Kanban Board
Sprint View
Blocked
2
Formsite → Zenoti API sync failing
Lead submissions from consultation request form not routing to Zenoti EMR. Salesforce receives OK.
Affiliate sign-up page 404 on mobile
Refersion embed breaks on iOS Safari. Desktop renders correctly. Awaiting theme update.
In Progress
5
Franchise location pages — 3 new build-outs
Individual landing pages for each franchise location with unique booking CTAs routing to Zenoti.
Homepage hero refresh — Q2 seasonal
Update Elementor hero section with new creative, revised CTA copy, and Formsite lead widget.
Services page — updated treatment menu
Reflect new service offerings across all 6 locations. Sync with TV_Menu_Board_2026 content.
Blog SEO audit — top 10 pages
Optimize title tags, meta descriptions, and internal linking on high-traffic health content pages.
Affiliate terms embed on /affiliate-sign-up
Embed updated T&C light-mode version. Confirm Refersion handoff on accept.
In Review
3
Lead form — consultation request redesign
Formsite redesign to match brand standards. All fields mapping to Salesforce confirmed. Awaiting final approval.
Core Web Vitals — LCP / CLS fixes
Elementor image lazy-load config + font preload optimization. PageSpeed Insights target: 85+.
Footer — updated locations + hours
Add 3 franchise locations to global footer. Include Google Maps links and phone numbers per location.
To Do
7
Franchise expansion — landing page template
Create reusable Elementor template for future franchise page roll-outs. Includes Formsite + Zenoti booking.
Patient testimonials section — structured data
Add schema markup (Review + AggregateRating) for SEO rich snippets on services pages.
Download hub page — team resources
Publish the internal resource/downloads page for staff. Password protected on WordPress.
Accessibility audit (WCAG 2.1 AA)
Screen reader + keyboard nav review. Alt tags, contrast ratios, and ARIA across all pages.
Blog — 4 new health content articles
IV therapy, hormone health, weight management, and aesthetic services. Target high-volume local keywords.
Salesforce intake — form field QA
Verify all Formsite fields correctly mapping to Salesforce objects. Test end-to-end with 5 dummy submissions.
Cookie consent banner — HIPAA compliant
Evaluate OneTrust vs Complianz for health data compliance. Implement on all site pages.
Done
4
Affiliate T&C document — light theme
Completed NEUAGE affiliate commission terms for embed on sign-up flow.
Team resource / downloads hub (internal HTML)
Internal staff download page for apps, tools, and platform links completed.
Affiliate intake form page
Design intake form for affiliate onboarding with Formsite embed + Refersion routing.
Brand style kit documentation
Color palette, typography, and logo usage documented for web team reference.
Priority Task List
For Slack #website-updates
| # | Task | Category | Owner | Platform | Status | Due |
|---|---|---|---|---|---|---|
| 01 | Formsite → Zenoti sync fix Lead routing broken to EMR |
Integration | Dev Team | Formsite / Zenoti | Blocked | Overdue |
| 02 | Affiliate page — iOS Safari 404 Refersion embed broken on mobile |
Affiliate | Web Dev | WordPress / Refersion | Blocked | Critical |
| 03 | Consultation form redesign — approval Formsite + Salesforce mapping verified |
Design | Designer | Formsite / Salesforce | In Review | Apr 25 |
| 04 | Franchise location pages (x3) New pages per franchise location |
Franchise | Web Dev | WordPress / Elementor | In Progress | May 15 |
| 05 | Core Web Vitals — LCP/CLS fixes Target PageSpeed 85+ on mobile |
SEO | Dev Team | WordPress | In Review | Apr 27 |
| 06 | Homepage hero — Q2 seasonal refresh New creative + CTA + Formsite widget |
Design | Designer | WordPress / Elementor | In Progress | Apr 30 |
| 07 | Services page — updated treatment menu Reflect 2026 menu across all 6 locations |
Content | Content | WordPress | In Progress | May 5 |
Slack Collaboration Protocol
#website-updates
#website-updates — Channel Structure
Restructure your Slack channel to replace the informal "To Do" tab with pinned thread protocols.
