Patients and partners land in too many places
Calls, consult questions, treatment education, referrals, giveaways, guide downloads, and office paperwork are not packaged into one clear client journey.
Smile With Style bundle
One high-ticket client bundle built from QRCodee, hosted links, guide library, workspace, and CODEE_VIDEO_SESH.
This page is the sales map. It explains what each Smile With Style link means, what asset it represents, what flyer should say, and how Codee connects the hosted pages, QR asset, Stripe checkout metadata, review room, and the greenlit private GCS Office OS storage lane.
QRCodeeOne branded QR image that routes print, flyers, cards, guides, and workspace traffic.
Hosted linksEach page is a focused client-review URL under the Smile With Style bundle.
Guide libraryPatient education becomes a repeatable trust and follow-up asset.
Video SeshThe consultation room points to CODEE_VIDEO_SESH for preflight and room setup.
Office OSGCS storage is greenlit now; email and PHI launch stay gated by Brevo, staff training, BAA, and client approval.
Client issue
The office has trust, but the action paths are scattered.
Smile With Style already has a real practice, real services, and an existing website. The gap Codee is packaging is the missing operating layer around it: scan-ready patient paths, organized guide assets, campaign follow-up, staff review, appointment interest, and secure paperwork routing.
The official practice site stays authoritative
Codee does not replace the main site, clinical systems, or staff workflow. It adds focused campaign lanes around them.
A clickable bundle the office can review
QRCodee, Flyer100, consult, treatment pages, guide library, referrals, shop, workspace, Video Sesh review, and Office OS are shown as one high-ticket offer.
High-ticket automation bundle
What Codee can automate for an orthodontic office.
The contract demo is the sharpest pain point, but the same Office OS layer can reduce repetitive staff work across consults, forms, follow-up, education, referrals, reviews, and campaign routing.
Link-sign-PDF packets
Send treatment agreements by link, capture iPad/phone/laptop signatures, generate a staff-ready PDF, and let staff upload that finished PDF into Edge.
Confirmation queue
Route consult requests, call-back requests, missed-confirmation follow-up, and map/phone actions into one staff review queue.
QR patient forms
Use QRCodee to send parents, adults, referral patients, and retainer-care leads into the right intake path instead of scattered calls and notes.
Guide delivery
Automate first-visit checklists, braces day-one instructions, retainer care, food reminders, emergency instructions, and paid guide delivery.
Dentist partner handoff
Give partner offices a clean referral page, records checklist, contact route, and optional secure document-request lane.
Six-month QR plan
Run back-to-school, sports retainer care, adult aligners, referral partner kits, winter comfort, and new-year smile campaigns with trackable scan paths.
Post-visit review prompts
After approved milestones, route happy patients to review links and route unhappy feedback into an internal recovery queue first.
Daily action board
Show what is waiting, signed, filed, needs correction, ready for callback, ready for review, or ready for campaign follow-up.
Client bucket organization
Keep signed packets, campaign assets, guide drafts, referral templates, approvals, and staff notes organized by record ID, date, status, and role.
HIPAA-ready path
How this becomes safe for real patient information.
There is not a magic public “HIPAA certified” switch. The GCS storage lane is approved for implementation now, but real protected health information still waits on the required agreements, staff process, access policy, audit review, and client sign-off.
Policies, BAA, training, access rules
Execute a Business Associate Agreement before handling ePHI, document risk analysis, train staff, define retention, and assign who can send, view, correct, archive, or export records.
Private storage, auth, audit logs
Use server-side GCS credentials only, private buckets, encryption, MFA-backed staff auth, short-lived signed review links, least-privilege roles, immutable access logs, and monitored alerts.
No PHI in public pages
No patient records in static hosting, browser localStorage, public QR assets, shared unauthenticated links, or frontend keys. The public demo stays no-PHI; production moves records behind the backend.
GCS greenlight status
What is approved now, and what is still left before PHI.
Codee can move forward with private Google Cloud Storage for the Office OS contract lane immediately. The email provider and live patient-data launch remain separate gates.
Private GCS bridge storage
Signed packets post to the backend, not directly from browser keys. The backend writes the Edge-upload PDF, private packet, record, index, and audit objects under the Smile With Style Office OS path.
Server-side credentials only
Storage credentials stay on the server. Public pages can submit a packet, but they cannot browse the bucket, list records, or expose service-account material.
Protected review lookup
Staff review metadata is behind an authenticated endpoint. Signed file URLs are short-lived and generated only by the backend when review access is approved.
