WordPress Client Portal Plugin

Easy Integration

Designed from the ground up to integrate into your existing website. WP-Client uses a combination of shortcodes & your existing theme.

Highly Customizable

Easily enable or disable functions, control permissions, create templates, customize the design, colors, layouts, logins, emails & more…

Private & Secure

A private portal & login are created for each client automatically, and all components & files are only accessible by you & your client(s).

Estimates & Invoicing

Create customized & branded Estimates & Invoices that can be viewed/paid online, or send via email attached as a PDF.

File Sharing

Advanced file sharing > Client file upload, Client file download,  File categories & filters, remote file storage & more…

Client Managers

Assign each Client to their own Client Manager & funnel information exchanges to the proper place in your organization.

Developer Friendly

Complete set of documented hooks that allow developers to customize and integrate WP-Client to fit their needs.

Private Messaging

Private messages with clients from client portal are emailed to the proper contact. A chained record of messages is kept for clarity.

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. You can also use any page on your site as the login page by inserting a login form shortcode provided by the plugin. Alternatively, WP-Client ships with a custom login widget that can be used in the sidebar or any widget area provided by your theme.
• 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 Admin, the WPC Admin, or their assigned Client Manager (optional)
• Upload files to the Site Admin, WPC Admin or Client Manager > Client can choose from assigned categories to organize files
• Send/Receive Private Messages to/from the Site Admin, WPC Admin 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 use our Private Post Types feature to assign them to individual Client, multiple Clients, and/or Client Circles. This can also be accomplished with custom post types belonging to other plugins.
• 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.
• Create a variety of custom HUB page templates and assign them to specific Client(s) or Circle(s) depending on your needs. This feature gives you the power and flexibility to ‘Pre-Create’ your user’s experience. Then, when adding Users, you decide what they will see by assigning them to the correct Circle.
• Powerful Widget Control lets you decide which widgets will be displayed on your HUB pages and Portal Pages.

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.
• Import your Client Base, and each one’s HUB and Portal Pages are instantly created according to your preferences.
• 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.
• 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.
• The WP-Client Admin role allows you to give the management of the WP-Client plugin to a member of your staff without granting full WordPress Admin rights. That person will only be able to see/manage the WP-Client menu when they login to the Dashboard.
• Optional Double Opt In Registration. Email Verification feature lets you restrict Client access to their Portal until they have clicked the verification link in the auto-generated registration email.
• Terms & Conditions Option lets you require users to agree to your legal requirements before accessing their Portal.
• Enhanced Security features let you set your requirements for your User’s passwords. Require a minimum password length, special characters, etc… You can even ‘blacklist’ common weak passwords to prevent their use.
• IP restriction Feature allows you to further secure your Web Portal by setting ‘whitelisted’ IP addresses after which only users from those IP addresses will be able to login.
• Hide/mask the default WordPress login URL ( /wp-admin ) and replace with your own custom login suffix. This not only hides the login from humans, but also from ‘brute force’ attacks that are commonly used to hack WordPress websites.

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.
• BYPASS typical difficulties with uploading large files using our uberLOADER which enables ‘file chunking’ and has been shown to upload files of over 1 GB in size.
• FTP Sync feature allows you to easily FTP files to your server and have them automatically be permissioned to the correct Client or Clients. Sync can set to manual or automatic.
• File categorization is very intuitive and allows you to place files in categories and even sub-categories. Files can be viewed by the Client in your choice of formats, including a table, file tree or a simple list.
• 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.
• Remote File Feature gives you the flexibility to store files on a remote server, Amazon S3, Dropbox, iCloud, etc…
• Blacklist feature allows you to control what types of files Clients can upload to your server.

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.
• Create one-time Invoices or create Recurring Invoice profiles which auto-generate a new invoice according to your preferences. Every week, every month, or however you decide!
• Accumulating Invoice feature lets your create an invoicing profile that you can add work to as you go along, and then the system will auto-generate an invoice on the time schedule you designate. After that invoice is generated, the total is reset to zero so you can continue adding items. Those next items will appear on the next auto-generated invoice, and so on…
• 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 Partial Payments so that your Clients can pay a bit at a time. You can also set a minimum amount for partial payments.
• 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.
• 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.
• 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.
• 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.
• Built in SMTP routing gives you the option of using services like SendGrid or Mandrill to increase the likelihood that notifications sent from your site will end up in your target’s inbox rather than the spam box.
• Updates to the CORE plugin and Extensions are made automatically via the WordPress updates process. No complicated updating process means it’s always easy for you to stay up to date with just a few clicks.
• Many more… Click “Detailed Features” below for more.

Detailed FeaturesScreenshotsTestimonialsDownload Now

Included Extensions :: Included FREE with ALL License Levels

Estimates and Invoicing Extension

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. Included with ALL WP-Client License Levels

Feedback Wizard Extension

The Project Feedback Wizard 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. Included with ALL WP-Client License Levels :: CLICK HERE FOR COMPLETE DETAILS

Login Logs Extension

When users log into your site, the details are retained in the the database, and a report is generated so you can see a complete record of who has logged into the site. Included with ALL WP-Client License Levels :: Click Here for Complete Details

Paid Registration Extension

Configure the self registration system to only give clients access after they have paid using one of the provided payment gateways. Included with ALL WP-Client License Levels :: Click Here for Complete Details

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. Included with ALL WP-Client License Levels

Time Limited Clients Extension

Easily set an expiration date for each individual client after which that clients login will no longer allow access. Their credentials are still in place, but they receive a customizable error notification explaining that their login has expired.

