{"id":4790,"date":"2025-08-13T23:08:22","date_gmt":"2025-08-13T23:08:22","guid":{"rendered":"https:\/\/www.on-callrx.com\/?page_id=4790"},"modified":"2025-08-13T23:11:55","modified_gmt":"2025-08-13T23:11:55","slug":"sop","status":"publish","type":"page","link":"https:\/\/www.on-callrx.com\/es_es\/sop\/","title":{"rendered":"SOP"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"4790\" class=\"elementor elementor-4790\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-096806b e-con-full e-flex e-con e-parent\" data-id=\"096806b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-59a83c5 elementor-widget elementor-widget-shortcode\" data-id=\"59a83c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><p><!-- \n  EMBEDDING INSTRUCTIONS FOR ELEMENTOR:\n  Copy and paste this ENTIRE block of code into an Elementor HTML widget.\n  This code uses an iframe with a data URI to create a completely isolated \"sandbox\" for the portal.\n  This prevents your WordPress theme's CSS from interfering with the portal's styles.\n--><\/p>\n<style>\n  \/* Styles for the iframe container to ensure it fits well on your page *\/\n  #on-call-rx-iframe-container {\n    width: 100%;\n    height: 100vh; 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}\n              ::-webkit-scrollbar { width: 8px; }\n              ::-webkit-scrollbar-track { background: #f1f5f9; }\n              ::-webkit-scrollbar-thumb { background: #3b82f6; border-radius: 10px; }\n              ::-webkit-scrollbar-thumb:hover { background: #2563eb; }\n              .sidebar-link.active { background-color: #eff6ff; color: #2563eb; font-weight: 600; }\n              [x-cloak] { display: none !important; }\n          <\/style>\n<p>      <\/head>\n      <body class=\"bg-slate-50 text-slate-800\" x-data=\"{ openSidebar: false }\"><\/p>\n<header class=\"bg-white\/80 backdrop-blur-lg sticky top-0 z-40 border-b border-slate-200\">\n<div class=\"max-w-8xl mx-auto px-4 sm:px-6 lg:px-8\">\n<div class=\"flex items-center justify-between h-16\">\n<div class=\"flex-shrink-0 flex items-center\">\n                           <svg class=\"h-8 w-auto text-blue-600\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\">\n                              <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M12 6.042A8.967 8.967 0 0 0 6 3.75c-1.052 0-2.062.18-3 .512v14.25A8.987 8.987 0 0 1 6 18c2.305 0 4.408.867 6 2.292m0-14.25a8.966 8.966 0 0 1 6-2.292c1.052 0 2.062.18 3 .512v14.25A8.987 8.987 0 0 0 18 18a8.967 8.967 0 0 0-6 2.292m0-14.25v14.25\" \/>\n                          <\/svg>\n                          <span class=\"ml-3 text-2xl font-bold text-slate-800\">On-Call Rx<\/span>\n                          <span class=\"ml-2 text-sm font-medium text-blue-600 bg-blue-100 px-2 py-0.5 rounded-full\">SOP Portal<\/span>\n                      <\/div>\n<div class=\"md:hidden\">\n                          <button @click=\"openSidebar = !openSidebar\" class=\"inline-flex items-center justify-center p-2 rounded-md text-slate-500 hover:text-slate-700 hover:bg-slate-100 focus:outline-none focus:ring-2 focus:ring-inset focus:ring-blue-500\">\n                              <span class=\"sr-only\">Open menu<\/span>\n                              <svg class=\"h-6 w-6\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\" stroke=\"currentColor\" aria-hidden=\"true\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\" d=\"M4 6h16M4 12h16M4 18h16\" \/><\/svg>\n                          <\/button>\n                      <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/header>\n<div class=\"max-w-8xl mx-auto px-4 sm:px-6 lg:px-8\">\n<div class=\"flex\">\n<aside :class=\"{'translate-x-0': openSidebar, '-translate-x-full': !openSidebar}\" class=\"fixed inset-y-0 left-0 z-30 w-72 bg-white border-r border-slate-200 transform md:translate-x-0 md:sticky md:top-16 md:h-[calc(100vh-4rem)] overflow-y-auto\">\n<div class=\"p-4\">\n<h3 class=\"text-xs font-semibold text-slate-500 uppercase tracking-wider mb-3\">Table of Contents<\/h3>\n<nav class=\"space-y-1\" id=\"sidebar-nav\"><\/nav>\n<\/p><\/div>\n<\/aside>\n<p>                  <main class=\"flex-1 py-10 md:pl-10\"><\/p>\n<div class=\"prose max-w-none prose-slate prose-headings:font-semibold prose-headings:text-slate-800 prose-a:text-blue-600 hover:prose-a:text-blue-800\">\n<section id=\"admin-hub\" class=\"mb-16 scroll-mt-20\">\n<h2 class=\"text-3xl font-bold border-b pb-2 mb-6\">Admin Hub (Management &#038; Owners)<\/h2>\n<div class=\"space-y-4\">\n<h3 id=\"A-overview\" class=\"text-2xl font-semibold scroll-mt-20\">A. Platform Overview<\/h3>\n<div id=\"A01\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A01: What is On-Call Rx?<\/h4>\n<p class=\"mt-2 text-slate-600\">A clear, non-technical understanding of the On-Call Rx system and how its parts connect.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Introduce the brand:<\/strong> On-Call Rx is a white-label version of Nu Health Rx, offering virtual healthcare services under your branding.<\/li>\n<li><strong>Workflow Diagram:<\/strong> Website \u2192 WooCommerce\/Affiliate \u2192 GoHighLevel \u2192 Healthcare Backend.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"A02\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A02: Roles &#038; Permissions<\/h4>\n<p class=\"mt-2 text-slate-600\">Clarifies what each role can access.