WEBVTT

1
00:00:00.320 --> 00:00:06.879
Alright, gang. Let's dive right into it. Welcome to the first edition of webinar Wednesday 2021.

2
00:00:06.879 --> 00:00:11.200
It's great to be with everyone here today. If this is your first time joining, welcome.

3
00:00:11.200 --> 00:00:15.460
I am Jason there on the left. And as always, we're lucky to be joined by David Rocklin,

4
00:00:15.785 --> 00:00:19.565
the digital strategist here at Brilliant Directories. Dave, thanks for taking the time,

5
00:00:19.945 --> 00:00:22.925
to join us today. Absolutely. Happy New Year, everybody.

6
00:00:22.985 --> 00:00:27.224
Great to be back with you for some more webinar Wednesdays, number one zero six here.

7
00:00:27.224 --> 00:00:32.299
I've got some really great updates that we'll be going through for you today, and looking forward to it.

8
00:00:32.520 --> 00:00:38.140
And, Dave, I know everyone here is on the webinar, but also started streaming on YouTube simultaneously.

9
00:00:38.440 --> 00:00:38.940
Correct?

10
00:00:39.640 --> 00:00:39.960
Yes.

11
00:00:39.960 --> 00:00:50.645
So the only drawback with YouTube is if you do have a question that you'd like to ask, you'll have to type it in into the YouTube chat, and we'll be monitoring both the YouTube chat and this GoToWebinar chat.

12
00:00:50.864 --> 00:00:58.405
But if you were hoping to, get your microphone unmuted to speak with us, ask us a question, that will still need to be done through GoToWebinar.

13
00:00:58.625 --> 00:01:05.302
But if you're away from the computer, if you're on the run, YouTube will probably be an easier way to catch these webinars live.

14
00:01:05.302 --> 00:01:08.830
And that is why David is the digital strategist here at Brilliant Directories.

15
00:01:09.101 --> 00:01:17.265
I always like to mention if you're not already part of our Facebook group, it's a really great way to keep in touch in between webinar Wednesdays.

16
00:01:17.325 --> 00:01:21.245
You can head on over to brilliantdirectories.com/facebook.

17
00:01:21.245 --> 00:01:24.785
Just click on, the blue join button. All are welcome.

18
00:01:25.005 --> 00:01:29.265
I myself am very active in there, and I'm really amazed to see the participation

19
00:01:29.565 --> 00:01:35.910
and how everyone is helping each other, with their websites from very simple how to questions to more complex,

20
00:01:36.450 --> 00:01:39.510
you know, marketing questions and strategy questions to grow,

21
00:01:39.970 --> 00:01:44.630
your online community. So, if you're not already a member, I do hope to see you there.

22
00:01:44.925 --> 00:01:51.805
And it is a new year, so I I do wanna, welcome everyone, who's joining us for the first time and just give you a quick little,

23
00:01:52.285 --> 00:01:54.625
twenty second background of Webinar Wednesdays.

24
00:01:55.005 --> 00:02:01.540
You know, we really like to use this time, to show you how to leverage some of the newer features built into the platform,

25
00:02:02.160 --> 00:02:04.100
more specifically to help you grow,

26
00:02:04.480 --> 00:02:07.600
your online community on day to day and week to week basis.

27
00:02:07.600 --> 00:02:11.540
The the team is always pushing updates, but, we like to find the noteworthy

28
00:02:12.245 --> 00:02:19.625
updates and mention those here, to give you better control of your online community and, again, to help you expedite and grow that community

29
00:02:20.245 --> 00:02:22.265
a bit quicker. Some of the topics,

30
00:02:22.645 --> 00:02:26.185
we cover and you can ask questions on or any questions about your website,

31
00:02:26.610 --> 00:02:27.909
how to increase traffic.

32
00:02:28.290 --> 00:02:31.909
A lot of the times these features are geared towards converting visitors,

33
00:02:32.450 --> 00:02:33.269
into subscribers

34
00:02:33.569 --> 00:02:34.629
or paying members.

35
00:02:35.010 --> 00:02:36.310
And one of my favorites,

36
00:02:36.610 --> 00:02:39.670
is, talking about improving your website's navigation.

37
00:02:39.810 --> 00:02:48.555
A lot of that goes into the design and flow of your site, and those are a lot of the updates, that we push to give you a better grasp and control of that user experience.

38
00:02:48.615 --> 00:02:52.955
So if you have questions on these types of, topics or anything related,

39
00:02:53.415 --> 00:02:57.600
to your online community, save them. We'll try to get to as many questions as possible

40
00:02:59.200 --> 00:02:59.520
Alright.

41
00:02:59.520 --> 00:03:04.800
And actually since the turn of the new year, we did have quite a few lab updates, but I just wanted to,

42
00:03:05.120 --> 00:03:09.540
share a few of them here that, will probably be the most beneficial for some of you.

43
00:03:09.680 --> 00:03:15.565
One here at the top of the list is more related to your website's SEO and the ability now,

44
00:03:15.944 --> 00:03:20.205
which was in has been highly requested in the Facebook group because of your feedback.

45
00:03:20.745 --> 00:03:24.444
You do have the ability if you wanted to to manually override

46
00:03:25.030 --> 00:03:28.730
and customize the URLs of your blog posts, events,

47
00:03:29.110 --> 00:03:30.010
etcetera, etcetera.

48
00:03:30.549 --> 00:03:33.930
Right now when you create a blog post, we'll use that as an example,

49
00:03:34.470 --> 00:03:35.370
on your site,

50
00:03:35.909 --> 00:03:36.569
the URL,

51
00:03:37.349 --> 00:03:42.885
the link that it goes to is connected to the title of the article that's generally best practices,

52
00:03:43.505 --> 00:03:47.605
but there are cases where you the website owner may sometimes want

53
00:03:48.145 --> 00:03:48.725
to edit

54
00:03:49.025 --> 00:03:54.165
the post URL, maybe you want to remove the ands or or that might be in the title,

55
00:03:54.480 --> 00:04:02.100
and just stick to some of the keywords or you might wanna add more specific keywords without making the title looks the public title,

56
00:04:02.720 --> 00:04:06.655
looking too long. So let me show you guys where you can do that real quick. And,

57
00:04:07.375 --> 00:04:13.935
again, you may not need to do this on all your articles, but it can come in handy when you are looking to do it on some of your articles.

58
00:04:13.935 --> 00:04:19.154
So where you can go is you can go to content, and you wanna go to your manage posts.

59
00:04:21.200 --> 00:04:23.460
And so here are all your posts.

60
00:04:23.920 --> 00:04:26.500
Here's here's one. It's a test article.

61
00:04:27.040 --> 00:04:28.820
Let's actually go to the live page.

62
00:04:30.720 --> 00:04:32.900
So we see the link here is articles,

63
00:04:33.440 --> 00:04:34.340
test article

64
00:04:34.765 --> 00:04:39.165
that was created based on the title, but maybe I wanna change that as the website owner.

65
00:04:39.165 --> 00:04:40.785
I wanna enhance it a bit.

66
00:04:41.085 --> 00:04:45.665
Where you can go for that for any of your post types, events, jobs, coupons, etcetera,

67
00:04:46.125 --> 00:04:50.890
under the actions drop down, you can now click on the customize URL option.

68
00:04:54.070 --> 00:05:00.710
And by default, it's gonna ask you, do you just wanna use the default post URL, which is the one connected directly to the title.

69
00:05:00.710 --> 00:05:01.850
We can see it here.

70
00:05:02.470 --> 00:05:05.050
Or you can create a custom post URL.

