02 | jan.s
    The Spanish-translated content was added, closing task.
    2017-01-30 | alec.j
    Jan, please inform Chandra before the site goes live.
    2017-01-27 | jan.s
    Followed up via email to provide credentials for Dr. Zhao.

    Leave a Comment:




    Spanish Translator closed
    Task: Website | 2017-01-11 | Danny | #67009 |

    Please add the Google Translator on the site.

    Spoke to Dr. Zhao to confirm this.

    Dr’s concern is to attract those searching for “la dentista” which i suggest creating a landing page dedicated to this so it gets picked up (no guarantee). Dr will have someone write up the spanish version of her home page and we will take care of the metatags. Told dr to make sure they keep in mind that it has “la dentista” and other variations of it in the text.


    2017-01-24 | alec.j
    Jan,what about to f/u with call and email again?
    2017-01-12 | jan.s
    Google Translator script was added to the website and followed up via email, closing task.

    Leave a Comment:




    Web Edits via phone call closed
    Task: Website | 2017-01-10 | Jan S. | #66907 |

    – Place dark box overlay behind the logo on the home page divi-slider.
    – Replicate the divi-slider animation of the logo of Mitchell Milan.

    /*
    Please refer to http://mitchellmilan.360sites.net/ regarding these revisions. Quoted 1-3 business day to complete.
    */


    2017-01-16 | jan.s
    Thank you, closing task.
    2017-01-13 | developerbrijesh
    we have done this please check.
    2017-01-12 | jan.s
    Please navigate to the following URL: http://arcdentalhouston.com/home/, the requested revisions apply to this page.
    2017-01-11 | developerbrijesh
    when we are opening this site screen is opening with coming soon please check this screenshot http://prntscr.com/duk9s2 and on this "Enter Website - English Version" and "Enter Website - Spanish Version" both are not working. so please provide us correct site URL. Thanks

    Leave a Comment:




    Contact Dr. Zhao closed
    Task: Other | 2017-01-10 | Jan S. | #66904 |

    Please contact Dr. Zhao regarding her options to get a Spanish version of her current website.


    2017-01-11 | danny.n
    Ticket has been completed. Closing ticket.
    2017-01-11 | danny.n
    called. lm. sent email.

    Leave a Comment:




    Website – Spanish Version 
    Notes | 2017-01-06 | Jan S. | #66672 |

    Dr. Zhao requested to have a Spanish version of her current website on 01/03/17.


    2017-01-06 | jan.s
    Speak with Dr. Zhao and Ben for more clarity regarding that. Follow-up with Dr. F and Danny regarding this as well so that we can approach this accordingly.

    Leave a Comment:




    Web Edits via phone call closed
    Task: Website | 2017-01-03 | Jan S. | #66382 |

    – Please use the current layout (Non-Fullwidth) of the home page.
    – Add Home Divi Slider to the current home page.
    – Adjust Promotion section to be two rows of two promotions each.
    – Update each promotion title:
    — $49/MONTH IMPLANTS
    — $69/MONTH BRACES
    — FREE CLEANING
    — FREE EXAM AND X-RAY
    – Adjust each promotion title to be bolder.
    – Duplicate all pages and place “Coming Soon” for each one for the Spanish version.
    – Update landing page to link to the English and Spanish version of the website.
    – Office Number: 832-410-1000

    Please provide an update for Dr. Zhao once this is completed.


    2017-01-06 | jan.s
    Task was completed, closing task.
    2017-01-06 | jan.s
    Please place the duplication task on hold until further clarification from Dr. Zhao and Ben. Follow-up with Dr. F and Danny after.
    2017-01-06 | alec.j
    Jan, would you please update the ticket ?and give a feedback to the client

    Leave a Comment:




    Contact Dr. Zhao closed
    Task: Other | 2017-01-03 | Jan S. | #66360 |

    Please contact Dr. Zhao regarding her options for a Spanish translation of her website. I have CC’d you in a follow-up email regarding this.


    2017-01-03 | danny.n
    quoted $100-$150 per page if we are to translate it. Other option is to use Google Translator plugin or they translate it themselves.
    2017-01-03 | danny.n
    Ticket has been completed. Closing ticket.
    2017-01-03 | danny.n
    called... lm. sent email with the options.

    Leave a Comment:




    Go Live Reminder 
    Notes | 2016-12-27 | Jan S. | #66026 |

    All timestamps regarding going live.


    2016-12-27 | jan.s
    Called and spoke with Dr. Zhao and Ben, they want to see the website once again before moving on and going live. Followed up via email with the necessary information, currently waiting for a response.
    2016-12-27 | jan.s
    Called and left a message since Dr. Zhao was unavailable. Followed up via email as well as a courtesy reminder, currently waiting for a response - 12/14

    Leave a Comment:




    add records closed
    Task: Website | 2016-12-13 | Catherine C. | #65116 |

    Brandon sent another set of records to update. Logged into doctor’s GoDaddy account and updated the records.


    Leave a Comment:




    Office365 Configuration closed
    Task: Other | 2016-12-05 | Danny | #64513 |

    “Danny,

    Here are the directions for adding a text record to the domain. After Microsoft verifies the TXT Record I will send the other entries.

    Thanks,

    From: Office 365 Operations [mailto:o365notifications@appriver.com]
    Sent: Monday, December 5, 2016 11:37 AM
    To: brandon@srebalus.com
    Subject: [1A4-1FD85D29-04DA] AppRiver Office365 domain verification | arcdentalhouston.com

    Hello Brandon,

    Before you can begin utilizing service on Office365 (including service not pertaining to email), we need to verify your domain(s).
    Please see the following:

    ** If there are domains to verify that are not in the instructions below, please reply with a list of the additional domains.

    Sign in to your domain DNS hosting website (GoDaddy), and then select the domain that you’re verifying.
    In the DNS management area for your account, choose the option to add a TXT record for your domain.
    In the HOST or NAME box for the domain, type the following: @
    In the TEXT or Points to box, type the following: MS=ms83133774
    If TXT records are not supported by your DNS provider, please let us know and we will assist with an alternative.
    Please click ‘Reply all’ to this email when complete and from there we will verify the domain(s).
    Once the domain has been verified you will be contacted by our Sales Engineering staff to assist with setup of service.

    ** Domain verification will not adversely affect your current email or other internet facing services.
    If there are questions or you need assistance, be sure to either reply to this email or contact the 365 operations team by phone at 866-223-4645

    Click for minimum system requirements

    Thank you,

    Wade Thornhill
    AppRiver
    Phone: 850-932-5338
    Toll-Free: 866-223-4645
    www.appriver.com

    EMAIL & WEB SECURITY EXPERTS TM
    EASY, EFFECTIVE, AFFORDABLETM


    2016-12-05 | catherine.c
    TXT record has been added, emailed Brandon screen capture for confirmation.

