Help with initial setup

This topic contains 9 replies, has 3 voices, and was last updated by  Guust 5 years, 5 months ago.

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  • #499640

    Yael Reinhardt-Matsliah
    Free User
    Post count: 31

    Hi there,

    I’m just beginning a deep dive into GeoDirectory and feeling a bit overwhelmed. Lots of pieces to sort out for sure but thank you for the detailed documentation.

    I would like to ask some initial questions in hopes of getting started on the right foot as I begin this setup.

    So here goes:

    1. Our goal is to setup a directory similar to this site:

    https://www.intuilife.com/

    Where we will have a list of practitioners and a list of events.

    While events are location based, the practitioners are not really. Meaning you don’t need to be in their location to have a session with them.

    The searches for practitioners will be based more on their specialties and not their location.

    Could we use the location feature for events and not practitioners? so you search for practitioners based on specialty and events based on location?

    2. I’m assuming I can delete the default Places CPT as I do not need it. Yes?

    3. We would like people to be able to register for the site for free (not as a practitioner but as someone looking for a practitioner) so they can save / bookmark their favorite practitioners and events. When they login, they have a dashboard that shows their favorite (bookmarked) practitioners and events.

    I sent this as a presales question and was told I can do this with GD and addons but not sure how to go about it.

    — When a practitioner subscribes to the directory via a paid subscription, they are added as a WordPress Subscriber *user role assigned* — yes?

    — If we want to have another group of subscribers as explained above (only for saving their favorite practitioners and events not as a practitioner adding a listing or an event), how would I would I do this in Geo Directory?

    Thank you.

    2.

    #499660

    Alex Rollin
    Moderator
    Post count: 27815

    1. Any CPT can have the physical location disabled in the CPT settings under the general tab, advanced options.
    https://wpgeodirectory.com/docs-v2/places/general/
    2. You can remove the listings from the trash and all the categories, too, then it won’t show up anywhere on the frontend, but it cannot be deleted. In the Places CPT general options you can also disable it from frontend add.
    3. UsersWP – https://wpgeodirectory.com/docs-v2/integrations/userswp/

    GD and UsersWP both don’t need the complexity of roles to give site visitior’s a great experience adding and managing listings or creating an account to track favorites, events, lists, and reviews.

    #499678

    Yael Reinhardt-Matsliah
    Free User
    Post count: 31

    Thank you, Alex. This is all great news!

    I’m trying to go through the documentation step by step so hopefully I’ll get my head around all the amazing flexibility within GeoDirectory.

    One small additional questions: I most often use the Generate Press theme for site builds but I’m wondering if perhaps setting up one of the child themes provided by Geo might help me get a quicker grasp on how all the pieces fit together.

    What would you say to that? Think it would help ?

    #499679

    Yael Reinhardt-Matsliah
    Free User
    Post count: 31

    p.s. Also think your answer from this thread:

    https://wpgeodirectory.com/support/topic/if-this-is-a-global-directory-whey-a-default-location/#post-499658

    Letting me know this:

    hide the ‘search near’ field, then, and add something like a category dropdown to the search bar to search by specialty.

    Resolves issue number one. No need to disable physical location; just hide the search near field.

    #499691

    Guust
    Moderator
    Post count: 29970

    One small additional questions: I most often use the Generate Press theme for site builds but I’m wondering if perhaps setting up one of the child themes provided by Geo might help me get a quicker grasp on how all the pieces fit together.

    Some of the GD themes have extra widget areas on the GD pages, and Supreme has a special category and search page layout making it very map centric.
    Those should be the only main differences as in finding your way around, and the best way is to pick the theme you want to finish with early. Changing themes later on will require widgets etc to be redone.

    Thanks

    #499794

    Yael Reinhardt-Matsliah
    Free User
    Post count: 31

    One last question regarding this:

    GD and UsersWP both don’t need the complexity of roles to give site visitior’s a great experience adding and managing listings or creating an account to track favorites, events, lists, and reviews.

    So if we charge for listings, a person who registers for free will only be able to track favorites, events, lists, and reviews.

    Nothing to do except to allow for free registration for tracking favorites, events, lists, and reviews.

    And then charge per listing.

    Yes?

    #499837

    Alex Rollin
    Moderator
    Post count: 27815

    I do not understand your question.

    #499858

    Yael Reinhardt-Matsliah
    Free User
    Post count: 31

    Let me try again. I asked this as a presales questions:

    We would like people to be able to register for the site for free (not as a practitioner but as someone looking for a practitioner) so they can save / bookmark their favorite practitioners and events. When they login, they have a dashboard that shows their favorite (bookmarked) practitioners and events.

    You responded: “GD and UsersWP both don’t need the complexity of roles to give site visitior’s a great experience adding and managing listings or creating an account to track favorites, events, lists, and reviews.”

    So I wanted to know for sure how to do this and therefore asked:

    So if we charge for adding listings and events, a person who registers for free will only be able to track favorites, events, lists, and reviews.

    Nothing to do except to allow for free registration for tracking favorites, events, lists, and reviews.

    Yes?

    Is that clearer?

    #499865

    Alex Rollin
    Moderator
    Post count: 27815

    There are a number of features that are available to users who just register, yes. Whether you charge is up to you.

    #499871

    Guust
    Moderator
    Post count: 29970

    So if we charge for adding listings and events, a person who registers for free will only be able to track favorites, events, lists, and reviews.
    Nothing to do except to allow for free registration for tracking favorites, events, lists, and reviews.
    Yes?

    Yes. Registration and Listings are different things.
    All registered users can track favorites, events, lists, and reviews, and add listings.
    There is no difference between a practitioner and anyone else.
    Except that the practitioner may choose to submit a listing too. Other users may not.

    Clearer?

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