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WP-Client Documentation | v2.7.9
WP-Client Wordpress Client
Web Portal Documentation
Version 2.7.9
Last Revised: 10/2012
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WP-Client Documentation | v2.7.9
Table of Contents
Clients Menu
Client List
Import Clients
Private Messaging
Allowing Clients to Register Themselves
Approving Clients
Clients Staff
Approve Clients Staff
Manager Menu
What is an Admin Manager?
Managers
Add Manager
Hub Pages Menu
What is a Hub Page?
Editing a Hub Page
Using Shortcodes
Client Pages Menu
What is a Client Page?
Editing Client Pages
Setting Permissions for Client Pages
Sending Email Updates to Client Pages
Add Client Page Menu
How to Create a New Client Page
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Selecting Client/Group Permissions
Selecting Page Template
Templates Menu
How Templates Work
Do template changes affect Hub/Client Pages that are already created?
Using Placeholders in Email Templates
Files Menu
Adding Files
Adding Categories
Editing Categories
Assigning Categories
Re-arranging Categories
Groups Menu
Add Groups
Edit Group
Assigning Clients
Settings Menu
Feedback Wizard
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Clients Menu
The Clients menu allows you to manage your clients at a high level. You can Add, Import, Edit and Delete your clients
from this menu section. You can also create and assign Staff accounts if you’re dealing with a large client and have
multiple persons within the client organization that you will be working with.
Client List
Menu: Clients > Clients tab
The first tab in the Clients menu displays all of your existing clients (See Figure 1). From this tab you will be able to
manage client files, private messages, edit client details, or delete a client. Each client is listed in their own row with a
selection of menu options under the Action section (See Figure 2) at the end of each row.
Figure 1: The Client List
Figure 2: The Action Menu
Import Clients
Menu: Clients > Clients tab
If you already have a list of clients, WP-Client makes it fast and easy to import them. You can do this from the Clients tab
under the Clients menu.
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To import, you must first have a list of clients in a CSV format file. You can create this format from any spreadsheet
application such as Microsoft Excel or OpenOffice Calc. Your CSV file should be formatted to look like the following:
Username Password
Contact Name Business Name
Email
Phone
SendEmail?
alpha
pass123
Andy
Alpha, Inc.
email@alpha.com
800-867-5309
1
bravo
pass123
Billy
Bravo, Inc.
email@bravo.com
800-867-5309
0
charlie
pass123
Chuck
Charlie, Inc.
email@charlie.com
800-867-5309
1
delta
pass123
Dean
Delta, Inc.
email@delta.com
800-867-5309
0
Important Notes: Just before importing, delete the top row with the row titles. For the ‘SendEmail?’ column: 1 = Send
New Client email, 0 = Don’t send New Client email.
If you need a template to help you with your client import, you can download one here: http://wp-client.com/
98hj49238hrjo/wpclient-import-demo.csv
From the Clients tab under the Clients menu, select the ‘Choose File’ button (See Figure 3) and navigate to your CSV file
and select it. Click the button labeled “Import!” to import you file into WP-Client. Once the import completes, you will
see each of your clients in the client list. Respective Hub and Client pages have also been created for each as well and
can be found under the Hub Pages and Client Pages menu items.
Figure 3: The Import Form
Add Clients
Menu: Clients > Add Clients tab
Figure 4: The Add Client Form
Adding clients is very simple but there are a few key
things to keep in mind:
All fields are required.
● Clients are created in the User table of the
WordPress database, which means that Client
usernames and email addresses must be unique.
No duplicates.
●
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The Business Name field will be used to generate
the title of the client Hub Page.
● If you check the “Send this password to the
new user by email” option it will use the email
template as defined in the Templates>Email
Templates section. It’s a good idea to customize
and test these templates before sending emails
to your clients. Once you’ve filled out all of the
required fields (See Figure 4), click the ‘Add
Client’ button at the bottom. The new client will
be created along with their Hub and Client pages.
You will also be able to see the new client under
the Clients tab of the Clients menu.
●
Private Messaging
Menu: Messages
Think of the Private Messaging feature as a secure email system built right
into WP-Client. This feature allows you to read and reply to messages sent
from your clients from their secure Hub and Client pages.
