PLACEHOLDERS


{site_title}
Displays the URL of your domain ( pulled from your settings in WordPress Settings-->General )
{contact_name}
Displays the Contact Name of the currently logged in Client/Member ( pulled from “Add Client” info )
{client_business_name}
Displays the Business Name of the currently logged in Client/Member ( pulled from “Add Client” info )
{client_name}
Displays the Client Name of the currently logged in Client/Member ( pulled from “Add Client” info )
{client_phone}
Displays the Phone number of the currently logged in Client/Member ( pulled from “Add Client” info )
{client_email}
Displays the Email Address of the currently logged in Client/Member ( pulled from “Add Client” info )
{manager_name}
Displays the name of the WPC-Manager that is assigned to the Client/Member ( if multiple Managers are assigned, all Manager names will be displayed )
{staff_display_name}
Displays the Display Name of the logged in Staff ( pulled from "Client's Staff" info )
{staff_first_name}
Displays the First Name of the logged in Staff ( pulled from "Client's Staff" info )
{staff_last_name}
Displays the Last Name of the logged in Staff ( pulled from "Client's Staff" info )
{staff_email}
Displays the Email of the logged in Staff ( pulled from "Client's Staff" info )
{staff_login}
Displays the Login (Username) of the logged in Staff ( pulled from "Client's Staff" info )
{user_name}
Displays the Username of the currently logged in Client/Member ( pulled from “Add Client” info )
{login_url}
Inserts the standard login link for your domain ( EX: domain.com/portal/login-page )
{logout_url}
Inserts a logout link ( when clicked, the Client/Member is logged out and redirected to the login page )
{client_registration_date}
Displays the original creation/registration date of the Client/Member
{business_logo_url}
Displays the URL of your Business Logo ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_name}
Displays your Official Business Name ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_address}
Displays your Business Address ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_mailing_address}
Displays your Business Mailing Address ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_website}
Displays a link to your Business Website ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_email}
Displays your Business Email Address ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_phone}
Displays your Business Phone Number ( pulled from “General-->Business Info” tab in WP-Client Settings )
{business_fax}
Displays your Business Fax Number ( pulled from “General-->Business Info” tab in WP-Client Settings )
{admin_url}
Displays a URL that Admin’s can follow to login to backend dashboard ( used in WP-Client Email Templates )
{approve_url}
Displays URL to link Admin’s directly to “Approve Clients” tab of WP-Client ( used in WP-Client Email Templates ) ( Admin will need to be already logged in before clicking link in email )
{user_password}
Displays password for Client/Member ( used in WP-Client Email Templates ) ( only displays password in initial email, cannot be used in other locations such as HUB, Portal Page, etc)
{page_title}
Displays the name of the current page Client/Member is viewing
{admin_file_url}
Displays URL to link Admin’s directly to File Sharing of WP-Client ( used in WP-Client Email Templates to notify Admin when Client/Member uploads file) ( Admin will need to be already logged in before clicking link in email )
{message}
Displays content of Private Message sent to Admin or Client/Member ( used in WP-Client Email Templates )
{file_name}
Displays name of file uploaded and (if for Client/Member) assigned ( used in WP-Client Email Templates )
{file_category}
Displays category of file uploaded and (if for Client/Member) assigned ( used in WP-Client Email Templates )
{file_download_link}

Displays a direct download link for an assigned file ( used in WP-Client File Sharing Email Template ). Client must be logged-in before clicking link.

{estimate_number}
Displays the Estimate number for Estimate assigned to Client/Member ( used in WP-Client Email Templates )
{invoice_number}
Displays the Invoice number for Invoice assigned to Client/Member ( used in WP-Client Email Templates )



SHORTCODES

Shortcodes can be used to quickly add snippets of code without having any coding experience.


These shortcodes can be mixed and matched according to your needs, and this is one of the main features of WP-Client that makes it so flexible.


Some shortcodes have attributes that permit you to further customize their output, and you'll find some examples of those listed below the Shortcode Key


Below is a list of available shortcodes used in the WP-Client plugin.



[wpc_client_loginf]
Insert login form into page or post
[wpc_client_feedback_wizards_list]
Displays a list of Feedback Wizards a Client has access to

[wpc_client_invoicing_list type="invoice|estimate|request_estimate" pay_now_links="yes" show_date="yes" show_due_date="yes" show_description="yes" show_type_payment="yes" show_invoicing_currency="yes" show_invoicing_amount="yes" status="paid|inprocess|sent|open|draft|partial|refunded| new|waiting_client|waiting_admin" ]

Displays a list of available Invoices, Estimates, or Estimate Requests a Client has access to.


