Instructions (Private)

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Instructions

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Navigate

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How It Was Built

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Style Guide

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Domain Name

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Website Host

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Website Care Plan

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Accessing Dashboard

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Editing Products

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Adding New Products

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Bulk Importing Products

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Shipping Settings

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Fulfilling Orders

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Coupon Codes

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Event Calendar

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Managing Services

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Editing Page Content

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Countdown Promo Bar

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Changing Site Logo

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Editing Menu

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Take Your Site & Run

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How Your Website Was Built

Your site was built using WordPress, Divi Builder, and WooCommerce
.

  • WordPress is a Content Management System that uses a suite of themes and plugins in order to build websites
  • Divi Builder is a powerful website-building tool that is installed into WordPress. This tool allows us to use a visual, drag & drop builder in order to build fully customized websites
  • WooCommerce is an eCommerce plugin that is added to WordPress. This plugin allows websites to sell products, accept payments, and manage orders.

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Website Style Guide

  • Fonts
    • Headings: ZCOOL XiaoWei
    • Body: Quattrocento Sans
  • Colors
    • Black: #1D1C21
    • Green: #4D6A6D
    • Red: #987D7C
    • Cream Page Background: #F5F1ED

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Where is my domain name?

  • Your domain name (thehealingbarsc.com) is registered through your account with GoDaddy
  • This typically needs to be renewed on an annual basis

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Where is my website hosted?

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What’s included in my monthly Website Care Plan?

  • 1-hour of website edits per month (additional hours are billed at $75/hr)
  • Daily website backups
  • Monthly updating of WordPress, themes, and plugins
  • Enhanced website security and protection
  • Monthly website traffic report
  • Note: You can cancel the Website Care Plan at any time, no long-term contracts or cancellation fees

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Accessing the Website Dashboard

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Editing Products

Video Tutorial

  • From the website dashboard, click the “Products” tab on the left side menu
  • From here you will see every product that is listed on the website
  • To edit a product, search for or scroll to the product you are looking for, hover over it, and select “Edit”
  • From here you can edit the product descriptions, price, dimensions, and images
  • After making any changes, click the blue “Update” button on the top right

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Adding New Products (Individual)

Video Tutorial

  • From the website dashboard, hover over the “Products” tab on the left side menu and then select “Add New”
  • Add a Product Name
  • Below that, add a product description
  • Next, in the “Product Data” box add a price for the product and then navigate to the “Shipping” tab and add product weight and dimensions
  • On the right side of the screen, select a product category
  • On the right side of the screen, upload a “Product Image”. This will be the main image for the product.
  • Under that, you can optionally upload additional images in the “Product Gallery

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Adding New Products (Bulk Importing)

Video Tutorial

    • Add the products you would like to import to this Bulk Product Upload Template
    • Note: Make sure to follow the template EXACTLY and make sure the product weight and dimensions are in pounds and inches ONLY. Ounces and CM will not work. Make sure to write the weight and dimensions as a number ONLY (Example: Write “.5” and NOT “.5 inches”). Make sure the “Category” is spelled exactly as it is on the website.
    • Save the sheet as a “CSV” file
    • From the website dashboard, select “Products” on the left side menu
    • Click “Import” on the top of the page
    • Upload the CSV file
    • Click “Run Importer”
    • Now the new products have been imported

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    Shipping Settings

    Video Tutorial

      • From the website dashboard, hover over the “WooCommerce” tab and select “Settings”
      • Select the “Shipping” tab to view and edit the shipping settings

      [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”shipping” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

      Fulfilling Orders

      Video Tutorial

        • You will receive an email when an order has been placed
        • To fulfill the order, log in to the website dashboard, hover over “WooCommerce” and select “Orders”
        • From here, you will see all the orders have been placed on the website
        • Orders with a status of “Processing” need to be fulfilled
        • Select the order that you wish to fulfill, this will open up the order details page where you can see the products ordered, customer information, shipping information, and you can create a shipping label
        • When creating a shipping label, select a package and label that matches with what the customer purchased (Ex. If the customer purchased Priority Express shipping, be sure to purchase that for them)
        • You can also select a label size such as full letter or label (which can be used on a dymo machine)

