Section 1 Getting Started

Untitled-16 How to install Client Portal Install Client Portal on your WordPress website
Untitled-13 Can I use it without WordPress? Options for using Client Portal without WordPress
1. General Setting up your first portal Set up your first portal within minutes
Untitled-15 Using content pages How to set up and use custom content pages
Untitled-15 Importing and Exporting Portals Export your portal data and import into a new website
Untitled-25 Icon Cheatsheet Easily see all the icons used in Client Portal
Untitled-18 Using Templates Different ways you can create reusable templates in Client Portal

Section 2 Customisation

Untitled-16 How to change the fonts in Client Portal? How to use custom fonts with Client Portal
Untitled-15 How to change the 'Client Portal Archive' text Change the title on the All Projects page to something else
1. General Customizing the Client Portal login page Explore the options for customizing the login page for your clients
Untitled-16 Change the error message for a failed login attempt Here's how to modify the login error message
Untitled-24 Redirect to a different page after logging out Redirect your clients to your home page or any other URL
1. General How to change the slug/permalink Customise the URLs used in your portals

Section 3 Troubleshooting

Untitled-15 I’m not getting Client Portal updates Not getting updates or getting an error message
Untitled-23 I'm getting a 404 error message What to do if you get a 404 error when viewing portals or pages
Untitled-17 I'm getting an Nginx error message I see an error message that says "Nginx" - what does it mean?
Untitled-24 Excluding Client Portal from your cache If your pages, forms, or buttons refresh with nothing happening, try this.
Untitled-17 Forgot password isn't working If you're using WPEngine and your forgot password link isn't working
Untitled-20 I'm not receiving Email Notifications If you're not receiving any emails from your site.

Section 4 Security

Financial Are my files safe in Client Portal? Learn about file safety in Client Portal
Untitled-15 How do I hide Client Portal from search results? More about safety, and removing Google indexing
Untitled-15 How do private file uploads work All about our private file uploads feature

Section 5 Users & roles

3. Communication How do I add a new user to Client Portal? Add a new user and assign to a portal
Untitled-20 Using multiple or different roles A workaround for assigning a role other than client
1. General How users can self-signup to a portal How users can have a portal automatically created for them

Section 6 Working with Client Portal

Untitled-16 Introducing Client Portal to your clients Client Portal works the way your client works
Untitled-15 How clients can mark as complete Using the Mark As Complete feature with your clients
Untitled-16 Create a to-do list with Google Sheets Google Sheets has a template for a to-do list or task list
Untitled-15 Accepting file uploads in Client Portal Allow your clients to upload files to portals
Untitled-17 Collate notifications into digests Keep your inbox manageable with daily or weekly digests
Untitled-18 Add due dates and reminders Add a deadline to a module and sent clients email reminders

Section 7 Integrations

2. Design - Office Google Sheets Learn how to embed Google Sheets into Client Portal
Untitled-13 Trello Learn how to embed Trello boards into Client Portal
Untitled-18 Calendar Tools Learn how to use tools like Google Calendar with Client Portal.
3. Communication Contact Form 7 Create a questionnaire in Client Portal using Contact Form 7
Financial WooCommerce Sell portals on your website using WooCommerce
1. General Google reCaptcha CP login and register forms with an extra layer of security from Google

Section 8 Legacy Documentation

Untitled-16 Customise project status modules How to customise the text in the project status section
3. Communication Remove the project status modules How do I remove the project status modules in Client Portal?
Untitled-18 How to add, move, and delete phases Here's how to manage phases in Client Portal
Untitled-13 Edit the "Phase 1, 2, 3" etc. text Change the phase text and/or numbers.