Use “type=” to choose to display either estimates, invoices, or estimate requests.


Use “status=” to display only a certain type of estimate/invoice. For example, [wpc_client_invoicing_list status="paid"] would only display invoices that have been paid.

[wpc_client_inv_invoicing_account_summary show_total_amount="yes|no" show_total_payments="yes|no" show_balance="yes|no"]
Displays a list of information related to past and present invoices for the Client.

 

Use “show_total_amount=” to show the total amount (both paid and unpaid) of all of the Client's assigned invoices.

 

Use “show_total_payments=” to show the total amount that the Client has paid on their past and present assigned invoices.


Use “show_balance=” to show the total amount of outstanding (unpaid) balance on all of the Client's assigned invoices.

[wpc_client_get_page_link page="hub | login | client_registration | staff_directory | add_staff" text="Some Link" id="" style="" ]

Displays a dynamic link to a WP-Client for the Client, such as their HUB, Staff Directory, etc.

 [wpc_client_inv_request_estimate]
Use this shortcode to display a form for your clients to submit an "estimate request". The form will contain title and comment fields, and will allow the client to submit a request for an estimate within the plugin. Once submitted, the request will be visible to the admin at WP-Client-->Estimates/Invoices-->Request Estimates. From there, the admin can view the request, respond to client comments, and add items to the request for the client to view. Additionally, the admin will have the option to convert the request into an official Estimate, or into an Invoice. Alternatively, if the client clicks the "Accept" button when viewing their Estimate Request from the frontend, it will automatically be converted into an Invoice.
[wpc_client][/wpc_client]
For 'Portal Pages', anything between these two shortcodes is only viewable by a logged in user with the proper permissions. 'Portal Pages' can be permissioned to multiple users.

[wpc_client_edit_portal_page]

Used for Theme Link Pages. Generates the client-side Portal Page editor.

[wpc_client_staff_directory]

Used for Theme Link Pages. Generates the client-side Staff Directory

[wpc_client_add_staff_form]

Used for Theme Link Pages. Generates the client-side "Add Staff" form.

[wpc_client_edit_staff_form]

Used for Theme Link Pages. Generates the client-side "Edit Staff" form.

[wpc_client_registration_form]

Used for Theme Link Pages. Generates the Client Registration Form.

[wpc_client_registration_successful]

Used for Theme Link Pages. Generates the "registration successful" message after client self-registration.
[wpc_client_profile]

Used for Theme Link Pages. Generates the client-side Client Profile.

[wpc_redirect_on_login_hub]

Used for Theme Link Pages. Causes a redirect to the HUB Page for clients.Used for Theme Link Pages. Controls the redirect that is used when a client selects a payment gateway (for example when paying invoices)

[wpc_client_payment_process]
Used for Theme Link Pages. Controls the redirect that is used when a client selects a payment gateway (for example when paying invoices)
[wpc_client_logoutb]
Inserts a logout link ( Generally formatted as http://domain.com/portal/login-page/?logout=true )
[wpc_client_private for="user_id" for_circle="circle_id" privacy_type="include|exclude" ][/wpc_client_private]

Can be used anywhere in the site. Allows you to publish private information that is Client/Circle specific anywhere on the site. Just place the private content between these two shortcodes, and insert the ID# of the desired Clients and/or Circles.


This shortcode can be used in two main ways to display private information for specific Client or Circle, without needing to place it on one particular HUB Page. Simply place this shortcode into the desired HUB or Portal Page. In the first usage, the information between the brackets will only be displayed for the correctly permissioned Client or Circle. Please see example below:

=============================

HUB PAGE TEMPLATE


[wpc_client_private for="521" privacy_type="include"]

Only John Smith (user ID# 521) can see this text

[/wpc_client_private]


[wpc_client_private for_circle="12" privacy_type="include"]

Only clients in the “Accounting” Circle (CIrcle ID# 12) can see this text

[/wpc_client_private]


=============================


In the second usage, you can use the "privacy_type" modifier to exclude a specific Client or Circle, everyone but them can see the protected content. Please see example below:

=============================

HUB PAGE TEMPLATE

[wpc_client_private for="521" privacy_type="exclude"]

Everyone except John Smith (Client ID# 521) can see this text

[/wpc_client_private] 