71
00:05:05.935 --> 00:05:08.035
So, you know, you can do extra keywords,

72
00:05:08.815 --> 00:05:15.395
and what the system is gonna do is it's gonna validate the URL, meaning it's gonna check your site to make sure you don't have any other posts

73
00:05:15.935 --> 00:05:24.780
or web pages or anything else with that URL, that reserved URL because you don't want any conflicts between, several pages that have the same, URL.

74
00:05:24.780 --> 00:05:28.480
So this one is available on the site. I'll go ahead and save the changes.

75
00:05:30.300 --> 00:05:33.920
And I think, that should yeah. If I just go to live page now,

76
00:05:35.105 --> 00:05:36.485
we can see now the link,

77
00:05:36.865 --> 00:05:42.405
for this test article is now test article, and, again, just in my in my example here, I put extra

78
00:05:42.945 --> 00:05:46.325
keywords. So, everyone can do that now under your manage posts

79
00:05:47.105 --> 00:05:48.005
section here.

80
00:05:49.500 --> 00:05:51.040
This one is more about aesthetics.

81
00:05:51.420 --> 00:05:56.880
I like this because it can help you draw, more attention to, some elements on your home page.

82
00:05:57.180 --> 00:05:59.120
On the home page, you do have,

83
00:05:59.660 --> 00:06:06.715
something, and and most people, use this because it we do, include it as one of the streaming widgets by default when you launch your site.

84
00:06:06.775 --> 00:06:11.755
Are these two, boxes here, these two modules, we call this the about and join offer.

85
00:06:12.055 --> 00:06:14.635
Modules, however, people have used them for many, many,

86
00:06:15.015 --> 00:06:18.075
other areas to put blurbs of content on their homepage.

87
00:06:18.850 --> 00:06:24.070
Up until now, you have not been able to change, the background color of these. It would match,

88
00:06:24.370 --> 00:06:28.530
whatever the module background color is that you've set in your design settings.

89
00:06:28.530 --> 00:06:31.990
For most of us, it's gray, depending on if you've done any

90
00:06:32.345 --> 00:06:34.685
color choice changes on your site.

91
00:06:35.305 --> 00:06:37.225
Let me show you where you can edit this.

92
00:06:37.225 --> 00:06:43.645
I'm sure all of us have modified this text on our site, to match the market or industry that, you're going after.

93
00:06:43.865 --> 00:06:55.930
And I do like the color changes because again, in this example, I've made it like a light red, like pink color, and marrying that with some images or videos that you wanna put in here, it can it can again just draw more attention to this section.

94
00:06:56.794 --> 00:07:00.415
So for this, we're gonna go to settings and design settings.

95
00:07:03.755 --> 00:07:05.854
Great. And from here, we can go to,

96
00:07:06.235 --> 00:07:07.375
design for the homepage

97
00:07:08.074 --> 00:07:12.655
tab. And then, the first thing you wanna do is this is gonna be under homepage section order.

98
00:07:12.930 --> 00:07:15.190
We'll want to have one of the sections

99
00:07:15.730 --> 00:07:21.170
be the about website slash join offer. So, I've added it here in section five.

100
00:07:21.170 --> 00:07:26.230
That's the last section on the page. And when you select that, you can then click on edit settings.

101
00:07:27.585 --> 00:07:34.325
And of course, effectively, you have two modules, a left and a right module, and you can put whatever you need or want here.

102
00:07:34.865 --> 00:07:38.725
It doesn't have to be about our website and why you can join. It could be a testimonial.

103
00:07:38.945 --> 00:07:41.479
It could be, you know, whatever whatever you wanna put there.

104
00:07:41.479 --> 00:07:47.500
It could just be an image or just a video, but, now you'll see for the left one you have element background color,

105
00:07:48.040 --> 00:07:49.500
element border color.

106
00:07:49.880 --> 00:07:52.380
You obviously have your main title of the title color.

107
00:07:52.545 --> 00:07:56.245
And what's really great about this and makes these sections super flexible,

108
00:07:56.865 --> 00:08:02.405
is you can put anything you want in the text editors here. So, you can insert images, videos,

109
00:08:02.705 --> 00:08:04.805
you can make increase the font sizes,

110
00:08:05.380 --> 00:08:06.040
and things,

111
00:08:06.500 --> 00:08:09.000
like that. So that is available for you now.

112
00:08:09.140 --> 00:08:15.320
Again, it's the about website and join offer, and that's gonna be, the element background and element

113
00:08:15.780 --> 00:08:17.560
border colors that you can select.

114
00:08:19.255 --> 00:08:22.535
Alright. This next one, you know, a lot of us write blog posts.

115
00:08:22.535 --> 00:08:26.555
Sometimes you write them in Microsoft Word, and then you copy and paste them,

116
00:08:27.095 --> 00:08:31.755
into the when you're when you're creating your blog post or an event post or job listing.

117
00:08:32.220 --> 00:08:41.120
And a lot of times when you paste from, like, Microsoft Word, or a Google, Google Docs, or anywhere else, any other place you might be copying and pasting,

118
00:08:41.579 --> 00:08:43.519
the content into your blog article,

119
00:08:44.139 --> 00:08:45.199
it could include,

120
00:08:45.660 --> 00:08:46.160
some

121
00:08:46.485 --> 00:08:47.445
styling settings,

122
00:08:47.765 --> 00:08:48.904
that kind of don't

123
00:08:49.365 --> 00:08:53.625
register well on the front end of your website. This could add to increased widths,

124
00:08:54.165 --> 00:09:01.280
font families that you're not using on your site because when you're copying and pasting it, it's telling it to use a certain font family.

125
00:09:01.740 --> 00:09:05.040
So this will actually if you're doing this a lot pasting

126
00:09:05.340 --> 00:09:09.520
from other sources, this can actually help you start with a clean slate, and I can show you an example

127
00:09:09.900 --> 00:09:15.440
of what this does and what the difference is when this advanced setting is enabled, and when it's not enabled.

128
00:09:16.195 --> 00:09:18.935
So what I've done is actually, I have a Google Doc here,

129
00:09:19.475 --> 00:09:22.135
and I actually have let's make this really

130
00:09:22.514 --> 00:09:30.535
large, just some font that's like extra large, it's red, some medium sized font, and let's paste this into a blog article.

131
00:09:31.500 --> 00:09:36.000
So let's go into the admin area here. I'll actually log in as a member

132
00:09:37.180 --> 00:09:39.120
who has the ability to post articles.

133
00:09:41.660 --> 00:09:44.000
I'll do this John Smith example. Let's

134
00:09:44.405 --> 00:09:44.905
go

135
00:09:45.285 --> 00:09:45.785
to

136
00:09:47.045 --> 00:09:48.425
create a new article.

137
00:09:49.285 --> 00:09:51.385
Okay. So new community article.

138
00:09:53.765 --> 00:09:57.385
And publish it, yes. And we'll do a pasting example

139
00:09:58.980 --> 00:10:01.959
as the title. So let's copy this into here,

140
00:10:04.339 --> 00:10:11.160
and we can see all the styling is as as much as it can is being preserved here, and I'll go ahead and save the changes.

141
00:10:12.155 --> 00:10:19.855
Now sometimes you want this, maybe where you're copying from doesn't cause any conflicts on the front end of of your site, and copying and pasting is not an issue.

142
00:10:19.995 --> 00:10:24.475
So we can see here I've pasted from Google Docs, and it's keeping the formatting.