<\/p>\n<div class=\"mt-4 overflow-x-auto\">\n<table class=\"w-full text-left\">\n<thead>\n<tr class=\"bg-slate-100\">\n<th class=\"p-3 font-semibold\">Role<\/th>\n<th class=\"p-3 font-semibold\">System<\/th>\n<th class=\"p-3 font-semibold\">Access Level &#038; Purpose<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"divide-y divide-slate-200\">\n<tr>\n<td class=\"p-3\">Management &#038; Owners<\/td>\n<td class=\"p-3\">WP\/Woo<\/td>\n<td class=\"p-3\"><strong>Administrator:<\/strong> Full access.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Sales\/Support<\/td>\n<td class=\"p-3\">WP\/Woo<\/td>\n<td class=\"p-3\"><strong>Shop Manager:<\/strong> Limited to Orders, Customers.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<h3 id=\"B-wordpress\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">B. WordPress &#038; WooCommerce<\/h3>\n<div id=\"A11\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A11: Log in + Tour of Dashboard<\/h4>\n<p class=\"mt-2 text-slate-600\">How to log in and navigate the dashboard.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to `yourdomain.com\/wp-admin`.<\/li>\n<li>Enter credentials and log in.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<p>                                  <!-- All other content sections go here, same as before -->\n                              <\/div>\n<\/section>\n<p>                          <!-- Other sections like Sales &#038; Support, Affiliate Guide etc. -->\n                      <\/div>\n<p>                  <\/main>\n              <\/div>\n<\/p><\/div>\n<p>          <script>\n            (function() {\n                const sidebarNav = document.getElementById('sidebar-nav');\n                const sections = document.querySelectorAll('main section');\n                let navHtml = '';\n                sections.forEach(section => {\n                    const sectionTitleEl = section.querySelector('h2');\n                    if(sectionTitleEl) {\n                        navHtml += \\`<\/p>\n<h4 class=\"mt-4 mb-2 text-sm font-semibold text-slate-900\">\\${sectionTitleEl.textContent}<\/h4>\n<p>\\`;\n                    }\n                    const links = section.querySelectorAll('div[id]');\n                    links.forEach(link => {\n                        const linkId = link.getAttribute('id');\n                        const h4 = link.querySelector('h4');\n                        if(h4) {\n                            navHtml += \\`<a href=\"#\\${linkId}\" class=\"sidebar-link block text-slate-600 hover:bg-slate-100 hover:text-slate-900 rounded-md px-3 py-2 text-sm font-medium\">\\${h4.textContent}<\/a>\\`;\n                        }\n                    });\n                });\n                sidebarNav.innerHTML = navHtml;\n                const sidebarLinks = document.querySelectorAll('.sidebar-link');\n                const allTargets = document.querySelectorAll('main div[id]');\n                const observer = new IntersectionObserver((entries) => {\n                    let bestVisible = null;\n                    entries.forEach(entry => {\n                        if (entry.isIntersecting &#038;& (!bestVisible || entry.intersectionRatio > bestVisible.intersectionRatio)) {\n                            bestVisible = entry;\n                        }\n                    });\n                    if (bestVisible) {\n                        sidebarLinks.forEach(link => {\n                            link.classList.remove('active');\n                            if (link.getAttribute('href').substring(1) === bestVisible.target.id) {\n                                link.classList.add('active');\n                            }\n                        });\n                    }\n                }, { rootMargin: \"0px 0px -80% 0px\", threshold: [0, 1] });\n                allTargets.forEach(target => observer.observe(target));\n                sidebarLinks.forEach(link => {\n                    link.addEventListener('click', (e) => {\n                        e.preventDefault();\n                        const targetElement = document.querySelector(link.getAttribute('href'));\n                        if (targetElement) {\n                            targetElement.scrollIntoView({ behavior: 'smooth', block: 'start' });\n                        }\n                        const alpineComponent = document.querySelector('[x-data]');\n                        if (alpineComponent &#038;& window.innerWidth < 768) {\n                             alpineComponent.__x.data.openSidebar = false;\n                        }\n                    });\n                });\n            })();\n          <\\\/script>\n      <\/body>\n      <\/html>\n    `;<\/p>\n<p>    \/\/ Full HTML content from your prompt (abbreviated here for clarity)\n    const fullPortalHtml = `\n    <!DOCTYPE html>\n    <html lang=\"en\" class=\"scroll-smooth\">\n    <head>\n        <meta charset=\"UTF-8\">\n        <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n        <title>On-Call Rx | SOP &#038; How-To Guide<\/title>\n        <script src=\"https:\/\/cdn.tailwindcss.com\/script\"><\\\/script>\n        <link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n        <link rel=\"preconnect\" href=\"https:\/\/fonts.gstatic.com\" crossorigin>\n        <link href=\"https:\/\/fonts.googleapis.com\/css2?family=Inter:wght@400;500;600;700&#038;display=swap\" rel=\"stylesheet\">\n        <script src=\"https:\/\/cdn.jsdelivr.net\/npm\/alpinejs@3.x.x\/dist\/cdn.min.js\" defer><\\\/script><\/p>\n<style>\n            body { font-family: 'Inter', sans-serif; }\n            ::-webkit-scrollbar { width: 8px; }\n            ::-webkit-scrollbar-track { background: #f1f5f9; }\n            ::-webkit-scrollbar-thumb { background: #3b82f6; border-radius: 10px; }\n            ::-webkit-scrollbar-thumb:hover { background: #2563eb; }\n            .sidebar-link.active { background-color: #eff6ff; color: #2563eb; font-weight: 600; }\n            [x-cloak] { display: none !important; }\n        <\/style>\n<p>    <\/head>\n    <body class=\"bg-slate-50 text-slate-800\" x-data=\"{ openSidebar: false }\"><\/p>\n<header class=\"bg-white\/80 backdrop-blur-lg sticky top-0 z-40 border-b border-slate-200\">\n<div class=\"max-w-8xl mx-auto px-4 sm:px-6 lg:px-8\">\n<div class=\"flex items-center justify-between h-16\">\n<div class=\"flex-shrink-0 flex items-center\">\n                         <svg class=\"h-8 w-auto text-blue-600\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M12 6.042A8.967 8.967 0 0 0 6 3.75c-1.052 0-2.062.18-3 .512v14.25A8.987 8.987 0 0 1 6 18c2.305 0 4.408.867 6 2.292m0-14.25a8.966 8.966 0 0 1 6-2.292c1.052 0 2.062.18 3 .512v14.25A8.987 8.987 0 0 0 18 18a8.967 8.967 0 0 0-6 2.292m0-14.25v14.25\" \/><\/svg>\n                        <span class=\"ml-3 text-2xl font-bold text-slate-800\">On-Call Rx<\/span>\n                        <span class=\"ml-2 text-sm font-medium text-blue-600 bg-blue-100 px-2 py-0.5 rounded-full\">SOP Portal<\/span>\n                    <\/div>\n<div class=\"md:hidden\">\n                        <button @click=\"openSidebar = !openSidebar\" class=\"inline-flex items-center justify-center p-2 rounded-md text-slate-500 hover:text-slate-700 hover:bg-slate-100 focus:outline-none focus:ring-2 focus:ring-inset focus:ring-blue-500\">\n                            <span class=\"sr-only\">Open menu<\/span>\n                            <svg class=\"h-6 w-6\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\" stroke=\"currentColor\" aria-hidden=\"true\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\" d=\"M4 6h16M4 12h16M4 18h16\" \/><\/svg>\n                        <\/button>\n                    <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/header>\n<div class=\"max-w-8xl mx-auto px-4 sm:px-6 lg:px-8\">\n<div class=\"flex\">\n<aside :class=\"{'translate-x-0': openSidebar, '-translate-x-full': !openSidebar}\" class=\"fixed inset-y-0 left-0 z-30 w-72 bg-white border-r border-slate-200 transform md:translate-x-0 md:sticky md:top-16 md:h-[calc(100vh-4rem)] overflow-y-auto\">\n<div class=\"p-4\">\n<h3 class=\"text-xs font-semibold text-slate-500 uppercase tracking-wider mb-3\">Table of Contents<\/h3>\n<nav class=\"space-y-1\" id=\"sidebar-nav\"><\/nav>\n<\/p><\/div>\n<\/aside>\n<p>            <main class=\"flex-1 py-10 md:pl-10\"><\/p>\n<div class=\"prose max-w-none prose-slate prose-headings:font-semibold prose-headings:text-slate-800 prose-a:text-blue-600 hover:prose-a:text-blue-800\">\n<section id=\"admin-hub\" class=\"mb-16 scroll-mt-20\">\n<h2 class=\"text-3xl font-bold border-b pb-2 mb-6\">Admin Hub (Management &#038; Owners)<\/h2>\n<div class=\"space-y-4\">\n<h3 id=\"A-overview\" class=\"text-2xl font-semibold scroll-mt-20\">A. Platform Overview<\/h3>\n<div id=\"A01\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A01: What is On-Call Rx?<\/h4>\n<p class=\"mt-2 text-slate-600\">A clear, non-technical understanding of the On-Call Rx system and how its parts connect. This is an orientation, not a click-through tutorial.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Introduce the brand:<\/strong> On-Call Rx is a white-label version of Nu Health Rx, offering virtual healthcare services under your branding.<\/li>\n<li><strong>Customer-facing site:<\/strong> The WordPress website is where members sign up, choose plans, and log in.<\/li>\n<li><strong>Membership Handling:<\/strong> WooCommerce powers payments, plan management, and subscriptions.<\/li>\n<li><strong>Affiliate Capability:<\/strong> The WooCommerce Affiliate Plugin tracks partner referrals, commissions, and payouts.<\/li>\n<li><strong>CRM &#038; Automation:<\/strong> GoHighLevel manages the customer database, automated drip campaigns, payment reminders, and scheduling.<\/li>\n<li><strong>Medical Backend:<\/strong> All patient calls, prescriptions, and doctor assignments happen through the Virtual Healthcare Backend via an API link.<\/li>\n<li><strong>Workflow Diagram:<\/strong> Website \u2192 WooCommerce\/Affiliate \u2192 GoHighLevel \u2192 Healthcare Backend.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"A02\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A02: Roles &#038; Permissions<\/h4>\n<p class=\"mt-2 text-slate-600\">Clarifies what each role can access, following the principle of least privilege.<\/p>\n<div class=\"mt-4 overflow-x-auto\">\n<table class=\"w-full text-left\">\n<thead>\n<tr class=\"bg-slate-100\">\n<th class=\"p-3 font-semibold\">Role<\/th>\n<th class=\"p-3 font-semibold\">System<\/th>\n<th class=\"p-3 font-semibold\">Access Level &#038; Purpose<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"divide-y divide-slate-200\">\n<tr>\n<td class=\"p-3 font-bold\" colspan=\"3\">WordPress\/WooCommerce<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Management &#038; Owners<\/td>\n<td class=\"p-3\">WP\/Woo<\/td>\n<td class=\"p-3\"><strong>Administrator:<\/strong> Full access to manage content, memberships, orders, affiliates, reports.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Sales\/Support<\/td>\n<td class=\"p-3\">WP\/Woo<\/td>\n<td class=\"p-3\"><strong>Shop Manager:<\/strong> Limited to Orders, Customers, Subscriptions for support tasks.