[wpc_client_private for_circle="12" privacy_type="exclude"]

Only clients who are NOT in the “Accounting” Circle (Circle ID# 12) can see this text

[/wpc_client_private] 

=============================


The shortcode can also be utilized for multiple Clients or Circles at once. You will just need to separate Client/Circle ID#s using commas ( , ). See example below:


[wpc_client_private for_circle="1,2" privacy_type="include"]

Only clients in the “Circle One” and "Circle Two" Circles can see this text

[/wpc_client_private]


Alternatively, you can use separate modifiers, one for each Client/Circle. See example below:


[wpc_client_private for_circle="1" for_circle="1" privacy_type="include"]
Only clients in the “Circle One” and "Circle Two" Circles can see this text
[/wpc_client_private]
[wpc_client_only ]Enter protected text for Client here[/wpc_client_only]
Use this shortcode to display text and other content that will only be visible to users who are logged-in under the Client role
[wpc_staff_only ]Enter protected text for Staff here[/wpc_staff_only]
Use this shortcode to display text and other content that will only be visible to users who are logged-in under the Client's Staff role
[wpc_non_logged_in_only ]Enter protected text for non-logged in users here[/wpc_non_logged_in_only]
Use this shortcode to display text and other content that will only be visible to users who are not logged-in
[wpc_logged_in_only ]Enter protected text for logged in users here[/wpc_logged_in_only]
Use this shortcode to display text and other content that will only be visible to users who are logged-in
[wpc_client_files_list file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" categories_sort_type="name|order_id" categories_sort="desc|asc" show_tags="yes|no" show_description="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_file_cats="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" show_pagination="yes|no" show_pagination_by="5" no_text="You don't have any files" /]

Outputs files the user has access to in a hyperlinked list


Use "file_type=" to determine what files are displayed. "ALL" will display all available files that the client has access to. "OWN" will show only the client's own uploaded files. "ASSIGNED" will display only files that are assigned to the client, that the client did not upload themselves.


Use “show_sort=” to determine whether to display a sorting option for the clients/members to use


Use "sort_type=" to select a default/manual sorting order for files (either by name or date)


Use "sort=" in conjunction with "sort_type" to set either a descending or ascending manual sort order


Use "categories_sort_type=" and "categories_sort=" to set a default sorting order for File Categories of the files. This will only affect the sorting of the File Categories as a group, not the individual files themselves.


Use "show_tags=" to determine whether to display associated File Tags for the files


Use "show_description=" to determine whether to display the description text of the displayed file(s)


Use “show_date=” to determine whether to display the date that the file was uploaded


Use “show_size=” to determine whether to display the size of the file, in kilobytes (K)


Use "show_author=" to determine whether to display the author of the file


Use “category=” to only display files from a certain File Category. For example, “[wpc_client_filesla category="7"]” would only display files from the File Category with ID#7


Use "with_subcategories=" to determine whether to include files from Subcategories of a selected parent File Category in the file list


Use "show_file_cats=" to determine whether to display the file category headers for the displayed file(s)


Use "show_last_download_date=" to determine whether to display the date of the last download of the file


Use "show_thumbnails=" to determine whether to display thumbnail images for files


Use "show_search=" to determine whether to display the search box for files


Use "show_filters=" to determine whether to display the filter options for the displayed file(s)


Use "filter_condition=" to determine how the displayed filters are handled. "OR" will mean if multiple filter parameters are entered, a file would only need to match at least one parameter in order to be displayed. "AND" will mean that a file would need to match all of the entered filter parameters in order to be displayed.


Use "show_pagination=" to determine whether to display the pagination numbering for files


Use "show_pagination_by=" to set how many files per page you would like to display in pagination


Use "no_text=" to choose what text to display to a client who has no files assigned. For example, the shortcode [wpc_client_filesla no_text="You have no files" /] would display the phrase "You have no files" for a client who has no files assigned to them


[wpc_client_files_table file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_description="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_file_cats="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" show_bulk_actions="yes|no" show_pagination="yes|no" show_pagination_by="5" no_text="You don't have any files" /]


Outputs files the user has access to in a hyperlinked table


Use "file_type=" to determine what files are displayed. "ALL" will display all available files that the client has access to. "OWN" will show only the client's own uploaded files. "ASSIGNED" will display only files that are assigned to the client, that the client did not upload themselves.