        [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”coupon” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

        Coupon Codes

        Video Tutorial

          • From the website dashboard, hover over the “Marketing” tab and select “Coupons”
          • At the top of the page, select “Add New”
          • Add a code, the coupon amount, and any additional restrictions you wish to set
          • Click the blue “save” button after making any changes

          [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”events” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

          Events Calendar

          Video Tutorial

            • From the website dashboard, select “Events” on the left side menu
            • Add a title, description, date/time, location, and then upload a featured image
            • When you’re done, select “Publish” on the top right

            [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”services” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

            Editing Services

            Calendly Settings (Prices, booking, etc.)
            Video Tutorial

              • Your services are managed through Calendly
              • To edit a service, login to Calendly with your credentials, find the service you would like edit, select the settings gear icon, then select “edit”

              Website Services Page Settings (Descriptions)
              Video Tutorial

                • Go to the services page
                • Select “Edit with Divi”
                • Click the text box you would like to edit and select the settings icon
                • Edit the text and then press the green check mark
                • Press the purple dots icon on the bottom then “Save”
                • Then, click “Exit Visual Builder” at the top of the screen

                [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”page” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

                Editing Page Content

                Video Tutorial

                Note: This *does not* apply to the product pages on the website. See “Editing Products”.

                The website pages were built using Divi Builder. While this tool does make the website building process a lot easier, there is still the potential to mess something up while using it.

                You are welcome to contact us with any page edits (1-hour of edits is included each month), but if you would like to edit yourself, please follow these instructions carefully:
                .

                • From the website dashboard, select “Pages” on the left side menu
                • Hover over the page you would like to edit and select “Edit with Divi” (It’s important to select “Edit with Divi” and not “Edit”)
                • This will open up the visual editor. You can click on any element on the page and then select the black settings icon to edit it
                • If you make a mistake, select the 3 purple dots on the bottom of the screen, select the clock icon, then select the undo icon
                • After making any changes, select “Save” on the bottom right, then select “Exit Visual Builder” at the top center of the screen

                [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”countdown” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

                Countdown Promo Bar

                Video Tutorial

                 

                • From the website dashboard, hover over the “XLPlugins” tab and select “Finale”
                • Hover over the existing promo and select “Edit”
                • Press save after making any changes

                [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”logo” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

                Changing the Site Logo

                Video Tutorial

                • From the website dashboard, hover over the “Divi” tab on the left side menu and select “Theme Options”
                • The very first line says “Logo” and you will see a button to upload a new logo image
                • After making any changes, select “Save Changes”

                [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”menu” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

                Editing the Navigation Menu

                Video Tutorial

                • From the website dashboard, hover over the “Appearance” tab on the left side menu and click “Menus”
                • From here, you will see every page in the website navigation menu
                • You can click a page to edit the title, and you can drag and drop to rearrange menu items

                [/et_pb_text][et_pb_text ul_item_indent=”30px” module_id=”run” _builder_version=”4.16″ _module_preset=”default” text_font_size=”18px” link_font=”|700|||on||||” header_2_font=”Quattrocento Sans|700|||||||” header_2_font_size=”29px” custom_margin=”0px||35px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||-15px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”]

                Take Your Site & Run

                Video Tutorial

                We pride ourselves on making sure our clients have complete control and ownership of their websites, and never feel like they’re locked into our services.

                We are happy to assist with transferring your website to another service provider but if there’s ever a time that you want to take your website and move it to a different hosting provider yourself, you can follow these instructions to download a copy of your website directly to a file on your computer.
                .

                • From the website dashboard, hover over the tab titled “All-in-One WP Migration” and select “Export” (this is a tool used for exporting/importing websites)
                • Select the green “Export to” button and then select “File”
                • This will create a copy of your website and download it as a file to your computer
                • You can take this copy and upload it to a new website hosting account, or give it to any WordPress website developer and they should know what to do.
                • Alternatively, if you set up an account with a new Website Hosting provider, they almost always offer a migration service where their team will move to their platform for you.
                • As long as you have your login credentials for the website, you have control of it.

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