143
00:10:24.475 --> 00:10:27.960
So if you wanna turn this off, if you just want the plain text

144
00:10:28.340 --> 00:10:41.785
to be copied, so you don't have to go back and manually change all the font sizes and colors from white to black or red or or whatever it might be, let me show you the advanced setting, and this will work site wide for you for anytime you're posting,

145
00:10:42.245 --> 00:10:44.425
pasting stuff into your text editor.

146
00:10:44.885 --> 00:10:48.505
So for this, you wanna go to your settings and advanced settings.

147
00:10:50.485 --> 00:10:55.385
And all you really have to do is in the keyword search, just quickly search for plain.

148
00:10:56.100 --> 00:11:00.180
The name is called Froella plain paste, so you can you can search for that whole thing.

149
00:11:00.180 --> 00:11:01.860
And we wanna turn this on.

150
00:11:01.860 --> 00:11:07.160
And plain paste means it's just gonna plainly paste the text without any additional rich styling,

151
00:11:07.700 --> 00:11:08.200
rules,

152
00:11:08.580 --> 00:11:09.960
connected to the fonts.

153
00:11:10.605 --> 00:11:12.045
Okay. So that's enabled now.

154
00:11:12.045 --> 00:11:17.985
So let's copy this same thing one more time, and let's do another article. Let's go back,

155
00:11:19.725 --> 00:11:21.665
and we'll do a new community article,

156
00:11:22.045 --> 00:11:26.500
and I'll just paste it here as an example. So we can see, it's really just pasted

157
00:11:26.880 --> 00:11:30.580
the text, the font here, the the the text here without any of the additional

158
00:11:31.040 --> 00:11:36.400
styling, and from here I can then go ahead and do my own bold and colors and things like that.

159
00:11:36.400 --> 00:11:46.345
So again, if you're doing a lot of copying and pasting, the name of the setting is Froela plain paste, and you wanna turn that on if you just want the text pasted into the editor

160
00:11:46.645 --> 00:11:48.185
when you're creating your posts.

161
00:11:49.605 --> 00:11:50.005
Alright.

162
00:11:50.005 --> 00:11:56.500
The next one, just an announcement, we're gonna talk about this a bit more in the webinar, but the tax and VAT manager add on, has been released.

163
00:11:56.500 --> 00:11:58.200
We did a quick preview in the previous,

164
00:11:58.820 --> 00:12:03.320
webinar, but it's now officially released, and we just wanna do a quick review of, the settings,

165
00:12:03.780 --> 00:12:05.524
in the next few slides.

166
00:12:06.464 --> 00:12:13.204
Further on this list, you now have the ability to choose when using the global website search add on,

167
00:12:13.505 --> 00:12:14.725
which post types

168
00:12:15.185 --> 00:12:19.045
will display in the global website search results. So

169
00:12:19.410 --> 00:12:23.029
if you don't know the global website search allows you to have one

170
00:12:23.490 --> 00:12:27.990
keyword input, and you can search all the post types on your site. So it'll search

171
00:12:28.450 --> 00:12:31.510
your members, your blogs, your events, your jobs, your coupons,

172
00:12:32.050 --> 00:12:33.190
your property listings,

173
00:12:33.865 --> 00:12:34.685
your classifieds.

174
00:12:34.745 --> 00:12:39.405
If you've cloned the classifieds or another post type, you can search for all that using the global

175
00:12:39.865 --> 00:12:40.845
website search.

176
00:12:41.385 --> 00:12:47.850
But, the feedback that we received is sometimes you don't want all the post types to be part of the global website search.

177
00:12:47.930 --> 00:12:55.389
Let's say you're a classified site and you've cloned your classifieds post type to for each one to support a different classifieds category.

178
00:12:55.850 --> 00:12:58.029
So let's say you have five classified

179
00:12:58.410 --> 00:12:59.790
category post types,

180
00:13:00.250 --> 00:13:02.190
but you also have a website blog.

181
00:13:02.675 --> 00:13:10.855
Perhaps you don't want the the global website search to include just that website blog, you want it to be just dedicated for all the classified post types that you've created.

182
00:13:11.235 --> 00:13:16.250
Let me show you where you can now enable and disable this if you want post types excluded

183
00:13:16.709 --> 00:13:19.529
from the search results of the global website search.

184
00:13:20.550 --> 00:13:21.449
So for this,

185
00:13:21.910 --> 00:13:25.130
we're gonna go to content and edit post settings.

186
00:13:26.790 --> 00:13:30.089
It is tied to each different, post type that you have.

187
00:13:31.605 --> 00:13:35.465
And, oh, yeah. And even in this site, we did, like, jewelry classifieds, car classifieds.

188
00:13:35.525 --> 00:13:37.945
But let's say we want to omit,

189
00:13:38.645 --> 00:13:43.305
just the blog articles. We use that as an example. So search for the post type,

190
00:13:44.085 --> 00:13:45.145
click on edit,

191
00:13:47.820 --> 00:13:53.600
and under the additional settings, right there in the first tab of general settings for the post type, click on additional settings,

192
00:13:54.300 --> 00:13:58.140
and I think it's the last one here, enable results for global website search.

193
00:13:58.140 --> 00:14:03.315
Now, by default, it's set to yes because that's how it worked prior to this available setting.

194
00:14:03.535 --> 00:14:07.475
But if you want to exclude this post type from the global website search,

195
00:14:07.855 --> 00:14:12.255
simply set this to no, and it won't be included in the global website search.

196
00:14:12.255 --> 00:14:16.580
However, you can search for it if you're using its own dedicated search module.

197
00:14:16.580 --> 00:14:18.760
In this case, would be the search module just

198
00:14:19.300 --> 00:14:23.780
for a blog article. So enable results for global website search.

199
00:14:23.780 --> 00:14:28.435
It is in the first tab when editing a post type. Just toggle open the additional

200
00:14:28.815 --> 00:14:29.315
settings

201
00:14:29.695 --> 00:14:32.675
options here, and right now it is the last one,

202
00:14:33.055 --> 00:14:37.235
enable results for global website search. You can set that to yes or no.

203
00:14:38.800 --> 00:14:42.820
Alright. And last one here, I think actually this one is super high value.

204
00:14:42.880 --> 00:14:55.425
We do have the member private chat tool, which rather than just sending the members those leads, from the from their contact form, It actually allows logged in members to have a back and forth continuous dialogue,

205
00:14:56.045 --> 00:14:57.105
with each other.

206
00:14:57.485 --> 00:15:03.964
Up until now, you wouldn't be able to start the chat, when you're on their profile page, you'd have to go to like a separate page.

207
00:15:03.964 --> 00:15:07.470
I'll show you an example of that. But now there is a sidebar module,

208
00:15:07.850 --> 00:15:11.870
which will do the same thing, and it should actually increase engagement between,

209
00:15:12.250 --> 00:15:17.790
your logged in members. So it's kinda pretty exciting. Let me show you what that looks like here.

210
00:15:18.455 --> 00:15:21.675
So, let's go to, this guy's profile.

211
00:15:22.775 --> 00:15:24.795
Or actually, let's do a quick search,

212
00:15:26.055 --> 00:15:28.235
and we'll just do Elite Golf Academy.

213
00:15:29.655 --> 00:15:35.110
Okay. So this is what the sidebar mod the new sidebar module, you can add it if you want is here.

214
00:15:35.110 --> 00:15:42.170
Prior to this, you would have to click on this send message button, and then you would be able to initiate a chat.

215
00:15:42.790 --> 00:15:45.910
So you'd have to come to this page, which there's nothing wrong with that.

216
00:15:45.910 --> 00:15:50.125
You click, you know, you wanna chat or contact now, and it brings you to this chat page.