Figure 5: The Messages Menu Screen
Messages are sorted by date/time stamp and can be kept for later
reference or manually deleted if no longer needed.
Permitting Clients to Register Themselves
Menu: Settings > General tab
If you’d like to be able to allow you’re the ability clients to create
their own login, you can enable Open Client Registration in the
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Figure 6: Enabling Open Client Registration
WP-Client Documentation | v2.7.9
WP-Client settings. (See Figure 6)
Go to the General tab of the Settings menu and switch the ‘Open
Client Registration’ option from Off to On.
All client created logins will require Administrator approval
before the account becomes active.
Things to remember:
●
●
●
●
First, be sure that you have Client Registration set to Yes - http:/
/screencast.com/t/QofemmgE
Second, be sure that you're logged out of the site
Third, use this link: http://yourdomain.com/client-registration
(Replace yourdomain.com with your URL)
You can also use this link in any navigation item to allow clients
to register themselves
Approving Clients
Menu: Clients > Approve Clients tab
If you have enabled Open Client Registration, you must first approve a client created account before it becomes active.
To do this, navigate to the Approve Clients tab of the Clients menu. A number value in the tab will tell you how many
requests are pending in addition to receiving a notification email of any pending requests that are submitted.
Clients Staff
Menu: Clients > Clients Staff tab
If you’re working with a large client and have multiple employees or persons within the client organization that you will
be working with, you can create Staff accounts that can then be assigned to your existing clients. You can manage Staff
entries in the same way you manage Client entries, but they exist solely under the client level. With Staff employees, you
now have the ability to send messages to the entire group or to a specific employee only.
To add a new Clients Staff, navigate to the Clients Staff Add tab of the Clients menu. You must assign the new employee
to an existing client under the ‘Assign to Client’ section of the Clients Staff Add tab.
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Approve Clients Staff
Menu: Clients > Clients Staff Approve tab
If you have enabled Open Client Registration, you must first approve a Clients Staff created login before it becomes
active. (See Figure 7) To do this, navigate to the Approve Clients Staff tab of the Clients menu. A number value in the tab
will tell you how many requests are pending in addition to receiving a notification email of any pending requests that are
submitted.
Figure 7: Client Staff Approval Screen
Custom Fields
Menu: Clients > Custom Fields
If you’d like to collect more information than what is natively done by WP-Client, then you can use the Custom Fields
menu to do that by using the Custom Fields component in this tab.
Manager Menu
The Managers menu allows you to create and manage Admin Managers for your WP-Client installation.
What is an Admin Manager?
Admin Managers allow multiple administrators to manage your clients. This is useful if you are working in a team
environment, such a design firm, and have multiple people interacting with the client or specific people working on
different client projects. You can create managers and assign existing clients to them to provide a more personal
experience and greater organization.
When a client uploads a file or a private message is sent, the alert email is sent to that client’s Admin Manager. If no
Admin Manager is set, then those emails will be sent to the default Wordpress administrator.
Managers
Menu: Managers > Managers tab
The first tab in the Managers menu displays all of your existing managers. From this tab you will be able to edit or delete
your managers. Each manager is listed in their own row with a selection of menu options under the Action section at the
end of each row.
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Add Manager
Menu: Managers > Managers tab
Figure 8: The Add Manager Form
Adding managers is very simple but there are a few key
things to keep in mind:
All fields are required.
● Managers are created in the User table of the
WordPress database, which means that Manager
usernames and email addresses must be unique.
No duplicates.
● If you check the “Send this password to the
new user by email” option it will use the email
template as defined in the Templates>Email
Templates section. It’s a good idea to customize
and test these templates before sending
emails.You can assign clients by checking the box
next to the client name or by checking ‘Select all’.
Client names in red indicate a client that is already
assigned to the manager. Once you’ve filled out all of the
required fields, click the ‘Add new Manager’ button at the
bottom. (See Figure 8)
●
Hub Pages Menu
What is a Hub Page?
A Hub Page is used to display links to all the content that a client has permissions to view, whether it be several Client
Pages or a set of files.