    Leave a Comment:




    Email: Social is Ready 
    Design | 2016-11-23 | Jan S. | #63914 |

    Hello Dr. Zhao and Ben,

    Your social media accounts have been created and added to your website. Google should send a postcard in the mail to your office, please forward that PIN to us if you have not already. To share the profiles with your patients, please see the links below:

    Facebook: https://business.facebook.com/Arc-Dental-1170937269644966/
    Google Plus: https://plus.google.com/101837808074920144048
    Twitter: https://twitter.com/ArcDentalTX

    If and when you would like to make an update to this profiles, please submit a ticket.

    Thank you and let us know if you have any questions!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Missed Call closed
    Task: Other | 2016-11-17 | Chandra | #63398 |

    Please call Dr. Zhao 713-298-7635 regarding the temporary website.


    2016-11-17 | jan.s
    Called Dr. Zhao and informed her that we have attached the domain name arcdentalhouston.com to the tempsite and used a default landing page for the home page, closing task.

    Leave a Comment:




    Original DNS Records 
    Notes | 2016-11-16 | Jan S. | #63321 |

    Original A Record: 50.63.202.44


    Leave a Comment:




    Web Edits via phone call closed
    Task: Website | 2016-11-16 | Jan S. | #63315 |

    – Update business address
    – Add spacing between the “Featured Promotions” section and the “Office Tour” section
    – Obtain non-watermark photos used for the design
    – Apply the domain arcdentalhouston.com
    – Make the home page a “blank” landing page.


    2016-11-22 | jan.s
    Added spacing between the "Featured Promotions" section and the "Office Tour" section. Replaced all watermarked photos with ShutterStock photos, closing task.
    2016-11-21 | jan.s
    Received email from Dr. Zhao on 11/18 to replace all watermark photos with similar photos from ShutterStock for the meantime. She will provide the photos in the future.

    Leave a Comment:




    Fix the Three Parallax Sections closed
    Task: Website | 2016-11-11 | Jan S. | #62998 |

    1.) Fix the size (height) of the images for the “Three Parallax Sections” on the home page for tablet view.
    2.) Fix the order for mobile view (Tablet and Phone) so that it is [Image #1 – Text #1 – Image #2 – Text #2 – Image #3 – Text #3]

    I have attached a screenshot for reference.


    2016-11-14 | jan.s
    Thank you, closing task.
    2016-11-13 | developerbrijesh
    We have fixed the height of Parallax Sections images for tablet view and manege the image and text to given instruction. please check it.

    Leave a Comment:




    Fix Footer Section closed
    Task: Development | 2016-11-09 | Jan S. | #62878 |

    Please fix the footer section, at a certain width, the picture on the left and the content on the right overlap. I have provided a screenshot for reference.


    2016-11-11 | jan.s
    Thank you, closing task.
    2016-11-11 | developerbrijesh
    we have resolved this issue. please check.

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-11-08 | Jan S. | #62777 |

    Hello Dr. Zhao and Ben,

    Your website is ready for your review.

    We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Please give us a call to briefly go over the website and making changes.

    Temporary URL: http://kellyzhao.360sites.net

    LOGGING IN

    Please follow the link below to retrieve your password. Once you submit your username, the system will send you an email on instructions to set up a password for the website.

    URL: http://kellyzhao.360sites.net/wp-login.php?action=lostpassword

    Username: kellyzhao

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Design Adjustments closed
    Task: Website | 2016-11-08 | Jan S. | #62720 |

    – Increase padding for the top and bottom of “The Best in Modern Dentistry,” “Low Monthly Payments,” and “We Help Nervous Patients” sections.
    – Button styling and animation for the home page are inconsistent, make all buttons have the same styling and animation as the Office Tour section.
    – The Featured Promotions are missing the title overlay and underline (non-hover state).
    – The styling for the section titles is inconsistent (eg. missing underline, letter spacing, etc.), the only difference that should be present is the font color due to the background.
    – The format for the business address is incorrect.
    The social sidebar should show on all pages.

    // See zhao-kelly-final.jpg design draft for reference.


    2016-11-14 | jan.s
    Thank you, closing task.
    2016-11-13 | developerbrijesh
    We have reduced opacity of service images now it's looking fine. please check
    2016-11-11 | jan.s
    The dark tint overlay for the "Featured Promotions" section is missing for the NON-HOVER STATE for mobile and non-mobile view, please fix.
    2016-11-11 | developerbrijesh
    all the task completed please check.
    2016-11-10 | jan.s
    1.) The underline and spacing beneath the title of the three parallax sections ("THE BEST OF MODERN DENTISTRY," "LOW MONTH PAYMENTS," and "WE HELP NERVOUS PATIENTS") are missing. 2.) The spacing beneath the title of the "ABOUT ARC DENTAL" section is missing. 3.) For the animation of the buttons, just stick with the DIVI animation for buttons (refer to the "OFFICE TOUR" button) to keep it consistent. 4.) Deactivate the hover effect for mobile for the "Featured Promotions" section. 5.) The "Featured Promotions" section should have the title already visible for each one without having the user hover over it. I have also attached the original draft for reference with revisions.
    2016-11-09 | developerbrijesh
    We had already increased the padding of service box, if we will increase again then service background will not show clearly. For the button styling all the buttons look same like office tour instead of read more and appointment button cause there is already a other fade effect as per your first mail you was mentioned. and also we had styled btn class like office tour button. For the service box we had designed mostly like your example if there is any difference so it's happen cause our service image is coming from css background and in the example the image is coming from img tag. But we had designed service box very closer like your example. Social sidebar is coming in inner page please check. Thanks & Regards.
    2016-11-09 | jan.s
    Only the business address was corrected, the rest were not done. We have followed up via email to address this.
    2016-11-09 | developerbrijesh
    Done

    Leave a Comment:




    Development Adjustment closed
    Task: Website | 2016-11-07 | Jan S. | #62642 |

    1.) For the Inner Banner:
    Please set it up so that the section has a default background image, followed by the option to set a featured image that replaces the default background image, followed by a dark tint div overlay, follow by the business logo.

    2.) For the Three Parallax Sections:
    Have the actual uncropped image placed on the very bottom of each section with a white gradient div overlay.


    Leave a Comment:




    Redevelop Home Page Section closed
    Task: Development | 2016-10-28 | Jan S. | #62161 |

    Use the main content system output to redo the Highlight, Services, and Testimonials sections with Divi builder.


