Introduction

Connect To Pros is a Caribbean-focused service marketplace platform built on WordPress. It connects Service Seekers (customers looking for services) with qualified Service Providers (professionals offering services).

Platform Highlights

• Two user roles: Service Providers and Service Seekers, each with dedicated dashboards
• Subscription tiers: Free, Silver, Gold, Platinum with feature gating
• Payment processing via DimePay gateway (JMD currency)
• Job posting & bidding system with auto-bidding for premium providers
• Instant booking system for Silver+ providers
• Quote request system with comparison, feedback, and analytics
• Real-time messaging via SB Chat plugin with admin broadcast messaging
• 40+ automated email notifications with branded HTML templates, all managed from one admin page
• Provider search & discovery with location, industry, service, and badge filters
• Analytics dashboard with event tracking, KPI cards, charts, and CSV export
• Just for You sponsored ads module with configurable hero, rows, and multiple ad types
• Featured providers management for homepage and explore page
• Admin panel for managing providers, seekers, payments, notifications, analytics, and content

Technology Stack

⭐ What's New — April 2026

Substantial platform upgrades shipped during the April 2026 cycle. Most changes live on the provider analytics, monthly reports, and admin navigation surfaces. The following is a condensed changelog; each feature is documented in detail in its own section (linked).

🚀 Admin Navigation Hub

• C2P Settings → Dashboard — new full-page admin hub with clickable counter tiles (pending providers, active bookings, pending payouts…) and a grouped card grid linking to every major admin area. See Admin Dashboard Hub.
• WP Home Dashboard widgets — three new widgets on /wp-admin/index.php: Overview, Needs Your Attention, Recent Activity. Forced to the top of their columns so admins see them on login.

📊 Analytics Tracking — Five New Dimensions

• Contact Click Tracking now surfaced in reports — phone, email, WhatsApp, website clicks counted per-provider with 5-minute IP dedup. Stored in wp_c2p_contact_clicks.
• Search Appearance Tracking across every search surface — /explore-services/ (both initial render and AJAX paginate), /provider-search/, WP search (?s=), homepage Featured Providers, all shortcode surfaces. Stored in wp_c2p_search_appearances.
• Profile Tab Engagement Tracking — new table wp_c2p_profile_tab_views captures intentional tab clicks (About / Services / Reviews / Photos / Shop). About defaults to views (every landing) while other tabs show explicit clicks.
• Geographic + Device Tracking on profile views — country, region, city resolved via ip-api.com at track time (never stores raw IPs, 7-day per-visitor cache). Device (mobile / tablet / desktop) + browser parsed from User-Agent. New columns on wp_c2p_profile_views.
• Month-over-Month Comparison — full metric table (Search / Views / Contacts / Quotes / Accepted / Bookings / Reviews / Rating / Earnings) with actual month labels and % change badges. Rendered on live analytics (Gold/Platinum), in every monthly report accordion, and in the monthly email.

📄 Monthly Reports — Deeper Insights

• Tier 1 Insights added to every monthly report: 5-stage Conversion Funnel (Search → Views → Quote Requests → Accepted → Bookings Completed), Response Time Benchmark (vs industry peers, percentile rank), Top 3 Rejection Reasons, Top Search Terms.
• Contact Channels breakdown — per-month counts for Phone / Email / WhatsApp / Website with ratios.
• Geographic + Device Breakdown per month — same data as real-time analytics but scoped to the report's month.
• CSV Export — every report tab has a "Download CSV" button per month plus a "Download All as CSV" button for multi-month export. 31 columns covering every metric. UTF-8 BOM for Excel compatibility.
• Admin tooling at C2P Settings → Monthly Reports: Backfill Last N Months, Refresh Reports with Latest Insights, Generate Current Month (Partial), Generate & Email Last Month Now.

📱 Provider Profile — WhatsApp Field

• WhatsApp Number field added to provider profile editor with a "Same as phone number" checkbox (pre-ticked by default, JS-synced).
• Public WhatsApp button rendered next to Call/Email CTAs. Opens wa.me/NUMBER?text=Hi%20... with a pre-filled message. Digits-only normalization handles any input format.
• Closes the previously-broken WhatsApp click-tracking loop — tracker existed but nothing was tracking because no button was rendered.
• Schema: whatsapp_number VARCHAR(32) on wp_c2p_providers, auto-migrated.

🐛 Critical Fixes

• Provider profile Bootstrap data-api restored — root cause: missing global $wpdb; in add_chat_modal() caused a PHP fatal during wp_footer(), which prevented wp_print_footer_scripts() from running → Bootstrap bundle never loaded → dropdowns/tabs/modals all silently broke. Fix: one-line global $wpdb; declaration in the method.
• Dispute popup-blocker fix (4 locations) — replaced the window.open()-inside-AJAX-callback anti-pattern with the pre-open pattern (open blank tab synchronously on click, navigate it to the form URL after AJAX returns). Fixed in SS job dispute, SS booking dispute, SP job dispute, SP booking dispute.
• Search appearance gap closed — the tracker existed but was only called from the AJAX pagination endpoint, missing every initial page load. Added to server-side initial render of /explore-services/, /provider-search/, WP search, homepage featured, and every shortcode that renders providers.
• Services Offered textarea redesign — replaced the misleading wp_editor() (which rendered as a plain textarea with a "Use formatting tools" hint that didn't exist) with a proper <textarea>, placeholder showing example format, and clear helper text explaining where the list appears (public profile, search results, quote request form).
• Card-header white-on-white text — global CSS rule .card-header { color: white; } was hiding titles on any card using bg-white override. Added targeted override for bg-white / bg-light / bg-transparent / bg-body that restores dark text.

🎨 UI / Responsiveness Improvements

• Analytics stat grid reorganized to 3-per-row (col-lg-4 col-md-6) with the three profile-view cards (All-Time / 30 Days / 7 Days) grouped together.
• Profile edit form header now uses flex-wrap gap-3 so the "View Public Profile" + "Update Profile" buttons don't touch on narrow viewports.
• Quote Insights "Recent Feedback" converted from a cluttered table to a card list — anonymous feedback now visually intentional (badge) rather than looking like missing data.
• Contact Interactions card on analytics now has clear section labels ("All-Time by Channel" vs "Recent Activity (All Channels Combined)") to explain the two time scopes in one card.
• "Where Your Views Come From" referrer card now full-width (col-12) for better readability.
• Feedback btn-group ("Would hire again?") added flex-wrap gap-2 so buttons don't squish on phones.

🗄️ Data Model Additions

• New table: wp_c2p_profile_tab_views — tab click tracking
• New columns on wp_c2p_profile_views: country_code, country_name, region_name, city, device_type, browser
• New column on wp_c2p_providers: whatsapp_number
• Expanded JSON schema in wp_c2p_monthly_reports.report_data — MoM, contact clicks, search data, geo/device, rejection reasons, top search terms

📖 Project Memory Notes

Auto-memory records stored for future reference:

• provider_id column convention — wp_quote_requests.provider_id and wp_saved_providers.provider_id store WP user_id (wp_users.ID), NOT wp_c2p_providers.id. Schema column comments were stale and have been corrected to reflect the real convention.
• Quote Comparison 2.0 Roadmap — per-quote rating, private notes, and "Add quotes to comparison" picker modal all have complete backend (DB columns, methods, AJAX handlers) but no UI in 1.0. Marked with ROADMAP 2.0 — comments throughout the codebase. Do NOT delete these AJAX registrations during dead-code audits.

🚀 Admin Dashboard & Navigation Hub

Two new surfaces give admins one-click access to every key area of the platform.

1. Full Admin Dashboard Page

Location: /wp-admin/admin.php?page=c2p-dashboard  (or: WP Admin sidebar → C2P Settings → Dashboard)

File: /admin/c2p-admin-dashboard.php

Contains:

• 6 clickable counter tiles (colored left-border cards): Pending Providers, Active Providers, Seekers, Pending Quotes, Active Bookings, Pending Payouts. Each links to the filtered admin area for that metric.
• Grouped navigation card grid — 5 sections (People / Plans & Billing / Reports & Analytics / Communication / System) with a card for every admin page. Hover shows description.
• External Links footer — quick-launch buttons to Provider Dashboard, Seeker Dashboard, Explore Services, Home (all open in new tabs).

Counters are live-computed on each page load — no caching. Single source of truth for the card list is c2p_admin_dashboard_cards().