217
00:15:50.665 --> 00:15:51.165
However,

218
00:15:51.785 --> 00:15:54.045
now that it's right here, in the sidebar,

219
00:15:54.665 --> 00:15:57.404
you know, you can update the call to action here,

220
00:15:57.785 --> 00:16:01.464
and you can just start chatting with him. So I'm logged in as as John Smith.

221
00:16:01.464 --> 00:16:04.970
So you just have to have be logged in with a registered account for members to,

222
00:16:05.290 --> 00:16:08.910
chat between each other. So I'll just say, hi there.

223
00:16:10.170 --> 00:16:11.150
How's it going?

224
00:16:12.010 --> 00:16:16.990
You know, if your site is service based or people are looking for quotes or wanting to book appointments,

225
00:16:17.485 --> 00:16:19.405
you know, having it right here in the sidebar.

226
00:16:19.405 --> 00:16:22.465
Tell me about your project, and I'll give you a quote. Again, just depends

227
00:16:22.845 --> 00:16:25.965
on what, you want this year. You could take it even further.

228
00:16:25.965 --> 00:16:32.770
Now I'm just thinking of a small customization that might be awesome, is letting the member choose what they want this message to be.

229
00:16:32.770 --> 00:16:34.790
Maybe you limit it to a hundred characters.

230
00:16:35.170 --> 00:16:40.070
They can choose how they wanna welcome people to their profile page to initiate this chat.

231
00:16:40.930 --> 00:16:45.270
These are text labels, so I'm assuming if, you know, if you created a variable where,

232
00:16:45.725 --> 00:16:48.625
a form variable when they're editing their member profile,

233
00:16:49.165 --> 00:16:53.185
welcome message to, you know, profile viewers or whatever, and then use that,

234
00:16:53.725 --> 00:16:56.625
here, that can even taking it a step further,

235
00:16:57.005 --> 00:17:00.545
to elicit even more engagement. So let's just send this message here.

236
00:17:02.510 --> 00:17:06.050
Okay. And now that I've sent that message, it takes me to my dashboard,

237
00:17:06.670 --> 00:17:08.369
where I can continue chatting,

238
00:17:08.750 --> 00:17:10.690
with Elite Golf Academy.

239
00:17:11.069 --> 00:17:14.990
Are you there? And, of course, Elite Golf Academy is getting, messages

240
00:17:15.390 --> 00:17:18.345
email messages that someone is trying to connect with them.

241
00:17:18.404 --> 00:17:21.784
And, of course, I can always go back to the Elite Golf Academy's

242
00:17:22.164 --> 00:17:22.664
profile

243
00:17:23.125 --> 00:17:28.904
here. So this one's actually super cool. I wanna share the link to that add on if you don't have it.

244
00:17:29.205 --> 00:17:30.265
That is the

245
00:17:31.820 --> 00:17:36.880
private member chat. And let me tell you how you enable that in the sidebar, super important too.

246
00:17:37.820 --> 00:17:38.700
Okay. So,

247
00:17:39.180 --> 00:17:43.835
let's say you have private chat turned on on your website and for for those members.

248
00:17:43.835 --> 00:17:50.975
So let's say right now when they click on this send message button or whatever you chose for that button to say, they're currently being directed here.

249
00:17:51.515 --> 00:17:53.375
If you want the sidebar module,

250
00:17:53.835 --> 00:17:56.735
the name of the module is bootstrap theme module,

251
00:17:57.355 --> 00:18:01.670
member private chat. So what we need to do is we just need to drop that widget,

252
00:18:02.210 --> 00:18:05.890
into the sidebar of the member profile pages. So let's do that together.

253
00:18:05.890 --> 00:18:09.030
And I actually I have actually done it, but let me show you where you go.

254
00:18:09.890 --> 00:18:11.750
So to enable this, go to toolbox,

255
00:18:12.610 --> 00:18:13.830
sidebar manager.

256
00:18:16.585 --> 00:18:17.325
Okay. Great.

257
00:18:17.705 --> 00:18:22.605
And we want this on the member profile page. Let's click on edit.

258
00:18:25.385 --> 00:18:30.400
So you can see here I've already these are the widgets that are loading in the the member profile page sidebar.

259
00:18:30.400 --> 00:18:33.140
I have it here at the top private member chat.

260
00:18:33.600 --> 00:18:38.400
If you have the add on and want it there as well, you could search for just search for the word private here.

261
00:18:38.400 --> 00:18:41.460
It's the only widget with that name, and just drag it,

262
00:18:41.760 --> 00:18:43.940
drag it here. Obviously, we don't want to,

263
00:18:44.765 --> 00:18:49.105
but you just drag it there, search for private, and, you can insert it there.

264
00:18:49.164 --> 00:18:52.465
Again, I think it'll elicit a lot more engagement between

265
00:18:52.765 --> 00:18:54.225
your logged in members.

266
00:18:54.845 --> 00:18:57.565
Now before we go to the tip of the week, I know I just went through a lot.

267
00:18:57.565 --> 00:19:00.730
I'm gonna lower everyone's hands. If you have any questions about,

268
00:19:01.130 --> 00:19:02.350
these lab updates,

269
00:19:02.890 --> 00:19:05.230
maybe we could take a question or two,

270
00:19:05.530 --> 00:19:12.590
or any feedback you have, about them. We did have several people type in and ask if website visitors

271
00:19:13.050 --> 00:19:18.725
could start chats with your website's members or if they needed to be logged into an account in order to do that?

272
00:19:19.265 --> 00:19:22.965
Great question. So you do need to, you need to know who's contacting,

273
00:19:23.585 --> 00:19:24.145
the member.

274
00:19:24.145 --> 00:19:30.325
Otherwise, you could just use the get the the lead form, the one where you put your name and your email, phone number, and then you send the message.

275
00:19:31.370 --> 00:19:34.990
So to to initiate a chat, you would need to register,

276
00:19:35.690 --> 00:19:39.950
but what's really cool is, you know, since we launched the express,

277
00:19:40.730 --> 00:19:41.630
member registration

278
00:19:42.835 --> 00:19:44.855
setting that's available to to everyone,

279
00:19:45.475 --> 00:19:49.395
you can it's gonna prompt you to log in if you're not already logged in.

280
00:19:49.555 --> 00:19:51.495
You can register a new account

281
00:19:51.955 --> 00:19:53.335
right on the same page.

282
00:19:53.715 --> 00:19:59.289
So you do need to be logged in or you need to register at least a free account, and then you can initiate chats,

283
00:19:59.690 --> 00:20:00.429
with members.

284
00:20:01.049 --> 00:20:02.830
However, what I've seen

285
00:20:03.610 --> 00:20:04.429
is this.

286
00:20:05.130 --> 00:20:11.309
Let me go to John Smith's profile again. You can have both. You can have the, the chat,

287
00:20:11.975 --> 00:20:13.895
and actually this this shouldn't be showing like this.

288
00:20:13.895 --> 00:20:17.675
This should be showing with the with the options to toggle login, but you can have both,

289
00:20:18.135 --> 00:20:24.395
the chat that will, prompt you to log in if you're not logged in, with the with the option to create an account,

290
00:20:24.769 --> 00:20:27.169
Or you can have the what we're all used to is,

291
00:20:27.809 --> 00:20:29.750
sending the the message here directly.

292
00:20:30.130 --> 00:20:31.730
You don't have to have an account for that.

293
00:20:31.730 --> 00:20:39.615
You're just filling out the form with your your email and phone number and writing a message that gets shot out, to the member, and then the member can follow-up with you,

294
00:20:40.095 --> 00:20:40.595
accordingly.

