WordPress Client Login Area, Portals, Pages, created in seconds
- When you add a client, you create a private client login and that client’s username/password, along with the login link are emailed directly to the client.
- The client logs in via a login page that you can customize with your logo & colors. Alternatively, WP-Client ships with a custom login widget.
- Upon login, the client is taken to their own personalized central HUB, where they are able to:
- Navigate to all the private pages that exist in their portal. These Portal Pages are where most of the web-like content of the Portal should be housed.
- Download files that have been uploaded and assigned to them by the Site Manager or their assigned Client Manager (optional)
- Upload files to the Site Manager or Client Manager > Client can choose from assigned categories or create their own (optional)
- Send/Receive Private Messages to/from the Site Manager or their Client Manager. Email notifications are triggered when PMs are sent.
- Clients can view/edit their profile information on the front end (optional) – All of this happens without them seeing the WordPress dashboard.
- Clients can change/reset their password on the front end (optional) - All of this happens without them seeing the WordPress dashboard.
- Add Staff members who can then login to the Client Portal with their own unique credentials (if approved)
- Do you have existing WordPress pages or blog posts that you would like to incorporate inside your Portals? No problem. You can easily assign them to individual Client, multiple Clients, and/or Client Circles.
- Prepare Portal Pages that are flexible depending on who is viewing. This exciting addition essentially gives you the ultimate flexibility to create separate HUBs and Portal Pages based on who is logged in, and what Circle they are associated with. There are many creative & powerful ways to use this capability.
Manually Add Clients, Convert Existing Users, Import your Client Base or Allow Clients to Register themselves
- Easily allows the site owner to manually create clients by completing just a few data fields.
- Convert existing Users to work with WP-Client using a unique approach that essentially permits users to keep both their existing role while also adding the characteristics and permissions of their WP-Client role as well.
- Custom fields lets you completely control what type of data you can record for each client, enabling you to collect information that is applicable to your business. Need to know your Client’s VAT number, Industry Parts Code, Pet’s Name, Favorite Color, or some other info that’s proprietary in your business? No problem!
- Gather your clients into Circles, and then use those associations to easily assign permissions to files & Portal Pages for a wide range of clients with one simple step. Each individual resource can be customized to be accessible by entire circles, or only select clients/members. It’s all up to you!
- Optionally enable a Client Registration page, and permit users to register themselves by completing the customizable form. Site Manager has the option of manually approving each Client or setting the process to Auto-Approve.
- You can optionally configure the registration process to require payment before the user can access their Private Portal. User simply fills out your customized registration form, and is then give a choice of payment gateways. Payment is verified before granting access to that user.
- Upon approval, whether manually,by auto-approve, or by automated approval of payment, the HUB and Portal Pages for that new Client are automatically created according to the easily customized templates, and the New Client email is sent. Now, you can use the templates to ‘pre-build’ the Portals, and then as Clients are created, those Portals are instantly created according to your preferences.
- If you have the need to limit the amount of time a user has access to the private portions of your website, then you can optionally set their permissions to expire after a determined amount of time. Their user will not be deleted, but will no longer have access. Access can easily be reinstated if necessary.
- Import your Client Base, and each one’s HUB and Portal Pages are instantly created according to your preferences.
- You may not call your target users Clients, and you may not use the term Managers. No problem! You can replace the words Client, Circle, Manager and/or Staff with titles that more closely fit your needs for the plugin ( Ex. Teachers, Employees, Students, Agents, etc… )
- Admin Manager feature allow the site owner to designate a “manager” for each client that is added. All communications and file uploads associated with that client will be directed to the appropriate client manager.
Advanced File Sharing Component > Client File Upload & Download
- Site Manager can easily upload files of all types, then categorize, assign permissions and configure for download all within one operation. Links to those files, along with the date uploaded & file size then instantly appear in the HUB of all Clients who are assigned permissions.
- Extreme flexibility that lets you assign permissions for each file to just one Client, several Clients, many Clients or every Client.
- Grouping your Clients into logical Circles gives you to the power to assign permissions for a file to every member of that Circle with just one click, thus saving the site Manager invaluable time and effort.
- Access to files is strictly controlled by the database. Files uploaded via the WP-Client interface are held in a secure and protected folder, and are only called by the database when a properly logged in client is logged into the browser. Files are never accessible by direct URL path.
- Clients can upload files to the Site Manager, triggering an alert email to the Site Manager or assigned Client Manager. Site Manager then has the option to share that file with other Clients if that is appropriate. Files that the Client uploads are also visible and available on that Client’s HUB.
Estimates & Invoicing Feature > Bill Clients & Customers and let them Pay Online
- Full featured Estimates & Invoicing feature, complete with ability to Pay Online using your choice of available gateways.
- Pre-create often used billable items to help you quickly create Estimates & Invoices that contain frequently used/repeated items.
- Create an Estimate for the work. When approved, convert to an Invoice and email to client(s) in one click.
- Your clients are already part of the system. It’s only natural and efficient that you generate the Estimates & Invoices for them and display them securely in their Client Portal
- You can easily send the Estimates & Invoices attached as a PDF to an email – all emails are fully customizable
- You can create one Estimate/Invoice and assign to multiple clients. When you click the “Create” trigger, a unique duplicate Estimate/Invoice is created for each individual Client so that each has a unique Invoice to pay. Powerful and efficient mass creation of Estimates/Invoices.