2. WP Home Dashboard Widgets

Location: /wp-admin/index.php  (the default WordPress admin landing page)

Three widgets are force-pushed to the top of their respective columns:

Visibility: widgets are admin-only (manage_options capability). Gracefully degrade when optional tables (e.g. wp_c2p_disputes) don't exist.

If a widget is missing: Screen Options (top-right of WP Dashboard) → tick the widget checkbox. WordPress hides newly-registered widgets from users who've saved a custom dashboard layout.

3. Monthly Reports Admin Page

Location: /wp-admin/admin.php?page=c2p-monthly-reports

File: /admin/monthly-reports-admin.php

Four operational tools for managing the monthly report pipeline:

• Backfill Reports — runs c2p_backfill_monthly_reports() for the last N months (up to 12). Idempotent — skips months that already have reports. No emails sent.
• Refresh Reports with Latest Insights — deletes the last N months of rows and regenerates them. Use after the data model is upgraded (e.g. new fields added to c2p_gather_monthly_report_data()). No emails sent.
• Generate Current Month (Partial) — runs the gatherer for the current month month-to-date. Row is overwritten on the 1st by the real cron run. Useful for verifying new tracking without waiting 2 weeks.
• Generate Last Month's Report Now — runs the exact same code the cron runs on the 1st, including emails. ⚠️ Sends real emails to every eligible provider.

Status card shows: reports stored, earliest/latest month, eligible provider count, next scheduled cron run.

Quick Start & Access

Admin Login

Key User Roles

The platform has three user roles. Plans (Free/Silver/Gold/Platinum) are NOT separate roles — they are stored as user meta (c2p_plan_name) on the service_provider role and control feature access via the Feature Manager.

Role Assignment

• Service Provider: Role set on registration at /service-provider-registration/. Default plan is Free with 12-month expiration. Account starts with approval_status: pending (admin must approve).
• Service Seeker: Role set on registration at /service-seeker-registration/. No plan/billing system — all features available immediately.
• Administrator: Standard WordPress admin role. Can access everything both roles can do plus all admin management pages.

What Each Role Can Do

What No Front-End Role Can Do

Neither Service Providers nor Service Seekers can:

• Access /wp-admin/ (redirected to their respective dashboard or login)
• Create, edit, or publish posts/pages
• Manage other users, plugins, or themes
• View or change site settings
• Access WooCommerce admin
• View server logs or database

Role Overlap — Shared Features

All Page URLs

Authentication

Registration

Dashboards

Service Discovery

Jobs & Quotes

Payments

Content

Service Provider System

Service providers are professionals who offer services on the platform. They register, get approved by admin, choose a subscription plan, and manage their business through a comprehensive dashboard.

Registration Flow

Registration Fields

Approval Process

How to Approve/Reject a Provider

1. Go to Service Providers → All Providers
2. Filter by Approval Status: Pending to see new applications
3. Click the Approve or Reject link on the provider's row
4. The provider receives an email notification automatically

You can also use bulk actions: select multiple providers with checkboxes, then choose Approve/Reject from the Bulk Actions dropdown.

Provider Dashboard

The provider dashboard is accessed at /provider-dashboard/ and includes 18 tabs:

Admin Management

Provider admin pages are located at WordPress Admin → Service Providers:

Photo Management

Providers can upload photos to showcase their work. All photos go through a moderation workflow and are stored in the WordPress Media Library (offloaded to Wasabi S3 via Leopard plugin).

Overview

Industries & Services

Industries are the top-level categories (e.g. "Plumbing", "Electrical"). Services are sub-categories under each industry (e.g. "Pipe Repair" under "Plumbing"). The admin page uses a tabbed interface — click the Industries or Services tab at the top to switch between them.

Badges

Badges are labels that can be assigned to providers (e.g. "Verified", "Top Rated", "Eco-Friendly"). They appear on provider profiles and as filter options in search results.

Location Management

Locations use a 4-tier hierarchy. Each level has its own admin page under the Locations menu in WordPress admin.

Locations are used in: provider registration, seeker registration, search filters, and provider profiles.

Shop Items

Providers on Silver+ plans can list shop items (products or services with pricing) on their profile. This is a catalog/showcase feature only — there is no checkout, no payment processing, and no orders. Customers contact the provider directly via the call-to-action button on each item.

Service Seeker System

Service seekers are customers who register to find and hire service providers.

Registration

Seeker Dashboard

Accessed at /seeker-dashboard/ with 8 tabs:

Admin Management

WordPress Admin → Service Seekers:

• Seekers List: View all seekers, bulk activate/deactivate/suspend/delete, export CSV
• Add New Seeker: Manually create seeker accounts
• Edit Seeker: Modify details, view activity stats (jobs posted, quotes, payments)
• Settings: Default status, auto-approve, field requirements, email toggles, activity limits

Subscriptions & Plans

Plan Tiers

Subscription Statuses

Plan Data Storage

Plan information is stored in WordPress user meta:

• c2p_plan_name — Plan name (Free, Silver, Gold, Platinum)
• c2p_plan_status — active, cancelled, expired, past_due, grace_period
• c2p_plan_expires — Expiration date (YYYY-MM-DD HH:MM:SS)
• c2p_billing_period — monthly or annual
• c2p_last_payment_date — Last successful payment

Feature Access Check

// Check if a provider can access a specific feature
c2p_can_access_feature($provider_id, 'bidding_system');  // returns true/false
c2p_can_access_feature($provider_id, 'analytics_dashboard');
c2p_can_access_feature($provider_id, 'shop_enabled');

Pricing Configuration

Plan prices are managed via WordPress Admin → Pricing. Stored in the c2p_pricing_data option. Annual pricing defaults to 10x monthly if not explicitly set.

Subscription Health & Expiration Management

The system automatically manages subscription expirations through a multi-stage process:

Pre-Expiry Warnings

Automated emails are sent to providers before their subscription expires:

• 30 days before: Early renewal reminder
• 7 days before: Upcoming expiry warning
• 3 days before: Urgent renewal reminder
• 1 day before: Final warning

Grace Period

When a subscription expires, the provider enters a 7-day grace period (configurable) during which they retain full access:

• Day 0: Grace period starts — provider receives email explaining they have 7 days to renew
• Day 3: Reminder email sent
• Day 6: Final warning — “1 day left to renew”
• Day 7: Grace period ends — the following happens automatically:
  • Plan status set to expired
  • Shop items exceeding Free tier limits are automatically deactivated (not deleted)
  • Admin receives email notification of the expiration

Admin Subscription Health Dashboard

Access via Service Providers → Sub Health. This page shows:

• In Grace Period: Providers whose subscriptions have expired and are in the grace window, showing days remaining
• Expiring Within 7 Days: Providers about to expire, with warning history showing which reminders were sent
• Expiring in 8-30 Days: Providers coming up for renewal
• Recently Expired: Providers who have been downgraded after grace period ended
• Filterable by plan type
• Menu badge shows count of providers expiring within 7 days or in grace period

Admin Daily Digest Email

A daily email is sent to the admin summarising providers in grace period, expiring within 30 days, and recently expired.

Review Moderation

Access via Service Providers → Review Moderation.

• When a seeker submits a review, the admin receives an email notification: “New Review Submitted — [Provider Name]” with rating, excerpt, and a link to the review moderation page
• The menu item shows a badge with the count of reviews submitted in the last 48 hours
• Providers can flag suspicious reviews from their dashboard — the admin sees flagged reviews in a dedicated tab with options to dismiss or take action
• Providers can write a public response to any review (visible to all users)

Page Ads System

Access via Page Ads in the admin sidebar.

This system allows you to place ad banners at predefined positions across the website. Ads are managed entirely from the WordPress admin.