295
00:20:41.775 --> 00:20:42.515
Good question.

296
00:20:42.655 --> 00:20:51.215
And then also when a live chat is started with a member, that member does receive an email notification in case they're not online at that moment.

297
00:20:51.215 --> 00:20:51.660
Right?

298
00:20:52.140 --> 00:20:54.480
Yeah. The member does receive an email,

299
00:20:55.340 --> 00:20:55.840
notification

300
00:20:56.220 --> 00:21:08.145
that, a new chat is waiting for them, and it includes a link to, click on, where they'll be directed immediately to that, private chat instance so they can start chatting with them, right away.

301
00:21:08.285 --> 00:21:11.985
So if they happen to already be logged into the website and they get that email,

302
00:21:12.365 --> 00:21:15.665
the they could just click the link and start chatting back and forth continuously.

303
00:21:16.205 --> 00:21:16.705
Perfect.

304
00:21:17.085 --> 00:21:17.985
Okay. Great.

305
00:21:18.285 --> 00:21:21.085
Moving on, we have a new add on release.

306
00:21:21.085 --> 00:21:27.370
And, again, we've seen it's more so valuable for well, it's valuable for everyone, but we've seen a higher demand for this,

307
00:21:27.750 --> 00:21:28.250
for

308
00:21:28.790 --> 00:21:31.690
for our users outside of of The United States.

309
00:21:32.150 --> 00:21:35.370
You can now set tax and VAT rules,

310
00:21:35.750 --> 00:21:36.810
that will be charged

311
00:21:37.264 --> 00:21:44.884
during any payment attempt on the website, whether it's a new sign up, for a paid account, whether it's purchasing leads,

312
00:21:45.184 --> 00:21:47.044
digital products, pay per post.

313
00:21:47.505 --> 00:21:53.020
You can set localized rules based on the country, and then also a state or province.

314
00:21:53.400 --> 00:21:55.260
And if the billing address matches

315
00:21:55.560 --> 00:21:57.340
the tax rules for that country,

316
00:21:58.040 --> 00:21:59.580
and states or province,

317
00:22:00.040 --> 00:22:02.220
the tax will be applied.

318
00:22:02.520 --> 00:22:08.505
David, you put together a few slides here that I think will do, a good overview of this, new add on.

319
00:22:08.565 --> 00:22:11.625
And I know in some countries, you're obligated to

320
00:22:11.925 --> 00:22:18.265
show on the invoice exactly what the VAT amount is, so this will definitely help, those users as well.

321
00:22:18.790 --> 00:22:21.610
Yeah. So just going into, the basic details

322
00:22:21.910 --> 00:22:28.730
of what this add on does, like you mentioned, it's at at the courts, location based tax and VAT rules

323
00:22:29.030 --> 00:22:31.690
for your checkout pages and also for your invoices.

324
00:22:32.395 --> 00:22:38.655
So by default, it won't come with any kind of preset tax or value added tax rules.

325
00:22:38.955 --> 00:22:47.375
You can manually add those in based on, you know, whatever regulations you might need to comply with, where your members are located, like you mentioned.

326
00:22:47.590 --> 00:22:53.690
If you're outside of The US, specifically, maybe like in Europe, where value added taxes are more popular,

327
00:22:53.990 --> 00:22:57.050
then you can add in the specific rules,

328
00:22:57.430 --> 00:22:58.710
for what may apply to you.

329
00:22:58.710 --> 00:23:07.025
So with this add on, you can create as many tax rules as you'd like, and these tax rules will be applied to all of the payments

330
00:23:07.405 --> 00:23:12.145
processed on your website. And these tax rules, they can also then be created

331
00:23:12.525 --> 00:23:16.065
to apply to all of your customers regardless of their location,

332
00:23:16.925 --> 00:23:17.425
or

333
00:23:18.030 --> 00:23:22.670
you can create tax rules specific to the customer's location.

334
00:23:22.670 --> 00:23:27.090
So once they put in, their billing details, the system gets their location.

335
00:23:27.870 --> 00:23:29.970
If you have any tax rules

336
00:23:30.445 --> 00:23:31.985
for that specific location,

337
00:23:32.285 --> 00:23:38.145
those tax rules will then dynamically be applied to the checkout page so that they can see those separate

338
00:23:38.445 --> 00:23:41.825
taxes applied to their total checkout price.

339
00:23:42.205 --> 00:23:45.105
And then if you were to send them PDF invoice

340
00:23:45.510 --> 00:23:47.610
later on of the transaction,

341
00:23:48.390 --> 00:23:53.130
they'll then see those separate line items for, your taxes that have been applied.

342
00:23:53.830 --> 00:23:58.390
So not every website will need the tax and VAT manager add on.

343
00:23:58.390 --> 00:24:01.245
Like we mentioned, it's really useful for

344
00:24:01.705 --> 00:24:03.805
specific locations. Other locations,

345
00:24:04.265 --> 00:24:05.645
it won't really be necessary.

346
00:24:06.345 --> 00:24:16.220
So some instances where this may be valuable to you is if your government requires you to collect sales or value added taxes or at least specify them separately

347
00:24:16.600 --> 00:24:17.420
on invoices

348
00:24:17.880 --> 00:24:23.020
or if you wanna have those separate line items on your checkout pages and also your invoices

349
00:24:23.560 --> 00:24:24.540
for taxes.

350
00:24:24.920 --> 00:24:30.105
And then another instance may be if you wanna charge for taxes or additional fees

351
00:24:30.805 --> 00:24:31.705
on top of

352
00:24:32.085 --> 00:24:36.265
the membership plan price that you're charging your customers or your members.

353
00:24:36.565 --> 00:24:39.785
So you could look at this not solely in terms of

354
00:24:40.170 --> 00:24:43.470
charging people for taxes, but because you can create these,

355
00:24:44.010 --> 00:24:44.910
custom rules,

356
00:24:45.290 --> 00:24:52.510
it could be for taxes, it could be for value added taxes, it could be for additional fees that you might wanna tack on to the checkout pages.

357
00:24:52.890 --> 00:24:57.395
You can really get pretty creative with how you create and apply these rules.

358
00:24:58.575 --> 00:25:00.355
Awesome. It is very straightforward.

359
00:25:00.815 --> 00:25:02.595
So what we'll do is we'll just create,

360
00:25:02.975 --> 00:25:06.435
a few rules and see how the taxes are,

361
00:25:07.055 --> 00:25:09.750
listed and defined on a checkout page.

362
00:25:10.230 --> 00:25:15.450
So if you have the VIP add ons club, you already have this in your arsenal, in your admin area.

363
00:25:15.750 --> 00:25:17.210
But let me show you exactly

364
00:25:17.510 --> 00:25:19.450
where let's start from the dashboard,

365
00:25:20.390 --> 00:25:21.590
where you can,

366
00:25:21.910 --> 00:25:22.730
edit this.

367
00:25:23.284 --> 00:25:25.284
Let's start from the admin dashboard here.

368
00:25:25.284 --> 00:25:30.184
Where you wanna find your tax and VAT settings, it's gonna be under the finance section,

369
00:25:30.644 --> 00:25:31.705
payment settings

370
00:25:32.005 --> 00:25:32.505
area.

371
00:25:34.644 --> 00:25:41.750
And what you'll have here, obviously, your connected gateway will be here, and you'll have this drop down toggle here, additional settings,

372
00:25:42.210 --> 00:25:48.549
and you can begin to create location based tax rules, tax and VAT rules, with this link here, tax VAT settings.

373
00:25:48.770 --> 00:25:50.870
I'll go ahead and click that link right now.