Editing a Hub Page
Menu: Hub Pages > Client Title > Edit
Hub Pages are automatically created when you create a new Client. To manage Hub Pages, hover your cursor over the
Client Title. You will see a menu appear that allows you to Edit, Quick Edit, Trash, or View the Hub Page for that client.
To edit existing Hub Pages, click on Edit and you be directed to the Edit Hub Page Item page that looks very similar to the
post editor built into WordPress.
From the editor, you can fully customize how your Hub Pages appears to your clients. WP-Client comes with an
extensive set of shortcodes to help you do this.
Using Shortcodes
Shortcodes can be used to quickly add snippets of code without having any coding experience.
These shortcodes can be mixed and matched according to your needs, and this is one of the main features of WP-Client
that makes it so flexible.
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Some shortcodes have attributes that permit you to further customize their output, and you’ll find some examples of
those listed below the Shortcode Key
Below is a table of available shortcodes used in the WP-Client plugin.
Shortcode Key
Shortcode
Description
[wpc_client_theme][/wpc_client_theme]/your_pages.png
Produces the graphics skin that you have selected in the
Settings Menu | "Pages you have access to"
[wpc_client_pagel][/wpc_client_pagel]
Outputs the pages that the logged in user has permissions to
view
[wpc_client_theme][/wpc_client_theme]/upload_files.png
Produces the graphics skin that you have selected in the
Settings Menu | "Upload files here"
[wpc_client_uploadf][/wpc_client_uploadf]
Outputs a file upload form that the user can use to upload
files
[wpc_client_theme][/wpc_client_theme]/uploaded_files.png
Produces the graphics skin that you have selected in the
Settings Menu | "Files you have uploaded"
[wpc_client_fileslu][/wpc_client_fileslu]
Outputs a hyperlinked list of the files that the user has
uploaded
[wpc_client_theme][/wpc_client_theme]/your_files.png
Produces the graphics skin that you have selected in the
Settings Menu | "Files you have access to"
[wpc_client_filesla][/wpc_client_filesla]
Outputs a hyperlinked list of files that the user has access to See Attribute Notes below for even more options.
[wpc_client][/wpc_client]
For 'Client Pages', anything between these two shortcodes
is only viewable by a logged in user with the proper
permissions. 'Client Pages' can be permissioned to multiple
users.
[wpc_client_private for="username"][/wpc_client_private]
Can be used anywhere in the site. Allows you to publish
private information that is client specific anywhere on the
site. Just place the private content between these two
shortcodes, and replace username with the username of the
appropriate client
[wpc_client_com][/wpc_client_com]
Can be used on Hub Pages and/or Client Pages. Displays
Private Messaging interface and any messages to client.
[wpc_client_graphic][/wpc_client_graphic]
Displays a logo or graphic (ex. your business logo) wherever
this shortcode is placed
[wpc_client_loginf]
Insert login form into page or post
[wpc_client_logoutb]
Logout Link
Shortcode Attribute Examples
Files:
Example: [wpc_client_filesla category='cat1' show_size='no' show_sort='no'][/wpc_client_filesla]
●
Category: Set the value between the ‘ marks to the slug of the file category you want to show
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●
●
Show Size: Set to ‘yes’ or ‘no’
Show Sort: Set to ‘yes’ or ‘no’
Private info for just one Client
[wpc_client_private for="username"][/wpc_client_private]
●
Set ‘username’ to the username for the client, and place the private information in between the shortcodes
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Client Pages Menu
What is a Client Page?
A Client Page is a page that can be given permissions to one, several, or all of your clients. One client can have
permissions to many Client Pages and many clients can have permissions to a single Client Page. This versatility means
that no matter how you intend to use WP-Client, you will be able to customize it to fit your needs.
Editing Client Pages
Menu: Client Pages > Client Title > Edit
A Client Page is automatically created when you create a new Client, but you can add as many as you need to for each
client or for a group of clients. To manage Client Pages, hover your cursor over the Client PageTitle. (See Figure 9) You
will see a menu appear that allows you to Edit, Quick Edit, Trash, or View thatClient Page. To edit existing Client Pages,
click on Edit and you be directed to the Edit Client Page Item page that looks very similar to the post editor built in to
WordPress.
