Client Power Tools Portal

Automatic

Automatic installation is the easiest option. To do an automatic install of Client Power Tools, log in to your WordPress dashboard and go to Plugins / Add New . Enter “Client Power Tools” in the search field. To install Client Power Tools, click the Install Now button, then activate it by clicking the Activate button.

Manual

In order to install Client Power Tools manually, you will need to download the plugin here, then upload it to WordPress or use FTP software to upload it to your web server. Visit the WordPress Codex for manual installation instructions.

Initial setup

After installing Client Power Tools, you’ll probably want to:

1. 01Check the settings. Make sure you have a client dashboard page selected. (Client Power Tools should have created a page called Client Dashboard and selected it automatically.) You can change the page or go to the page itself to change its title.
2. 02Edit your client dashboard page(s). Edit your client dashboard page in the WordPress editor and add a welcome message to your clients. If you intend to use the knowledge base, start adding information for your clients. You can add sub-pages, as well, to expand the knowledge base.
3. 03Add your client dashboard to your website. The client dashboard is a regular page on your website, so you can link to it just as you would link to any other page, anywhere on your site, in emails, etc. For starters, you will probably want to add the client dashboard page to one of your nav menus.
4. 04Add your first client!

Updating

I recommend enabling automatic updates for Client Power Tools. To enable automatic updates, log into your WordPress dashboard and go to Plugins / Installed Plugins . Look for Client Power Tools and click Enable auto-updates in the Automatic Updates column.

Where can I find Client Power Tools documentation and resources?

For help using Client Power Tools, see the support forum .

I’m getting a warning that says my website is not using SSL (HTTPS). Should I be worried?

You can use Client Power Tools even if your website does not have an SSL certificate, but you should probably get one.

Where is my client dashboard? Where is my knowledge base?

You can find your client dashboard by checking your Client Power Tools settings page. In your WordPress dashboard, go to Client Power Tools / Settings and look for the Client Dashboard Page and “Knowledge Base Page” selection fields. There will be a link to your current pages, as well.

You should probably add your client dashboard to your website navigation menu so it is easy for clients to find. You may want to add your knowledge base, as well, if you want clients to be able to find it without going to their dashboard first.

How do I add pages to my knowledge base?

To add pages to your knowledge base, just go to the page you want to add (or create a new page) and look for the Page Attributes widget in the sidebar. Select your knowledge base page from the Parent Page drop-down and save the page. Now the page will appear as a sub-page in your knowledge base.

How do I customize my client dashboard?

Client Power Tools is designed to be as “transparent” as possible. For the most part it will inherit your theme styles and adds very little styling of its own. But if you do need to override Client Power Tools styles, you can use .customize-cpt before your CSS selectors.

Are there any shortcodes?

[client-dashboard]

Use this shortcode to manually place the client dashboard on the client dashboard page. This should help users who are experiencing wonky page layout issues with their theme or page builder.

[status-update-request-button]

Use this shortcode anywhere on your website to show the Request Status Update button to logged-in clients.

Are there any filter hooks?

cpt_custom_fields

The cpt_custom_fields filter expects a returned array with the following key-value pairs:

• id (string, required). A slug that will be used to identity the field in the form and the database.
• label (string, required). The public label for the form field.
• required (boolean, optional). True or false. Whether the field is required in the form.
• type (string, required). The html input type (text, email, url, number, etc.).