374
00:25:51.935 --> 00:25:55.715
And actually, let's go to a checkout page together first.

375
00:25:56.335 --> 00:25:58.355
Let's look at one of our membership plans.

376
00:25:59.375 --> 00:26:01.715
Here we go. A sample premium plan.

377
00:26:02.095 --> 00:26:04.559
This is a monthly price of $9.

378
00:26:04.559 --> 00:26:08.980
Let's change this just for so we can see the math on this very simply. Let's set it to $10,

379
00:26:09.440 --> 00:26:10.179
per month,

380
00:26:10.960 --> 00:26:13.220
and we'll use this as the example.

381
00:26:15.120 --> 00:26:16.740
We'll go to the sign up page.

382
00:26:18.559 --> 00:26:19.059
And,

383
00:26:19.735 --> 00:26:21.034
also in this example,

384
00:26:21.495 --> 00:26:24.315
let's pretend that, I am located in,

385
00:26:25.174 --> 00:26:27.115
Canada in, British Columbia.

386
00:26:27.815 --> 00:26:33.674
So we can see here, the order summary shows $10. And if I came to the billing information section

387
00:26:33.975 --> 00:26:35.434
and I chose Canada

388
00:26:36.430 --> 00:26:37.730
and British Columbia.

389
00:26:38.510 --> 00:26:40.770
I don't have any tax rules set yet,

390
00:26:41.070 --> 00:26:45.810
so we could see nothing has changed in the order summary. It's just a flat $10.

391
00:26:46.030 --> 00:26:48.435
Let's go ahead and create a tax rule for,

392
00:26:48.915 --> 00:26:50.775
billing addresses that are in Canada,

393
00:26:51.075 --> 00:26:52.375
within British Columbia.

394
00:26:53.395 --> 00:26:58.215
So, back to the tax VAT rules page, I'll click on new tax rule.

395
00:27:00.115 --> 00:27:04.670
And tax name, this is what'll show on the checkout page as the line item.

396
00:27:04.670 --> 00:27:09.330
I don't know if they use VAT or tax in Canada. I think it's VAT. I'll just use that. Not sure.

397
00:27:09.710 --> 00:27:15.010
And we'll choose Canada, and then the region the provinces will open up here, British Columbia.

398
00:27:15.245 --> 00:27:17.185
And let's say it's a 10%,

399
00:27:17.885 --> 00:27:22.465
tax rate. And, actually, you can have two service charges or tax charges applied,

400
00:27:22.925 --> 00:27:27.025
based on a location. So you the tax rule order, you can have a primary and secondary.

401
00:27:27.085 --> 00:27:31.550
So maybe one is the tax or VAT, and one is a service charge from your website,

402
00:27:32.010 --> 00:27:36.910
whatever that might be for. So let's just choose primary and 10%, and we'll save the changes.

403
00:27:38.730 --> 00:27:40.590
Great. I did forget one more thing.

404
00:27:41.370 --> 00:27:45.445
Up here next to new tax rules, you wanna make sure you have exclusive

405
00:27:46.065 --> 00:27:47.045
or inclusive,

406
00:27:47.825 --> 00:27:50.085
selected if you wanna enable taxes.

407
00:27:50.865 --> 00:27:58.350
Exclusive means the tax price will be charged on top of and in addition to whatever the current listed price is.

408
00:27:58.350 --> 00:28:01.490
So we have $10, I wanna charge a 10% tax.

409
00:28:01.870 --> 00:28:03.730
My total if I chose exclusive

410
00:28:04.350 --> 00:28:05.649
would be $11.

411
00:28:06.350 --> 00:28:06.850
Inclusive

412
00:28:07.230 --> 00:28:13.205
means that the final price for the customer is going to be, what they see, and we're going to refactor,

413
00:28:13.825 --> 00:28:18.645
what those taxes are so the final number in this example wouldn't be more than $10.

414
00:28:18.945 --> 00:28:22.325
Let's look at it with both instances. So let's start with exclusive,

415
00:28:23.720 --> 00:28:25.500
and this will automatically save.

416
00:28:26.120 --> 00:28:29.100
And, basically, we're enabling taxes on the site now.

417
00:28:29.480 --> 00:28:29.980
Great.

418
00:28:30.440 --> 00:28:32.460
And let's, refresh the page.

419
00:28:35.320 --> 00:28:38.060
Okay. Let's choose the monthly of $10,

420
00:28:39.855 --> 00:28:42.035
and we'll choose Canada again and

421
00:28:43.375 --> 00:28:44.275
British Columbia.

422
00:28:46.095 --> 00:28:48.675
So now we could see the subtotal is $10,

423
00:28:48.895 --> 00:28:52.035
and there's a VAT of 10%, which equates to $1.

424
00:28:52.220 --> 00:28:53.040
So our total today

425
00:28:53.660 --> 00:28:54.780
will be $11

426
00:28:54.780 --> 00:28:56.400
and moving forward as well.

427
00:28:57.020 --> 00:28:58.960
Let's add a secondary charge,

428
00:28:59.260 --> 00:29:02.480
to this, another tax rule. So we'll create a new tax rule,

429
00:29:04.875 --> 00:29:09.755
And we'll we'll call this, what's cool is you can choose what it says on the front end.

430
00:29:09.755 --> 00:29:12.575
So if it's a service charge, we'll just call it service charge.

431
00:29:13.275 --> 00:29:14.735
And, again, we'll do

432
00:29:15.115 --> 00:29:15.615
Canada

433
00:29:16.660 --> 00:29:17.800
and British Columbia.

434
00:29:18.420 --> 00:29:20.440
And let's say there's a,

435
00:29:21.220 --> 00:29:22.420
2.5%

436
00:29:22.420 --> 00:29:25.000
service charge, and this will be the secondary rule.

437
00:29:27.860 --> 00:29:31.080
Alright. So now we have two taxes that are applied to British Columbia.

438
00:29:31.665 --> 00:29:37.685
Well, one is a VAT, and another one we're calling it a service charge or automatic donation or whatever you wanna get creative with.

439
00:29:37.825 --> 00:29:39.605
And we'll refresh this page again.

440
00:29:41.745 --> 00:29:43.925
K. And we'll choose the monthly price.

441
00:29:47.140 --> 00:29:47.640
Canada,

442
00:29:48.740 --> 00:29:49.640
British Columbia,

443
00:29:50.260 --> 00:29:56.740
and if I just click away, so now we see and it really looks kinda professional here, with the taxes included.

444
00:29:56.740 --> 00:30:02.765
So we have a subtotal of $10 for the monthly charge. There's a VAT of 10%, which equates to $1.

445
00:30:02.985 --> 00:30:04.905
Service charge of 2.5%

446
00:30:04.905 --> 00:30:06.605
equates to 25¢,

447
00:30:06.905 --> 00:30:09.065
and a total of $11.25,

448
00:30:09.385 --> 00:30:11.645
for this ongoing monthly subscription.

449
00:30:12.105 --> 00:30:14.125
So that's with the exclusive tax.

450
00:30:14.760 --> 00:30:17.180
And what really it makes this valuable is,

451
00:30:17.640 --> 00:30:18.140
sometimes,

452
00:30:18.520 --> 00:30:23.880
you know, you want the total to just be that number that you advertise. So maybe $95

453
00:30:23.880 --> 00:30:27.875
or, you know, those round numbers that we like so much to be the final price.

454
00:30:28.095 --> 00:30:32.835
So what really the magic is with this add on is you can choose this option that's inclusive,

455
00:30:34.655 --> 00:30:36.835
and it's gonna hold that $10

456
00:30:36.975 --> 00:30:40.655
as the final price. Basically, taxes are included in the listed price.