Figure 9: Menu for the Client Page
From the editor, you can fully customize how Hub Pages appears to your clients. WP-Client comes with an extensive set
of shortcodes to help you do this. (See Pages 10-11 for a List of Available Shortcodes)
Setting Permissions for Client Pages
Menu: Hub Pages > Client Title > Edit
As mentioned before, Client Pages can be used across multiple clients
or groups. If you need to set or edit the permissions on a Client Page,
click on Edit from the menu beneath the Client Title.
At the bottom of the Client Page editor you will find a set of controls
that that will allow you to allow existing clients to view a particular
Client Page. (See Figure 10)
If you do not see the Client listed, you will first need to create the
client in the Add Client section.
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Figure 10: Setting the Permissions for Client Pages
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Sending Email Updates to Client Pages
Menu: Hub Pages > Client Title > Edit
To send an email update to the clients who have permission to view a page that has been changed, check the box under
the ‘Send Update to Client(s)’ control. (See Figure 10)
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Add Client Page Menu
How to Create a New Client Page
Menu: Add Client Page
To create a new Client Page, go to the Add Client Page menu and enter a title for your page in the Client Page Title field.
(See Figure 11)
Figure 11: The Add Client Page form
Selecting Client/Group Permissions
From the available list of Clients and Groups, you can select which ones you want to have access to a new page by
checking the box beside them. (See Figure 11, above) If you don’t see a Client or Group listed, you’ll need to first create
one. Any permission settings made here can later be changed using the editing interface for the appropriate Client Page.
Selecting Page Template
Beneath the Client Page Title field is a drop-down field for selecting a Page Template. (See Figure 11, above) You create
highly customized Client Pages using templates, which will be discussed in the next chapter. It’s important to note that
once a template is assigned to a Client Page, making changes to the master template will not affect the Client Page’s
template.
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Templates Menu
How Templates Work
Templates allow you to modify the look of your pages using predefined layouts. These layouts can be customized using
HTML and shortcodes and give you the option to make your WP-Client pages match the design of your website. (See
Pages 10-11 for a List of Available Shortcodes)
Do template changes affect Hub/Client Pages that are already created?
No. Once a Hub or Client page has been assigned a template, that template can only be modified with the Hub or Client
Page editor.
Using Placeholders in Email Templates
Menu: Templates > Email Templates tab
A list of Placeholders has been defined by WP-Client to make setting up Email Templates consistent and easy.
Placeholders function similarly to shortcodes and can be used to create very customized email messages to one or more
recipients.
Placeholder
Description
[contact_name ]
Refers to the client name as defined in the Client List.
{user_name}
The username the client used to login to WP-Client.
{user_password}
The assigned password their account.
{page_id}
The URL (web address) to a Hub or Client page.
{admin_url}
The URL (web address) to the Client Portal
An example email template using Placeholders will look like this:
Hello {contact_name}, Your Username is : {user_name} and Password
is : {user_password}
Your private and secure Client Portal has been created. You can login by clicking <a
href="{admin_url}">HERE</a>
Thanks, and please contact us if you experience any difficulties,
YOUR COMPANY NAME HERE/p>
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Files Menu
Adding Files
Menu: Files > Files tab
WP-Client makes it easy to add files no matter where they are located. You can upload them from your computer or add
them from an external location, such as a web server. (See Figure 12)
Figure 12: Adding New Files
Adding Categories
Menu: Files > File Categories tab
You can add a new category at the time you add or upload a file, (See Figure 12, above) but you can also create
categories from the Files > Files Categories tab. (See Figure 13)
Figure 13: Creating and Managing File Categories
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Editing Categories
Menu: Files > File Categories tab
Next to each category is an Actions Menu (See Figure 13). This allows you to either edit or delete a category. In edit
mode, you can change the name of a category. Press Save after making changes to commit them or press Close to cancel
any changes.
Assigning Categories
Menu: Files > File Categories tab
If you ever need to reassign all of the items from one category to another category, use the ‘Reassign Files Category’
form at the bottom of the Files > Files Categories tab window. (See Figure 13) In the first field, select the category you
want to reassign the files from and in the second field select the category you want to reassign the files to. Use caution
when performing this task.