Included with ALL WP-Client License Levels

Premium Extensions :: Included with SOME License Levels

Project Management Extension

Designed to let you organize your work, coordinate easily with teams, track the time spent on specific tasks/projects/sectors, and integrate your clients into the process.

Included with SOME WP-Client License Levels :: CLICK HERE FOR COMPLETE DETAILS

SMS/Text Messaging Extension

This Premium Extension extends your ability for both your Internal Staff and your External Users to stay in touch with the activity in your Portal. Now, you have a way for your admins, managers, teammates and clients to receive an instant alert to activity in the Portal, and as always in business, being aware and responding quickly can sometimes be the difference between good and great.

Included with SOME WP-Client License Levels :: CLICK HERE FOR COMPLETE DETAILS

White Label Extension

Modify all parts of the WP-Client plugin to re-brand it however you would like. Logos, icons, plugin title, and more…

The standard version of WP-Client gives you the ability to completely customize the front-end interface that users will see. The White Label Extension takes this one step further, and gives you the capability to customize the backend interface of the plugin also. Change the name of the plugin, add your company’s graphics, website, etc… Lets you brand the plugin like it was yours so that you can resell it as part of website development work.

With the White Label Extension, you won’t see any reference to WP-Client in your dashboard. You can use your own graphics, icons, etc… in the dashboard to give a familiar feel to your internal employees also.

Included ONLY with the WP-Client White Label License Level

Premium Extensions :: À la Carte Add-on to any License Level

Shutter :: Premium Photo Gallery & Proofing Extension

With the Shutter Extension for WP-Client, you will be able to upload images to a Gallery, and assign that Gallery to one, some, or all clients in your installation (or optionally make the Gallery public). Additionally, Shutter includes options for pricing, and watermarking, any or all images in your installation.

Shutter integrates seamlessly with WP-Client, allowing you to install Shutter and beginning assigning Galleries to your already created clients, so you don’t miss a step along the way!

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

Advanced Member Site :: WordPress Membership Site Extension

Designed as a major upgrade to our existing “paid registration” functionality, Advanced Member Site allows for multiple levels of paid membership, and more powerful permissions controls for posts, pages and files.

Now you can add a multiple level paid membership site to the list of things WP-Client can do for your business. With AMS, you will be able to create and manage multiple membership levels within WP-Client. Each level can have it’s own unique settings regarding cost, recurring / expiration periods, resource assignments, and there’s no limit to the number of different levels you can have. This means you can create as many different membership levels as you desire, and each one can be unique in every way!

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

Newsletters :: Automated Email Campaign & Autoresponder Extension

Take full control over the promotional email system of your business, all from within the familiar dashboard of your Web Portal

Easily create, edit, manage, and send promotional emails, automated notifications, and much more, all from inside the plugin dashboard you’re already familiar with. Send out time-limited notifications of sales, automatically “drip-feed” content to new customers on a pre-set schedule, all using ONE Plugin. In addition, Newsletters lets you manage your email contact lists, in regards to both your existing plugin clients, as well as customers who may not be already registered within your portal.

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

Support Ticket :: Help Desk Portal Extension

This premium Extension is a powerful tool that allows you to maintain a continuous line of communication with your clients regarding questions and issues, all from within the WP-Client dashboard to which you are already accustomed. Our Team has years of experience with various helpdesk and support ticket systems under our belts, and we took that into account when developing our Support Ticket Extension for WP-Client. The end result is a ticket helpdesk Extension that has the most useful and powerful features, without any of the bloat present in a lot of other support ticket systems.

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

Form Builder :: Custom Forms Extension

Easily create multiple forms for use in public or private pages in your site. Forms can be as simple as a single field, or as complex as multi-step forms with dozens of fields, or anywhere in between. Once the form is created (using the simple drag-n-drop visual builder), you can easily place it anywhere in your site using a simple shortcode. From there, corresponding clients can to submit answers, and you will be able to monitor all of their responses from the admin backend of the Form Builder Extension.

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

Payment Gateways Bundle :: Give Clients More Ways To Pay

Don’t miss out on even one potential sale! With the premium Payment Gateways Extension, you will be able to expand the number of payment gateways available in your WP-Client framework for use with invoicing, paid registration, and more! 2CheckOut, Amazon Payments, BrainTree, PayMill, Skrill, PayFast, and Payza are currently included, with more coming soon! With these additional gateways, doors will open to potential new clients who were previously unable to pay for your services, giving you the opportunity to grow your business even faster!

NOT Included with any CORE Licenses. À la Carte Add-on only :: CLICK HERE FOR COMPLETE DETAILS

BONUS Plugin :: WP Master Admin :: Works seamlessly with WP-Client

WP Master Admin Plugin

Sooner or later, you’ll need to allow others to access your WordPress site with admin level permissions. Programmers, graphic designers, SEO specialists or other administrators will need to access to your WordPress site, and now you can let them in without worrying about them installing malicious software, deleting your user, changing your password, or even just making stupid mistakes.

Make yourself UNDELETABLE. Other Admins can’t delete you, change your role, change your password, or use any other strategy to take over control of the website.

Protects you against inexperienced Admins making mistakes. Keep other Admins from installing/deleting themes and plugins.

Let others work on your WordPress site without Risk

Use on up to 25 websites per license

Share Admin. Keep Control. Eliminate Worry.

Included ONLY with Plus, Developer & White Label WP-Client Licenses

Authentic Testimonials from Actual Customers – No Fluff, No B.S.