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3 font-bold\" colspan=\"3\">GoHighLevel (GHL)<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Management &#038; Owners<\/td>\n<td class=\"p-3\">GHL<\/td>\n<td class=\"p-3\"><strong>Admin:<\/strong> Full access to oversee pipelines, campaigns, and communications.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Sales\/Support<\/td>\n<td class=\"p-3\">GHL<\/td>\n<td class=\"p-3\"><strong>User:<\/strong> Limited to Conversations, Calendars, Contacts for daily tasks.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3 font-bold\" colspan=\"3\">Other<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Affiliate Partners<\/td>\n<td class=\"p-3\">WP Affiliate Plugin<\/td>\n<td class=\"p-3\"><strong>Affiliate:<\/strong> Access to their dashboard only to track referrals and earnings.<\/td>\n<\/tr>\n<tr>\n<td class=\"p-3\">Medical Staff<\/td>\n<td class=\"p-3\">Healthcare Backend<\/td>\n<td class=\"p-3\"><strong>Provider:<\/strong> Full access to clinical tools. Not accessible to non-medical staff.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<h3 id=\"B-wordpress\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">B. WordPress &#038; WooCommerce<\/h3>\n<div id=\"A11\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A11: Log in + Tour of Dashboard<\/h4>\n<p class=\"mt-2 text-slate-600\">How to log in and navigate the WordPress dashboard.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`yourdomain.com\/wp-admin\\`.<\/li>\n<li>Enter your username and password.<\/li>\n<li>Arrive at the Dashboard, the control center for the site.<\/li>\n<li>Tour the left-hand menu: WooCommerce, Products, Analytics, Affiliate, etc.<\/li>\n<li>Use \"Screen Options\" (top right) to customize your view.<\/li>\n<li>Log out via your profile in the top-right corner.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A12\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A12: Managing Products &#038; Membership Tiers<\/h4>\n<p class=\"mt-2 text-slate-600\">How to view, add, or edit membership plans in WooCommerce.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Navigate to \\`Products \u2192 All Products\\` in the WordPress dashboard.<\/li>\n<li>Search for and click on a product to edit.<\/li>\n<li>Update the product name, description, and price in the \"Product data\" box.<\/li>\n<li>Select \\`Simple Subscription\\` or \\`Variable Subscription\\` and set the billing period.<\/li>\n<li>Click the blue \\`Update\\` button to save changes.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A13\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A13: Orders, Refunds, Cancellations &#038; Prorations<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage orders, process refunds, and cancel memberships.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`WooCommerce \u2192 Orders\\`.<\/li>\n<li>Search for and open a specific order.<\/li>\n<li>Click the \\`Refund\\` button, enter the amount, and process it via the payment gateway.<\/li>\n<li>To cancel, find the \\`Related Subscriptions\\` box, click the link, and choose \\`Cancel\\` from the actions dropdown.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A14\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A14: Subscriptions (Pause, Resume, Failed Payments)<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage member subscriptions, including pausing, resuming, and handling payment issues.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`WooCommerce \u2192 Subscriptions\\`.<\/li>\n<li>Search for a specific subscription and click to open it.<\/li>\n<li>Use the \\`Subscription Actions\\` dropdown to \\`Suspend\\` (pause) or \\`Reactivate\\` a subscription.<\/li>\n<li>For failed payments, review \"Order Notes\" for the cause and contact the customer to update their card.<\/li>\n<li>You can manually \\`Reactivate\\` once payment info is updated.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A15\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A15: Coupons &#038; Promo Codes<\/h4>\n<p class=\"mt-2 text-slate-600\">How to create and manage promotional codes.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Marketing \u2192 Coupons\\`.<\/li>\n<li>Click \\`Add coupon\\` and define the code (e.g., WELCOME20).<\/li>\n<li>Under the \\`General\\` tab, set the discount type (percentage, fixed) and amount.<\/li>\n<li>Use \\`Usage restrictions\\` and \\`Usage limits\\` tabs to control how the coupon can be used.<\/li>\n<li>Click \\`Publish\\` to activate the coupon.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A16\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A16: Customers Tab (Find, Edit, Impersonate)<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage customer profiles.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`WooCommerce \u2192 Customers\\`.<\/li>\n<li>Search for a customer and click their name to view their profile.<\/li>\n<li>Click \\`Edit\\` to update their information or reset their password.<\/li>\n<li>If a user impersonation plugin is installed, you can \\`Login as User\\` to troubleshoot issues from their perspective.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A17\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A17: Analytics (Sales, Subscriptions, Churn)<\/h4>\n<p class=\"mt-2 text-slate-600\">How to track performance using WooCommerce Analytics.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Analytics \u2192 Overview\\` for a summary of sales, orders, and refunds.