Re-arranging Categories
Menu: Files > File Categories tab
To change the order in which categories appear, hover the cursor over the order number of the item you want to
reposition. You will see an image appear indicating you can Drag & Drop this item into a new position. To do so, simply
left-click your mouse button and hold, dragging the item up or down to reposition it, then release the mouse button to
change the position.
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Groups Menu
Groups allow you to bring together several Clients into one Group for greater manageability.
Add Groups
Menu: Groups
To add a new group, click on ‘Create New Group’ from the Groups menu. This will toggle a form into view for creating
the group. (See Figure 14) Enter a name to assign to the group in the Group Name field. Choosing to “Auto-Select this
group…” will make it so any new clients created will, by default, be selected to be assigned to this group. You can also
assign all existing clients by checking the respective box. If you’re not ready to assign clients yet or want a more specific
selection, click the Add Group button.
Figure 14: Creating a New Group
Edit Group
Next to each group item in the Group List is an Actions Menu (See Figure 15). This allows you to either edit or delete a
group. In edit mode, you can change the name of the group. Press Save after making changes to commit them or press
Close to cancel any changes.
Assigning Clients
Click on ‘Assign Clients’ from the Action Menu (See Figure 15) lets you assign one, several, or all existing clients to a
group.
Figure 15: The Group List
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Settings Menu
General Settings
Menu: Settings > General tab
In the General tab window, you will find various settings that control the functionality of WP-Client. Below is a table that
describes each setting and options available.
Notification Settings
Setting
Description
Receive email notification of
private messages from clients
Enables or disables the feature that sends an email to you when a client sends you a private
message.
Receive email notification of
private messages from admin
Enables or disables the feature that sends an email message to you when the admin sends a
message to a client.
Create Client/Staff Settings
Setting
Description
Automatically create client page
By default, WP-Client creates a Client Page when you create a client. You can disable that
here.
Hide dashboard/backend
Hides the dashboard/backend from clients and client staff
Open Client Registration
Allows Clients to register themselves. Will not become active until receiving admin
approval.
Auto-Approve Clients
If checked, Clients who register through the form will be automatically approved.
Open Staff Registration
Allows Clients to register their own Staff Clients. Accounts are not active until receiving
admin approval.
Show File Categories
Adds or removes the File Categories feature.
File Display Settings
Setting
Description
Show sort
Adds or removes the option to sort from the various menu lists.
Show File Categories
Adds or removes the File Categories feature.
Enable category choice for client
file upload
Show or hide the ability for clients to assign a category to their file uploads.
Max File Size for Upload (Kb)
This allows you to limit the size of files that clients can upload. Leave blank to
allow unlimited file size.
NOTE: This setting does not change your server settings. You should change your
server settings if you are have trouble.
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Custom Navigation Settings
Setting
Description
Show custom menu on login
Enables the setting that shows a different custom menu depending on the logged state of
the current user
Custom menu for logged-in users
Select the custom menu that you would like to display to logged-in users
Custom menu for non-logged users
Select the custom menu that you would like to display to non logged-in users
Show HUB page link in menu
Show or hide a dynamic link to the HUB page. Logged out users will be redirected to the
Login Form. Logged in users will be redirected to their Hub Page.
HUB page link text
Defines how the HUB page link is worded in the menu on your site.
Graphic (for shortcode
[wpc_client_graphic])
Defines the graphics that is displayed when the [wpc_client_graphic] shortcode is used.
Custom Login
Menu: Settings > Custom Login tab
WP-Client furthers it’s highly customizable platform by Figure 16: The Custom Login screen
allowing you to modify the Login Screen your clients will
see when they login to their Hub and Client pages. This
gives your site a more professional appearance. You can
choose whether or not you want to use this feature, but
WP-Client has it enabled by default.