    2016-11-08 | jan.s
    Closing task.
    2016-11-07 | jan.s
    Increase padding for the top and bottom of "The Best in Modern Dentistry," "Low Monthly Payments," and "We Help Nervous Patients" sections. Button styling and animation for the home page are inconsistent, make all buttons have the same styling and animation as the Office Tour section. The Featured Promotions are missing the title overlay and the original animation for each is missing as well. The styling for the section titles is inconsistent (eg. missing underline, letter spacing, etc.), the only difference that should be present is the color due to the background. Some of links were either incorrect or missing (I already fixed this). The format for the business address is STILL incorrect, please adjust. Make the social media bar appear on all pages as well.
    2016-11-07 | jan.s
    FontAwesome was updated to 4.7 and the envelope icon is now present on the social media bar, thank you.
    2016-11-07 | developerbrijesh
    we have done this point and for the social icon we had included a envelop icon, that icon is not showing because that is coming from font awesome new library and in our site has old library of font awesome so please update that library and after that our all icon will be show easily. Thanks & Regards
    2016-11-07 | developerbrijesh
    we have done this point and for the social icon we had included a envelop icon, that icon is not showing because that is coming from font awesome new library and in our site has old library of font awesome so please update that library and after that our all icon will be show easily. Thanks & Regards
    2016-11-04 | jan.s
    Any updates?
    2016-11-03 | developerbrijesh
    We are working on local server in this development part is completed. and designing part is remaining. we will update tomorrow.
    2016-11-02 | jan.s
    For those specific instances, use code blocks via divi builder and add the necessary code there to keep the effects.
    2016-11-02 | developerbrijesh
    if we will replace the highlight, Services, and Testimonials section to divi builder then parallax effect will not show in divi builder which comes in highlight and also the services hover effect will not show if we will manage from divi builder and whole design will be change of all sections if we will manage that from divi builder. Thanks & Regards
    2016-11-01 | jan.s
    Any updates?
    2016-10-31 | jan.s
    Any updates?

    Leave a Comment:




    Account Charge 
    Accounting | 2016-10-28 | Danny | #62160 |

    Chan, Dr. Zhao provided a credit card for 1st 50% of $2,999. This will be credit back to her credit card once we receive the check from the bank. She already sent the invoice to the bank to pay us directly. Stated that it should be up to 2 weeks.


    2016-10-28 | danny.n
    see above

    Leave a Comment:




    Prep For Review closed
    Task: Website | 2016-10-24 | Jan S. | #61797 |

    Please prep for review and make sure everything works accordingly.


    2016-10-28 | jan.s
    Please wait one full week before sending, Dr. Zhao just paid today.
    2016-10-27 | jan.s
    The developers gave an estimate. All requested revisions will be completed by tomorrow.
    2016-10-26 | jan.s
    Currently waiting for updates from the developers in order to proceed.
    2016-10-26 | jan.s
    3D4 videos have been updated.
    2016-10-25 | jan.s
    Unable to add 3D4 videos due to broken "details" button/link. Emailed 3D4 Medical support for follow up.
    2016-10-25 | jan.s
    The custom surge website for Arc Dental was sent to review via jotform, currently waiting for response.

    Leave a Comment:




    PSD to WP (Surge FW): Kelly Zhao closed
    Task: Development | 2016-10-19 | Jan S. | #61572 |

    – For the About Us section, make this the system output section.
    – Make the Main Banner a slider.
    – Make the Testimonial section a slider.
    – The Watch Office Tour section is a placeholder
    – Make the button on the Contact Us section pull up a lightbox with a jotform readily available.
    – For the inner pages, remove the following sections: About Arc Dental, Watch Office Tour, Three Main Statements, Testimonials, and Insurance.
    – For the inner pages, have the Main Banner two-thirds of the original size.

    ANIMATIONS

    1.) For the Three Main Statements, please replicate the parallax effect that Wix has for the text and images.

    Arc Dental
    – The Best Of Modern Dentistry
    – Low Monthly Payments
    – We Help Nervous

    Wix
    “Everything You Need to Create Your Stunning Website”
    “Do It Yourself with Easy Drag and Drop”
    “Use the Power of Artificial Design Intelligence”
    “Over 90 Million People in 180 Countries Choose Wix”

    I have provided the link down below for reference:
    http://www.wix.com/

    2.) For the Featured Promotions, please replicate the third promotion box upon hover. I have provided a link down below for reference, use Ming.

    Hover Effects
    http://tympanus.net/Development/HoverEffectIdeas/index2.html

    3.) For the main menu, this will be fixed at all times, have the menu background transition into a slightly tinted grey once the user scrolls past the Main Banner.

    4.) For the social media menu, this will be fixed at all times. Also invert background and font color upon hover.

    5.) For all buttons, invert background and font color upon hover.

    IMPORTANT

    I have provided the .psd file and FTP credentials via email. The client is currently using http://kellyzhao.360sites.net/ as an “under construction” page so don’t activate the theme yet.


    2016-11-08 | jan.s
    Closing task.
    2016-11-04 | jan.s
    Any updates?
    2016-11-02 | jan.s
    The business address for the footer is still formatted incorrectly and the footer menu should be stacked one menu item per row for mobile view. The social sidebar, the quick contact button is missing the icon, please fix.
    2016-11-02 | developerbrijesh
    We have removed hover Effect from promotion section in mobile view only. please check Thanks
    2016-11-01 | jan.s
    Any updates?
    2016-10-31 | jan.s
    Any updates?
    2016-10-28 | jan.s
    For the promotion section, have each promotion show the hover state on mobile view since hover does not apply on mobile.
    2016-10-28 | jan.s
    As for the list, we need a second list for non-social media links below the social media list (e.g. schedule an appointment, contact us, view map, etc.).
    2016-10-28 | jan.s
    The business address for the footer is still formatted incorrectly and the footer menu should be stacked one menu item per row for mobile view, please fix.
    2016-10-28 | developerbrijesh
    Please clear which list for link we need to create below the social icon As social icon you need to add from admin and they will appear we have already code for that
    2016-10-28 | developerbrijesh
    Please create a second list simply for links with icons after the social media list. This list would be directly below the social media icons. Use FontAwesome or Google material icons. Comment:- Please clear which list for link we need to create below the social icon As social icon you need to add from admin and they will appear we have already code for that
    2016-10-27 | jan.s
    Please create a second list simply for links with icons after the social media list. This list would be directly below the social media icons. Use FontAwesome or Google material icons.
    2016-10-27 | developerbrijesh
    We have changed background color of hamburger menu for mobile and we don't have permission to add social icons we had already design social icon please add from back-end and for more detail please contact to Mr. Rod. we have added footer menu please create footer menu called "Footer Menu".
    2016-10-27 | developerbrijesh
    We Will Fixed All Issue Tomorrow.
    2016-10-27 | jan.s
    I need an update regarding the requested revisions for Arc Dental. Please give me an estimate on how long it would take, thank you.
    2016-10-26 | jan.s
    Any updates?
    2016-10-25 | jan.s
    Footer menu is missing despite being added on our end, please fix.
    2016-10-25 | jan.s
    The background for the hamburger menu is transparent and transitions once you passed the main banner for mobile as well, have this be a solid color instead. Social Media sidebar on the right is missing, please fix and it should be fixed at all times.
    2016-10-25 | jan.s
    Link for each promotional items in the promotion section does not work, please fix. Make the entire promotional item clickable. The main banner should be a divi slider. Business address is messed up for the footer section. Hide the featured image for the Smile Gallery page only, the featured image should still be visible on the service page.
    2016-10-24 | developerbrijesh
    we have not permission to create menu so create main menu and add social icon.
    2016-10-24 | developerbrijesh
    We Have Complete Project On Live Server Please Check and give Your Feed Back .
    2016-10-20 | developerbrijesh
    We start the work my local server.