<\/li>\n<li>Use the \\`Subscriptions\\` tab to track MRR, new sign-ups, and cancellations (churn).<\/li>\n<li>Check the \\`Customers\\` tab for new vs. returning customer data.<\/li>\n<li>Set the date range at the top right to filter reports.<\/li>\n<li>Click \\`Export\\` to download data as a CSV file.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A18\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A18: Content Updates (Posts, Pages, Banners)<\/h4>\n<p class=\"mt-2 text-slate-600\">How to update website content.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>For blog updates, go to \\`Posts \u2192 Add New\\` or edit an existing one.<\/li>\n<li>For static pages (like \"About Us\"), go to \\`Pages \u2192 All Pages\\` and click \\`Edit\\`.<\/li>\n<li>To change homepage images or banners, use \\`Appearance \u2192 Customize\\` or your site's page builder.<\/li>\n<li>Upload new images or documents via \\`Media \u2192 Add New\\`.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<h3 id=\"C-affiliate\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">C. Affiliate Program (WooCommerce Affiliate Plugin)<\/h3>\n<div id=\"A21\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A21: Create Affiliate Programs<\/h4>\n<p class=\"mt-2 text-slate-600\">How to set up different affiliate programs (e.g., for dealers vs. independent reps).<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`WooCommerce \u2192 Affiliates \u2192 Programs\\`.<\/li>\n<li>Click \\`Add New Program\\` and give it a clear name (e.g., \"Dealer Program\").<\/li>\n<li>Set the commission structure (percentage or flat rate) and cookie duration.<\/li>\n<li>Assign eligible products and configure payout rules.<\/li>\n<li>Click \\`Publish\\` and assign affiliates to the program via the \\`Affiliates\\` tab.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A22\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A22: Set Commissions, Tiers, and Custom Coupon Links<\/h4>\n<p class=\"mt-2 text-slate-600\">How to customize affiliate earnings.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Edit a program to set the base commission rate.<\/li>\n<li>If supported, create \\`Commission Tiers\\` to reward top performers with higher rates based on sales thresholds.<\/li>\n<li>To link a coupon, go to \\`Marketing \u2192 Coupons\\`, create a new code, and assign it to a specific affiliate under the \\`Affiliate Linkage\\` section.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A23\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A23: Approvals, Compliance Notes, and Deactivations<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage affiliate accounts.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`WooCommerce \u2192 Affiliates\\` to view all affiliates.<\/li>\n<li>Find users with \\`Pending\\` status, review their application, and change their status to \\`Active\\` to approve them.<\/li>\n<li>Add private notes to an affiliate's profile to track compliance issues.<\/li>\n<li>Change an affiliate's status to \\`Inactive\\` or \\`Banned\\` to deactivate their account.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A24\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A24: Payouts &#038; Reports<\/h4>\n<p class=\"mt-2 text-slate-600\">How to export reports and pay affiliates.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to the \\`Reports\\` or \\`Payouts\\` tab in the affiliate plugin.<\/li>\n<li>Set the date range and review the earnings for each affiliate.<\/li>\n<li>Click \\`Export\\` to download a CSV for accounting.<\/li>\n<li>Reconcile commissions against completed orders, removing any refunded sales.<\/li>\n<li>Process payments via your chosen method (e.g., PayPal) and mark affiliates as paid in the system.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<h3 id=\"D-gohighlevel\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">D. GoHighLevel (GHL)<\/h3>\n<div id=\"A31\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A31: Quick Tour of GHL<\/h4>\n<p class=\"mt-2 text-slate-600\">Familiarize admins with the GoHighLevel interface.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Dashboard:<\/strong> High-level overview of leads and pipeline value.<\/li>\n<li><strong>Conversations:<\/strong> Unified inbox for all customer SMS, email, and chats.<\/li>\n<li><strong>Calendars:<\/strong> Schedule appointments and manage team availability.<\/li>\n<li><strong>Contacts:<\/strong> The main customer database.<\/li>\n<li><strong>Opportunities:<\/strong> Visual sales pipeline to track leads.<\/li>\n<li><strong>Marketing:<\/strong> Manage email\/SMS campaigns and automations (Workflows).<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"A32\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A32: Pipelines &#038; Stages<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage leads in the GHL sales pipeline.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Opportunities\\` and select the \"On-Call Rx\" pipeline.<\/li>\n<li>The columns represent stages (e.g., New Lead, Contacted, Member Active).<\/li>\n<li>Drag and drop customer cards from one stage to the next as they progress.<\/li>\n<li>Click on a card to open the contact's profile and update their details or add notes.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A33\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A33: Drip Campaigns &#038; Missed-Payment Reminders<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage automated follow-ups.