In addition to the core functionality of WP-Client, you also have the option to add additional features on a case-by-case basis. These Extensions add functionality such as creating invoices, keeping track of login attempts in your install, and more. These different Extensions can be turned on and off at your discretion, allowing you even more flexibility than the core WP-Client plugin.
A full list of your currently available Extensions can be found in your Dashboard under the Extensions tab.
See here: http://screencast.com/t/hmHD3uElzY
To use an Extension, you simply need to install and activate it (this process is the same for all Extensions.) This can be done from this same Extension menu. Just click “Install” then “Activate”. Each Extension uses it’s own API key, and they are located under the appropriate Extension in the menu. Additionally, your API keys can always be found by logging into your Control Panel at https://WebPortalHQ.com
For Extensions that require Client/Member interaction (Estimates/Invoices, Feedback Wizard, Private Post Types) you can add the appropriate item when creating a EZ HUB or Advanced HUB to display a list of assigned items to the Client/Member. Just use the “Add New Element” option at the bottom of the HUB Template editor to add the appropriate functionality.
See here: http://screencast.com/t/UYTdRzNy5
Additionally, if you are foregoing the HUB Templates, you can insert the functionality into your HUB design using the appropriate shortcode. ( Please reference the shortcode table HERE )
The Feedback Wizard (FW) is essentially 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.
Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each Wizard would represent the entire envelope, and all its' contents. Each page in the Wizard represents a drawing, image, concept, document or PDF that you're seeking the client's opinion on. At the bottom of each page would be a set of options for your client to mark that would let him/her indicate their thoughts on that particular page's content. There would also be an area for the client to provide more detailed written comments in order to expound on their feedback selection. All the pages together represent the Wizard as a whole.
To create a Feedback Wizard (FW), you will first start by defining which items it will contain, and what type of feedback you would like to see from your client. You can even define the number and content of the feedback choices. When you have made these choices and configured them, you would then proceed to upload each item that will be contained in the wizard for feedback.
If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE, DISAPPROVE and LET'S DISCUSS FURTHER ( these choices can be customized by using the Feedback Type interface ). The next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on. Each item would require the client to make a feedback choice, and offer them the option of leaving comments about each individual item.
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 are emailed to both the admin/manager and the client. The results can be viewed at any time in the admin console of WP-Client.
Creating Your First Wizard
The first step in customizing and creating your first FW is to select what type of feedback you'd like to get from your clients, and this is controlled from the Feedback Type Tab within the FW main menu.
See here: http://screencast.com/t/OunsGVLz1
Click the Feedback Type Tab, and then select Add New Feedback Type to begin creating your first Feedback Type template.
1. FEEDBACK TYPE NAME
Enter the Name by which you will remember this particular template
2. FEEDBACK TYPE TITLE
Enter the text which will show to the client and instruct him/her to make a selection from the feedback options
3. FEEDBACK TYPE
You can select what type of input method you'd like to present to your clients
4. FEEDBACK TYPE OPTIONS
You can further customize the presentation by choosing what the client sees Order by:
Name - Ascending
Name - Descending
5. FEEDBACK TYPE NUMBER & CONTENT
You can customize both the number and content of the feedback selections You could have 3 selections:
Or, you could customize to be :
Don't order any
A Feedback Wizard is a collection items, so the next step in creating a FW is to add your items.
See here: http://screencast.com/t/hAy3bf6pb
Click the Add Item Tab, and then select from the choices:
Can be any JPG, PNG OR GIF
PDF format only
Can be any attachment ( Client will have to download and open/view from the link provided, and then give feedback
You can the Name the item, and provide a description for your client to read.
After the Items have been added, you can the create your first FW by clicking the Create Wizard Tab.
See here: http://screencast.com/t/BBfMlzLnoRWb
On the right hand column, you can give the Wizard a unique name, specify the Feedback Type, and then set the version number.
Then, simply find the items you want to add in the Available Items window and drag/drop them into the right hand sidebar. You can drag/drop the items into the order that you'd like them to appear. When the items have been dragged and sorted, and the name/version/feedback type are correct, simply click Create Wizard.
After the FW is created, you will be taken to the list of Wizards, and for each FW, you are given the option to assign to Clients/Members and/or Circles. Additionally, you can choose to send an email notification to the assigned Clients/Members and/or Circles.
See here: http://screencast.com/t/whSlhLuxRD0T
ESTIMATES AND INVOICING
Easily create estimates and invoices that your clients can pay online using the provided payment gateways. You can display invoices on your website, send in PDF format via email, or print out and send in traditional snail mail.
Quick Start Guide
Adjust the various Settings, including choosing your Payment Gateway, your currency symbols, etc.
See here: http://screencast.com/t/UM07tivS
And here: http://screencast.com/t/XXlgwBbt1Utv
Set up your Items that you are going to sell. This may be labor hours, or prices for actual items, whether physical or digital.
