# Installation and launch checklist

1. Back up the WordPress database and plugin directory.
2. Deactivate the previous Black Tie Harmony plugin. Harmony 3.0 is a complete rewrite and does not require the old plugin.
3. In WordPress, open **Plugins > Add New > Upload Plugin** and upload `harmony-2.0.26.zip`.
4. Activate **Harmony 3.0**.
5. Open **Harmony 3.0 > Settings** and review every tab.
6. Confirm the office email, service links, current prices, package hours, ceremony prices, sold-out dates, and data-retention choice.
7. Add `[harmony_chat]` to the full-page chat location.
8. For a closed floating launcher, use `[harmony_chat mode="floating"]`. Add `open="yes"` only when it should start open.
9. Optionally enable automatic floating chat under **General > Display**.
10. Complete test leads for a wedding, social event, custom event, unknown location, sold-out date, and ceremony add-on.
11. Confirm office email delivery and test any enabled OpenAI, Twilio, or webhook integration.
12. Clear WP Rocket, CDN, server, and browser caches.
13. Remove the old plugin only after Harmony 3.0 has passed live testing.

## Safe rollback

Deactivate Harmony 3.0 and reactivate the previous plugin. Harmony 3.0 stores its data in its own `{prefix}harmony_leads` table and does not alter the old plugin's files.