457
00:30:40.655 --> 00:30:42.940
So let's refresh this one more time.

458
00:30:45.720 --> 00:30:48.220
Alright. We'll choose that $10 monthly price.

459
00:30:49.720 --> 00:30:51.660
And, again, we'll go, Canada

460
00:30:52.920 --> 00:30:54.140
and British Columbia.

461
00:30:56.555 --> 00:30:57.455
Awesome. So,

462
00:30:57.755 --> 00:31:00.175
we can see here that, you know, the subtotal

463
00:31:00.635 --> 00:31:01.755
is $8.89,

464
00:31:01.755 --> 00:31:03.215
so that's like the retail

465
00:31:03.915 --> 00:31:05.135
cost of the item.

466
00:31:05.515 --> 00:31:06.735
And then it's automatically

467
00:31:07.515 --> 00:31:16.270
kinda reverse engineered what the taxes and the service charges should be so that the customer isn't billed more than kind of what the advertised price was.

468
00:31:16.410 --> 00:31:18.190
In this case, $10.

469
00:31:18.809 --> 00:31:21.230
So it's really cool that you can choose both exclusive

470
00:31:21.770 --> 00:31:22.510
or inclusive.

471
00:31:23.130 --> 00:31:36.665
The subtotal will kind of subtract itself to make way for the taxes and the service charges so that the final total that the customer or member has billed will be that flat number that, you advertised or is listed on your site.

472
00:31:36.665 --> 00:31:42.700
So just depends how you wanna do it, and then you can continue making as many tax, rules

473
00:31:43.000 --> 00:31:43.740
as needed,

474
00:31:44.120 --> 00:31:46.700
for your site, and for your business,

475
00:31:47.240 --> 00:31:51.580
depending on who needs to be taxed and who doesn't need to be taxed. So that's available,

476
00:31:52.040 --> 00:31:52.840
to you guys now.

477
00:31:52.840 --> 00:31:58.375
And actually, let me share a link to that add on, for those who don't have it but may want it.

478
00:31:59.315 --> 00:32:05.875
It is available on our site, and I'll pop it in the chat here so you guys can read a bit more about it there.

479
00:32:05.875 --> 00:32:09.174
We have a couple Canadians in our audience. And since we were using,

480
00:32:09.475 --> 00:32:18.170
British Columbia in the example here, they were actually mentioning that, in Canada, they have both a provincial sales tax as well as a a federal tax.

481
00:32:18.170 --> 00:32:23.870
So having that primary and secondary options would be perfect for them in an example like this.

482
00:32:24.385 --> 00:32:27.985
Perfect. Again, it's customer's choice, how you wanna use it.

483
00:32:28.225 --> 00:32:30.645
In that case, it seems like those seem compulsory,

484
00:32:31.424 --> 00:32:32.965
so that's good that is there.

485
00:32:33.505 --> 00:32:36.240
One thing we are working on, it's not yes yet,

486
00:32:36.720 --> 00:32:40.340
released is, some reporting for this, that you can export.

487
00:32:40.720 --> 00:32:43.059
So the development team is finding the best way.

488
00:32:43.200 --> 00:32:48.820
The taxes are listed as line items on PDF invoices that your customers would receive,

489
00:32:49.155 --> 00:32:52.695
or that you would see in in the back end area when looking at the order.

490
00:32:52.995 --> 00:33:01.155
But right now, if you're going to, like, look at it in Stripe or whatever your gateway is, it just shows the final total number without the sales tax separated out.

491
00:33:01.155 --> 00:33:05.830
So in a phase two, we are working on providing those additional line items,

492
00:33:06.210 --> 00:33:13.750
on at the gateway level when you're at your gateway or some ways to export them from your admin area so that you can reconcile your accounting,

493
00:33:14.130 --> 00:33:17.010
on your end. So, we're looking forward to to that.

494
00:33:17.010 --> 00:33:33.350
But as far as being able to include the taxes, it's fully functional and it works not only on member sign ups and upgrades, but also if members are making purchases through the site, if they're if they're purchasing their leads, they're using the paper post add on to to pay for a post that they wanna publish,

495
00:33:33.730 --> 00:33:37.269
and then the other one right now would be if they're purchasing a digital product

496
00:33:37.570 --> 00:33:42.389
through your site, the taxes would automatically be, added to the order.

497
00:33:42.625 --> 00:33:48.085
Again, based on the, their billing address location, and if there's a corresponding,

498
00:33:48.945 --> 00:33:51.205
tax rule that you've created for that location.

499
00:33:52.225 --> 00:33:57.460
Let's see if we have any hands up. What we can do is we'll just go to the, q and a here.

500
00:33:57.460 --> 00:34:01.640
Time to help you with your site. If you have questions on anything we've already covered,

501
00:34:02.100 --> 00:34:06.600
or if you want to, chat about your website, we can take a few questions here.

502
00:34:07.300 --> 00:34:10.040
We have a good friend Deborah here. How are you today?

503
00:34:10.715 --> 00:34:15.295
Perfect. Not bad. So I am the Canadian member that had paid for customization,

504
00:34:15.594 --> 00:34:17.034
so I am glad that this is,

505
00:34:17.915 --> 00:34:20.815
finally ready. And so I will be going in and updating mine.

506
00:34:21.195 --> 00:34:23.534
The only issue I have is that

507
00:34:24.000 --> 00:34:27.280
in Canada here, I mean, we have a number every province is slightly different.

508
00:34:27.280 --> 00:34:31.940
We're between, like, our HST with the Harmonized provinces is anywhere from 12 to 15.

509
00:34:32.239 --> 00:34:34.659
We do have some provinces that we need to,

510
00:34:35.360 --> 00:34:40.625
bill GST but not PST. Like in Manitoba, memberships are not taxable,

511
00:34:40.925 --> 00:34:43.025
but they are taxable on the federal side.

512
00:34:43.405 --> 00:34:45.905
So the two primary and secondary are perfect.

513
00:34:46.045 --> 00:34:51.585
The only thing we need with Canada is that it's mandatory for us to have a field that shows our

514
00:34:51.900 --> 00:34:53.599
registration number if we're registered.

515
00:34:54.139 --> 00:34:56.380
That's even on cashier slips if you're in a store.

516
00:34:56.380 --> 00:35:03.500
And I know you guys had added that to my invoices, so I'm wondering if you can just put a free text field in there somewhere for us to put that.

517
00:35:03.500 --> 00:35:05.520
I think it's like a 16 or 19

518
00:35:05.985 --> 00:35:07.105
character number.

519
00:35:07.105 --> 00:35:12.085
So I was thinking, well, maybe we could go GST in the number, but it would wrap around three, four times

520
00:35:12.465 --> 00:35:14.405
in the tally, so that wouldn't work.

521
00:35:14.625 --> 00:35:19.160
Can we check out your website and see kinda what you're where you're looking to place this? Yeah.

522
00:35:19.160 --> 00:35:21.580
It's herbizdirectory.com.

523
00:35:21.800 --> 00:35:22.300
Okay.

524
00:35:23.000 --> 00:35:26.860
Let's go to a checkout page together. We'll just go to one of your membership plans.

525
00:35:28.120 --> 00:35:29.500
And, here we go.

526
00:35:33.815 --> 00:35:39.195
Okay. Great. So Yeah. So in Alberta, we only charge federal, which is just the 5% GST.

527
00:35:40.375 --> 00:35:40.875
Okay.