    Leave a Comment:




    Client Approved 
    Design | 2016-10-18 | Jan S. | #61424 |

    Dr. Zhao is still a bit concerned about what she can and can’t do in terms of revisions but assured her that it can still be done in the development phase. Dr. Zhao has approved via phone.


    2016-10-18 | jan.s
    Keep in mind to use the new suggested layout. She would like some padding for the promotions, she feels like it is a bit cramped and wedged in between section.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-10-07 | Jan S. | #60817 |

    Hello Dr. Zhao,

    Based off of our last discussion, I have compiled three design drafts for your review. The main difference between the three design drafts is the layout of the three statements:

    1.) The first design draft retains the icons with a white background.

    2.) The second draft replaces the icons with images with a white background.
    — Refer to https://www.invisionapp.com/
    — Refer to http://www.wix.com/

    3.) The third design draft incorporates the image into the white background itself.
    — Refer to http://www.wix.com/explore/website/seven-grams-caffe

    In regards to your other requested revisions, I have made the following updates:
    – Made the background for the menu transparent, placed on top of the slider, will be available at all times
    – The social media bar was placed to the right side and will be available at all times
    – Added a button for the Insurance section
    – Replaced the form with a button that will activate the form upon click
    – Removed the map section and placed the map in the Contact section
    – Removed the second row for the Promotion section
    – Made the topic for each promotion visible in the Promotion section

    The animation will be handled in the development phase and we should focus on the overall design. We can change the photos and written content later but please provide non-watermark versions of the photos you specifically want so that we can add them. The video section is currently using a placeholder in the meantime until you have the video available.

    Keep in mind that you have one last design revision so please take a moment to review these concepts and please finalize any and all sections you want to see so that we may move forward.


    Leave a Comment:




    Invoice closed
    Task: Accounting | 2016-10-07 | Danny | #60744 |

    Chan, I need you to create for me 2 invoices for the 2 packages listed (original contract attached).

    For each of the invoices (GOLD & Platinum), i need you to total the monthly fees so it totals 6 months.

    Please send to me once you have it so i can email to her. She will give to Bank to send us a check for the 2 initial breakdown and total monthly (6 monhths). LMK if that makes sense and/or if you need clarification. TY!

    Dr.-kelly-zhao
    2016-10-07 | chandra.t
    Created.

    Leave a Comment:




    Temporary Site closed
    Ticket: Website | 2016-09-30 | Belinda | #60268 |

    Please apply a template system theme to her temporary site (disable the sections in customizer) and apply her domains. SHe will forward us the login credentials to 2 of her domains.


    2016-10-06 | jan.s
    She wanted to use the temporary site just to have a construction page in the mean time, closing task.
    2016-10-04 | jan.s
    I was prompted to use a default template and eliminate the menu along with removing access to the other pages.
    2016-10-04 | jan.s
    Please add a construction page with business address, phone number, and email. She will create a new email address shortly.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-09-29 | Jan S. | #60230 |

    Hello Dr. Zhao,

    Based off of our last discussion, I have compiled a new design draft for your review. Keep in mind that we can change the photos later but please provide non-watermark versions of the photos you specifically want so that we can add them. Also keep in mind that the video section is currently using a placeholder in the meantime until you have the video available.

    Just to provide brief commentary, I have added/updated the following section:
    – Updated Home Slider (This will have the promotional verbiage you provided)
    – Added Video Section
    – Added Insurance Section
    – Added Additional Icons for Social Media sidebar
    – Location and Contact is already present

    Please take a moment to review this concept and please finalize any and all sections you want to see so that we may move forward.


    Leave a Comment:




    Concerns Regarding “Sections” 
    Complaint | 2016-09-26 | Jan S. | #59845 |

    Dr. Zhao called and was unsure whether she was able to add / remove any section at ANY time. She was under the impression that she can do this based on her conversation with Danny. I explained to her that she can during the design phase but she can’t once the design draft is finalized.


    2016-09-26 | jan.s
    She wants confirmation from you specifically just to make sure. Please contact her when you are available.

    Leave a Comment:




    Design Conference with Dr. Zhao 
    Design | 2016-09-23 | Danny | #59763 |

    Spoke to Dr. Zhao this morning to clarify the agreement that this is the last concept. We can not go back if she comes across a new designs she sees. Dr was concern about changes in the future like adding videos, pages, images which I assured her we can cause that is personalization of the pages. If we are to change colors or images in background, that is not allowed and she understands why after it was explained. Told her to finalize the concept so Jan can develop which at that point, she can start seeing the site interact and personalize. Dr will talk to jan next week to add another section to concept then finalize. Jan, before develop, please let me know so I can charge first. Thanks.


    2016-09-23 | danny.n
    jan, read note above so you are up to date

    Leave a Comment:




    Layout/Image Issue 
    Complaint | 2016-09-21 | Jan S. | #59615 |

    Dr. Zhao likes the idea of being able to change things (layout, images, etc) whenever she wants similar to a website builder (Wix.com). It is difficult to get design approved when she constantly wants to add/remove/change layout/images/sections.


    2016-09-21 | jan.s
    Spoke with Belinda and Danny regarding this. Belinda approved that she can change the images whenever she wants (so long as she has the photos available to switch out). In regards to the layout, need to be adamant that she can't change the layout.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-09-20 | Jan S. | #59575 |

    Hello Dr. Zhao and Ben,

    Based off of our last discussion, I have compiled two new design drafts for your review: one based off of the sample that you provided and one with suggested adjustments.

    Just to provide brief commentary. I used the majority of the water-marked images that you provided in an email a while back but since there were more sections that used photos, I added similar photos to fill the quota. Based on the two designs, I would suggested going with the first one since it only has two rows of promotion, a full-width map, and a bigger form to keep things simpler and less clutter in comparison to the other one.

