Getting started

How to install Client Portal Setting up your first portal How to update the Client Portal plugin Using Client Portal without WordPress on your main site Frequently asked questions

Working with portals

Using content pages Creating portal templates Update multiple portals at once with pattern syncing Importing and exporting portals How the menu works in Client Portal Enable comments in your portals Add text above or below a module

User management

How to add clients to your portals (updated) Automatic portal creation: let clients register themselves Adding existing WordPress users to Client Portal

Files and security

Where are files stored in Client Portal? Private files vs regular files: which should you use? Search engine visibility for portals How to set up reCAPTCHA for registration forms

Notifications & reminders

Notification settings Collate notifications into digests Add due dates and reminders Customizing notifications for individual portals

Using Client Portal with WooCommerce Using Google Sheets with Client Portal Embed a calendar in Client Portal Embed a Google Doc in a content page

How to change fonts in Client Portal How to customize your portals with custom CSS How to customize the login page Developer guide for custom integrations Show the admin bar in portal previews and the block editor Use classic editor for WordPress but block editor for Client Portal Change portal page and content page URLs

Troubleshooting

Exclude Client Portal from cache The forgot password link is not working on the Client Portal login page Troubleshooting email notifications Troubleshooting nginx issues

Account & billing

How to transfer your license to a new owner How to cancel your subscription Join the Beta program

All Collections

Account & billing

Learn how to manage plans, invoices, and team permissions.

How to transfer your license to a new owner

How to cancel your subscription

Join the Beta program