Brevo email notice
Email is intentionally gated. After Brevo is approved and staff/client steps are complete, the server flag can turn on review-link emails after storage acceptance.
BAA and privacy policy
Before patient records or ePHI go through this system, the office needs BAA coverage, privacy/security policy approval, breach-response steps, and retention rules.
Staff training and roles
Define who can send links, view packets, correct records, export files, archive documents, and revoke access. Staff need workflow training before launch.
Clinical/legal template approval
The mock orthodontic agreement must be replaced by attorney/practice-approved language before any real patient signature is collected.
Access and audit review
Confirm MFA-backed staff access, least-privilege roles, audit log review, backup/retention checks, and incident-response contacts.
24-hour launch board
The readiness page lists exactly what is implemented now, what is locked, and what the client must provide for a production PHI go-live decision.
Clickable offer board
Open each part of the Smile With Style bundle.
This is the simple client view: every button opens the exact page or asset being offered. The first row is the core bundle; the second row is the add-on/upgrade path.
Bundle home
Main audit, invoice scope, QR value, site shell, guide/shop/referral/campaign story, and Stripe checkout.
Sales hub Open bundle homeQRCodee image
Logo-centered QR for front desk, referral pads, flyers, cards, guide inserts, and giveaway materials.
Scan path Open QR assetConsult lane
Scan-to-consult page for parents, adults, referral patients, call/map actions, and first-visit orientation.
Patient path Open consult laneGuide library
Free and paid guide concepts for first visits, braces day one, retainer care, comfort, and school routines.
Trust asset Open guide libraryFlyer100 giveaway
One-message hosted flyer with Smile With Style logo, QRCodee, giveaway copy, and order path.
Promo asset Open Flyer100Client workspace
Review all active pages, request updates, prepare shop changes, and order more Codee tools.
Control room Open workspaceCODEE_VIDEO_SESH review
Dental consult demo, video preflight, approval checklist, host/guest room language, and launch gate.
Review room Open Video Sesh roomOffice OS
GCS storage lane is greenlit for contract-link signing, private packet storage, and audit/index metadata. PHI launch waits on BAA, staff training, client approval, and Brevo email activation.
High-ticket add-on Open Office OSContract signing demo
Mock orthodontic treatment agreement where a client can open a link, sign on iPad/phone/laptop, press send, store into the client bucket, and receive a review link email.
Automatic signing flow Open contract demoPackage menu
What the client can buy or add on.
If the office wants a small start, begin with QRCodee plus Flyer100 and the consult lane. If they want the high-ticket system, activate the Business Suite and add Office OS as the secure backend workflow after policy approval.
| Offer | What the client sees | Backend / fulfillment meaning | Open |
|---|---|---|---|
| QRCodee starter | Branded QR image and hosted hub. | Static QR asset points scans to the Smile With Style bundle route. | QR asset |
| Flyer100 promo | One giveaway flyer with one clear action. | Static flyer page plus Stripe metadata for Flyer100 order path. | Flyer100 |
| Business Suite | Mini site, consult, treatments, guide library, referrals, shop, campaign, workspace. | Hosted proof pages plus Stripe checkout metadata and 30-day edit window after approval. | Suite hub |
| Consultation / CODEE_VIDEO_SESH | Review room, dental intake demo, video preflight, host/guest room path. | Routes to dental consultation demo and Codee video preflight; patient launch remains approval-gated. | Review room |
| Office OS add-on | Appointment interest, digital contract links, remote/iPad signing, patient paperwork routing, private storage, status queue. | GCS storage is live as the approved backend bridge for signed PDFs, signed packets, record JSON, index, audit metadata, and short-lived review/download URLs. Edge remains the system of record. Remaining PHI gates: BAA, access policy, staff training, retention rules, clinical/legal contract approval, and final client sign-off. | Office OS |
| Contract signature demo | Open a contract link, review terms, acknowledge policies, draw a signature, press send, and see the packet accepted, stored, and review-link emailed. | API-first demo posts the signed packet to the Office OS backend. The backend creates the signed PDF for Edge upload and stores private GCS PDF/packet/record/index/audit objects now. Brevo email is held behind the approval flag until the provider, staff training, and client approval gates are complete. | Contract demo |
How the backend works
What is live now and what is the paid backend lane.