    Please take a moment to review these concepts and let me know of any changes you would like to see. I would like to speak with you to provide even more details regarding both design. Just let me know when you both are available so that we can further discuss these designs.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-09-14 | Jan S. | #59258 |

    Hello Dr. Zhao,

    Based off of our last discussion, I have compiled a new design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see.

    Thank you and let me know if you have any questions!


    Leave a Comment:




    New Design Notes 
    Design | 2016-09-12 | Jan S. | #58977 |

    Design Interview with Dr. Zhao via phone at 11:00 AM PST

    Websites She Liked:
    1.) http://www.wix.com/website-template/view/html/1721?originUrl=http%3A%2F%2Fwww.wix.com%2Fwebsite%2Ftemplates%3Fcriteria%3Dwedding&bookName=&galleryDocIndex=0
    – Likes the layouot (Dr. Zhao’s favorite)
    2.) http://www.wix.com/website-template/view/html/748?originUrl=http%3A%2F%2Fwww.wix.com%2Fwebsite%2Ftemplates%2Fhtml%2Fportfolio-cv%2F2&bookName=&galleryDocIndex=1&category=portfolio-cv
    – Likes the transitioning effect
    3.) http://www.wix.com/website-template/view/html/1591?originUrl=http%3A%2F%2Fwww.wix.com%2Fwebsite%2Ftemplates%2Fhtml%2Fportfolio-cv%2F2&bookName=&galleryDocIndex=4&category=portfolio-cv
    – Likes the slideshow

    Images She Liked:
    1.) http://www.istockphoto.com/photo/friendship-gm532969250-94358603?st=_p_trendy

    Primary features from the website she liked:
    1.) Images
    — Bold
    — Vivid
    — Avoid generic in-office stock images
    2.) Sectional
    — Each section is clearly separated from each other
    3.) Layout
    — Likes the “Apple” look
    — Straightforward

    ==========

    Color Scheme & Layout:
    – Simple
    – Likes the “Apple” look
    – Flat and clean (Shadows and gradients are absent)
    – Parallax (Provide more activity)
    – White (Colors from the images stand out)
    – Layout Suggestion:
    1.) Hero Slider
    2.) Welcome Section
    3.) Services Section
    4.) Promotion Section
    5.) Contact Section

    Feel/Vibe:
    – Modern
    – Open

    Demographic & Location:
    – Houston, TX
    – Transitional / Gentrified neighborhood
    – Age Range: 20s – 40s
    – Residency: Singles and young families
    – No specific ethnicites mentioned

    ==========

    Miscellaneous Notes:
    – I followed up with her regarding the other photography/wedding templates, she didn’t know them off the top of her head but she primarily focused on the one she shared.
    – Arc Dental logo is blue and orange because it was their state color. She is fine with tweaks to the logo to fit the new design draft.
    – She wants “horizontal navigation” which I followed up stating that she was referring to a slider.
    – Has additional images that she would like to use and will email them.


    2016-10-18 | jan.s
    Dr. Zhao approves to move to development phase.
    2016-10-14 | jan.s
    Called and spoke with Dr. Zhao. She has requested an alternative order that I would suggest. Followed up via email with new suggested order for layout, currently waiting for response.
    2016-10-12 | jan.s
    Dr. Zhao mentioned that she would like to see a subtle fade on the top and bottom of each image for the Three Main Statements section. MAKE SURE to incorporate the effect that wix has for this section. Her primary concern is the spacing for each statement.
    2016-10-12 | jan.s
    Dr. Zhao called and liked the third design draft (zhao-kelly-8.3.jpg). She want to rearrange the sections by order of hierarchy. I have provided my suggestions on order via email and once she has finalized her changes, I will provide one last design draft, currently waiting for response.
    2016-10-04 | jan.s
    Dr. Zhao called and would like the three main sections to be similar to #3: (white background, three rows, no distinctive divider, with parallax on foreground).
    2016-10-03 | jan.s
    Add button for "Insurance" section that goes to the Insurance page. Websites she likes: 1.) https://www.invisionapp.com/ 2.) http://sotaimaging.co/our-products/cliosoft/ 3.) http://www.wix.com/ 4.) http://www.wix.com/explore/website/seven-grams-caffe
    2016-09-30 | jan.s
    Spoke with Dr. Zhao, clarified and received specific revisions: 1.) Have the menu on top of the slider (Menu will be available at all times regardless of scrolling) 2.) Move the social media sidebar to the right (Sidebar will be available at all times regardless of scrolling) 3.) Remove second row for Promotion Section (Too crowded) 4.) Have the title visible for all four featured promotions (Have the description and link appear on hover) 5.) Have the three main statement separated into three different sections (Replace icons with images and have the background simpler) 6.) Replace contact form with button entitled "Schedule An Appointment." (This will open a lightbox with a form readily available to fill out) 7.) Remove map section (Place map where the contact form originally was)
    2016-09-28 | jan.s
    Hi Jan, I would like these horizontal sections: 1)slide show- include the following 3 slides 2) about us- video or picture 3) patient testimonial- scrolling slide 4) promotions- include the following 4 promotions. Also provide link that allow patient to schedule appointment and form for patient to provide email for future promotions 5) insurance- accepted all ppo insurance 6) location and contact us Please include these items for the side bar: twitter, facebook, google plus, schedule appt, call, email us, location Slide 1)The Best of Modern Dentistry Modern technology is more than the tools and equipment used. It is about new ways of thinking, new procedures, and new techniques ensure a comfortable experience for the patient as well as the best results from dental treatment. 2) Low monthly payments You can have your ideal smile for the price of a daily latte. Payment plans avaliable as low as $49/mon 3)We help nervous patients! We strive to provide a calm and soothing experience to our patients, as well as effective treatment plans for healthy teeth and beautiful smiles. In our effort to make our patients comfortable during treatment, we offer various types of sedation (oral, IV, and nitrous), dental chairs with built-in massage units, and injection techniques. We are the only dental office in Houston to offer free complimentary sedation with comprehensive dental care. Promotion: 1) $69/mo for ceramic braces 2) $49/mo for complete implants (implant, abutement, crown) 3) Free Laser Whitening after Cleaning 4) Free Exam and X-ray
    2016-09-21 | jan.s
    Dr. Zhao likes Bates Dental and Radiant Smiles Dental Care.
    2016-09-21 | jan.s
    Spoke with Dr. Zhao this morning for a design draft follow up. Left a new note with details entitled "Layout/Image Issue."
    2016-09-20 | jan.s
    http://kellyzshanghai.wixsite.com/mysite
    2016-09-15 | jan.s
    Dr. Zhao briefly created a new design with Wix to further explain what see wants, very similar to the wedding website.