Use “show_sort=” to determine whether to display a sorting option for the clients/members to use


Use "sort_type=" to select a default/manual sorting order for files (either by name or date)


Use "sort=" in conjunction with "sort_type" to set either a descending or ascending manual sort order


Use "show_tags=" to determine whether to display associated File Tags for the files


Use "show_description=" to determine whether to display the description text of the displayed file(s)


Use “show_date=” to determine whether to display the date that the file was uploaded


Use “show_size=” to determine whether to display the size of the file, in kilobytes (K)


Use "show_author=" to determine whether to display the author of the file


Use “category=” to only display files from a certain File Category. For example, “[wpc_client_filesla category="7"]” would only display files from the File Category with ID#7


Use "with_subcategories=" to determine whether to include files from Subcategories of a selected parent File Category in the file list


Use "show_file_cats=" to determine whether to display the file category headers for the displayed file(s)


Use "show_last_download_date=" to determine whether to display the date of the last download of the file


Use "show_thumbnails=" to determine whether to display thumbnail images for files


Use "show_search=" to determine whether to display the search box for files


Use "show_filters=" to determine whether to display the filter options for the displayed file(s)


Use "filter_condition=" to determine how the displayed filters are handled. "OR" will mean if multiple filter parameters are entered, a file would only need to match at least one parameter in order to be displayed. "AND" will mean that a file would need to match all of the entered filter parameters in order to be displayed.


Use "show_bulk_actions=" to determine if the bulk checkbox options (for bulk downloading and deleting) are displayed in the file list


Use "show_pagination=" to determine whether to display the pagination numbering for files


Use "show_pagination_by=" to set how many files per page you would like to display in pagination


Use "no_text=" to choose what text to display to a client who has no files assigned. For example, the shortcode [wpc_client_filesla no_text="You have no files" /] would display the phrase "You have no files" for a client who has no files assigned to them



[wpc_client_files_blog file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_description="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_file_cats="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" show_pagination="yes|no" show_pagination_by="5" no_text="You don't have any files" /]


Outputs files the user has access to in a hyperlinked "blog" style list


Use "file_type=" to determine what files are displayed. "ALL" will display all available files that the client has access to. "OWN" will show only the client's own uploaded files. "ASSIGNED" will display only files that are assigned to the client, that the client did not upload themselves.


Use “show_sort=” to determine whether to display a sorting option for the clients/members to use


Use "sort_type=" to select a default/manual sorting order for files (either by name or date)


Use "sort=" in conjunction with "sort_type" to set either a descending or ascending manual sort order


Use "show_tags=" to determine whether to display associated File Tags for the files


Use "show_description=" to determine whether to display the description text of the displayed file(s)


Use “show_date=” to determine whether to display the date that the file was uploaded


Use “show_size=” to determine whether to display the size of the file, in kilobytes (K)


Use "show_author=" to determine whether to display the author of the file


Use “category=” to only display files from a certain File Category. For example, “[wpc_client_filesla category="7"]” would only display files from the File Category with ID#7


Use "with_subcategories=" to determine whether to include files from Subcategories of a selected parent File Category in the file list


Use "show_file_cats=" to determine whether to display the file category headers for the displayed file(s)


Use "show_last_download_date=" to determine whether to display the date of the last download of the file


Use "show_thumbnails=" to determine whether to display thumbnail images for files


Use "show_search=" to determine whether to display the search box for files


Use "show_filters=" to determine whether to display the filter options for the displayed file(s)


Use "filter_condition=" to determine how the displayed filters are handled. "OR" will mean if multiple filter parameters are entered, a file would only need to match at least one parameter in order to be displayed. "AND" will mean that a file would need to match all of the entered filter parameters in order to be displayed.


Use "show_pagination=" to determine whether to display the pagination numbering for files


Use "show_pagination_by=" to set how many files per page you would like to display in pagination


Use "no_text=" to choose what text to display to a client who has no files assigned. For example, the shortcode [wpc_client_filesla no_text="You have no files" /] would display the phrase "You have no files" for a client who has no files assigned to them



[wpc_client_files_tree file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_empty_cats="yes|no" show_description="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" no_text="You don't have any files" /]



Outputs files the user has access to in a hyperlinked collapsible tree


Use "file_type=" to determine what files are displayed. "ALL" will display all available files that the client has access to. "OWN" will show only the client's own uploaded files. "ASSIGNED" will display only files that are assigned to the client, that the client did not upload themselves.


