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Getting Started
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Importing and Exporting Portals
- Icon Cheatsheet
Customisation
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- How to change the 'Client Portal Login' text
- Change Error Message on the Login Screen
- How to add, move, and delete phases
- Redirect to the homepage after logging out
- How to change the slug/permalink
- Edit the "Phase 1, 2, 3" etc. text
Troubleshooting
- Troubleshooting problems with Client Portal
- I’m not getting Client Portal updates
- Find and edit the Client Portal Login page
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
Users & roles
- How do I add a new user to Client Portal?
- Using multiple or different roles
- How users can self-signup to a portal
Working with Client Portal
- Introducing Client Portal to your clients
- How clients can mark as complete
- Create a to-do list with Google Sheets
- Accepting file uploads in Client Portal
- Collate notifications into digests
- Add due dates and reminders
Integrations
Legacy Documentation
Questionnaires with Contact Form 7
Create a questionnaire in Client Portal using Contact Form 7
The easiest way to do a questionnaire in Client Portal is with Contact Form 7.
If you don't already have it, from your WordPress dashboard, go to Plugins, Add New, then do a search for Contact Form 7. When you find it, click to Install Now, then Activate.
Once you've installed and activated it, you'll see a new item in the sidebar called Contact. If you open that up, that's where everything from Contact Form 7 lives.
Setting up a Questionnaire in Contact Form 7
Setting up a form is fairly simple. Click Add New and you'll see <label> followed by the question. Beneath it is the type of form item. So when you Add New, it starts you off with what you see below: <label> Your Name (required)
[text* your-name] </label>. Where it says text* that's just a text bar where people can type in their name. Across the top is the different form items you can use to collect info. You can even upload a file with Contact Form 7.
Make sure you finish with a submit button.
So create your form. Make sure it's complete.
Go to the mail tab to make sure it's going to the proper email address. This is for you to receive responses.
If you need more help with Contact Form 7, they have plenty of documentation on how to use it, within their knowledge base.
But this should be good to get you started using it.
Integrate your forms with Client Portal
Take the short code, go to Client Portal. Find the portal and module where you want to use it. Open up the module, and you want to change the Module Type to Content Page. Then you will Add New, then click Edit.
In the text tab of the new content page, just paste the short code into the text field. Click Update. Preview if you like, and you will see the form.
Your client will be able to complete the form and click submit, and it will go straight to your email.