- Pin a weekly task digest every Monday
- Use thread replies — never top-level noise
- Status emojis: 🔴 blocked · 🟡 in progress · 🟢 done
- Tag assignees with @mention on every task update
- Create a pinned "Master Task List" post to replace the To Do tab
WordPress / Elementor Updates
Protocol for requesting and reviewing website changes through the web team.
- All requests go into #website-updates with a brief
- Web dev confirms ticket in thread within 24 hrs
- Changes pushed to staging first — never live direct
- You approve staging, then web dev deploys
- Deploy confirmation posted back in channel
Formsite → Salesforce → Zenoti
Lead flow integrity protocol — any form changes must be tested end-to-end.
- All form edits require QA test before going live
- Test with 3+ dummy submissions per change
- Confirm data in Salesforce and Zenoti before sign-off
- Tag @dev-team in thread with form change scope
- Log all API changes in a pinned channel post
Affiliate / Refersion Updates
Affiliate page and program changes require coordination across web, design, and ops.
- All affiliate page edits staged and tested on mobile first
- Refersion embed tested for iOS Safari specifically
- T&C version changes coordinated with legal review
- New affiliate onboarded → intake form → Salesforce record
Salesforce Integration Rules
Website lead-gen integrity depends on clean Salesforce data mapping.
- Never modify Formsite fields without dev team alignment
- Salesforce field mapping doc is the single source of truth
- Every new form = new Salesforce field audit required
- QA window: 48 hrs post-deployment before go-live sign-off
Zenoti EMR Sync
Patient booking data from the website must flow cleanly into Zenoti at all locations.
- Booking CTAs map to correct location Zenoti instance
- All 6 locations require separate Zenoti routing configs
- Test per location on any booking flow changes
- Franchise locations get own booking page + Zenoti link
Recommended Slack Task Post Format — copy and use in #website-updates
Slack
📋 TASK REQUEST — NEUAGE Website
Title: [Short clear task name]
Page / URL: https://www.neuagehealthwellness.com/[page]
Category: [Design · Integration · Content · SEO · Franchise · Affiliate]
Priority: [High · Medium · Low]
Details: [2–3 sentence brief. Include platform context — Formsite, Salesforce, Zenoti, Refersion, etc.]
Assigned to: @webdev / @designer / @devteam
Due date: [YYYY-MM-DD]
Assets ready? [Yes / No — link if yes]
Requires QA? [Yes — Formsite/SF/Zenoti / No]
— Reply in thread with status updates. Use 🔴 🟡 🟢 for quick status reads.
Web Team Rules + Brand Standards
Non-Negotiable
A Brand Standards
- Brand name: Always written as NEUAGE Health + Wellness — NEUAGE is always all-caps, never "Neuage" or "neuage"
- Colors: Teal #1abcaa, Aqua #45e0e5, Deep Teal #0d2e2e — no off-brand color usage
- Typography: Inter (or DM Sans) — never Arial or generic system fonts on published pages
- Logo usage: White text version on dark backgrounds, dark text version on light — no stretching or recoloring
- CTA language: "Book a Consultation" not "Book Now" — professional, clinical tone throughout
⚙ Development Rules
- No live deploys without staging approval from the business owner
- Elementor edits must be made on child theme — never core theme files
- All form changes require end-to-end QA: Formsite → Salesforce → Zenoti
- Images: WebP format, max 200KB, descriptive alt text on every image
- Plugin updates staged and tested before production push — notify in #dev-deploys
# Slack Channel Protocol
- #website-updates — all web tasks, requests, and updates go here
- #design-review — design mockups, Figma links, creative approvals
- #dev-deploys — deploy notifications, staging links, and go-live confirmations
- All task updates in thread replies, not top-level posts
- Weekly digest pinned every Monday 9am — open items, blocked items, completed
📍 Franchise + Expansion Protocol
- Each new location gets a dedicated landing page before opening
- Location pages use the Franchise Page Template — no custom builds per location
- Booking CTA routes to that location's specific Zenoti instance
- Formsite lead forms use hidden location field to auto-tag in Salesforce
- New location SEO: Google Business Profile optimized before page goes live