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Marketing \u2192 Workflows\\`.<\/li>\n<li>Open a workflow (e.g., \"New Member Onboarding\") to review its steps (emails, SMS, delays).<\/li>\n<li>Check the \\`Trigger\\` to see what starts the automation (e.g., a tag is added).<\/li>\n<li>Click into any step to edit the message content or timing. Click \\`Publish\\` to save.<\/li>\n<li>Locate the \"Missed Payment\" workflow to see how payment reminders are handled.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A34\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A34: Calendars &#038; Availability<\/h4>\n<p class=\"mt-2 text-slate-600\">How to manage appointment scheduling.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Calendars\\` to view all appointments.<\/li>\n<li>Switch between Day, Week, and Month views. Owners can see all calendars, while team members see only their own.<\/li>\n<li>Click a time slot to add an appointment manually.<\/li>\n<li>To adjust availability, go to \\`Settings \u2192 Calendars\\`, select a calendar, and set the working hours and breaks.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A35\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A35: Reputation &#038; Reviews Workflow<\/h4>\n<p class=\"mt-2 text-slate-600\">How to request and manage customer reviews.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to \\`Reputation\\` to see the reviews dashboard.<\/li>\n<li>Click \\`Request Review\\` to manually send a request to a customer via email or SMS.<\/li>\n<li>Review the \"Review Request\" workflow under \\`Marketing \u2192 Workflows\\` to see how requests are automated.<\/li>\n<li>Respond to incoming reviews directly from the dashboard.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A36\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A36: Reporting You Should Check<\/h4>\n<p class=\"mt-2 text-slate-600\">Key reports to monitor in GHL and WooCommerce.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Weekly:<\/strong> Check WooCommerce Analytics for sales\/subscriptions and GHL Reporting for leads\/pipeline value.<\/li>\n<li><strong>Monthly:<\/strong> Check WooCommerce for top products\/customers and GHL for funnel conversions and review ratings.<\/li>\n<li>Export reports from both platforms for record-keeping.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h3 id=\"E-backend\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">E. Backend\/API Health &#038; Ops<\/h3>\n<div id=\"A41\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A41: How Visit Requests Flow to Backend<\/h4>\n<p class=\"mt-2 text-slate-600\">Understanding the data flow from member signup to a processed visit.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Member signs up on WooCommerce.<\/li>\n<li>An API call sends the new member's data to the healthcare backend, creating a patient account.<\/li>\n<li>Member receives login details for the healthcare portal.<\/li>\n<li>Member logs into the portal and requests a visit.<\/li>\n<li>The request appears in the backend for the medical team to process.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A42\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A42: Common Sync Issues &#038; How to Escalate<\/h4>\n<p class=\"mt-2 text-slate-600\">How to troubleshoot data sync problems.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li><strong>Issue: New member not in backend.<\/strong> Check the WooCommerce order status is \"Completed\".<\/li>\n<li><strong>Issue: Profile details missing.<\/strong> Correct the info in WooCommerce and manually re-trigger the sync.<\/li>\n<li><strong>Escalate if:<\/strong> API sync fails repeatedly or logs show unknown errors. Gather member name, order number, and screenshots before contacting tech support.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"A43\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A43: Monthly Close Checklist<\/h4>\n<p class=\"mt-2 text-slate-600\">A repeatable monthly process for closing out operations.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li><strong>Financials:<\/strong> Export sales\/subscription reports from WooCommerce and commission reports from the affiliate plugin. Process affiliate payouts.<\/li>\n<li><strong>Marketing:<\/strong> Export lead\/campaign reports from GHL.<\/li>\n<li><strong>Backups:<\/strong> Run a full database backup of the WordPress site and export all contacts from GHL.<\/li>\n<li><strong>Compliance &#038; Health:<\/strong> Check for failed payments, ensure cancellations are synced, and update plugins (after backup).<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<h3 id=\"F-security\" class=\"text-2xl font-semibold scroll-mt-20 pt-8\">F. Security &#038; Compliance Basics<\/h3>\n<div id=\"A51\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A51: Passwords, MFA, User Offboarding<\/h4>\n<p class=\"mt-2 text-slate-600\">Best practices for account security.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li>Enforce strong, unique passwords for all admin accounts.<\/li>\n<li>Enable Multi-Factor Authentication (MFA) on WordPress and GHL.<\/li>\n<li>When an employee leaves, immediately deactivate their user accounts in all systems to offboard them securely.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"A52\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">A52: Handling PHI-like Info in Support<\/h4>\n<p class=\"mt-2 text-slate-600\">Guidelines for handling sensitive information.