    Leave a Comment:




    Restart Design Process closed
    Complaint | 2016-09-12 | Jan S. | #58972 |

    Spoke with Danny last week regarding the design process. I was prompted to start over to create a new design.


    2016-09-12 | jan.s
    Dr. Zhao called and I have conducted a new design interview. Provided notes in a new design note.

    Leave a Comment:




    Email: Social Intro 
    Design | 2016-08-30 | Jan S. | #58198 |

    Hello Dr. Zhao and Ben,

    While we work on your website, we’d also like to start your Social Media accounts as soon as possible. In regards to your Google+ business page, in order to set it up, it needs to be set up with a gmail account. I can have it set up under your gmail account (kellyzhaodds@gmail.com) directly and all I would need is your password if you are comfortable with that option. If you are not comfortable with that option, we can create a new gmail account and have that set up for you that way. Just let me know how you want to approach this.

    As for your Facebook and Twitter accounts, they have been set up. Once your design is finalized, we will update your artwork for these account. You can always change your Twitter username at any time. Keep in mind that there is a limit of 15 characters for Twitter usernames and you can only use letters, numbers, or the underscore symbol. I have provided the URL and credentials down below for your reference as well. I have provided the credentials down below for your reference.

    Facebook: https://business.facebook.com/Arc-Dental-1170937269644966/
    Twitter: https://twitter.com/ArcDentalTX
    Twitter UN: ArcDentalTX
    Twitter PW: 360_kellyzhaodds

    BLOG

    You have also ordered a monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.

    If you have any additional questions or concerns, feel free to contact me directly via email or phone at 1-800-997-9368 so that I can further assist you.


    Leave a Comment:




    Start Social Media closed
    Task: Social | 2016-08-26 | Belinda | #57977 |

    Please start on social media.


    2016-08-30 | jan.s
    Social Intro email sent: FB and Twitter were set up, will update artwork once design is finalized. Requested credentials for Google account to set up G+ directly. Transferred notes to CP, closing this task.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-08-15 | Jan S. | #57237 |

    Hello Dr. Zhao & Ben,

    Based off of last discussion, I have compiled a new design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see.


    Leave a Comment:




    New Design Notes 
    Design | 2016-08-05 | Jan S. | #56617 |

    Decided to go for a minimalistic approach.

    Here are two examples provided:
    wearespry.com
    couleecreative.com

    Please create two new designs drafts:
    – Similar in layout
    – Different in color (one vibrant and one subdued)
    – No video, emphasize on pictures
    – 4-5 section max
    – Thin and modern fonts, avoid common fonts

    Miscellaneous:
    – He will provide some content that he is working on via email (Artwork, Pictures of Dr. Zhao, etc.)
    – Mentioned that the font used for their new artwork is more cursive


    2016-08-26 | jan.s
    Design Draft #4.1 Comments: Change photo for Welcome section, change fonts to something "beefier," remove Testimonial section.
    2016-08-19 | jan.s
    Desirae: Missing location, phone #, office, hours.
    2016-08-19 | jan.s
    Called Ben, Ben and Dr. Zhao likes it, Ben has nothing to change or edit. Will speak with Dr. Zhao one last time and call us back, currently waiting for response.

    Leave a Comment:




    Create Tempsite closed
    Ticket: Website | 2016-08-05 | Belinda | #56591 |

    Need to gain traction on this account, we are getting no where.

    Please create tempsite in Pagely, assign a design that is close to what they want. I believe Henry is good.


    2016-08-11 | jan.s
    Submitted FTP ticket to Pagely, closing task.
    2016-08-10 | jan.s
    Custom Surge Tempsite was created.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-07-27 | Jan S. | #55976 |

    Hello Dr. Zhao and Ben,

    Based off of our last discussion, I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see.


    Leave a Comment:




    Design Progress 
    Design | 2016-07-13 | Belinda | #55049 |

    Called Ben to discuss designs. Thus far they have been giving conflicting feedback but we have not visually id’ed their notes with a specific design. Sent Ben and Dr websites that are in line with what they’re describing. If they like any, then we can move forward with a draft.


    2016-07-19 | jan.s
    They liked Synergy Health (http://synergychiropracticnaples.com/), quoted them three days for new design draft.
    2016-07-15 | jan.s
    Followed up via email, currently waiting for response.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-07-11 | Jan S. | #54903 |

    Hello Dr. Zhao and Ben,

    Based off of our last discussion, I have compiled a new design draft for your review.

    Just to provide a brief commentary, I came up with another new design draft. This time, it is similar in terms of layout but is less cluttered and more spacious. The two primary colors (blue and orange) are used as accent colors but kept to a minimum so that the overall color scheme is lighter.

    Please take a moment to review this concept and let me know of any changes you would like to see.


    Leave a Comment:




    Create Quick Tempsite closed
    Task: Other | 2016-07-11 | Jan S. | #54872 |

    Please create tempsite for Arc Dental on Surge, this is just to use for design draft, delete after.


    2016-07-11 | jan.s
    Tempsite was created and I screenshot the results, you can delete this tempsite now.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-07-01 | Jan S. | #54385 |

    Hello Dr. Zhao and Ben,

    Based off of our discussion I have compiled a design draft for your review.

    Just to provide a brief commentary, I mentioned that the design draft that you provided from your previous designer was more on the corporate end. I provide a design draft that completely strays away from that and is more on the boutique and spa end. The design is lighter in color while still retaining the color scheme of your logo and the content is less clutter. The content is currently using randomly generated text until we have specific content you would like displayed. The purpose of this design is to hone in whether you want to stay with the corporate look or the spa look since they contrast each other in overall style.

    In regards to the stock photos, just let me know when you have them available so that I can add them.

    Please take a moment to review this concept and let me know of any changes you would like to see.


    2016-07-01 | arizona1127@yahoo.com
    I'm not sure if I'm a fan of the softer colors
    2016-07-01 | arizona1127@yahoo.com
    Hi jan, i would like the design to have more visual appeal and to appeal to a younger demographic as there are many young families in this area.

    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-06-13 | Jan S. | #53065 |

    Hello Dr. Zhao,

    Welcome to Optimized360!

    My name is Jan and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    After we gain a better sense of what you are looking for, I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    I look forward to working on this design with you. 


    Leave a Comment:




    Followup Note 
    Design | 2016-06-13 | Jan S. | #53064 |

    Record F/Us as comments.


