Untitled-27 Back to Project

Getting Started Untitled-27

Customisation Untitled-27

Troubleshooting Untitled-27

Security Untitled-27

Users & roles Untitled-27

Working with Client Portal Untitled-27

Integrations Untitled-27

How to install Client Portal

Watch this short video to see how you can install Client Portal, or follow the text below.

To install Client Portal into your WordPress website, navigate to plugins, then click 'Add New'.

Then select 'Upload Plugin'.

You'll be asked to choose a file.

This is the zip file that you would have received in your purchase receipt email. It looks something like this:

Just upload the zip file as it is. Then you'll click 'Install Now', and 'Activate'.

Once you've activated your plugin, the first thing you should do is go into Client Portal, then Client Portal License, and add the license key which was also in your purchase receipt.

Enter your license key, and click 'Save Changes'. This will allow you to get automatic updates from WordPress when there is an update available. When there is a new update available, you'll see a little icon here and you can go in and click 'update'.