Available Ad Positions

Ad Types

• Image: Simple image with optional click-through link
• Text Overlay: Text-only block with background colour
• Image + Text Overlay: Image with positioned text overlay and optional CTA button
• Video: Video with optional poster image

Width Options

• Full: Single banner spanning full width
• Half: Two side-by-side banners
• Third: Three banners in a row

Managing Ads

1. Go to Page Ads → Dashboard — see all positions with their status
2. Click “Manage Ads” next to a position
3. Click “Add New Ad” — fill in ad type, image/video, overlay text, link, width
4. Toggle individual ads or entire positions active/inactive

Provider Dashboard Features

Response Templates

Providers can save frequently used quote responses as templates:

• When responding to a quote, a “Use Template” dropdown pre-fills the response message
• After writing a response, a “Save as Template” checkbox saves it for future use
• Templates can be managed (renamed, deleted) from the template dropdown

File Attachments in Quote Responses

Providers can attach files when responding to quote requests:

• Accepted formats: PDF, images, documents
• Maximum file size: 5MB per file
• Seekers see download links in the quote detail view

Profile Visibility Toggle

Providers can temporarily hide their profile from search results:

• Found in the Profile section of the dashboard
• Toggle switch with warning text explaining the impact
• When hidden, the profile does not appear in Explore Services search results
• Existing bookings and conversations are not affected

Keyword Suggestions

The profile section shows clickable keyword suggestions below the keywords input:

• Admin can configure suggestions via Service Providers → Settings
• Providers click a suggestion to add it to their keywords
• Helps providers use terms that seekers actually search for

Search Analytics

Providers (Silver+ plans) can view their search performance:

• Profile Views: Total, 30-day, 7-day view counts with daily chart
• View Sources: Where views come from (Google, Facebook, Direct, Explore, etc.)
• Conversion Rate: Percentage of profile views that resulted in a quote request

Quote Insights & Feedback

When seekers decline a provider’s quote, they can leave feedback. Providers see this as aggregated analytics:

• Stats: Total feedback count, average vs market rate, would-hire-again percentage, top decline reason
• Why Clients Declined: Bar chart of decline reasons with percentages
• Price Perception: Distribution of Too High / Slightly High / Fair / Good Value ratings
• Recent Feedback: Table showing date, client (anonymous or named), service, quote amount, reason, would hire again
• Suggestions: Data-driven improvement suggestions based on feedback patterns
• Providers can follow up with non-anonymous feedback submitters via chat/email

Booking Features

• “I’m Here” Check-in: On the day of a confirmed booking, providers can click “I’m Here” to notify the seeker they’ve arrived
• Automated Reminders: Both provider and seeker receive reminders at 24 hours, 2 hours, and 1 hour before the booking
• Progress Updates: Providers can send progress updates during a booking, delivered via email and chat

Shop Item Management

• Resubmit: If a shop item is rejected by admin, providers can click “Resubmit” to send it back for review (status resets to Pending)
• Rejection Reason: Providers can see the admin’s rejection reason on rejected items
• Drag-to-Reorder: Providers can drag items to reorder how they appear on their profile
• Remaining Slots: Shows how many shop item slots remain on their current plan
• Approval Timeline: Shows estimated review time (configurable by admin)

Broadcast Messaging

Access via Messaging in the admin sidebar.

Admins can send broadcast messages to groups of users (all users, all providers, all seekers, specific plan tiers).

• Messages are sent via the SB Chat messaging system and optionally via email
• Broadcasting uses batched processing (50 users per batch) with a progress bar to prevent server timeouts
• A lock prevents accidental double-sends
• Broadcast messages appear in each user’s chat inbox

Admin Analytics Dashboard

Access via C2P Analytics in the admin sidebar.

The analytics dashboard provides a comprehensive overview of platform activity with configurable date ranges (7 days, 30 days, 90 days, 1 year):

• Total Users: Breakdown of seekers vs providers
• Active Providers: Count with pending approval indicator and plan distribution
• Quote Requests: Total with response rate
• Monthly Recurring Revenue: Based on active subscriptions with ARR calculation
• Profile Views: Tracked from the provider profile page
• Unique Visitors / Pages per Visit / Mobile Traffic: Site-wide analytics
• Top Providers by Engagement: Ranked by views + quotes + bookings
• Most Viewed Providers: Profile view leaderboard with percentage bars
• Top Booked Providers: Providers with the most bookings
• Top Categories: Industries ranked by provider count and bookings
• Top Parishes: Locations ranked by provider count and activity
• Quote Conversion Rate / Dispute Rate / Average Rating: Key performance metrics
• Payout Summary: Pending and completed payout totals
• Subscription Health: At-a-glance expiring/grace/expired counts
• User Growth & Plan Distribution: Charts showing growth over time
• Export: CSV export for Users, Pageviews, Quotes, Top Providers, and Search Terms reports

Payments (DimePay)

Payment Flow

DimePay Configuration

Settings are stored in c2p_payment_settings option. Configured at Admin → Payment Settings.

Admin Payment Notifications

The admin can receive email notifications whenever a payment is made, renewed, cancelled, or fails. This is controlled from the Behavior Settings section on the Payment Settings page.

Platform Fee

A configurable platform fee is deducted from every service payment (job bid or booking) before the provider payout. The seeker pays the full amount to DimePay; the fee is applied on the platform side when calculating the provider’s payout.

Webhook Endpoint

DimePay sends payment events to /dimepay-webhook/. The webhook handler processes these events:

• payment.completed → Upgrade user account
• payment.failed → Mark failed, track retries
• subscription.renewed → Extend plan expiration
• subscription.cancelled → Mark subscription cancelled

Grace Period & Dunning

When a subscription expires, the Dunning Manager handles a 7-day grace period:

• Pre-expiry: Warning emails at 7 days, 3 days, and 1 day before expiry
• Day 0: Grace period starts, user retains paid plan access
• Day 3: Grace period reminder email
• Day 6: Final warning email
• Day 7: Account downgraded to Free plan

Payment Reconciliation

A twice-daily cron job checks for "stuck" pending payments (30+ minutes old). It queries DimePay's API and updates local records accordingly. Payments older than 7 days are auto-expired.

Admin Payment Actions

DimePay WooCommerce Plugin

In addition to the custom C2P payment integration (used for plan subscriptions), the site also uses the Dime Pay for WooCommerce plugin for processing WooCommerce cart/checkout payments. This is a separate plugin installed from the WordPress plugin repository.

How Service Payments Work — Step by Step

This section explains the complete payment process that seekers go through when paying providers for jobs (bids) and bookings (quotes).

Job Bid Payment Flow

1. Seeker posts a job

• The job is listed as Open on both dashboards
• Providers can see it and submit bids

2. Providers submit bids

• Each bid includes: price, delivery time, and a proposal
• The seeker sees all bids under their job on the dashboard

3. Seeker clicks “Accept Bid”

• A confirmation message appears: “Are you sure you want to accept this bid? This will reject all other bids for this job.”
• The seeker confirms

4. Seeker is redirected to DimePay payment page

• If the bid amount is $0, payment is skipped and the bid is accepted immediately

5. Payment result

• Success page: Shows a green checkmark, the amount paid, a reference ID, and a “Go to Dashboard” button
• Failed page: Shows a red X with common reasons (insufficient funds, card declined, etc.) and a “Try Again” button
• Cancelled page: Shows a message that no charges were made, with a “Back to Home” button

6. After successful payment, the following happens automatically:

• The job status changes to In Progress (blue badge)
• The accepted bid shows Accepted (green badge)
• All other bids are set to Declined (red badge)
• The job’s payment status is set to “Paid”
• A chat channel is created between the seeker and provider, with an auto-generated first message to the provider: “BID ACCEPTED! Your bid for [job title] has been accepted…”
• Email to the winning provider: Your bid has been accepted — includes job title, bid amount, delivery time, seeker name, and a link to the job
• Email to the seeker: Confirmation of acceptance with provider details
• Emails to all declined providers: Their bid was not selected, encouraging them to bid on other jobs

7. If payment fails

• The bid stays as Pending — nothing changes
• The job remains Open
• A “Retry” button appears in the seeker’s Payment History tab

Complete Quote Request & Payment Process

1. Seeker Submits a Quote Request

The seeker visits a provider’s profile page and fills out the quote request form:

• Contact Name (optional — if requesting on behalf of someone else)
• Contact Email (optional)
• Contact Phone (optional)
• Service Needed (selected from the provider’s service list)
• Budget Range (dropdown)
• Project Timeline (Immediate, 1-2 weeks, 1 month, 2-3 months, etc.)
• Project Details (description of what they need)

What happens immediately:

• A quote request record is created with status Pending
• The seeker’s verified account identity is used as the official contact — the “on behalf of” fields (contact name, email, phone) are stored separately and displayed alongside the verified identity
• A chat conversation is created between the seeker and provider
• Email to provider: “New Quote Request Received”
• Email to seeker: “Quote Request Confirmation”
• The quote appears in both the seeker’s and provider’s dashboards

2. Provider Reviews the Request

In the provider’s dashboard, the Quote Requests tab shows all incoming requests with an “Active” filter showing Pending, Responded, and Awaiting Payment quotes.