See here: http://screencast.com/t/nOXjEVMlnjg
When you create a new Invoice, you are given multiple options. You can assign to specific Clients or Circles. Additionally, you can choose to drag-and-drop your previously created Items into the Invoice, or add new Items. You can also set a due date, and type a unique message for the client.
See here: http://screencast.com/t/y6UUzsk3SU
After creating and filling out the Invoice to your satisfaction, just click "Save and Send Invoice" and a PDF will be emailed to the client(s). Make sure you have your Payment Gateways set up and selected before sending, otherwise a payment link will not appear on the Invoice.
The building blocks for Estimates and Invoices are what is known as Items. Items can be thought of as a line item title and description that quantifies a billable service or particular product or sku.
Businesses can use this in many different ways including describing and quantifying the scope and price for one hours work, and then when adding the item to the estimate/invoice, set the quantity to reflect the number of hours.
Of course, it can also be used in the more traditional sense of adding a number of various items to the estimate/invoice to be paid.
Estimates can be thought of in a very similar manner as Invoices, and almost as "pre-Invoices". An estimate consists of one or more items with their associated title, description and price point. You can set a date for the estimate is good until, add tax to the estimate, at a discount to the estimate, set your terms and conditions and add a special note to the customer is needed.
When complete, you can save the estimate, and printed out as a PDF, or you can save and send the estimate, which will then email the estimate in PDF format to the assigned client or clients.
It's important to note, that if you create an estimate, and assign that estimate to multiple clients, or to a client circle, when you save the estimate, WP-Client will then create multiple estimates, one for each selected client. After that point, each estimate is its' own individual entity, and each will have to be edited directly if changes are to be made.
If after you create the estimate, you get approval from your client or customer, you can then easily choose to "Convert to Invoice". This basically takes the information and data from the estimate and creates a new invoice with that information. You can then send the invoice to your client by email, and it will be available to them inside their client portal.
An invoice consists of one or more items with their associated title, description and price point. You can set a date for when the invoice is due, add tax to the invoice, at a discount to the invoice, set your terms and conditions and add a special note to the customer is needed.
When complete, you can save the invoice, and printed out as a PDF, or you can save and send the invoice, which will then email the invoice in PDF format to the assigned client or clients. The invoice will also be available to the client inside their Portal if it is setup correctly for this to happen.
It's important to note, that if you create an invoice, and assign that invoice to multiple clients, or to a client circle, when you save the invoice, WP-Client will then create multiple invoices, one for each selected client. After that point, each invoice is its' own individual entity, and each will have to be edited directly if changes are to be made.
The invoice can be paid online by viewing the invoice online inside the client portal, and clicking the payment link, which will take the client to their choice of payment gateways. When the payment is processed, WP-Client will mark the invoice as paid, send the admin notification, and send the client a thank you email if that option is enabled.
If the client chooses to pay by check or some other method, you can manually set the invoice has paid by using the "Add Payment" option.
Templates allow you to customize the email notifications that are sent in relation to Estimates and Invoicing. You can also set the default values for Terms and Conditions, Notes to Customers and the templates that are used to create the Estimates and Invoicing.
The payments tab is simply a payment history where you can see which invoices have been paid, by what method, and the associated payment information for each. Settings | Top From the settings tab you can customize various settings and notification items as well as set up the tax rates that may apply to your industry in your location. Gateways | Top
Gateways can be configured from the Payments menu item in the sidebar navigation.
Configure the self registration system to only give clients access after they have paid using one of the provided payment gateways.
Adjust Settings for Paid Registration WP-Client-->Settings-->Paid Registration tab
See here: http://screencast.com/t/lYsn1WD9U8ai
PRIVATE POST TYPES
The Private Post Types Extension allows you to make any page, post or custom post type part of your Portal. You can easily assign permissions, restrict public viewing, and include links to these resources in your Client's HUBs and Portal Pages.
1) Make sure the plugin is installed and activated by navigating to WP-Client-->Extensions
2) Then, be sure you have the appropriate post type selected in Settings - http://screencast.com/t/CbPLCObA
3. Then, on each post, you will have a meta box with which to assign permissions and restrict access by non-permissioned users or the public - http://screencast.com/t/fkkHeIAyqU
4. Then, just be sure you are using the correct shortcode in your HUB and/or Portal Pages to output the list of assigned Private Post Types: [wpc_client_private_post_types post_type_filter="" sort_type="date|title" sort="asc|desc" ]
TIME LIMITED CLIENTS
You can limit access to your Client Portal based on the expiration date for each individual Client.
As you create each client, and in each client's edit page, you will find a field for expiration date.
See here: http://screencast.com/t/zBtRIveiANu6
The client's username and password are never deleted, but on that expiration date, they will receive an error instead of being able to login. The content of this error message can be customized in the Settings menu.
See here: http://screencast.com/t/WdZAgbpe