Use “show_sort=” to determine whether to display a sorting option for the clients/members to use


Use "sort_type=" to select a default/manual sorting order for files (either by name or date)


Use "sort=" in conjunction with "sort_type" to set either a descending or ascending manual sort order


Use "show_tags=" to determine whether to display associated File Tags for the files


Use “show_date=” to determine whether to display the date that the file was uploaded


Use “show_size=” to determine whether to display the size of the file, in kilobytes (K)


Use "show_author=" to determine whether to display the author of the file


Use “category=” to only display files from a certain File Category. For example, “[wpc_client_filesla category="7"]” would only display files from the File Category with ID#7


Use "with_subcategories=" to determine whether to include files from Subcategories of a selected parent File Category in the file list


Use "show_empty_cats=" to determine whether to display the file category headers for File Categories that contain no file(s)


Use "show_description=" to determine whether to display the description text of the displayed file(s)


Use "show_last_download_date=" to determine whether to display the date of the last download of the file


Use "show_thumbnails=" to determine whether to display thumbnail images for files


Use "show_search=" to determine whether to display the search box for files


Use "show_filters=" to determine whether to display the filter options for the displayed file(s)


Use "filter_condition=" to determine how the displayed filters are handled. "OR" will mean if multiple filter parameters are entered, a file would only need to match at least one parameter in order to be displayed. "AND" will mean that a file would need to match all of the entered filter parameters in order to be displayed.


Use "show_pagination=" to determine whether to display the pagination numbering for files


Use "show_pagination_by=" to set how many files per page you would like to display in pagination


Use "no_text=" to choose what text to display to a client who has no files assigned. For example, the shortcode [wpc_client_filesla no_text="You have no files" /] would display the phrase "You have no files" for a client who has no files assigned to them




[wpc_client_uploadf show_categories="all|assigned|custom" categories="1,2,3,4" auto_upload="yes|no" exclude="FILE EXTENSIONS HERE" include="FILE EXTENSIONS HERE" ]

Outputs a file upload form that the user can use to upload files


Use "show_categories=" to determine what File Categories will be available for the client to select when they upload files. "ALL" will display all File Categories, regardless of assignment. "ASSIGNED" will only display File Categories that the client is directly assigned to. "CUSTOM" will only display specific File Categories that you select (more details below).


Use “categories=” (in conjunction with show_categories="custom") to only allow files to be uploaded to certain File Categories. For example, “[wpc_client_uploadf show_categories="custom" categories="7,12,33"]” would allow the client to upload files to the File Categories with ID#s 7, 12, and 33.


Use "auto_upload=" to determine whether files are automatically uploaded after being selected by client. With "auto upload" set to "yes", clients do not need to select "start upload" after selecting files


Use "exclude=" to disallow specific file types to be uploaded by the client. For example, the shortcode [wpc_client_uploadf exclude="jpg,zip"] would not allow clients to upload JPG or ZIP files. File extensions should be letters only (no periods) separated by commas, with no spaces. One set of quotations should enclose all extensions.


Use "include=" to only allow specific file types to be uploaded by the client. For example, the shortcode [wpc_client_uploadf include="gif,doc"] would only allow clients to upload GIF or DOC files. File extensions should be letters only (no periods) separated by commas, with no spaces. One set of quotations should enclose all extensions.

[wpc_client_pagel view_type="list|tree" categories="IDs" sort_type="order_id|date|title|category_name" sort="desc|asc" show_categories_titles="yes|no" show_feature_image="yes|no" show_search="yes|no" show_date="yes|no" show_current_page="yes|no" show_sort="yes|no" show_pagination="yes|no" show_pagination_by="yes|no" sort="asc|desc" no_text="You don't have any pages" /]

Outputs the Portal Pages that the logged in user has permissions to view


Use "view_type=" to choose whether to display page links in a List or Tree format. If not selected, links will default to the List format. 


Use “categories=” to display Portal Pages only from a specific Portal Page category. For example, the shortcode “[wpc_client_pagel categories="45"]” would only display Portal Pages from the “Recreation” category (Category ID# 45). You can separate multiple Category IDs with commas.


Use “sort=” and “sort_type=” to determine how you would like the page listing to be sorted. For example “[wpc_client_pagel sort_type="date" sort="desc"]” would display the Portal Page list sorted by date in descending order. The modifier "sort_type="order_id"" will sort the pages based on the "Order" number column at WP-Client-->Portal Pages.