The provider can:

• View Details — opens a popup showing:
  • Client Information (verified account): name, email, phone, company, location
  • Service requested for (if different): contact name, email, phone — shown in a separate highlighted section
  • Request details: service type, description, budget range, timeline
• Respond — submit a quote
• Decline — reject the request with a reason

3. Provider Responds with a Quote

The provider fills in:

• Quote Amount — the price for the service (required)
• Require Deposit (toggle) — optionally require the seeker to pay a deposit upfront
• Deposit Amount — if deposit is required, the amount due before work begins
• Response Message — introduction, approach, relevant details (required)

What happens:

• Quote status changes from Pending → Responded
• Email to seeker: “Quote Response from [Provider Name]” with the quoted amount and message

4. Provider Edits Their Quote (Optional)

While the status is still “Responded”, the provider can edit:

• Quote amount, response message, deposit requirement
• An edit counter tracks how many times the quote was updated
• Email to seeker: “Quote Updated by [Provider Name]” — shows what changed (e.g., “was $500, now $750”)
• Seeker sees an Edited badge on the quote

5. Provider Declines the Request (Alternative)

The provider can decline with a predefined reason:

• Currently fully booked / Outside service area / Scope mismatch / Budget too low / Timeline issue / Other
• Optional additional message and optional provider referral — suggesting another provider on the platform
• Email to seeker: includes decline reason and, if applicable, “[Provider] recommends you try [Suggested Provider]” with a profile link

6. Seeker Edits Their Request (Optional)

While status is still “Pending” (before provider responds), the seeker can update project details, budget range, and timeline. The provider receives an email notification.

7. Seeker Declines the Quote

If the seeker doesn’t want to proceed, they decline with feedback:

• Predefined reasons: price too high, found better price, timeline, slow response, lack of detail, reviews concern, experience, communication, different direction, project cancelled, other
• Price feedback (Too High / Slightly High / Fair / Good Value)
• Would hire in future (Yes/No)
• Anonymous toggle — if unchecked, provider sees the seeker’s name

The provider sees this feedback in their Quote Insights dashboard as aggregated analytics.

8. Seeker Accepts the Quote

When the seeker clicks “Accept”, a confirmation popup shows:

If the provider required a deposit: Deposit Due Now: $330 (deposit $300 + service fee on deposit) — Balance After Completion: $770

Three notices are shown before the payment buttons:

1. Escrow Protection (customizable): “Your payment is held securely by Connect To Pros. Funds are only released to the provider once you confirm the work is complete. If there’s a dispute, our team will review and resolve it.”
2. Payment Processor Fee Notice (customizable): “Please note: The payment processor may charge an additional processing fee which will be calculated and displayed at checkout. This fee is charged by the payment gateway and is separate from the Connect To Pros service fee.”
3. Auto-decline notice: “Once accepted, other pending quotes for this service will be automatically declined.”

The seeker has two options:

8a. Accept & Pay Now

• The seeker is redirected to the secure DimePay payment page
• The amount charged includes the Connect To Pros service fee
• The payment processor may add its own processing fee at checkout

If payment completes:

• A booking is automatically created with status Confirmed
• Payment is held in escrow by Connect To Pros
• Email to provider: includes escrow explanation, processing fee disclosure, and banking form reminder
• Email to seeker: booking confirmation with escrow protection notice
• All other pending/responded quotes from this seeker are automatically declined

If seeker cancels at payment page:

• No charges are made
• Quote stays in Awaiting Payment — seeker can click “Pay Now” again from their dashboard

8b. Accept & Pay Later

• Quote status changes to Awaiting Payment and the timestamp is recorded
• Email to provider: “Quote Accepted — Awaiting Payment”
• Email to seeker: “Quote Accepted — Payment Pending” with a link to complete payment
• A “Pay Now” button appears in the seeker’s dashboard

9. What Happens If the Seeker Doesn’t Pay

Automatic reminders and timeout apply:

• Day 3: Seeker receives reminder email: “Reminder: Complete Your Payment”
• Day 7: Final reminder: “Final Reminder: Payment Due — if not completed within 7 more days, the quote will be automatically reverted”
• Day 14: Quote is automatically reverted from “Awaiting Payment” back to “Responded”
  • Both parties receive notification emails
  • Any pending payment records are cancelled
  • The provider’s quote and response are preserved — the seeker can accept and pay again later

The provider can also see a “Day X of 14” counter in their quote detail view.

10. Provider Withdraws from Awaiting Payment (Optional)

If the provider no longer wants to wait, they can click “Withdraw” on any quote in “Awaiting Payment” status at any time with a reason.

• Quote status changes to Withdrawn
• Any pending payments are cancelled
• Email to seeker: “Provider has withdrawn from this quote — [reason]”
• The provider cannot undo a withdrawal — the seeker would need to submit a new request

11. After Payment — Booking Lifecycle

Once payment completes, a booking is created and visible in both dashboards:

Provider sees:

• Booking with status Confirmed
• Badge: “Payment Held in Escrow” (or “Deposit in Escrow” if deposit)
• Escrow breakdown: amount held, balance due if deposit, processing fee
• Banking form warning if they haven’t submitted their banking details
• Actions: Start, Send Update, Mark Work Done, Cancel, Raise Dispute

Seeker sees:

• Booking with escrow protection notice
• Deposit information if applicable: “Deposit Paid: $330 — Remaining: $770 due on completion”
• Actions: Cancel, Raise Dispute

12. During the Work

• Start — status changes to In Progress
• Send Progress Updates — sent to seeker via email + chat message
• “I’m Here” Check-in — on booking day, notifies the seeker the provider has arrived
• Mark Work Done — seeker notified to confirm completion

Automated booking reminders are sent at 24 hours, 2 hours, and 1 hour before the booking.

13. Work Completion & Payout

When the provider marks work as done:

• Seeker receives notification to confirm completion
• If seeker confirms, a payout is queued
• If seeker doesn’t respond within 7 days, the system automatically confirms

Payout calculation (example on $1,000 quote):

The admin processes payouts from the admin dashboard. The provider receives an email: “Payment Sent — $970” with the bank reference number.

14. Deposit Bookings — Balance Payment

If a deposit was required and only the deposit was paid:

• Booking shows: “Deposit Paid: $330 — Balance Due: $770”
• After work is completed and seeker confirms, the remaining balance is due
• Seeker can complete balance payment from their dashboard

15. Disputes

Either party can raise a dispute during an active booking. Admin manages disputes with:

• Full dispute details and booking history
• Internal admin notes (stored in audit trail)
• Resolve for seeker (process refund via DimePay) or provider (queue payout)
• Both parties receive email notification of resolution

Quote Status Flow

Pending → Responded → Awaiting Payment → Accepted → Booking → Completed → Payout
  ↓          ↓              ↓                                           ↓
Declined    Declined     Withdrawn (provider)                          Disputed
(provider)               Reverted (14-day timeout)

Seeker can edit: while Pending (before provider responds)
Provider can edit: while Responded (before seeker accepts)
Provider can withdraw: while Awaiting Payment (anytime)
System auto-reverts: after 14 days in Awaiting Payment with no payment
Reminders sent: at 3 days and 7 days of non-payment
    

Notifications Summary

Pay Offline Option

A 4th payment option allowing seekers to handle payment directly with the provider, outside the platform.

How It Works

1. Seeker clicks “Complete Transaction Offline” in the accept quote modal
2. A disclaimer modal appears — seeker must read and check “I understand and accept these terms” before proceeding
3. Quote status changes to Accepted Offline
4. Provider receives email: “Client wants to pay offline — please confirm”
5. Provider clicks Agree or Decline in their dashboard
6. If agreed → booking created with payment_method = offline, no fees charged
7. If declined → quote reverts to Responded, seeker notified to choose another option

Key Differences from Online Payment

Admin Settings

Go to Pricing → Payments → Settings tab:

• Enable Offline Payments — toggle to show/hide the offline button
• Offline Disclaimer — editable text shown to seekers before they confirm offline payment

Escrow Service (Milestone-Based Payments)

For large projects (minimum $100,000 JMD by default), seekers can use the Escrow Service for milestone-based payments.