The current bundle is a hosted proof concept with an implemented Office OS Edge-upload bridge. The pages are client-review routes under clients.codee.chat/smilewithstyle. Stripe checkout links pass Smile With Style metadata into /api/stripe/start. The consultation review room routes into the Codee dental consultation and CODEE_VIDEO_SESH preflight paths. The Office OS API can accept signed packets, generate a signed PDF, store private GCS records, write index/audit metadata, and hold email until Brevo and office approvals are complete; Edge remains the system of record and PHI use still requires BAA, policy, staff training, and client approval.
Hosted review pages
All client-facing proof pages are HTML/CSS assets hosted under the Smile With Style folder. They are safe to share for review, but still marked noindex/nofollow.
Asset hub
The QRCodee PNG points to the hosted hub. Flyers, cards, guide inserts, referral pads, and front-desk signs can all use that same scan path.
Checkout metadata
Order buttons call the live Codee Stripe start route with client_id, brand, QR target, flyer target, and service metadata so fulfillment can know what the client bought.
Review control room
The workspace shows all lanes and order buttons. Its shop draft editor is browser-only demo logic today; paid builds should save approved changes server-side.
Consult review room
The consultation room is a sales/review wrapper that opens the dental consult demo and Codee video preflight. Patient-facing launch still requires office approval.
Private storage lane
The backend now has an Office OS contract endpoint for approved contract-link signing, server-side packet storage, private Google Cloud Storage records, signed review URLs when available, and audit metadata. Email is intentionally gated until Brevo/staff/client approval. Production PHI launch still requires authenticated staff access, retention rules, BAA, policies, training, and risk review.
Bundle links
Use these links as the high-ticket client walkthrough.
Each card includes the link, what it means, the asset value, the backend role, and a prompt you can paste into a flyer/image generator to create a promo flyer for that exact site.
1. Bundle home and invoice scope
Link: https://clients.codee.chat/smilewithstyle/
Meaning: Main high-ticket pitch page: audit result, QRCodee value, site shell, guide/shop/referral/campaign lanes, invoice-ready scope, and Stripe checkout.
Asset: Primary sales hub for the client. Use it as the first link in emails, QR scans, and owner review.
Backend: Static hosted proof page with Stripe checkout URL metadata for the Business Suite.
Flyer prompt: Create a polished orthodontic business-growth flyer for Smile With Style. Show a premium Codee bundle that turns one orthodontic website into a scan-ready patient growth system with QRCodee, consult pages, guide library, shop lane, referral page, six-month campaign plan, workspace, and Stripe checkout activation. Use clean dental colors, a confident high-ticket consulting tone, QR scan callout, and CTA: "Open the Smile With Style Codee bundle."
2. QRCodee asset
Link: https://clients.codee.chat/smilewithstyle/assets/qrcodee-smilewithstyle-codee.png
Meaning: Branded scan path for the whole bundle.
Asset: Logo-centered QR image for cards, flyers, referral pads, office signs, guide inserts, and giveaway handouts.
Backend: Static PNG asset; the QR target is the hosted Smile With Style hub.
Flyer prompt: Create a QRCodee promotion flyer for Smile With Style Orthodontics. Feature one large branded QR code as the hero, with copy explaining that one scan opens consult info, guides, referral support, giveaways, shop lane, campaign updates, and the Codee workspace. Keep the design clean, trustworthy, dental-office friendly, and print-ready for front desk and referral partners.
3. Scan-to-consult page
Link: https://clients.codee.chat/smilewithstyle/consult.html
Meaning: Patient-facing scan destination for parents, adults, and referral patients.
Asset: Consult education lane with call, map, QR download, patient tracks, and first-visit steps.
Backend: Static route today; can become a form-backed intake lane in Office OS.
Flyer prompt: Create a Smile With Style scan-to-consult flyer. Explain that parents, adults, and referral patients can scan once to understand the first orthodontic visit, what to bring, treatment questions, office phone, map, and next steps. Include a calm medical-office layout, orthodontic aligner/braces visuals, and CTA: "Scan to start your smile consultation path."
4. Treatment shell
Link: https://clients.codee.chat/smilewithstyle/treatments.html
Meaning: Converts treatment services into simple patient decision pages.
Asset: Braces, aligners, LightForce, TMJ/TMD, retention, and comfort-support explainers.
Backend: Static education shell; can route each treatment card into a Codee intake or guide download later.
Flyer prompt: Create an orthodontic treatment guide flyer for Smile With Style. Present braces, clear aligners, LightForce braces, TMJ/TMD support, retainers, and comfort reminders as easy patient education paths. Make it feel like a premium treatment menu, not a coupon. CTA: "Scan to choose the right Smile With Style treatment path."