528
00:35:41.655 --> 00:35:42.155
So,

529
00:35:42.935 --> 00:35:47.330
now you need anywhere on this page to show this registration number? No. It's not on this page.

530
00:35:47.330 --> 00:35:51.010
It has to be on the final invoice. And you guys, I think you've got it. Let me just

531
00:35:51.650 --> 00:35:57.670
Actually, Matt, our cofounder here, he's mentioning that you could utilize the billing pay to

532
00:35:57.970 --> 00:36:01.145
advanced setting to add this information onto the invoice.

533
00:36:01.925 --> 00:36:06.005
Oh, where is that? Okay. Let's let's go to there together. Alright. Yeah. Just it can be anywhere.

534
00:36:06.005 --> 00:36:09.625
Like, the government just says it has to be on our invoices and our sales slips.

535
00:36:10.325 --> 00:36:14.160
Here. Right there. Billing pay to. Okay. The okay. So here it is.

536
00:36:14.559 --> 00:36:15.599
Billing paid two.

537
00:36:15.839 --> 00:36:20.500
So this is this is your public company number or whatever for doing business in Canada?

538
00:36:21.200 --> 00:36:26.240
Well, no. That is our I am registered where I have to collect and remit my taxes yearly.

539
00:36:26.240 --> 00:36:27.460
Some people are quarterly.

540
00:36:27.855 --> 00:36:32.735
Not everybody needs this because you you don't have to register until you hit 30,000 in a quarter.

541
00:36:32.735 --> 00:36:36.575
And then from that point, once you've hit it, you, you must register with the government.

542
00:36:36.575 --> 00:36:40.175
And it's just a requirement that we have to have that. So I'm glad that's still there.

543
00:36:40.175 --> 00:36:42.450
So I won't have to worry about redoing that?

544
00:36:43.010 --> 00:36:46.690
Right. You don't have to worry about that. And, David, this would be great to,

545
00:36:47.250 --> 00:36:51.430
maybe include in in the documentation that we have that this is available.

546
00:36:52.050 --> 00:36:56.290
Enter the address and payment information that will appear in the pay to your invoice.

547
00:36:56.290 --> 00:36:59.655
So this probably valuable for everyone that uses invoices on their site.

548
00:36:59.875 --> 00:37:03.075
But looks like things are on on the right track there and you have some options.

549
00:37:03.395 --> 00:37:05.075
I didn't know about this this setting.

550
00:37:05.075 --> 00:37:09.255
The, seems helpful, the the billing pay to, to put on your invoices.

551
00:37:09.579 --> 00:37:12.540
So we'll definitely make that setting a bit easier to find,

552
00:37:12.859 --> 00:37:17.420
and clear that you can add that to your invoices that's that your customers will receive.

553
00:37:17.420 --> 00:37:18.799
So thank you for that.

554
00:37:19.180 --> 00:37:21.915
Alright. Let's get to our good friend, Eric, here. How are you, Eric?

555
00:37:22.315 --> 00:37:24.975
Hey, guys. How's it going? Pretty good. Happy New Year, buddy.

556
00:37:25.595 --> 00:37:27.375
Yeah. You too. You guys been

557
00:37:27.675 --> 00:37:28.795
doing a lot to,

558
00:37:29.355 --> 00:37:32.715
the whole system. So thanks a lot for the different updates. Cool.

559
00:37:32.715 --> 00:37:36.895
You guys have been doing a lot of updates with the forms I know.

560
00:37:36.955 --> 00:37:40.520
And, you know, it's been, I know, a work in progress to

561
00:37:40.820 --> 00:37:49.240
let us have a little bit more control over customizing the forms as well as having, you know, the follow-up emails go out to whoever we want to.

562
00:37:49.620 --> 00:37:51.720
I was trying to capture

563
00:37:52.244 --> 00:37:56.585
where users were entering their email address for our newsletter.

564
00:37:56.644 --> 00:38:02.744
So like for example, we want to know if they enter their email address for the newsletter on this specific landing page.

565
00:38:03.045 --> 00:38:04.020
If they do that

566
00:38:04.580 --> 00:38:08.440
I would like to be able to apply a contact tag

567
00:38:08.820 --> 00:38:11.560
so that, you know, that email gets dumped into

568
00:38:12.020 --> 00:38:15.240
or we can separate it. Right? For a newsletter, for example.

569
00:38:16.275 --> 00:38:21.155
Gotcha. Okay. Now you bring up a good point. So since the introduction when we launched,

570
00:38:21.635 --> 00:38:27.734
the smart lists, but that's specifically for for members of your site, what we're looking to do is reimagine

571
00:38:28.355 --> 00:38:32.730
contacts, like, just the people who fill out your contact us form or subscribe to your newsletter.

572
00:38:33.190 --> 00:38:39.369
And we're trying to figure out how we wanna reimagine that to use some of the logic that we created with Smartlist,

573
00:38:40.150 --> 00:38:42.810
that will give you the flexibility to have a contact,

574
00:38:43.349 --> 00:38:44.410
know what forms

575
00:38:45.055 --> 00:38:52.275
they've completed on your site similar to now you can do that with members, but also still maintaining the ability to assign contact tags

576
00:38:52.655 --> 00:38:57.375
to those people. We don't yet know exactly what direction, we're gonna go with that.

577
00:38:57.375 --> 00:39:02.950
We haven't we haven't changed anything yet with regard to that, but we are exploring ways to reimagine that,

578
00:39:03.410 --> 00:39:09.910
ultimately, to give you more flexibility and control over segmenting your your list and and who your contacts are,

579
00:39:10.210 --> 00:39:12.150
so you could deliver more calculated,

580
00:39:12.690 --> 00:39:17.414
you know, email newsletters to the right people and and exporting, certain types of lists of people.

581
00:39:17.414 --> 00:39:21.974
So stay tuned for that, Eric. We will have more updates on that, and,

582
00:39:22.535 --> 00:39:26.375
it is something that we will be addressing this year in 2021.

583
00:39:26.375 --> 00:39:28.234
So thank you for asking that.

584
00:39:29.030 --> 00:39:33.369
Looks like, we're just we're just about at that time, so we'll leave it there.

585
00:39:33.510 --> 00:39:38.970
I wanna thank you, David, for putting this presentation together for the tax and VAT manager add on.

586
00:39:39.270 --> 00:39:43.130
We had a great handful of updates, to share with you today.

587
00:39:43.270 --> 00:39:48.035
And I always like to mention if you haven't already done so, feel free to join us in our Facebook group.

588
00:39:48.035 --> 00:39:51.415
You can go to brilliantdirectories.com/facebook.

589
00:39:51.715 --> 00:39:56.550
And important to note, generally, the webinars are, two weeks apart from each other.

590
00:39:56.790 --> 00:40:00.730
But because we delayed a couple weeks this January, we are also doing a webinar,

591
00:40:01.350 --> 00:40:03.690
next Wednesday, seven days from now.

592
00:40:03.990 --> 00:40:07.750
And thereafter, we will be doing the webinars every, two weeks.

593
00:40:07.750 --> 00:40:11.145
So there is another webinar, next week. I'm excited for that.

594
00:40:11.305 --> 00:40:15.085
If we didn't get to your question, again, please join us in the Facebook group.

595
00:40:15.385 --> 00:40:21.459
And on behalf of, myself, David, and the entire Brilliant Directories family, thank you so much for joining us today.

596
00:40:21.459 --> 00:40:26.039
It's been awesome. Happy New Year, and we look forward to seeing you in the next webinar.

597
00:40:26.099 --> 00:40:28.999
Have a great day and a brilliant week. Take care, guys.