Getting Started

How to install Client Portal
Can I use it without WordPress?
Setting up your first portal
Using content pages
Questionnaires with Contact Form 7

Customisation

How do I edit 'Phase 1, 2, 3' text?
Can I customise project status modules?
How to change the fonts in Client Portal?
How do I make a portal public?
How to change the 'Client Portal Archive' text
How to change the "Client Portal Login" text on the login page
Change Error Message on the Login Screen
How do I add or move Phases

Troubleshooting

I’m not getting Client Portal updates.
Client Portal isn’t working.
I can't find my Client Portal Login page!
I'm getting a 404 error message

Security

Are my files safe in Client Portal?
How do I hide Client Portal from search results?

Users & roles

Can I assign a client a different role?
How can I assign multiple users to Client Portal?
How do I add a new user to Client Portal?

Working with clients

Introducing Client Portal to your clients
How clients can mark as complete
Accepting file uploads with Contact Form 7
Accepting file uploads with Gravity Forms
Create a check list with Twoodo

Client Portal isn’t working for me

If Client Portal isn’t working for you, it’s probably due to a conflict with another plugin on your website. But don’t worry, we can fix most conflicts very easily so if you install Client Portal and it isn’t working for you, email us at support@lauraelizabeth.co and we’ll look into the source of the problem.

Please note: we may need admin access to your WordPress install to properly troubleshoot the issue for you. To set up a new user, navigate to Users -> Add New and give us a username and password to log in (you can delete this profile afterwards).

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