    2016-07-06 | jan.s
    Received a call from Dr. Zhao, she still likes the original design draft from the previous company. She definitely likes the photos and color scheme. She emphasized that she likes the "apple" look. She was pretty vague when I asked her to elaborate further. I explained that it could be due to the layout and organization of the design. She was unsure of what it is about the design, she just liked it.
    2016-07-05 | jan.s
    They have received the design draft and provided their feedback on July 1st, called and left a message for follow-up, currently waiting for response.
    2016-06-23 | jan.s
    Ben called today. Design interview completed, see design notes.
    2016-06-21 | danny.n
    "Danny, Sorry we have been pre-occupied and was not able to get with Jan. I will contact him later this week to go over the website design. Thanks, Ben"
    2016-06-20 | danny.n
    Dr. Zhao sidekicked after 5 mins email was sent.
    2016-06-20 | danny.n
    Jan, see note below. I don't see any "email" followups. try to switch it up with phone and emails. With emails, you can at least see if they received the email via sidekick.
    2016-06-20 | danny.n
    Sent Ben & Dr. Zhao a f/u email for Jan (included Jan in the email) to see if they have availability today to disc the design concept they had sent over to us. Will need to see if there's any improvements they want in addition prior to development.
    2016-06-20 | jan.s
    I called and left a message, currently waiting for follow-up.
    2016-06-17 | danny.n
    called lm on Ben's cell. Told him if there's anythign i can do to help this project move along smoothly. Told him to call me back at my direct line or main # to ask for Jan. Jan... please call them again next Monday if we don't hear back. Update me after each f/u. Thanks
    2016-06-16 | jan.s
    Called and left a message, currently waiting for follow-up.
    2016-06-15 | jan.s
    Followed-up via phone call. Dr. Zhao and Ben are currently in a meeting, they will call back for follow-up.
    2016-06-14 | jan.s
    Followed-up via phone call and left a message to schedule a design interview, currently waiting for response.

    Leave a Comment:




    Design Note 
    Design | 2016-06-13 | Jan S. | #53063 |

    Initial design notes from client:

    Color Scheme & Layout:
    – Keep color scheme and stock photos intact
    – Open-minded with altering the current layout but still likes it
    – Likes the current content/layout but “declutter” it
    – Eliminate redundancies
    – Emphasize Affordability (Promotions and Financial Flexibility)
    – Relocate services after Hero image

    Feel/Vibe:
    – Dr. Zhao’s personality: Proactive, Aggresive, Head-on, Energetic
    – Boutique
    – Spa-like
    – Open
    – Modern
    – Straight-forward

    Demographic & Location:
    – Houston, TX
    – Transitional / Gentrified neighborhood
    – Age Range: 20s – 40s
    – Residency: Singles and young families
    – No specific ethnicites mentioned

    Miscellaneous:
    – Provided a design draft from their previous designer, please use for reference
    – Featured Services: Sedation, Orthodontics, Dental Implants, Root Canals, Extractions (Doctor is well-rounded)
    – Informed Ben that the current design contradicts what he wants so he is open to changing the layout but still would like to see a draft similar to the current one.
    – Ben will provide images of office interior soon
    – Ben will provide some written content as well


    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2016-06-06 | Danny | #52591 |

    – Ben Lee & Dr. Zhao
    – Had a design concept started by another person but never finished. Dr asked if we are able to replicate and develop. Simply have a ph conf and see if they want to replicate exactly or if have any further preference, we can improve the concept they have prior to development. PLEASE use cool features when develop, like a video? in 1 of the section/segment like this: http://www.nycsmiledesign.com/
    – see attached concept

    – please get rest of the info if I haven’t updated the cp yet (domain, practice, etc)
    – client also ordered Logo
    – blog (1 article per month)
    – social (check if they have existing FB and G+ if need to verify/claim)
    – SEO (chan will take care of this)

    below is the email Dr. Zhao sent me with the attachment draft:

    “Danny,

    Attached is what the prior web designer did. I would like duplicate this for the new website.
    Let me know if this layout/design will pose any issues.
    Thank you,
    Dr. Zhao”

    2016-06-13 | belinda.t
    Jan, please ask client for a list of blog articles that she would like for the next 6 months. Create a task for Catherine to start the blog when we receive that list, but please do this asap.
    2016-06-13 | danny.n
    please cc both emails in the communications

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2016-06-06 | Danny | #52590 |

    Platinum Package: $6,000 + $499/m

    – Web/Mobile
    – Logo
    – Dental Videos
    – Social Media
    – Blog (1 article)
    – Ownership/Exclusivity
    – SEO (10 hours)
    – PPC Management

    Dr. kelly zhao
    2017-05-08 | chandra.t
    Received check $5998 for website design, (check #173565 - ARC DDS PLLC). Charged.
    2017-04-28 | chandra.t
    Email from Dr. Zhao "can you send a version of the invoice without the hosting fee" - resent separated invoices, mentioned she will have to pay all in order to be up to date.
    2017-04-26 | alec.j
    Chandra, I believe 28th is the billing date for this account and she hasn't sent the check yet.please take the action.
    2017-04-18 | chandra.t
    Called and spoke to Dr. Zhao, she asked to resend the invoices again so she can submit to the bank. Will pause services if we do not receive payment by next week.
    2017-04-18 | alec.j
    Chan, it's almost a month that the site is Live and we haven't received the full amount yet, please call them, maybe we should pause our service for a while.
    2017-04-12 | alec.j
    Chan, it's almost a month that the site is Live and we haven't received the full amount yet, please call them, it looks we have to pending our service a while.
    2017-03-20 | chandra.t
    Emailed Dr. Zhao and Ben on the status of their check.
    2017-03-17 | danny.n
    Chan, site went live today. Still see that we haven't received full payment. LMK. thx.
    2016-12-27 | chandra.t
    Dr. Zhao called, mentioned she will contact the bank again regarding the check and will notify us soon regarding the payment.
    2016-12-08 | chandra.t
    Have not received check should I contact Dr. Zhao?
    2016-10-28 | chandra.t
    Charged $2999 on Visa ending in 1799, will refund once Dr. Zhaos bank sends in the check.
    2016-09-22 | chandra.t
    Still need CC, should I contact client?
    2016-08-23 | danny.n
    Spoke to Ben, he said he will call me back by the end of the day today to get it situated.
    2016-08-19 | chandra.t
    Any update on the CC?
    2016-06-17 | danny.n
    no, i'll take care of it, Ben specifically told me he'll give me cc over the phone after he speaks to Jan (design) during design interview. Jan's been trying to reach out to them. I'll updat eyou. thanks.
    2016-06-17 | chandra.t
    Have not received CC, should I email Ben?
    2016-06-13 | danny.n
    Chan, attached is the order form. Ben will call me to provide a cc over the phone to use instead. Please let me know by Wed if no cc yet.

