Description: A tool that allows registered clients (professionals, companies, or partners) to independently create, manage, and publish one or more public profiles (business cards) on the website.
What is it for? (Practical examples)
- Creation of a partner list: Use it to build a searchable directory of suppliers, affiliates, or professionals collaborating with your platform.
- Autonomous information management: Allow your partners to update hours, addresses, photo galleries, and contacts without site administrator intervention.
- Collection of public feedback: Integrate a system of reviews and ratings directly on professionals' profiles to increase trust and transparency.
Main features
Profile management
- Complete showcase: Each professional can create a detailed profile including title, full description (with advanced text editor), logo, and cover image.
- Media and content: Ability to upload a photo gallery (up to 10 images) and insert a link to a promotional video (e.g., YouTube).
- Categorization and attributes: Assign the profile to one or more categories and select specific attributes (features, services offered, etc.), which users can filter by.
- Locations and geolocation: Insert one or more physical locations complete with address, with automatic coordinate calculation for map display.
- Working hours: Define opening and closing times for each day of the week.
- Applied discount: Ability to indicate a discount percentage, with automatic verification of compliance with the minimum imposed by the category.
- Review and approval: The profile or changes may be subject to approval by an administrator before publication.
User interaction
- Reviews and ratings: Authenticated users can leave a rating (from 1 to 5 stars) and a textual comment on the profile.
- Favorites list: Users can save profiles of interest in a personal list.
- Contact form: Each profile includes a dedicated contact form that sends messages directly to the professional, saving the conversation in the reserved area.
How to configure
Configuration is divided between general settings (administrative panel) and data management (professional's reserved area).
1. Administrative Settings (Fields and Review)
In the control panel, the administrator can define which features are available for public profiles.
| Option | Description |
|---|---|
| Require profile review | If enabled, new profiles must be approved by an administrator before being published. |
| Require review at every change | If enabled, every modification saved by the professional enters a "under review" state. |
| Custom video | Enables the field for inserting a video link (e.g., YouTube). |
| Gallery | Enables uploading an image gallery. |
| Cover image | Enables uploading a cover image. |
| Discount to apply | Enables the field for entering a discount percentage. |
| Working hours | Enables the section for managing opening and closing times. |
2. Category Settings (Minimum Discount)
For each Directory category, it is possible to set a mandatory minimum discount that the professional must respect in order to register in that section.
3. Profile Management (User Reserved Area)
The professional accesses their Reserved Area, in the Public Profile section, where they can:
1. View profiles: See a list of active and under-review profiles, with the possibility to add new ones (if allowed).
2. Edit main data: Enter Title, Description, and select belonging Categories.
3. Upload media: Use drag & drop upload system for Logo, Cover Image, and Gallery.
4. Manage locations: Add, modify or delete physical addresses. The system automatically calculates geographic coordinates for the map.
5. Define attributes: Select specific service characteristics (available attributes vary depending on selected category). If required by the attribute, they can also enter a specific price.
6. Working hours: Enter opening and closing times for each day, with the possibility of adding multiple time slots on the same day.
Automatic integrations
Navigation Menu and Pages
- Dynamic pages: The module automatically creates necessary pages to display individual professional details and search results lists.
- Categories Menu: Categories created in the admin panel are made available for automatic inclusion in site navigation menus.
- Client Area: Two tabs are added in the professional’s reserved area: Public Profile (for managing their card) and Received Messages (to view requests sent via public contact form).
Search and Filters
- Global search: Professionals’ profiles and categories are integrated into the site's global search function.
- Advanced filters: Visitors can search professionals by keyword, attribute/feature, and location (geolocation).
Automations and Notifications
- Email notifications: Automatic emails are sent to administrators for profiles awaiting review and to professionals when they receive new reviews.
- Automation conditions: It is possible to use membership of a professional in a specific category as a filter in marketing automations (e.g., send newsletters only to clients who have profiles in certain categories).
Key differences
This tool is specifically designed to create public cards viewable by visitors. If the goal is managing customer relationships (invoices, orders, etc.), use the main Customer Management module instead. The Directory focuses on visibility and public interaction (reviews, locations, hours).