The first and most important of modifying the
appearance of the Login Screen is a custom image. This
can be your logo or a specific image related to the client
experience. We recommend the image be 312px wide
and around 600px tall in order to extend the frame of
the login box past the fieldset. You can create your image
using Photoshop, Gimp, or whatever image editor you
are familiar with. Save it in either PNG or GIF format to
preserve transparency. Once you have an image, upload
the file using the Media Uploader in WordPress (Media
Menu > Add New). After uploading the image, copy the
URL path that it saves the file to and paste it into the
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Background Image URL field of the Custom Login tab
window (See Figure 16).
The next three fields define the colors used in the login
screen, namely the background color, text color, and link
color. Use the 6-digit hexadecimal color code (without the
#) to set the colors for each.
Login/Logout Redirection
Menu: Settings > Login/Logout Redirects tab
This setting allows you to define Figure 17: Defining the Login/Logout Redirection
custom URLs to which different
users will be redirected upon
successful login and logout. By
default, a client is setup with a
definition to redirect them to
their Hub Page upon successful
login. You can change that
redirect here (See Figure 17).
Skins
Menu: Settings > Skins tab
WP-Client comes with two skins, Light and Dark, to integrate the product cleanly into your website. Select the option
you prefer from the drop-down box and save.
Login Alerts
Menu: Settings > Login Alerts tab
If you’re in need of login auditing Figure 18: Setting up Login Alerts
for your website, you can setup
email alerts in this section. Enter
your email address and turn
Successful or Failed Logins on or off
to begin receiving these alerts.
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Addons
Menu: Settings > Addons tab
The Addons tab lets you activate/deactivate components of WP-Client according to your needs.
About
Menu: Settings > About tab
The About tab will show you what version of WP-Client you have installed, as well as all of the legal policies, terms, and
disclaimers of the product.
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Feedback Wizard Menu
General Concept
The Project Feedback Wizard (PFW) is essentially a unique, professional, secure & efficient method whereby the
administrator of the site can bundle together a specific set of images, documents, files or links - and effectively present
to a client a simple and easy to follow process that allows them to provide formalized and focused feedback.
Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each
Wizard would represent the entire envelope, and all its’ contents. Each page in the Wizard represents a drawing, image,
concept, document or PDF that you’re seeking the client’s opinion on. At the bottom of each page would be a set of
options for your client to mark that would let him/her indicate their thoughts on that particular page’s content. There
would also be an area for the client to provide more detailed written comments in order to expound on their feedback
selection. All the pages together represent the Wizard as a whole.
To create a Project Feedback Wizard (PFW), you will first start by defining which items it will contain, and what type of
feedback you would like to see from your client. You can even define the number and content of the feedback choices.
When you have made these choices and configured them, you would then proceed to upload each item that will be
contained in the wizard for feedback.
If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with
this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE,
DISAPPROVE and LET’S DISCUSS FURTHER ( these choices can be customized by using the Feedback Type interface ). The
next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on. Each
item would require the client to make a feedback choice, and offer them the option of leaving comments about each
individual item.
After they work their way through the slides, they are then able to leave summary feedback about the project as a
whole, and then finalize and submit.
Upon final submission, the results are stored in the database, and are emailed to both the admin/manager and the
client. The results can be viewed at any time in the admin console of WP-Client.
Activating the Project Feedback Wizard ( PFW )
Menu: Settings > Addons
If you don’t see the menu choice for Feedback Wizard in your dashboard’s WP-Client menu, then you will need to follow
these instructions to activate it.
1. Navigate to the Settings menu and find the tab that says Addons
2. Under Feedback Wizard, find and click Activate
Creating your first Wizard
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Feedback Type
Menu: Feedback Wizard > Feedback Type
The first step in customizing and creating your first PFW is to select what type of feedback you’d like to get from your
clients, and this is controlled from the Feedback Type tab within the PFW main menu.
Click the Feedback Type tab, and then select Add New Feedback Type to begin creating your first Feedback Type
template.