5. Guide library
Link: https://clients.codee.chat/smilewithstyle/guide-library.html
Meaning: Turns patient questions into reusable trust assets.
Asset: Free checklist and paid guide concepts for first visit, braces day one, retainer care, and comfort reminders.
Backend: Static product/guide lane now; paid build can connect downloads, checkout, and delivery-room handoff.
Flyer prompt: Create a patient guide library flyer for Smile With Style. Promote free and paid orthodontic guides including first visit checklist, braces day one, retainer care, food reminders, school routines, and when to call the office. Use a clean library/catalog look with QR scan CTA: "Scan for Smile With Style patient guides."
6. Shop and giveaway lane
Link: https://clients.codee.chat/smilewithstyle/shop.html
Meaning: Controlled product/giveaway lane for merch, guidebooks, retainer kit, and comfort products.
Asset: Shop concept that stays approval-gated until pricing, claims, taxes, refunds, and fulfillment are approved.
Backend: Static shop request lane today; paid build can connect Stripe/product fulfillment after approval.
Flyer prompt: Create a Smile With Style shop and giveaway flyer. Feature a weekly tee and retainer case kit giveaway, paid patient guidebooks, and cosmetic comfort-product lane. Make clear that products are office-approved and comfort-based, not medical treatment. CTA: "Scan to view the Smile With Style giveaway and shop lane."
7. Referral partner page
Link: https://clients.codee.chat/smilewithstyle/referrals.html
Meaning: Dentist/referral partner handoff page.
Asset: Partner-facing page with office details, patient expectations, records checklist, and next-step routing.
Backend: Static referral shell; can become a secure referral upload/request lane in Office OS.
Flyer prompt: Create a professional referral partner flyer for Smile With Style. Speak to pediatric dentists and general dentists. Show that they can scan for office details, orthodontic referral expectations, records checklist, patient handoff notes, and the fastest contact path. Use a clean B2B dental referral style and CTA: "Scan for a cleaner orthodontic referral handoff."
8. Six-month campaign dashboard
Link: https://clients.codee.chat/smilewithstyle/campaign.html
Meaning: Retention engine for six months of QR paths, offers, guides, referrals, and follow-ups.
Asset: Month-by-month campaign plan plus Office OS upsell.
Backend: Static campaign dashboard; JSON inventory can be downloaded and reused for planning.
Flyer prompt: Create a six-month orthodontic campaign flyer for Smile With Style. Show monthly campaigns: scan-to-consult foundation, back-to-school early evaluation, sports and retainer care, adult aligner confidence, referral partner kit, winter comfort/new-year smiles, and secure Office OS paperwork lane. CTA: "Scan to review the six-month Codee campaign plan."
9. CodeeFlyer100 giveaway demo
Link: https://clients.codee.chat/smilewithstyle/flyer100.html
Meaning: One-message, one-QR hosted flyer for weekly giveaway promotion.
Asset: Flyer100 page with Smile With Style logo, QRCodee, giveaway copy, and order button.
Backend: Static flyer page with Stripe checkout link for CodeeFlyer100 purchase metadata.
Flyer prompt: Create a CodeeFlyer100 giveaway flyer for Smile With Style. Hero message: "Scan for the Smile With Style Tee + Retainer Case Kit." Include one QR, one action, front-desk handout style, office-approved rules note, and CTA: "Scan to open the Smile With Style giveaway path."
10. Client workspace
Link: https://clients.codee.chat/smilewithstyle/workspace.html
Meaning: Owner control room for reviewing active lanes and ordering more Codee tools.
Asset: Dashboard of all demo pages, tool order buttons, shop draft editor, launch-control board, and Business Suite checkout.
Backend: Static owner room today. Demo shop edits use localStorage only; paid build should persist to authenticated server storage.
Flyer prompt: Create a client workspace flyer for Smile With Style. Explain that the office can review active demo pages, request edits, prepare shop updates, order QRCodee, CodeeFlyer100, CodeeFlyer300, CodeeCard, and upgrade into the full Business Suite. Make it feel like an office command center. CTA: "Open the Smile With Style Codee workspace."
11. Codee Office OS
Link: https://clients.codee.chat/smilewithstyle/office-os.html
Meaning: High-ticket next lane for office management, secure intake, appointment confirmations, contract-link signing, Edge-upload PDFs, and private bridge storage.
Asset: Security-first office workflow explainer with remote/iPad signing, PDF download for Edge upload, GCS audit storage, and privacy boundaries.
