Client Portal by Laura Elizabeth

Description

Client Portal by Laura Elizabeth – WordPress Plugin

Client Portal is a premium WordPress plugin designed to create a secure, private area on your website where clients can access their projects, files, invoices, and communication. Ideal for freelancers, agencies, and service providers who want to enhance client experience with a professional and organized portal.

🌟 Key Features

• 🔒 Secure Client Access – Each client gets a private login to view their projects and files.
• 📂 Project & File Management – Upload and organize files, images, and documents per client or project.
• 💬 Client Communication – Leave notes or messages within the portal for clear communication.
• 📑 Invoices & Payments – Display invoices, payment status, or links to external payment platforms.
• 🎨 Customizable Design – Match the portal’s look with your website branding using colors and styles.
• 🗂 Multiple Projects per Client – Organize different projects under one client account.
• 📩 Email Notifications – Automatic notifications for file uploads, messages, or project updates.
• ⚙️ Easy Setup – User-friendly interface with intuitive admin controls.
• 📱 Mobile Responsive – Access portals from any device without layout issues.

📦 How It Works

1. Install the Client Portal plugin via WordPress → Plugins → Add New → Upload Plugin.
2. Activate the plugin and create your first client portal.
3. Invite clients by adding their email addresses. They receive secure login credentials.
4. Create projects, upload files, or add messages specific to each client.
5. Clients log in to view their files, project updates, and messages.

⚖️ Benefits

• Enhances professionalism and client trust with a private, secure portal.
• Keeps communication and project files organized in one place.
• Saves time by centralizing project updates and file sharing.
• Customizable to reflect your brand identity.
• Improves client satisfaction with transparency and easy access to information.

🛠 Installation & Setup

1. Upload the Client Portal plugin via WordPress → Plugins → Add New → Upload Plugin.
2. Activate the plugin and open the Client Portal menu in your dashboard.
3. Add your clients and configure their access permissions.
4. Create projects and upload files specific to each client.
5. Use shortcodes or menu links to provide clients with portal access on your site.

📄 Licensing & Support

Client Portal is a premium WordPress plugin offering regular updates, detailed documentation, and dedicated support from Laura Elizabeth for setup, customization, and troubleshooting.

❓ FAQs

1) Can clients upload files to the portal?

No, clients can only view and download files. Admins manage uploads and project content.

2) Is it compatible with WooCommerce?

Yes, it can integrate with WooCommerce for invoice or order management if needed.

3) Can I create multiple portals for one client?

Yes, each client can have multiple projects or sections within their portal.

4) Is it mobile-friendly?

Yes, the portal is fully responsive and works on desktops, tablets, and smartphones.

5) Can I customize the portal branding?

Yes, you can adjust colors, logos, and layout to match your website’s design.