Use “show_categories_titles=” to determine if you want the Portal Page category titles displayed next to the name of the Portal Page


Use "show_feature_image=" to determine whether you want to display a thumbnail of the Portal Page's set Featured Image (if any) inside the Portal Pag List/Tree


Use "show_search=" to set whether or not the client has a search box they can use to filter their assigned Portal Pages in the List/Tree


Use "show_date=" to choose whether to display the date of the page's creation next to the link


Use “show_current_page=” to determine if you would like to display the current page the client/member is on in the listing of available Portal Pages. This is not necessary if you are displaying the list of Portal Pages on a HUB Page. For example, let’s say a client/member has access to 3 Portal Pages (Alpha, Bravo, and Delta). On Portal Page Alpha, you include the shortcode “[wpc_client_pagel]”, which displays a list of Portal Pages. Since the client/member is already on Portal Page Alpha, they do not necessarily need to see a link to that page in the list. If you add the modifier “show_current_page="no”” to the shortcode, it will exclude Portal Page Alpha from the list, as Alpha is the page the client/member is on currently.

Use "show_sort=" to determine whether to display a sorting option for the clients/members to use.


Use "show_pagination=" and "show_pagination_by=" to determine whether to display a sorting option for the clients/members to use.


Use "no_text=" to determine whether to display a sorting option for the clients/members to use.

[wpc_client_com redirect_after=""]

Can be used on Hub Pages and/or Portal Pages. Displays Private Messaging interface and any messages to client.

Use “redirect_after=” to redirect the client/member to a specific URL after sending a private message. For example, [wpc_client_com redirect_after="http://exampledomain.com/home/"] would redirect the client/member to the installation home page after sending a private message.

[wpc_client_private_post_types post_types="" sort_type="date|title" sort="asc|desc" ]
Displays a list of Private Post Types that are assigned to the Client/Member ( used with the Private Post Types Extension )
[wpc_client_client_managers]
Outputs a mini-profile of the Client’s assigned WPC-Manager(s)

[wpc_client_pm_projects]

Displays a list of Client's assigned Projects. When links are clicked, Client is taken to a page with Project Name, Project Description, and any messages/files that have been sent to the Client via the "Client Talk" backend menu.

[wpc_client_pm_work_request]
Place this shortcode wherever you would like to have the Project Management Work Request form displayed (such as in a Portal Page). Wherever this shortcode is placed, the Work Request form will be displayed for the client, with fields for Title, Request Type (type of work with a dollar value, preset in Project Management settings by the admin), Description, as well as a simple file uploader that the client can use to attach files to the Work Request. Once submitted, the Work Request will display in the backend at WP-Client-->Project Management-->Work Request. The admin can view the request from there, and choose to "accept" it, which will automatically convert the request into a Project.
[wpc_client_custom_field name="Field Slug(ID)"]
Displays the input field for the desired Custom Field. This shortcode can be used to customize the order of the Custom Fields on the Client Registration Form. You would simply delete the default code for Custom Fields from the Client Registration shortcode template, and insert this shortcode (with the appropriate Field Slug) into the template where you would like the Custom Field to appear on the form. 
[wpc_client_custom_field_value name="Field Slug(ID)" delimiter=", " no_value="None"]
Outputs the value of the desired Custom Field, by inserting the corresponding Field Slug(ID).

Use "delimiter=" to define a separator character for numerical values (generally will be a comma)

Use "no_value=" to define what text will be displayed for the Client if the Custom Field has no value.
[wpc_client_avatar_preview /]
Displays the Client's avatar image (if set) in their HUB Page, Portal Page, etc.
[wpc_client_user_activity_alert title="Hub Activity" text_advise="Please advise, you have:" position="bottom right" offset_x="0" offset_y="0" ]
Displays a "HUB Activity" popup notification for the client wherever the shortcode is placed. This message notifies the client of newly assigned files and new private messages with a simple alert message and counter. Once the notification is dismissed by the client, it will not appear again until they receive a new message or file.

Use "title=" to set the title text of the notification that appears at the top of the popup.

Use "text_advise=" to set the advisory text that appears below the title in the notification.

Use "position=" to determine where on the page the notification will display. Acceptable positions are "bottom right", "bottom left", "top right", and "top left".

Use the "offset" modifiers to adjust the location of the notification on a pixel-by-pixel basis. Depending on your theme, and your particular needs, this may not be necessary. If you decide not to use the "offset" modifiers, we suggest removing them entirely from the shortcode to avoid any spacing/layout conflicts.