Backend: Implemented Edge-upload bridge for the demo. Staff sends a contract link, the client signs on iPad, phone, laptop, at home, or on the road, then presses send. The backend creates the signed PDF, stores the PDF/packet/record metadata in private GCS with server-side credentials, writes index/audit metadata, and can issue short-lived signed download URLs. Email stays off until Brevo, staff training, and client approval are complete.
Flyer prompt: Create a high-ticket Codee Office OS flyer for Smile With Style. Explain that Codee can add QR intake, appointment confirmation queues, digital contract links, iPad/phone/laptop signing, signed PDF generation for Edge upload, private Google Cloud Storage audit copies, staff review status, and security-first office paperwork management. Make it clear this does not replace Edge or the clinical systems and requires privacy approval before patient records. CTA: "Scan to review the secure Office OS concept."
12. Contract signature demo
Link: https://clients.codee.chat/smilewithstyle/contract-signature-demo.html
Meaning: Priority proof that the printed-signature bottleneck can become a client-link signing flow with a downloadable PDF for Edge.
Asset: Generic orthodontic treatment agreement with refund, no-show, financial responsibility, emergency, retainer, privacy, and records sections plus required acknowledgments and a signature pad.
Backend: API-first demo today. The page posts the signed packet to the Office OS backend, which creates the signed PDF, stores private GCS PDF/packet/record/index/audit objects, and returns a short-lived PDF download URL when available. Brevo email activation remains approval-gated.
Flyer prompt: Create a high-ticket orthodontic office automation flyer for Smile With Style. Show the manual paper-contract problem turning into a Codee Office OS link-sign-PDF flow: patient opens the contract on iPad, phone, or laptop, reviews treatment terms, refund rules, no-show policy, financial responsibility, emergency and retainer policies, signs on screen, presses send, and staff downloads the finished PDF to upload into Edge. CTA: "Scan to test the contract signing demo."
13. Consultation review room and CODEE_VIDEO_SESH
Link: https://clients.codee.chat/smilewithstyle/consultation-room.html
Meaning: Office approval/review room that routes into dental consultation demo and Codee video preflight.
Asset: Approval checklist for dental intake, consent, product language, giveaway rules, referrals, and monthly updates.
Backend: Opens the dental consultation route and CODEE_VIDEO_SESH preflight path. Patient-facing use remains gated until practice sign-off.
Flyer prompt: Create a consultation review room flyer for Smile With Style. Explain that the office can review dental intake, branding, camera preflight, host/guest room links, approval checklist, consent language, and patient-facing launch readiness powered by CODEE_VIDEO_SESH. CTA: "Open the Smile With Style consultation review room."
14. Pro Audit offer
Link: https://clients.codee.chat/smilewithstyle/pro-audit.html
Meaning: Converts the free audit into a paid business-growth offer.
Asset: Pro Audit pitch with proof, payment path, approval-safe notes, and Business Suite activation.
Backend: Static sales page with live Stripe checkout route metadata.
Flyer prompt: Create a Pro Audit flyer for Smile With Style. Explain how Codee turns a free website audit into a paid growth bundle with live demo URLs, QR path, Flyer100, shop lane, workspace, consultation room, and six-month campaign plan. Use a high-ticket consulting tone and CTA: "Activate the Codee Business Suite slot."
15. Thank-you room
Link: https://clients.codee.chat/smilewithstyle/thank-you.html
Meaning: Post-checkout or post-review handoff room.
Asset: Clear next steps after payment or approval: open workspace, review lanes, approve wording, choose activation.
Backend: Static handoff page today; paid workflow can redirect here after Stripe/session completion.
Flyer prompt: Create a Smile With Style thank-you and handoff flyer. Explain that after reviewing or activating the Codee bundle, the office opens one workspace to review demo lanes, approve medical/product wording, choose activation, and continue the launch process. CTA: "Open the Smile With Style Codee workspace."
Data files
Downloadable planning assets.
These files are not the public patient experience. They are planning assets for the owner, builder, or Codee workflow.
Bundle prompt JSON
Structured list of every page, meaning, backend note, asset value, and flyer prompt.
Campaign JSON
Current campaign inventory, page URLs, QR asset, six-month plan, and Office OS upsell.
Proposal JSON
Line-item scope for QRCodee, MiniCodeeSite, flyers, campaign support, and client approval.
Audit JSON
Original audit details, recommendations, weak points, and orthodontic campaign positioning.