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Do:<\/strong> Use secure systems (like the healthcare backend) for any communication involving health details.<\/li>\n<li><strong>Don't:<\/strong> Discuss Protected Health Information (PHI) in insecure channels like standard email or non-compliant chat tools.<\/li>\n<li>Maintain audit trail habits by documenting all support interactions within the appropriate system (e.g., GHL notes).<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n<\/section>\n<section id=\"sales-support-guide\" class=\"mb-16 scroll-mt-20\">\n<h2 class=\"text-3xl font-bold border-b pb-2 mb-6\">Sales &#038; Support Guide<\/h2>\n<div class=\"space-y-4\">\n<div id=\"S1\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S1: Product &#038; Plan Primers<\/h4>\n<p class=\"mt-2 text-slate-600\">A simple breakdown of each membership plan for sales and support teams.<\/p>\n<p class=\"mt-2\"><strong>Core Offering:<\/strong> All plans include virtual visits, prescription management, and provider messaging.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Single Plan:<\/strong> For one individual. Price: $189\/month.<\/li>\n<li><strong>Couple Plan:<\/strong> For two adults. Price: $220\/month.<\/li>\n<li><strong>Family Plan:<\/strong> For multiple family members. Price: $249\/month.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"S2\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S2: The End-to-End Customer Journey<\/h4>\n<p class=\"mt-2 text-slate-600\">The customer journey from signup to first virtual visit.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li><strong>Signup:<\/strong> Customer chooses a plan on the website and pays via WooCommerce.<\/li>\n<li><strong>Activation:<\/strong> Subscription becomes active, customer receives a welcome email.<\/li>\n<li><strong>First Login:<\/strong> Customer logs into their account on the main website.<\/li>\n<li><strong>Portal Access:<\/strong> Customer clicks \"Access Portal\" to enter the secure healthcare backend.<\/li>\n<li><strong>First Visit:<\/strong> Customer requests their first virtual visit through the portal.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"S3\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S3: Onboarding Call Script (5\u20137 min)<\/h4>\n<p class=\"mt-2 text-slate-600\">A script for guiding new customers through their first experience.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li><strong>Greeting:<\/strong> Welcome the customer and confirm they have a few minutes.<\/li>\n<li><strong>Confirm Email:<\/strong> Ensure they received the welcome email with login details.<\/li>\n<li><strong>Login Walkthrough:<\/strong> Guide them to log in at \\`on-callrx.com\/my-account\\`.<\/li>\n<li><strong>Dashboard Tour:<\/strong> Show them their membership details and the \"Access Portal\" button.<\/li>\n<li><strong>Portal Demo:<\/strong> Explain that the portal is for all medical activities.<\/li>\n<li><strong>Closing:<\/strong> Let them know how to contact support and wish them well.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"S4\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S4: Troubleshooting Library<\/h4>\n<p class=\"mt-2 text-slate-600\">Quick fixes for common customer issues.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Payment Failed:<\/strong> Guide customer to update their card in \\`My Account \u2192 Payment Methods\\`.<\/li>\n<li><strong>Didn't get email\/SMS:<\/strong> Check their contact info in WooCommerce\/GHL and resend. Ask them to check spam.<\/li>\n<li><strong>Can't log in:<\/strong> Use the \"Lost your password?\" link on the login page or reset it for them in WordPress.<\/li>\n<li><strong>Visit request not found:<\/strong> Escalate per A42 after checking the API sync log.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"S5\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S5: How to Open, Document, and Close a Support Ticket (with GHL)<\/h4>\n<p class=\"mt-2 text-slate-600\">Process for managing support tickets in GoHighLevel.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li><strong>Open:<\/strong> When a customer contacts support, create a new \\`Conversation\\` or \\`Opportunity\\` for them in GHL.<\/li>\n<li><strong>Document:<\/strong> Add notes to the GHL contact record detailing the issue and steps taken to resolve it.<\/li>\n<li><strong>Close:<\/strong> Once resolved, update the opportunity stage to \"Closed\" or add a \"Resolved\" tag to the contact.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"S6\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">S6: Customer Retention Plays<\/h4>\n<p class=\"mt-2 text-slate-600\">Strategies for retaining members.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Win-back Automations:<\/strong> Create a GHL workflow to automatically email customers who cancel, offering a special discount to return.<\/li>\n<li><strong>Upgrade Offers:<\/strong> Set up an automation to offer family plans to couples after a certain period, or offer other relevant upgrades.<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n<\/section>\n<section id=\"affiliate-partner-guide\" class=\"mb-16 scroll-mt-20\">\n<h2 class=\"text-3xl font-bold border-b pb-2 mb-6\">Affiliate Partner Guide<\/h2>\n<div class=\"space-y-4\">\n<div id=\"F1\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F1: Join the Program<\/h4>\n<p class=\"mt-2 text-slate-600\">How prospective affiliates can sign up for the program.