# Marketplace Copy Pack — Epic Appointment Manager ## Product card **Epic Appointment Manager** Collect service and staff appointment requests with availability windows, notifications, cancellation links, and admin workflow controls. Pricing pending owner review · Lifetime Updates Included after owner-approved paid license · 6 Months Support Included after owner-approved paid license ## Buyer-facing headline Appointment request management for service teams that need owner-reviewed WordPress scheduling controls. ## Short description Epic Appointment Manager gives service businesses a WordPress-native appointment request foundation with services, staff profiles, availability windows, booking records, notification templates, public cancellation links, and Epic Works license/update guardrails. ## Long marketplace description Epic Appointment Manager is an owner-review WordPress scheduling foundation for teams that need to collect appointment requests before exposing a public checkout or fully automated booking stack. It creates dedicated services, staff, availability, and booking tables on activation, then gives site owners an admin workflow for defining services, assigning staff, setting weekly availability windows, reviewing booking records, and adjusting notification copy. The frontend `[epic_appointment_booking]` shortcode lets a service business place a structured request form on a page while keeping fulfillment under human review. Customers can request a service, staff member, date, time, and contact details; admins can review the booking record and move it through pending, confirmed, cancelled, or completed statuses. Customer-facing cancellation links use booking ID plus public token checks so the copy can promise a guarded cancellation path without implying payment processing, deposits, SMS, calendar sync, or automatic confirmation. This copy pack is prepared for owner review only. The current package is not published, not sale-ready, and does not enable live checkout. Public price display, buy buttons, checkout activation, payment claims, and sale-ready labeling require explicit owner approval after final browser QA and fulfillment review. ## Feature bullets - Service, staff, availability, and booking database tables created on activation. - Admin pages for services, staff, availability windows, booking records, settings, and notification templates. - Frontend `[epic_appointment_booking]` request form for customer appointment intake. - Booking workflow statuses for pending, confirmed, cancelled, and completed requests. - Editable admin/customer notification templates with booking-token replacement. - Public cancellation-token links guarded by booking ID plus token. - Settings API controls for booking window, default status, admin notification email, customer notifications, cancellation behavior, and admin theme. - Broker-ready license activation, validation, deactivation, and native update transient gating. ## Buyer outcomes - Help service teams collect structured appointment requests without exposing a live payment workflow. - Keep booking operations in WordPress admin with staff, availability, request statuses, and notification copy in one place. - Give customers a clear cancellation path through guarded token links. - Keep fulfillment aligned with Epic Works license/update and customer portal controls. - Stage a controlled owner-review scheduling experience that can be approved before public sale or checkout activation. ## Screenshot captions 1. **Appointment Requests Dashboard** — Shows the owner-review admin overview with service, staff, booking, and pending-request metrics plus the `[epic_appointment_booking]` shortcode reminder. 2. **Services and Staff Setup** — Demonstrates the admin workflow for adding service records with duration/capacity and assigning staff contacts for appointment intake. 3. **Availability Windows** — Highlights weekly staff availability controls with weekday, start time, end time, slot interval, and active-state fields. 4. **Booking Records Workflow** — Shows pending, confirmed, cancelled, and completed appointment records managed from WordPress admin without payment capture. 5. **Notification Templates** — Displays editable admin/customer email templates with tokens such as `{customer_name}`, `{appointment_date}`, `{appointment_time}`, `{status}`, and `{cancel_url}`. 6. **Frontend Booking Request Form** — Shows a staged customer request form for service, staff, date, time, contact details, and notes using the `[epic_appointment_booking]` shortcode. 7. **License & Updates Guardrails** — Shows the Epic Works license/update handoff as broker-ready and owner-review-only, with no public price or checkout activation. ## Owner-review acceptance criteria - Source/package evidence confirms version `0.1.2` build `2026-06-16-001` and owner-review ZIP integrity before any public copy is promoted. - Copy remains aligned with implemented source markers: services, staff, availability windows, booking records, shortcode request form, notification templates, cancellation-token links, and broker-ready license/update behavior. - The storefront page keeps `Pricing pending owner review`; no live price, buy button, checkout enablement, or sale-ready label is introduced by this task. - Screenshots/mockups use fictional staged data only and do not expose credentials, license keys, real bookings, private customer records, or payment data. - Claims avoid unsupported features: payment processing, deposits, SMS reminders, calendar sync, automatic confirmation, HIPAA/compliance promises, or marketplace publication. - Final owner approval and stronger browser/WordPress QA remain blockers before public release. ## Proof/trust copy Owner-review QA passed with harness-backed package, activation, table/default, settings, license/update, and shortcode evidence. The owner-review ZIP passed integrity testing and is mapped to local evidence. Pricing remains pending owner approval. ## CTA Primary: `Owner Review` Secondary: `Open Customer Portal` Do not change the CTA to buy/checkout/live purchase until owner approval and checkout authorization are explicitly granted. ## Visual references - `assets/images/product-mockups/epic-appointment-manager-mockup.svg` — owner-review mockup only, not a live customer screenshot. - `visual-assets.md` — screenshot checklist and mockup guardrails. ## Claim boundaries - Do not claim publication, live checkout, sale-ready status, payment processing, calendar sync, SMS, deposits, or confirmed appointment automation unless separately implemented and verified. - Do not show backup products or Epic Builder beside this approved-review product set. - Do not expose credentials, license keys, customer data, private IPs, or real booking/customer records in screenshots.