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Hi @sbservices,
Thank you for getting in touch, we do appreciate your time.
Unfortunately, we are not allowed to answer pre-sale questions on these forums as they relate to our Premium add-on. Under the WordPress.org guidelines these forums are reserved for basic plugin support instead.
With that said, I can say that most of what you’d like to achieve is possible, but I would encourage you to reach out to us on our website to discuss this a bit further!
Note: As this question does relate to our premium add-on, we will be marking the thread as resolved, as per the WordPress.org guidelines.