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Go to the affiliate signup page on the website.<\/li>\n<li>Fill out the registration form with personal and payment details.<\/li>\n<li>Agree to the Terms &#038; Conditions and submit the application.<\/li>\n<li>Wait for approval (1-3 business days).<\/li>\n<li>Receive a welcome email with a login link to the affiliate dashboard.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"F2\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F2: Affiliate Dashboard Tour<\/h4>\n<p class=\"mt-2 text-slate-600\">A tour of the affiliate dashboard.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Home:<\/strong> Earnings summary and performance graph.<\/li>\n<li><strong>Referral Links:<\/strong> Get your unique tracking links.<\/li>\n<li><strong>Coupons:<\/strong> View any custom coupon codes assigned to you.<\/li>\n<li><strong>Reports:<\/strong> Track clicks, conversions, and commissions.<\/li>\n<li><strong>Payments:<\/strong> View payment history.<\/li>\n<li><strong>Creatives:<\/strong> Download approved marketing materials.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"F3\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F3: How to Get Your Unique Links &#038; UTMs<\/h4>\n<p class=\"mt-2 text-slate-600\">How to create trackable links for specific campaigns.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>In your affiliate dashboard, go to the \\`Referral URLs\\` tab to copy your main link.<\/li>\n<li>Use the \\`Custom URL Generator\\` to create a link to a specific product page.<\/li>\n<li>Add UTM parameters (e.g., \\`&#038;utm_source=facebook\\`) to your link to track campaign sources in your own analytics tools.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"F4\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F4: Creatives &#038; Where to Download Them<\/h4>\n<p class=\"mt-2 text-slate-600\">Where to find pre-approved marketing materials.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Log into your affiliate dashboard and navigate to the \\`Resources\\` or \\`Creatives\\` section.<\/li>\n<li>Browse available images, banners, videos, and copy templates.<\/li>\n<li>Click to download the materials you need for your promotion.<\/li>\n<li>Always use approved creatives to stay brand-compliant.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"F5\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F5: Commission Structure &#038; Payout Schedule<\/h4>\n<p class=\"mt-2 text-slate-600\">How and when affiliates get paid.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li>Commissions are earned on completed sales and are reversed on refunds.<\/li>\n<li>Payouts are processed monthly (e.g., January earnings are paid in February).<\/li>\n<li>A minimum payout threshold (e.g., $50) must be met.<\/li>\n<li>View pending and past commissions in the \\`Payments\\` tab of your dashboard.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"F6\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F6: Compliance Rules<\/h4>\n<p class=\"mt-2 text-slate-600\">What affiliates can and cannot do.<\/p>\n<ul class=\"mt-4 list-disc list-inside space-y-2\">\n<li><strong>Allowed:<\/strong> Social media posts, email marketing, blogs, paid ads to your own audience.<\/li>\n<li><strong>Not Allowed:<\/strong> Bidding on branded keywords (e.g., \"On-Call Rx\"), making false medical claims, using unapproved logos.<\/li>\n<li>A disclaimer must be included in all promotions (e.g., \"As an affiliate, I may earn...\").<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div id=\"F7\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F7: How to Request a Custom Coupon or Landing Page<\/h4>\n<p class=\"mt-2 text-slate-600\">How to get unique marketing tools.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>Contact the affiliate manager via email or the support section of the dashboard.<\/li>\n<li>Provide your affiliate ID and details of your request (e.g., desired coupon code, campaign details).<\/li>\n<li>The manager will review the request and, if approved, create the coupon or landing page for you.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div id=\"F8\" class=\"scroll-mt-20\">\n<div class=\"bg-white p-6 rounded-lg shadow-sm mt-4\">\n<h4 class=\"font-semibold text-lg\">F8: Reading Reports &#038; Improving Conversion<\/h4>\n<p class=\"mt-2 text-slate-600\">How to use data to make smarter marketing decisions.<\/p>\n<ol class=\"mt-4 list-decimal list-inside space-y-2\">\n<li>In your dashboard reports, monitor Clicks, Conversions, and Conversion Rate.<\/li>\n<li>If you have high clicks but low conversions, refine your sales copy or request a custom landing page.<\/li>\n<li>If you have low clicks but high conversions, work on increasing traffic.<\/li>\n<li>Test different creatives and simplify the path to purchase to improve your conversion rate.<\/li>\n<\/ol>\n<\/div>\n<\/div><\/div>\n<\/section><\/div>\n<p><\/main>\n        <\/div>\n<\/div>\n<p>        <script>\n            (function() {\n                const sidebarNav = document.getElementById('sidebar-nav');\n                const sections = document.querySelectorAll('main section');\n                let navHtml = '';\n                sections.forEach(section => {\n                    const sectionTitleEl = section.querySelector('h2');\n                    if(sectionTitleEl) { navHtml += \\`<\/p>\n<h4 class=\"mt-4 mb-2 text-sm font-semibold text-slate-900\">\\${sectionTitleEl.textContent}<\/h4>\n<p>\\`; 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