[Resuelto] I want to make sure I'm using Toolset correctly and efficiently.

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[FelipeP5703]

I'm finalizing my "Directory/Listings" website in the masseuse niche and I want to make sure I'm correctly using Toolset to its full capacity and efficiency.

The whole premises of the site is to make it easy for my visitors to find what they are looking for and for my clients to be able to add/edit their listings. I'll try to break down as much as possible. Any suggestion, critique, opinion are welcome.

For Visitors:
- I made a custom search on the home page where visitors can filter by location, type of massage, if they accept credit/debit card, and if there is any promotions.
- On the home page, there is the "Destaque" (my clients who pay a bit more to be shown first) section which is limited to 6 slots. I can probably add more if the demand increases.
- The page results on the home page will show up to 24 results before a visitor can click the next page to see the following 24 masseuses. We have around 200+ clients, I believe the clients with first names that start at the end of the alphabet will be upset but I made a button to change from A-Z to Z-A, but it will be up to the visitor to click.
- Once the visitor clicks on one of the masseuse to see more, he would be taken to the client's listing with their info and photos.

What can I improve as far as visitor's experience?

For the Clients:
- My clientele consists of individual user and managers (who has a spa with many masseuses).
- For the individual client is quite simple, they create a login and then fill out the form. They are able to login and change their info. Depending on the client we let the client change her own pictures and we get a notification that she changed her pictures. For some, that option is not available until they win our trust.
- Now for the managers, the process is the same, they create a login and fill out the form. The issue I can foresee here is that they will get annoyed if they have to fill out 5 or more forms. If all the masseuses were in the same location, is there a way to create a template where he would change only the name and pictures of the masseuses? Because I believe the rest such as location, phone numbers, and type of massages would be the same.
- I have one specific client that have multiple locations, each location has its own phone number, location, and even logo and website. This is a bit more complex situation.
- Should I have multiple forms for different clients?

So, does Toolset offer any type of solution for the multiple masseuses? How about multiple locations?

I was thinking about the relationship one-to-many but that's only applicable for custom posts and not user to custom post.

The test site is at enlace oculto

Any suggestion, critique or opinion are welcome.

Thanks for your time!

[Christian Cox]

is there a way to create a template where he would change only the name and pictures of the masseuses?
Assuming each masseuse is a separate custom post, then this would require custom code. There is no bulk-edit Form that will allow you to edit multiple posts at the same time, unfortunately. The Toolset way to handle this is to create a list of Masseuses and show an "Edit Post" link next to each one. That link will redirect the admin to a Form where they can edit the Masseuse post. Each one will be edited individually.

- Should I have multiple forms for different clients?
It sounds like you need a Form for editing a Location, but it doesn't sound like this Form needs to be different for different clients. Some clients need the ability to edit more than one Location, but you can't do that in a single Form. You'll need to create a list of Locations and give them the ability to edit each Location individually.

[FelipeP5703]

Thanks for your feedback Christian. I wanted to give the client most of the work lol. But there are some things I might need to do it for them.

I guess the way it's currently setup is the most optimized way possible, am I correct?

[Christian Cox]

From the Toolset perspective, it seems pretty good to me.
From the Visitor experience - what if I already know the masseuse's name? I don't see any way to search by typing a name. A text search input might be helpful for repeat visitors who don't want to go through all the other filters.

From the manager experience - I would like to clarify my previous comment. It is possible to create a View of Masseuses at a single Location and insert a Form to edit each Masseuse in the View. This would make the editing experience more streamlined. It still involves editing each Masseuse separately, but multiple edits can be done from one screen. There are a few limitations here, for example AJAX Form submissions and AJAX View updates may not be possible, but it would put everything in one screen when editing Masseuse posts from a single Location.

From a performance optimization perspective, I recommend testing with webpagetest.org. I think you could compress images a bit more aggressively, consider using a CDN for image delivery, and consider adding a caching plugin to speed up the homepage delivery.

[FelipeP5703]

A text search input might be helpful for repeat visitors who don't want to go through all the other filters.
I was thinking the same thing. Is there a way to add a search field for the Post Title instead of text field? For example, the visitor would start typing and the names would show as suggestions?

From the manager experience - I would like to clarify my previous comment. It is possible to create a View of Masseuses at a single Location and insert a Form to edit each Masseuse in the View.
That is where the My Account (Minha Conta) comes in. Once they login, they have a button that takes them to My Account where they will see a list of their Listings, they can edit, suspend or delete their listings.

From a performance optimization perspective, I recommend testing with webpagetest.org. I think you could compress images a bit more aggressively, consider using a CDN for image delivery, and consider adding a caching plugin to speed up the homepage delivery.
I will do some research on that, thank you!

[Christian Cox]

Is there a way to add a search field for the Post Title instead of text field? For example, the visitor would start typing and the names would show as suggestions?
No, unfortunately Views does not currently offer an auto-suggest text search filter only free text input. I think it would be a great addition to the software, though. If you'd like to see it added, please submit your suggestion here so our management will know it's something you would find useful: https://toolset.com/home/contact-us/suggest-a-new-feature-for-toolset/

[FelipeP5703]

Ok I've just submitted the suggestion.

Now is the Relevanssi worth using or better to use the native text search from Toolset?

[Christian Cox]

Relevanssi is good if you want to be able to use text search to search within custom fields. If you only want to search based on post title and post body, then it may not be necessary.

[FelipeP5703]

Thanks Christian, one last question. Can Custom Post Form be customized depending on the user?

For example, for client X, I want the Custom Post Form to show the website options but for other clients, I do not want to show the website.

Is it possible?

[Christian Cox]

Yes, you can use conditional HTML to show or hide elements of the Form depending on the current user's ID or user name, or whatever you want. The wpv-current-user shortcode might be helpful here. You must activate Expert mode to use conditional HTML in the Form builder.
https://toolset.com/documentation/user-guides/conditional-html-output-in-views/
https://toolset.com/documentation/user-guides/views-shortcodes/#wpv-current-user

Feel free to open a ticket specifically about this if you want more details or code samples.

[FelipeP5703]

Yes I have done some conditional HTML before. I guess I just need to check if the user is an individual or a manager (but I would have to set that in the user's form first and then assign the user as individual or manager). Is that correct? Like create a custom field ratio option for individual or manager, am I on the right track?

Thanks for your help Christian!

[Christian Cox]

Yes that's one option. Another option is to use User roles and Toolset Access Control shortcodes, if your Users have different roles: https://toolset.com/documentation/user-guides/access-control-texts-inside-page-content/

[FelipeP5703]

Right, I totally forgot that I could create a custom User Role and name it manager and the other individual, instead of using Author, right?

[Christian Cox]

Yes, Access allows you to create custom roles. You can name one manager and one individual. That should be okay.

[FelipeP5703]

My issue is resolved now. Thank you!