    Leave a Comment:




    Phone Conference #2 
    Leads | 2016-06-01 | Danny | #52297 |

    Ben called with Dr. Zhao on the other line for a ph conf. – basically went over social marketing, i had told her i dont recommend fb ads but focus personalize post. Gaver her pointers on what to post and the frequency and the idea behind it to attract good quality referrals. Dr asked about spanish version. told her about google or bing translator. She feels its not accurate. if we were to do a 2nd version of the site which we can, she will need to have it translated.
    Also asked about non-compete with other clients in the future. Assured her that her design will be exclusive to her area so it won’t be duplicated. Told her that we do limit marketing but no point for web cause each site is designed uniquely for each individual dr which she then understand.
    Ben said someone had started on the site which he will want to send over to me which I assured we can improve. Gave ben & dr zhao our 30-day money back guarantee showing our confidence we can get it exactly how they want it.
    Also disc the 360 plan which is to upgrade to $499/m cause they may want to do PPC with their budget they will determine.
    Very hot lead and will most likely start.


    2016-06-06 | danny.n
    spoke to Ben, had more questions before finalizing. Asked about # of pages, security of the site. Gave her assurance that it is unlimited and went into details the security of our hosting how it is segregated from other domain so any hack/virus, it won't affect him. Also have manage backup so there is no downtime. Will scan and email prop to get started.
    2016-06-06 | danny.n
    SK: 10:12am
    2016-06-06 | danny.n
    SK: 10:12am
    2016-06-06 | danny.n
    gave her assurance of our streamlined design process. offered her 30-day MBG to earn her trust and show her confidence that we can replicate the concept she had provided here and even improve on it.
    2016-06-06 | danny.n
    called... lm. sent her a f/u.
    2016-06-01 | danny.n
    "Danny, Attached is what the prior web designer did. I would like duplicate this for the new website. Let me know if this layout/design will pose any issues. Thank you, Dr. Zhao"

    Leave a Comment:




    Phone Conference (1hr) 
    Estimates | 2016-05-26 | Danny | #52026 |

    Lee had called. Looking to build a new site in Houston. Did research and spoke to a lot of company. Knows a bit about SEO. Gave him overview of SEO and PPC how it works and the pros/cons of each. I had recommend to focus on PPC and less on SEO but still do SEO but don’t rely cause Houston is very competitive. We went over the GOLD, PLAT, & 360Plan. Seems to be interested in 360Plan. Gave him examples of our clients dominating 1st page of Google for SEO and also doing AD in texas.
    He found a lot of the information very informative and made sense based on his SEO research.
    He is looking to move fast on this project and most likely making a decision by next week. Will discuss with the drs. Told him i’ll call next week to touch base. HOT HOT LEAD

    Ben-Lee-Dr.-Zhao
    2016-05-31 | danny.n
    called. Lm on his cell. sent him an email f/u.
    2016-05-26 | danny.n
    "How long does it take to create a custom website? You may have told me, but I forgot. And do you have a software of tool that can pull up competitors ads in the local area? Thanks, Ben"
    2016-05-26 | danny.n
    told him we limit 2 clients per city. Showed him spyfu site. Told him there are a lot of sites you can use to analyze seo data, what's important is to focus on the data that matters most.
    2016-05-26 | danny.n
    "Danny, Dr Kelly Zhao would like to know do you have a tool that analyzes the local competition's ads in terms of keywords, traffic, etc. A local SEO provider has that ability and she liked that. Also, she wanted me to ask you if you will take on another local dental client nearby (within a 10-mile radius). She is concerned with disclosure/leakage of certain information and strategies. Thanks, Ben "

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2016-09-19
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site: 2016-10-04
    Concept: 2016-10-07
    Approved: 2016-10-18
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-10-25
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2017-03-17
    Analytics Setup: 2017-02-27
    Analytics Report or Jetpack Setup: 2017-02-27
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept: 2016-10-07
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered: 2016-06-06
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2016-06-06
    2017-05-08
    Mobile
    Fluid Responsive
    2016-06-06

    Videos
    2016-06-06

    Marketing
    2016-06-06

    Reputation


    Facebook
    2016-06-06

    Google Plus
    2016-06-06

    Blog
    2016-06-06

    SEO
    2016-06-06

    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others
    2016-06-06

    360 Plan
    2016-06-06


    Leads | 2016-06-01 | Danny | Phone Conference #2


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-06-06 | danny.n
    spoke to Ben, had more questions before finalizing. Asked about # of pages, security of the site. Gave her assurance that it is unlimited and went into details the security of our hosting how it is segregated from other domain so any hack/virus, it won't affect him. Also have manage backup so there is no downtime. Will scan and email prop to get started.
    2016-06-06 | danny.n
    SK: 10:12am
    2016-06-06 | danny.n
    SK: 10:12am
    2016-06-06 | danny.n
    gave her assurance of our streamlined design process. offered her 30-day MBG to earn her trust and show her confidence that we can replicate the concept she had provided here and even improve on it.
    2016-06-06 | danny.n
    called... lm. sent her a f/u.
    2016-06-01 | danny.n
    "Danny, Attached is what the prior web designer did. I would like duplicate this for the new website. Let me know if this layout/design will pose any issues. Thank you, Dr. Zhao"
    Estimates | 2016-05-26 | Danny | Phone Conference (1hr) Ordered

    Gold


    Initial: 2 Payments of $1,999
    Monthly: $78


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Platinum

    Regular Price: $9,999

    Initial: 2 Payments of $2,999
    Monthly: $499

    Gold Package

    Everything on Gold Package Plus

    Educational Videos

    High-Quality Patient Education Videos (DDS)

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build Your Logo

    Advanced SEO

    Expanded Detailed Optimization


    Regular Price:

    Initial: Payments of
    Monthly:

    * $499/m Upgrade to 360 Plan anytime for 1 Blog Article per month, PPC Management (Budget TBD), SEO (10hrs per month). Option to downgrade back to $149/m anytime
    Ben-Lee-Dr.-Zhao

    COMMENTS:

    2016-05-31 | danny.n
    called. Lm on his cell. sent him an email f/u.
    2016-05-26 | danny.n
    "How long does it take to create a custom website? You may have told me, but I forgot. And do you have a software of tool that can pull up competitors ads in the local area? Thanks, Ben"
    2016-05-26 | danny.n
    told him we limit 2 clients per city. Showed him spyfu site. Told him there are a lot of sites you can use to analyze seo data, what's important is to focus on the data that matters most.
    2016-05-26 | danny.n
    "Danny, Dr Kelly Zhao would like to know do you have a tool that analyzes the local competition's ads in terms of keywords, traffic, etc. A local SEO provider has that ability and she liked that. Also, she wanted me to ask you if you will take on another local dental client nearby (within a 10-mile radius). She is concerned with disclosure/leakage of certain information and strategies. Thanks, Ben "