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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 4/7/2022 2:32 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8906
Template/Type: Brandon Time
Title/Caption: Steve, Cory, Brandon-Catch up on projects and updates
Start Date/Time: 4/11/2022 10:00 am
End Date/Time: 4/11/2022 11:30 am
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Cory and I jumped on and looked over a bunch of projects. John was still on and showed Cory progress on the state choices and new payroll messages. I took some time and showed Cory some of the features of the new copy select chart of accounts tool - copying things between corporations. We also looked at some upcoming projects. I'll be working on some verbage for refund policies, privacy policies, and other terms and conditions. We need to add these pieces to our ecommerce site. After that, my next major project will be planning out an MVP (minimal viable product) for client facing scheduling and booking.

Steve joined and he and Cory were going over a number of custom label and other projects. Steve and Cory were also talking about some merchant processing options. We have some required updates that are coming up and we don't have very many people using that feature. As a business decision, we may need to get with those folks and see if they are willing to transfer over to a different merchant account. The more you have, the more you have to maintain. We are looking to consolidate on some of those options and available features. Finally, we went over next steps for each of us and then bailed out to work on our own projects.