How It Works

1. Seeker clicks “Escrow Service” in the accept quote modal (only visible when quote meets minimum threshold)
2. Seeker defines milestones (minimum 3) — each with a title, description, and amount that must sum to the quote total
3. Provider receives the proposal and can Accept, Counter (propose different milestones), or Reject
4. Negotiation continues until both parties agree on milestones
5. Seeker pays the full amount upfront (quote + service fee) — funds held by Connect To Pros
6. Provider completes work milestone by milestone, clicking “Mark Done” after each
7. Seeker confirms each milestone is satisfactory
8. Admin manually releases each milestone payment to the provider

Provider Dashboard — Milestone Tracking

In the Bookings tab, escrow bookings display a milestone tracker table showing:

• Milestone number, title, description, amount
• Status with icons: Pending, Marked Done (awaiting client), Client Confirmed (awaiting release), Payment Released, Completed
• “Done” button for each pending milestone
• Payout reference after admin releases

Admin Management

Go to Pricing → Escrow to manage escrow agreements:

• Stats: Active escrows, Pending releases, Total value, Completed
• For each milestone with status “Seeker Confirmed”: Release Payment button
• Full negotiation history and audit trail

Admin Settings

Go to Pricing → Payments → Settings tab:

• Enable Escrow Service — toggle on/off
• Minimum Amount — quote must be at least this amount (default: $100,000 JMD)
• Minimum Milestones — minimum number required (default: 3)
• Escrow Description — editable text explaining how escrow works

Estimated Completion Date

When a provider responds to any quote, they must specify an estimated completion date. This date drives the automated follow-up system.

Key Features

• Required on every quote response (all payment types: Pay Now, Pay Later, Escrow, Offline)
• Displayed in both seeker and provider dashboards
• Provider can extend the date with a reason — seeker is notified via email
• Warning shown after 2+ extensions: “You've extended the completion date multiple times”
• Drives the auto-completion and reminder system (see below)

Auto-Completion & Follow-up System

Automated emails and auto-completion based on the estimated completion date or when the provider marks work as done.

Timeline for Online Payments (Pay Now / Pay Later)

Timeline for Escrow Milestones

The same timeline applies per milestone after the provider marks each milestone as done. Admin still manually releases the payment after auto-confirm.

Timeline for Offline Payments

Review Reminders

After any booking is completed (manual or auto), the seeker receives review reminder emails:

• +3 days after completion: first reminder
• +7 days after completion: final reminder
• No further nudges after that

Provider “Mark Work Done” Override

The provider can mark work done before the estimated completion date. This immediately starts the confirmation/auto-complete timer — the completion date no longer matters.

Admin Settings

Go to Pricing → Payments → Settings tab:

• Auto-Complete After (days) — days before auto-completing and releasing payout (default: 10)
• Completion Reminder Days — comma-separated days for reminders (default: 1,3,7)
• Review Reminder Days — comma-separated days for review nudges (default: 3,7)

Processing Fee by Plan

The payout breakdown in the provider dashboard shows “Processing Fee: $0.00 (Paid plan benefit)” for subscribers.

Fee Structure

Example on a $1,000 quote:

• Seeker pays: $1,000 + $100 (10% service fee) = $1,100 (+ DimePay processing fee at checkout)
• Provider receives: $1,000 - $30 (3% processing fee) = $970
• Platform earns: $100 (service fee) + $30 (processing fee) = $130

To change fee percentages: Go to Pricing → Payments → Settings tab → update the Service Fee (%) and Processing Fee (%) values → click Save Settings.

Admin-Configurable Messages

The following messages can be edited from the admin Pricing → Payments → Settings page:

Available placeholders: {processing_fee_percent}, {service_fee_percent} — automatically populate with current configured percentages.

Payment Statuses in Payment History

Jobs & Bidding System

Job Posting

Service seekers post jobs that providers can bid on.

After job is posted: Job matching runs to find relevant providers. Auto-bidding processes any provider auto-bid rules. Email notifications are sent.

Job Statuses

Bidding System

Providers submit bids on open jobs. Seekers view and accept/decline bids.

Bid Lifecycle

• Each provider can only submit one bid per job (unique constraint)
• When a bid is accepted, all other pending bids are auto-declined
• Auto-declined providers receive email notifications
• Providers can withdraw their bid before a decision is made

Auto-Bidding Platinum

Platinum providers can set up automatic bidding rules:

• Budget range filter (min/max)
• Keyword matching
• Minimum rating requirement
• Auto-bids logged in wp_auto_bid_log table

Instant Booking System Silver+

The instant booking system allows seekers to book a provider's services directly without going through quotes or bids.

Booking Flow

Booking Details

Email Notifications

• Booking Confirmation (Provider): Provider receives details of new booking request
• Booking Confirmation (Seeker): Seeker receives booking confirmation with provider details
• Status Change: Seeker notified when provider accepts/declines
• Reminders: Both seeker and provider receive reminder emails before the booking date

Booking Reminders (Cron)

A daily cron job scans upcoming bookings and sends reminder emails to both parties before the booking date.

Dashboard Access

• Provider: "Bookings" tab in provider dashboard (Silver+ plans only)
• Database: Stored in wp_instant_bookings table

Quote System

Quote Requests

Seekers can request quotes directly from providers.

Quote Statuses

Quote Comparison

Seekers can shortlist and compare quotes side-by-side. Features include:

• Shortlisting: Mark quotes for comparison
• Internal Rating: Rate quotes 1-5 stars (private to seeker)
• Notes: Add internal notes to each quote
• Save Comparisons: Save comparison sets for later
• Score Calculation: Automatic scoring based on provider rating, price, timeline, and quality

Quote Feedback

When a seeker declines a quote, they can submit feedback with:

• Reason category (predefined options)
• Price feedback
• Service feedback
• General feedback

Providers can view aggregated insights from their Quote Insights dashboard tab, including rejection reason breakdown, price comparison data, and acceptance rate trends.

Messaging System

The platform uses the SB Chat WordPress plugin for real-time messaging, with an additional Admin Messaging interface for broadcast and individual messages from admin.

SB Chat (User-to-User)

• Database tables: wp_sb_chat_conversation and wp_sb_chat_messages
• Provider access: Provider Dashboard → Messages tab
• Seeker access: Seeker Dashboard → Messages tab
• Email notification: When a new message is received, an email is sent to the recipient with a preview

Admin Messaging

Admins can send messages to users via WordPress Admin → Messaging. Messages appear in the user's existing Messages tab (uses the same SB Chat tables).

Individual Messages

• Search for users by name or email (AJAX autocomplete with debounce)
• Select one or more recipients via user chips
• Compose and send — each recipient gets their own conversation
• Email notification sent to recipient with message preview

Broadcast Messages

• Select a target group: All Users, Service Providers Only, Service Seekers Only, or Admins Only
• Preview count of recipients before sending
• Creates individual conversations per recipient (not a group chat)
• 30-second cooldown between broadcasts to prevent double-sends

Conversations Viewer

• Split-pane layout: conversation list on left, messages on right
• View admin's chat history with any user
• Reply to existing conversations inline

How to Send Messages

Reviews & Ratings

• Seekers can submit reviews after a job is marked as completed
• Reviews include a star rating (1-5) and text review
• Reviews are stored in wp_c2p_provider_reviews
• Providers see reviews on their Reviews dashboard tab and public profile
• Email notifications sent to: reviewer (confirmation) and provider (new review)

Search & Discovery

The main search page is /explore-services/. It provides comprehensive filtering:

Available Filters

Search Results Display

Each result card shows: provider logo, name, specialty tags, star rating, review count, business description (2-line preview), and action buttons (View Profile, Message, Quote Request).

Homepage Discovery

The homepage provides multiple ways to discover providers:

• Hero Search: Quick keyword search redirecting to Explore Services
• Browse by Service: Grid of top services with provider counts
• Browse by Location: Parish buttons with provider counts
• Browse by Industry: Industry category cards
• Featured Providers: Premium provider showcase (based on plan)

Saved Providers

Seekers can save favorite providers for future reference.

• Toggle Save: Add/remove from favorites via button
• Add Notes: Internal notes visible only to seeker
• Mark Preferred: Flag providers after successful jobs
• View History: See completed jobs with saved providers
• Dashboard Tab: "Saved Providers" tab with "All" and "Preferred" filters

Just for You (Sponsored Ads)

A fully custom advertising module that allows admins to create and manage sponsored content displayed on the /just-for-you/ page. Accessible from the main navbar "Just for You" button.

