Consulytics

App for freelancers and consultants streamline consultation sessions. Consulytics provides a portal for your clients to schedule and pay for consultation sessions

Can be accessed at https://consulytics.herokuapp.com/

Table of Contents

• Features
• Layout
• Setup/Installation
• Gems
• To-Do
• Thanks
• License

Features

• See all your upcoming sessions in a simple calender or list view
• Clients can log-in to keep track of all their upcomming consultations
• Add comments and meeting notes to keep track of the important stuff
• Stripe integration allows clients to pay for the meeting directly inside the app itself
• Send a confirmation and reminder emails to the client just before the meeting

Layout

Sign-up Page

• Lets the users Sign-Up/ Sign-In
• Users need to be logged in to be able to schedule meetings

Dashboard

• The calender dashboard is the first thing the users sees when they log-in

Admin Dashboard

• The calender only shows appointments relevant to the user but the admin can see all the meetings

List View

• By selecting the tab at the top you can also choose to view the meetings in a list view

See an Individual Meeting

• Each meeting has a show page which displays the start times and end times for the meeting.

• You can also write some of your thoughts and notes for the meeting here. We use the trix gem to generate a text editor for adding details to the meetings

• The admin also has the ability to cancel the meeting session through this page

• The meeting show page uses AJAX to update the comments in real time. When users submit a comment it is automatically displayed without having to refresh the page.

Scheduling A New Consultation Session

• Client's can schedule a new meeting right from within the app
• Creating a new meeting also sends an email to the client about the meeting they just scheduled at their registered email ID

Client/User list

• In addition to the above features the admin can view all his clients along with the upcoming sessions with them on a single page
• The admin can also delete/fire a particular client thus cancelling all sessions with them

Setup

1. cd to the directory you want to save the code
2. run git clone [email protected]:vedantshetty/Consulytics.git
3. cd to the project directory
4. Make sure you have redis installed
   • run redis-server in the terminal
   • If you don't have redis install then do so by using the guide
5. run gem install foreman
   • Make sure to not install foreman from the gem file
6. bundle install
7. Setup Stripe Payments
   • Get your public and secret key from stripe( link to keys)
   • Open the credentials file by typing

Value In Code	Text Editor
EDITOR='subl --wait' bin/rails credentials:edit	Sublime Text
EDITOR='code --wait' bin/rails credentials:edit	VSCode
EDITOR='gedit --wait' bin/rails credentials:edit	Gedit

8 Paste the following in your credentials file

• stripe_publishable_key: <YOUR_KEY_HERE>
• stripe_secret_key: < YOUR_KEY_HERE>

9. foreman start

Gems

1. Simple Calender
2. Stripe API
3. TO-DO: SendGrid
4. Tailwind CSS
5. Tailwind Template by Andy Leverenz
6. Redis
7. Sidekiq
8. Trix by Basecamp

To-Do

• Allow 'drag-dropping' files to meeting notes
• Use a more intuitive date-time picker
• Refactor CSS for tailwindCSS 1.0
• Integrate SendGrid
• Refactor UI
• Improve text on home page

Thanks

1. Undraw for illustrations
2. Jlever for guide