Curated Directory of Wizards
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Curated Directory of Wizards

šŸ‘©ā€šŸš€Ā Next Steps

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šŸ“Ā Create Typeform survey
  • two options ~ refer yourself or refer someone else
  • key questions include:
    1. First
      last name
      email (private to us)
      location
      training - covered below
      brief bio
      headshot/photo
      link to website
      1x Social media link
      Best contact info
      typical clients (i.e. women only etc.)
      modalities trained in
      Certifications + credientials
      approx session cost per hour
      availability?
      work online or IRL only?
      who else might you refer
      anything else?
      ‣
      contact form

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Connect typeform to Airtable
Connect Airtable to Pory
Jonny to send out Typeform to connections + network

  • šŸ–„ļøĀ Website design
    • Heading 1 ~ ā€˜Somalist’ ~
    • What this is // find world class somatic practitioners
    • About // Why we created this >>
    • first off write why we’re creating this + importance of somatic therapeutic approaches + knowing that it’s hard to find great practitioners if you’re new to the space + the importance of being trauma-aware and versed in Polyvagal Theory.
    • definitions and info about Hakomi/SE/IFS/FBR etc.
    • email signup (possible to match people down the line?)
    • place where other practitioners can apply to be listed
    • be able to filter/search by different categories
    • ‣
      Choose a design for pory
      • is there a NSM design systems doc (colour scheme, font family etc)?
      • these are the templates. The structure of the product catalogue seems to match our requirements best, (with the filtering option of the job board) what do you think?
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      each thumbnail card should have the following info
      • image: headshot
      • title: name of the practitioner
      • description:
        • list of modalities offered
        • location
        • online/offline
      • tag (i.e. Tables in the photo)
        • either location or modality I think
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      Outstanding tasks:
      Find a way to capitalise the survey responses such as the name - annoyingly airtable only support UPPER() which makes the whole word upper case. ok since we’re gonna review the results before updating pory, we can captilise the name
      find a way to concatenate the first name and last name or just add it as a single field in the form - fixed using a formula in airtable
      Remove the ā€œotherā€ option in the modalities list (it looks odd when it gets populated on pory)
      combine the two lists of modalities into one
      find a way for airtable to not update pory right away without review
      • I’ve emailed pory about this
      • my backup idea for this is to have 2 airtable tables, one that is fed from airtable, and another that feeds pory. any time we review a new row, we can copy it to the table that feeds pory
      find a way to choose between ā€œyour nameā€ vs ā€œtheir nameā€ for pory - fixed using a formula in airtable
      cap the ā€œbrief descriptionā€ (eg: 350 characters)
      add a default headshot image or make it required - making it required is not ideal, given that people are referring others. but setting a default image automatically in airtable requires a paid extension šŸ˜•
      Prettify all the airtable column labels as some will be viewable in Pory, then update the typeform/airtable integration if required
      tempted to remove the phone number contact detail. my guess is that 90% of people will leave it blank
      get the search to work for a few different things if possible eg: modalities, maybe add a ā€œfilterā€ functionality
      • to be able to filter by country, I changed the typeform to a drop-down country form
      add a footer linking to our socials - I did this 3 times and for some reason it didn’t save 😟
      add an ā€œaboutā€ page
      replace the sidebar button with ā€œsign upā€ or add it to the footer ??
      add N/A for blank entries of trainings

Future-proofing

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How to set and update variables in typeform
  • Select the logic tab in the right-hand sidebar, then select ā€œpersonalise with dataā€
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  • then select variables
  • the stated values under ā€œcustom variablesā€ (eg: ā€œYourā€) are the ā€œinitialā€ values - this is what the value of the variable will be by default
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  • then based on some condition, you can set the variable to be the new value.
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