Admin Management

Go to WordPress Admin → Just For You. The admin has 4 sub-pages:

Hero Banner

• Image hero: Full-width banner image
• Video hero: Autoplay muted looping video with optional poster image

Ad Types

Ad Layout

• Width options: Full (12 cols), Half (6 cols), Third (4 cols)
• Ads are grouped into rows and rendered in a Bootstrap grid
• Smart centering: single half-width or 1-2 third-width ads are auto-centered
• Each ad can optionally wrap in a clickable link with target control

Database Tables

• wp_c2p_just_for_you_hero — Hero banner configuration
• wp_c2p_just_for_you_rows — Layout rows
• wp_c2p_just_for_you_ads — Individual ad records

How-To: Managing Just for You Content

Analytics System

A comprehensive analytics system that tracks user behavior across the platform and provides admin dashboards with KPIs, charts, and export capabilities.

Admin Dashboard

Access at WordPress Admin → Analytics. Features:

• Period selector: 7 Days, 30 Days, 90 Days, 1 Year
• KPI cards: Total Users, Active Providers, Quote Requests, Monthly Recurring Revenue (MRR)
• Engagement metrics: Page Views, Unique Visitors, Pages/Visit, Mobile Traffic %
• Charts: Time series (Users/Pageviews/Quotes), Plan Distribution doughnut, Traffic by Page bar chart
• Top lists: Top Providers (by weighted score), Top Search Terms
• CSV export: Users, Pageviews, Quotes, Top Providers, Search Terms

Event Tracking

The analytics tracker automatically records these events:

Frontend Tracking

• A JavaScript tracker (frontend-tracking.js) is loaded on all public pages
• Tracks client-side events: page views, searches, provider views, contact clicks, save actions
• Rate limited: 60 events per minute per IP
• Bot detection: filters out Googlebot, Bingbot, crawlers, and social bots
• Session tracking: UUID-based cookies with 30-day expiry
• Admin users are excluded from tracking by default

Conversion Funnel

The dashboard includes a 4-stage conversion funnel:

Data Retention

A daily cron job cleans up analytics events older than 365 days. Data is cached for 5 minutes to reduce database load.

How to Use Analytics

🆕 Provider-Side Analytics (April 2026)

Location: /provider-dashboard/?section=analytics

Each Service Provider has their own analytics page — a substantially different view from the admin-wide dashboard above. Two tabs:

• Real-Time Analytics — live stats scoped to their own profile (gated by basic_analytics for Silver+, analytics_dashboard for Gold+)
• Monthly Reports — archive of auto-generated monthly reports (gated by performance_reports for Silver+)

What's on the Real-Time tab

• Top stat cards: Profile Views (All-Time / 30 Days / 7 Days), Search Appearances, Direct Contacts, Avg Search Position, Earnings, Reviews — all with month-over-month change badges
• Contact Interactions card — All-Time totals per channel (Phone / Email / WhatsApp / Website) + combined period totals (Today / This Week / This Month)
• Search Visibility card — period counts + top search terms that found the provider
• Business Metrics card — Quote Requests, Bids, Bookings, Reviews, Avg Rating
• Activity Breakdown + Performance Summary (Gold/Platinum only) — pie chart + progress bars for Bid Success Rate, Booking Completion, Quote Response Rate
• Month-over-Month Comparison table (Gold/Platinum only) — last complete month vs the month before, all 10 metrics with % change
• Where Your Views Come From — referrer source breakdown (Google / Facebook / Direct / Other)
• Profile Tab Engagement — clicks per tab (About shows views since it's the default; other tabs show explicit clicks)
• Geographic + Device Breakdown — country/city bars + mobile/tablet/desktop split + browser mix

What's on the Monthly Reports tab

• Info banner explaining reports generate on the 1st + "Download All as CSV" button
• Accordion of past months — each expands to show:
  • Metric grid (7+ cards)
  • Conversion Funnel (5 stages)
  • Contact Channels card
  • Response Time benchmark
  • Top rejection reasons
  • Top search terms
  • Geographic + Device breakdown (for that month)
  • Month-over-Month Comparison table
  • Footer with "Download CSV" button per month

🆕 Contact Click Tracking

When a seeker clicks any of the contact CTAs on a provider's public profile, the click is recorded in wp_c2p_contact_clicks.

• Tracked channels: phone (tel: links), email (mailto:), WhatsApp (wa.me / whatsapp://), website (outbound link to provider's URL)
• Dedup: same IP + same provider + same click_type within 5 minutes counts once
• Bot filter: known crawlers excluded via c2p_is_bot_user_agent()
• Self-click guard: provider's own clicks on their own profile ignored
• JS: selector-based click listeners in service-provider/templates/provider-profile.php

🆕 Search Appearance Tracking

Tracks every time a provider appears in search results across the entire site. Stored in wp_c2p_search_appearances.

Coverage — all surfaces that render providers now track:

Dedup: 1-minute IP-based window prevents refresh-spam. Programmatic tags (homepage_*, shortcode_*, frontend_*) are filtered out of the "Top searches" report — only real search queries surface to providers.

🆕 Profile Tab Engagement Tracking

Stored in wp_c2p_profile_tab_views — records intentional clicks on the provider profile tabs (About / Services / Reviews / Photos / Shop).

• Hooks Bootstrap's shown.bs.tab event — fires only when a tab actually changes, so the default "About" landing isn't counted as a click
• About semantics: count is profile_views (everyone lands there) + explicit return-clicks tracked separately as an engagement signal
• Other tabs: count is explicit clicks only
• Dedup: same IP + same tab within 60 seconds counts once
• Bot filter + nonce-free (fire-and-forget for anonymous visitors)

🆕 Geographic + Device/Browser Tracking

On every new profile view, the tracker resolves geographic and device metadata at track time and stores it with the view row.

Columns added to wp_c2p_profile_views: country_code, country_name, region_name, city, device_type, browser.

Geo resolution pipeline (see c2p_geo_resolve_ip() in functions.php):

1. Read raw IP from proxy-aware headers (HTTP_CLIENT_IP → HTTP_X_FORWARDED_FOR → REMOTE_ADDR). Used in-memory only, never persisted.
2. Skip private / reserved ranges (localhost, LAN, etc.) to save API quota
3. Check transient cache keyed by hashed IP (never the raw IP) — 7-day TTL
4. On cache miss: call http://ip-api.com/json/ with a 2-second timeout
5. Store country/region/city in the profile_views row; cache for 7 days
6. On failure: 30-minute negative cache, view row inserted without geo (NULL columns)

Device/Browser parsing (see c2p_parse_user_agent()):

• Device types: mobile / tablet / desktop
• Browsers: Chrome / Firefox / Safari / Edge / Opera / Samsung Internet / Internet Explorer / Other
• Regex-based, no external library, handles ~99% of real traffic

🆕 Month-over-Month Comparison (MoM)

A full comparison table with actual month labels (e.g. "March 2026 vs February 2026") and per-metric change %. Shared renderer: c2p_render_mom_table_html($mom, $style) where $style is 'card' (dashboard) or 'email'.

Metrics compared: Search Appearances, Profile Views, Direct Contacts, Quote Requests, Quotes Accepted, Bookings Received, Bookings Completed, Reviews, Avg Rating, Earnings.

Appears on:

• Live Real-Time Analytics tab (last complete month vs month before) — gated by analytics_dashboard
• Every monthly report accordion (that report's month vs the previous month)
• Monthly email (auto-appended to the body)

Featured Providers Admin

Manage which providers appear in the "Featured" sections on the homepage and explore services page. Only Gold and Platinum plan providers are eligible.

Admin Page

Access at WordPress Admin → Service Providers → Featured Providers.

• Stats bar: Featured on Front Page count, Featured on Explore count, Eligible (not featured) count, Total Gold/Platinum count
• Front Page Featured: Manage providers shown in the homepage "Featured Providers" section
• Explore Services Featured: Manage providers highlighted on the explore/search page
• Add to Featured: Browse all eligible Gold/Platinum providers and add them to either section

How to Feature a Provider

Email Notifications

The notification manager system sends 40+ automated email notifications. Every email from the platform goes through the centralized notification manager. All use branded HTML templates with the Connect To Pros logo, consistent styling, and customizable content.

Managing Notifications

Go to WordPress Admin → Notifications. The admin page has tabbed sections:

• Service Provider tab — 21 provider notification types
• Service Seeker tab — 11 seeker notification types
• Payment & Subscription tab — 11 payment-related emails
• Booking System tab — 3 booking notification types
• Contact & General tab — 2 contact form emails
• WordPress Default tab — Core WP email overrides
• Email Settings tab — From Name, From Email, Admin Email, Test Email
• Test Email tab — Send test emails

Each notification type has:

• Enable/Disable toggle to control sending
• Subject line with placeholder support
• HTML message template with placeholder support
• Preview button to see rendered email
• Reset button to restore default template

Provider Notifications (21)

Seeker Notifications (11)

Booking Notifications (3)

Payment & Subscription Notifications (11)

Contact & General Notifications (2)

Notification Admin Settings

Global Email Settings

Email Placeholders

80+ placeholders are available for use in email templates. Organized by category:

How to Manage Notifications

Email Delivery (ElasticMail SMTP)

All emails are sent through ElasticMail SMTP, configured in the theme.