1. FEEDBACK TYPE NAME | Enter the Name by which you will remember this particular template
2. FEEDBACK TYPE TITLE | Enter the text which will show to the client and instruct him/her to make a selection from the
feedback options
3. FEEDBACK TYPE | You can select what type of input method you’d like to present to your clients
● Buttons
● Radio Buttons
● Checkboxes
● Select Box
4. FEEDBACK TYPE OPTIONS | You can further customize the presentation by choosing what the client sees
Order by:
● Order entered
● Name - Ascending
● Name - Descending
Align:
● Horizontally
● Vertically
5. FEEDBACK TYPE NUMBER & CONTENT - You can customize both the number and content of the feedback selections
You could have 3 selections:
● Approve
● Disapprove
● Maybe
Or, you could customize to be :
●
●
●
Love it
Hate it
Meh
●
●
●
Order 100
Order 10
Order 1
Or...
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●
Don’t order any
Add Item(s) to Wizard
Menu: Feedback Wizard > Add Item
A PFW is a collection items, so the next step in creating a PFW is to add your items.
Click the Add Item tab, and then select from the choices:
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Image | Can be any JPG, PNG OR GIF
PDF | PDF format only
Attachment | Can be any attachment ( Client will have to download and open/view from the link provided, and
then give feedback
You can the Name the item, and provide a description for your client to read.
Create Wizard
Menu: Feedback Wizard > Create Wizard
After the Items have been added, you can the create your first PFW by clicking the Create Wizard tab.
On the right hand column, you can give the Wizard a unique name, specify the Feedback Type, and then set the version
number.
Then, simply find the items you want to add in the Available Items window and drag/drop them into the right hand
sidebar. You can drag/drop the items into the order that you’d like them to appear.
When the items have been dragged and sorted, and the name/version/feedback type are correct, simply click Create
Wizard
Assigning the Wizard to your client(s)
Menu: Feedback Wizard > Feedback Wizards > Assign
After the PFW is created, you will be taken to the list of Wizards, and for each PFW, you are given the option to assign to
Client(s) and/or Group(s)
Emailing the Wizard to your Client(s)
Menu: Feedback Wizard > Feedback Wizards > Email to Client(s)
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WP-Client Documentation | v2.7.9
Frequently Addressed Questions
I have weird things showing up on my HUB Pages & Client Pages?
>> By default, WP-Client uses the single.php page template from your activated theme. Often, this page template
can contain extra components that are undesirable. You should follow the instructions above for using Custom Page
Templates with WP-Client. This will permit you to customize the page templates that WP-Client uses.
Custom Page Templates
Using FTP, go into your theme's folder, and download page.php to your computer.
Then rename to single-hubpage.php and upload into same folder.
Now, download another copy of page.php to your computer.
Then rename that copy to single-clientspage.php and upload into same folder.
In the end, you will have all three in your theme folder.... page.php, plus the two new renamed copies.
WP-Client will then start using the new copies as the page templates for all WP-Client components, and those can be
customized to fit your needs.
* You can use any page template in your theme to copy. It doesn't have to be page.php, but that typically is the page
template with the fewest added components ( next & previous post links, social media, etc... )
I am unable to add clients? Does this thing work?
>> You are most likely trying to add a client with an email address that is already in use by another user in your
Wordpress installation.
How do I allow Clients to register themselves?
First, be sure that you have Client Registration set to Yes - http://screencast.com/t/QofemmgE
Second, be sure that you're logged out of the site
Third, use this link: http://yourdomain.com/client-registration (Replace yourdomain.com with your URL)
You can also use this link in any navigation item to allow clients to register themselves
I get an error when trying to activate | "Plugin could not be activated because it triggered a fatal
error. Sorry cURL is not installed!"
>> If you're on local, then you'll want to remove the ; before php_curl, and then restart apache. If you're on live hosting,
then you'll want to ask your hosting to install cURL... this is typically installed on 98% of hosting servers.
Why isn't private messaging working in my HUB Pages and/or Client Pages?
Be sure you have the private messaging shortcode in your template.
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WP-Client Documentation | v2.7.9
>> Also, any HUBs/Client Pages that have already been created, you'll need to manually add the shortcode to them. See
the Help file in the plugin navigation for a shortcode key. And, attached are the latest templates that ship with WP-Client
( if you installed earlier versions, the newer releases do NOT overwrite your templates so that any customizations are
preserved. This is why you are not seeing the private messaging, because the shortcode is not in your template )
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