- Estimate & Invoice templates are fully customizable with your logo and layout of your preference.
- Flexible to fit your needs – supports Taxes & Discounts
- Supports IPN to confirm and mark Invoices as paid. Also, optionally triggers a thank you email to the client, thanking them for the payment.
- Supports multiple currencies
Project Feedback Component > Professional Project Feedback
- A unique, professional, secure & efficient method whereby the administrator of the site can bundle together a specific set of images, documents, files or links – and effectively present to a client a simple and easy to follow process that allows them to provide formalized and focused feedback.
- Presented in a Wizard style format, the client simply moves from one slide to the next slide to the next slide providing feedback according to the Site Manager’s preferences. The actual voting choices can be customized, and the client can leave full paragraph comments about each slide.
- After they work their way through the slides, they are then able to leave summary feedback about the project as a whole, and then finalize and submit.
- Upon final submission, the results are stored in the database, and emailed to both the admin/manager and the client. The results can be viewed at any time in the admin console of WP-Client.
A Wide Range of Features designed to give you a Professional Client Management Solution
- All WP-Client components, including portal pages & emails are 100% customizable to help you match your company’s brand and image. Your Client’s will feel they are being catered to in a professional and secure way, and your brand will be reinforced throughout.
- Client Login Alerts send the Site Manager a notification when a Client either successfully logs in or experiences a login failure, thus giving you the heads up that either your Clients are successfully accessing their Portals, or are having trouble. In the case they’re having trouble, you’ll look like Johnny-on-the-spot when you contact them to offer help. They will wonder how you knew they were having trouble, and be impressed by the high level of Client support.
- Remote File Feature gives you the flexibility to store files on a remote server, Amazon S3, Dropbox, Google Drive, iCloud, etc…
- Create a “WP-Client Admin” which is a user who only has permissions to manage the features of WP-Client. This user does not have full-blown admin access to the WordPress install, but does have full control over the WP-Client settings.
- Give Clients the power to add logins for their Staff, thus allowing the necessary people in that organization to view the Portal, but with unique login credentials. This provides for insularity and permissions control in cases where logins must be deleted or restricted.
- Many more… Click “Detailed Features” below for more.
| Detailed Features Screenshots Testimonials Download Now
Authentic Testimonials from actual customers – No Fluff, No B.S.
I would like to tell you about how your plugin has transformed my Thai language school.
My wife and I have developed a complete solution to help learners of Thai language. We provide learners and teachers the materials they need to either learn or teach Thai.
We wanted our students and teachers to access and download stages of learning materials as they progress through their learning experience. WP-Client has given us the ability to provide a personal learning space where our clients can practice new language skills online and access everything they need to learn. WP-Client has given us the flexibly we needed to provide this solution in a very professional and simple way.
We have only been using WP-Client for about 2 months but we already have more than 150 clients using our online learning space. The plugin has saved us time, money and allows us to get a new student or teacher setup within minutes so they have instant access to their learning materials.
The system allows selected users access to our valuable materials where we can monitor usage with successful login emails and we know where clients login with their IP address.
WP-Client has transformed the way we work and is helping hundreds of people learn Thai language.
Thank you WP-Client!
Remarkable. All is working. I’m amazed at how fast you guys are in responding and the thoroughness of the help instructions. Great job. And thanks a million for making such an awesome plugin. This was exactly what I was looking for and you’ve even added invoicing to it.
I’m a freelance web designer and developer. WP-Client allows me to communicate in a secure, centralized portal with my clients so I can offer the highest quality of service to them and stay organized. Presenting design drafts or logo concepts to my clients within the WP-Client Hub Pages is a great way of customizing their user experience and delivering a product in a convenient way.
Many of my clients have commented on the level of professionalism that comes with being provided with a unique, custom portal for their project. It’s a great product!
I’ve been looking for this exact functionality for so long, finally came across your plugin, and what a pleasant surprise! Really love the whole concept behind the plugin, and how it makes everything so flexible. Use of shortcodes is clever and makes integration a snap.
Kudos, and keep up the great work!
I bought 2 copies of this [plugin] and I’m very impressed! I’m a professional photographer and visual designer, and I use this plug in for my studio and for clients than need a professional solution for show the pictures to clients. Thank you WP-Client! I’m really really happy! Great product!
We’re using the plugin to post invoices & project results for our clients, and they have almost all commented on how they like being able to securely access this info at anytime. It makes us look more professional, and it was really pretty easy to modify the colors and logos to match our website. Good show mates.
You guys have the most well documented and best executed plug-in that I have ever had the privilege to use.
Thank you for this amazing plugin!! Well worth the $160 you’re charging for the lifetime license.
I want to congratulate you for your great effort to develop this fantastic versatile plugin.
Thanks for your wonderful plugin. It’s really a good one – I bought the Lifetime License and I love it.
Great software by the way. Absolutely wonderful!
I’m really impressed by this plugin!
So far this looks to be a great plug-in! I’m very impressed and I’ve already recommended it to two of my colleagues.
I installed your plug in yesterday and am very impressed!
Your product is great and I would recommend to anyone!
Thanks once again for your replies and efforts in getting this fantastic plugin into a great place.
Thank you very much for quick response! Think if all company support could be like yours!
Thanks for the fast work. Great product and great support team. Thanks again.
Thank you so much for your excellent support!
Detailed Features Screenshots Testimonials Download Now