SMTP Settings

How to Test Email Delivery

Contact Form

The contact page at /contact/ includes a form with:

What Happens on Submission

1. Form data validated and saved to wp_contact_submissions table
2. Admin receives branded HTML email with full contact details and Reply-To header
3. User receives confirmation email acknowledging receipt
4. Submission tracked with status (new/resolved) and admin notes

How to Manage the Contact Page

Homepage

The homepage (front-page.php) has 8 sections:

1. Hero Section — Headline, subtitle, search box. Customizable via WordPress Customizer (c2p_hero_title, c2p_hero_subtitle, c2p_hero_image). Search redirects to /explore-services/.
2. Services Carousel — Dynamic slides. Customizable title and description via Customizer.
3. Browse by Services — Grid of 6 service cards with provider counts.
4. Browse by Location — 14 parish buttons with provider counts.
5. Featured Providers — 6 premium providers with plan badges (Platinum, Gold, Silver).
6. Browse by Industry — 9 industry category cards.
7. Top Navigation Bar — Language selector, seeker/provider dropdown menus, user menu.
8. Main Navbar — Logo, primary menu, "Just for You" button.

How to Edit the Homepage

Blog System

Blog Homepage (/blog-articles/)

• Featured posts section (uses featured_article meta or sticky posts)
• Category browsing with custom icons
• Recent posts grid (6 most recent, excluding featured)
• Newsletter signup form (AJAX submission)

All Articles (/blog-articles/all-articles/)

• Advanced filtering: category, year, month, search, sort
• Sort options: Latest, A-Z, Most Popular
• 12 articles per page with pagination
• Shows category badge and estimated reading time

Single Post

• Article header with date, reading time, author
• Author bio section
• Related articles sidebar (3 from same category)
• Newsletter signup widget
• "More Insights" section with 3 recent posts

How to Manage Blog Content

About Page

The About page is fully customizable via Advanced Custom Fields (ACF). Edit it from the WordPress page editor for the About page.

Customizable Sections

• Page Header: Title and subtitle
• Mission & Vision: Story content, feature items with icons, image carousel with captions
• Stats Section: 4 animated counters (Verified Professionals, Projects Completed, Average Rating, Caribbean Islands)
• Blog Widget: Optional section showing recent posts (enable/disable, category filter, columns 2-4)
• Custom Widget: HTML/shortcode section
• Call-to-Action: Two buttons with customizable text and URLs

How It Works Page

The page at /how-it-works/ explains the platform using a tabbed interface for three different audiences.

Three Tabs

FAQ Section

Accordion with 5 questions covering: signup cost, requesting quotes, provider vetting, coverage areas (Jamaica), and messaging before hiring.

Help Center

The page at /help-center/ provides a knowledge base for logged-in users. Requires login (seekers, providers, or admins).

Features

• Personalized greeting: "Hi [FirstName], how can we help you today?"
• Quick links: Find Providers, Post a Job, View Plans, Contact Support

Help Article Categories (5 categories, 5 articles each)

Contact Support

Embedded Cognito Forms support ticket form at the bottom of the page.

Dispute System

The dispute system allows service seekers and providers to raise and resolve disputes related to jobs or instant bookings. Disputes are managed through a combination of automated tracking and a Cognito Forms submission form.

How Disputes Work

1. A dispute is raised: Either the service seeker or provider clicks the "Respond to Dispute" or "File a Dispute" button from their dashboard. This opens a pre-filled form on Cognito Forms.
2. Form submission: The form captures the dispute type (job or booking), the reference ID, who submitted it, and their role (seeker or provider). This information is automatically pre-filled from the link — the user just needs to add their description of the issue.
3. Admin review: Submitted disputes appear in the admin area under Dispute Management. The admin can view all open, in-progress, and resolved/closed disputes.
4. Resolution: Once resolved, disputes move to the "Resolved / Closed" tab. The associated job or booking status is updated accordingly.

Dispute Management (Admin)

Access the dispute management panel from Admin Dashboard → Dispute Management.

Customer Reviews Page

Public page at /customer-reviews/ displaying all approved reviews across all providers.

Features

• Header: Overall average rating (stars + numeric) and total review count
• Rating filter: Pill buttons for All, 5-star, 4-star, 3-star, 2-star, 1-star (each with count badges)
• Sort options: Most Recent, Highest Rated, Lowest Rated
• Review cards: 3-column grid with star rating, review text (with "Read more" toggle), reviewer name, date, and provider link with avatar
• Pagination: 12 reviews per page, preserves filter/sort in URL params

Data comes from wp_c2p_provider_reviews joined with wp_c2p_providers.

Review System

Service seekers can leave star ratings and written reviews for providers after completing a job or booking. Reviews appear on the provider’s public profile, the Customer Reviews page, and in the provider’s dashboard.

How Seekers Leave Reviews

A “Leave Review” button appears automatically on the seeker dashboard once a job or booking is marked as completed. Seekers can review from two places:

• My Jobs tab: If the job status is “Completed” and a provider was assigned, the review button appears in the Actions column
• Bookings tab: If the booking status is “Completed”, the review button appears in the Actions column

Once a review has been submitted, the button is replaced with a green “Reviewed” badge. Each job or booking can only be reviewed once.

Policies (C2P Policy Manager Plugin)

The platform includes a custom C2P Policy Manager plugin for managing Terms of Service, Privacy Policy, and other legal documents.

Password Expiry System

Passwords expire after 12 months. The system includes automatic warnings and forced reset on login.

How It Works

1. Every password change is tracked in user meta (c2p_password_last_changed)
2. A daily cron job checks all providers and seekers for upcoming expiry
3. 30 days before: Warning email sent
4. 7 days before: Urgent warning email sent
5. On login with expired password: User is redirected to /forgot-password/?expired=1
6. After resetting password, warning flags are cleared and the cycle restarts

Password Change Tracking

Password changes are tracked in these scenarios:

• New user registration — initial date set
• Password reset via email link
• Password change from dashboard Account Settings
• Admin changing password in user edit page

Security Notes

• CSRF Protection: All forms use WordPress nonce tokens
• Input Sanitization: sanitize_text_field(), sanitize_email(), sanitize_textarea_field()
• SQL Injection Prevention: All queries use $wpdb->prepare()
• XSS Prevention: Output escaped with esc_html(), esc_url(), esc_attr()
• Webhook Verification: DimePay webhooks verified via HMAC-SHA256 signature
• Admin Capability Checks: All admin endpoints check current_user_can('manage_options')
• Role-based Access: Dashboard content restricted by user role
• Password Requirements: 8+ chars, uppercase, lowercase, number, special char (providers)
• Password Expiry: 12-month forced rotation with email warnings

File Structure

/c2p-child/
├── /admin/                          # Admin pages and templates
│   ├── /analytics/                  # Analytics system
│   │   ├── analytics-dashboard.php  # Admin dashboard with KPI cards, charts
│   │   ├── analytics-dashboard.js   # Dashboard interactivity + Chart.js
│   │   ├── class-analytics-tracker.php  # Event tracking (page views, user actions)
│   │   ├── class-analytics-reporter.php # Metrics, reports, CSV export
│   │   └── frontend-tracking.js     # Client-side event tracking
│   ├── admin-messaging.php          # Admin broadcast/individual messaging
│   ├── featured-providers-admin.php # Featured providers management
│   ├── payment-manager.php          # Payment configuration
│   └── templates/pricing-admin-template.php
├── /inc/                            # Core includes (loaded by functions.php)
│   ├── class-config.php             # Theme configuration
│   ├── class-feature-manager.php    # Subscription-based feature access
│   ├── class-provider-data.php      # Unified database access layer
│   ├── class-db-migration.php       # Database migration tools
│   ├── admin-migration-page.php     # Migration admin UI
│   ├── class-dimepay-gateway.php    # DimePay payment gateway
│   ├── class-dimepay-checkout.php   # Checkout flow
│   ├── class-subscription-manager.php # Subscription management
│   ├── class-dunning-manager.php    # Grace periods & expiry warnings
│   ├── class-payment-emailer.php    # Payment-related emails
│   ├── class-payment-reconciler.php # Pending payment reconciliation
│   ├── class-payment-result-pages.php # Payment result/success/fail pages
│   ├── class-invoice-generator.php  # Invoice generation
│   ├── class-plan-audit-log.php     # Plan change audit logging
│   ├── class-plan-change-handler.php # Subscription plan change handler
│   ├── class-webhook-logger.php     # Webhook logging
│   ├── asset-optimization.php       # CSS/JS loading optimization
│   ├── dashboard-customization.php  # WP dashboard customization
│   ├── dashboard-photo-integration.php # Photo widget integration
│   ├── widgets.php                  # Custom widgets
│   ├── provider-redirects.php       # URL redirect handling
│   ├── quote-comparison-ajax.php    # Quote comparison AJAX
│   ├── saved-providers-ajax.php     # Saved providers AJAX
│   └── quote-feedback-ajax.php      # Quote feedback AJAX
├── /js/                             # JavaScript files
│   ├── scripts.js                   # Main theme JS
│   ├── explore-services.js          # Search & filter JS
│   ├── checkout.js                  # Payment checkout JS
│   ├── subscription.js              # Subscription selection JS
│   ├── bootstrap-dropdowns.js       # Bootstrap dropdown enhancements
│   ├── mobile-menu.js               # Mobile navigation
│   └── just-for-you-admin.js        # Just for You admin JS
├── /css/
│   ├── styles001.css                # Main stylesheet (70KB)
│   └── just-for-you.css             # Sponsored ads styles
├── /service-provider/
│   ├── /admin/pages/                # 12 admin pages (incl. shop-items)
│   ├── /templates/                  # Provider templates
│   │   ├── /dashboard/              # 18 dashboard tab templates
│   │   ├── provider-dashboard.php   # Main dashboard template
│   │   ├── provider-profile.php     # Public profile (5 tabs: About, Services, Photos, Reviews, Shop)
│   │   ├── provider-profile-*.php   # Profile tab partials
│   │   └── providers-list.php       # Search results
│   ├── service-provider.php         # Core provider class
│   ├── relevanssi-integration.php   # Relevanssi search integration
│   ├── enhanced-filters.php         # Advanced search filters
│   ├── photo-integration.php        # Photo upload system
│   └── price-range-helper.php       # Price range display helper
├── /service-seeker/
│   ├── /admin/pages/                # Seeker admin pages
│   │   ├── add-seeker.php           # Manually create seeker
│   │   └── edit-seeker.php          # Edit seeker details
│   └── /includes/                   # Seeker classes
│       ├── class-quote-comparison.php
│       ├── class-saved-providers.php
│       └── class-quote-feedback.php
├── /just-for-you/                   # Sponsored listings module
│   ├── class-just-for-you-db.php    # Database layer (hero, rows, ads)
│   ├── just-for-you-admin-pages.php # Admin CRUD pages
│   └── just-for-you-ajax.php        # Media upload & preview AJAX
├── /location/
│   └── class-location-db.php        # Location/parish database helpers
├── /handover-guide/                 # This documentation
│   └── index.html
├── functions.php                    # Main theme functions (~10K+ lines)
├── notification-manager.php         # Notification system (~6.8K lines, 40+ email types)
├── elasticmail-integration.php      # SMTP email delivery
├── front-page.php                   # Homepage
├── header.php                       # Site header
├── footer.php                       # Site footer
├── page-*.php                       # 25 page templates
├── style.css                        # Theme stylesheet
└── CLAUDE.md                        # Developer instructions

Database Tables

Provider Tables (wp_c2p_ prefix)

Service Seeker & Job Tables (wp_ prefix)

Payment Tables

Booking & Job Feature Tables

Communication Tables

Analytics Tables

Just for You (Ads) Tables

Other Tables

Key User Meta

CSS & JavaScript

CSS

The main stylesheet is /css/styles001.css (70KB). Key CSS variables:

--primary: #009cde     /* Brand blue */
--primary-dark: #047caf
--secondary: #003780
--secondary-light: #64D9CA

JavaScript Files

Asset Optimization

The theme uses conditional loading to improve performance:

• Font Awesome loaded only on pages that need it
• jQuery loaded conditionally
• WordPress emoji and oEmbed scripts removed
• Custom scripts loaded only on relevant pages

Key Helper Functions

Provider Data Access

// Get provider data access layer instance
c2p_provider_data()

// Get provider by WordPress user ID
c2p_provider_data()->get_provider_by_user_id($user_id)

// Get provider by ID
c2p_provider_data()->get_provider_by_id($provider_id)

// Search providers with filters
c2p_provider_data()->search_providers([
    'industry_id' => 1,
    'parish_id' => 2,
    'search' => 'plumber',
    'limit' => 20
])

// Get lookup data
c2p_provider_data()->get_industries()
c2p_provider_data()->get_services_by_industry($id)
c2p_provider_data()->get_parishes()

Feature & Subscription

// Check feature access (returns true/false)
c2p_can_access_feature($provider_id, 'bidding_system')
c2p_can_access_feature($provider_id, 'shop_enabled')

// Get plan info
c2p_get_user_plan($user_id)
c2p_get_provider_plan($provider_id)

// Check subscription
c2p_user_has_active_subscription($user_id)

User Role Helpers

// Check if user is a seeker
c2p_is_service_seeker($user_id)

// Get current logged-in seeker
c2p_get_current_seeker()

// Get provider URL
c2p_get_provider_url($provider_id, $wp_user_id)

Homepage Data

c2p_get_services_with_providers(6)          // Top services
c2p_get_parishes_with_providers(14)         // Parishes
c2p_get_featured_homepage_providers(6)      // Featured providers
c2p_get_industries_with_providers(9)        // Industries
c2p_get_carousel_slides()                   // Homepage carousel

Media Storage (Wasabi + Leopard)

All media files (provider photos, images, etc.) are offloaded from the web server to Wasabi S3-compatible cloud storage using the Leopard – WordPress Offload Media plugin.

How It Works

1. A photo is uploaded to WordPress (via admin, provider dashboard, or media library)
2. WordPress stores it locally in /wp-content/uploads/
3. Leopard automatically copies the file to the Wasabi S3 bucket
4. Leopard rewrites the URL so the image is served from Wasabi instead of the local server
5. This reduces server storage and bandwidth usage

Plugin: Leopard – WordPress Offload Media

Backups (Backuply)

Site backups are managed by the Backuply plugin (v1.5.2 by Softaculous). It supports scheduled and manual backups of both files and the database.

Caching & "Why Don't I See My Changes?"

Caching is when the website saves a copy of a page so it loads faster next time. This is great for speed, but it means that after you make a change (update a page, change a setting, etc.), you might still see the old version for a while. This section explains how to fix that.

Caching Plugins Installed

How to Clear the Website Cache (W3 Total Cache)

If you've made a change and it's not showing up, clearing the cache should be your second step (after a hard refresh — see below). There are two ways:

Option 1 — From the admin bar (quickest):

1. While logged in as an admin, look at the black bar at the top of any page
2. Hover over "Performance"
3. Click "Purge All Caches"

Option 2 — From the dashboard:

1. Go to WP Admin → Performance → Dashboard
2. Click the "empty all caches" button

Video Guide — How to Purge the Cache

Watch this short video to see how to clear the cache using W3 Total Cache:

How to Hard Refresh Your Browser

Your browser saves copies of pages you visit to load them faster. A hard refresh forces your browser to throw away the saved copy and download a fresh version. This is the first thing to try when a page looks outdated.

Step-by-Step: "I Made a Change But Don't See It"

Follow these steps in order. Most issues are solved by step 1 or 2.

1. Hard refresh the page — Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac). This fixes most issues.
2. Clear the W3 Total Cache — admin bar → Performance → Purge All Caches. Then hard refresh again.
3. Try an incognito / private window — open the page in a private browsing window. If the change shows there, it's your browser cache — clear it fully (see above).
4. Clear your full browser cache — Ctrl + Shift + Delete → clear cached images and files.
5. Wait 5–10 minutes — some server-side caches expire automatically. If steps 1–4 didn't help, wait a few minutes and try again.
6. Contact your developer — if the change still isn't showing after all the above, there may be a deeper technical issue (server cache, file not saved correctly, etc.).

Troubleshooting

Email Issues

Payment Issues

Provider Issues

Seeker Issues

General