{"id":1480,"date":"2016-10-04T15:22:46","date_gmt":"2016-10-04T22:22:46","guid":{"rendered":"http:\/\/www.wp-crm.com\/?post_type=download&#038;p=1480"},"modified":"2024-02-01T14:04:00","modified_gmt":"2024-02-01T12:04:00","slug":"client-area","status":"publish","type":"download","link":"https:\/\/www.wp-crm.com\/downloads\/client-area\/","title":{"rendered":"Client Area"},"content":{"rendered":"\n<p>The Client Area extension allows you to create a portal on your site where your clients can login and view the status of the projects, tasks, campaigns, and invoices* you are working on for them.<\/p>\n<p>Client Area works by providing you with several shortcodes that can be added to a page anywhere on your site. When a user is logged in it will show them all of the records they are assigned to that you choose to show.<\/p>\n\n\t\t<style>\n\t\t\t#gallery-1 {\n\t\t\t\tmargin: auto;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-item {\n\t\t\t\tfloat: left;\n\t\t\t\tmargin-top: 10px;\n\t\t\t\ttext-align: center;\n\t\t\t\twidth: 50%;\n\t\t\t}\n\t\t\t#gallery-1 img {\n\t\t\t\tborder: 2px solid #cfcfcf;\n\t\t\t}\n\t\t\t#gallery-1 .gallery-caption {\n\t\t\t\tmargin-left: 0;\n\t\t\t}\n\t\t\t\/* see gallery_shortcode() in wp-includes\/media.php *\/\n\t\t<\/style>\n\t\t<div id='gallery-1' class='gallery galleryid-1480 gallery-columns-2 gallery-size-medium'><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2016\/10\/client-area-shortcodes.png'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"187\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2016\/10\/client-area-shortcodes-300x187.png\" class=\"attachment-medium size-medium\" alt=\"\" aria-describedby=\"gallery-1-1484\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2016\/10\/client-area-shortcodes-300x187.png 300w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2016\/10\/client-area-shortcodes-768x479.png 768w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2016\/10\/client-area-shortcodes.png 900w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt>\n\t\t\t\t<dd class='wp-caption-text gallery-caption' id='gallery-1-1484'>\n\t\t\t\tShortcodes used in Client Area\n\t\t\t\t<\/dd><\/dl><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/project-task-list.png'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"220\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/project-task-list-300x220.png\" class=\"attachment-medium size-medium\" alt=\"\" aria-describedby=\"gallery-1-8734\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/project-task-list-300x220.png 300w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/project-task-list.png 740w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt>\n\t\t\t\t<dd class='wp-caption-text gallery-caption' id='gallery-1-8734'>\n\t\t\t\tExample of projects and tasks listed in the Client view\n\t\t\t\t<\/dd><\/dl><br style=\"clear: both\" \/><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/payment-form.png'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"180\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/payment-form-300x180.png\" class=\"attachment-medium size-medium\" alt=\"\" aria-describedby=\"gallery-1-8733\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/payment-form-300x180.png 300w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/payment-form.png 698w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt>\n\t\t\t\t<dd class='wp-caption-text gallery-caption' id='gallery-1-8733'>\n\t\t\t\tPayment form generated by Client Area\n\t\t\t\t<\/dd><\/dl><dl class='gallery-item'>\n\t\t\t<dt class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/create-plan.png'><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/create-plan-300x225.png\" class=\"attachment-medium size-medium\" alt=\"\" aria-describedby=\"gallery-1-8732\" srcset=\"https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/create-plan-300x225.png 300w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/create-plan-768x576.png 768w, https:\/\/www.wp-crm.com\/wp-content\/uploads\/edd\/2018\/12\/create-plan.png 814w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/dt>\n\t\t\t\t<dd class='wp-caption-text gallery-caption' id='gallery-1-8732'>\n\t\t\t\tAdd new product\/service in Stripe to be included in payment form.\n\t\t\t\t<\/dd><\/dl><br style=\"clear: both\" \/>\n\t\t<\/div>\n\n<p>We have added a new text area&nbsp;to your projects, tasks, and campaigns that will allow you to add client specific notes, files, images, or whatever you can dream up. This allows you to get faster feedback from clients and close projects sooner.<\/p>\n<p>If you take payments from clients but don&#8217;t want to create an invoice for every payment, Client Area also has a new payment feature that allows you to collect payments by credit card (via <a href=\"https:\/\/stripe.com\">Stripe<\/a>). Payments can be a recurring subscription (great for monthly maintenance or retainer services), or one-off payments.<\/p>\n<h4>Requirements:<\/h4>\r\n\t\t\t<ul>\r\n\t\t\t\t<li>Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.<\/li>\r\n\t\t\t\t<li>WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).<\/li>\r\n\t\t\t\t<li><em>*Requires <a href=\"https:\/\/www.wp-crm.com\/downloads\/invoicing\/\">WP-CRM System Invoicing<\/a> extension for invoices to be displayed in the client area.<\/em><\/li>\r\n\t\t\t<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.<\/p>\n","protected":false},"author":1,"featured_media":9405,"template":"","edd-categories":[79,75,76],"edd-tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Area - WP-CRM System<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wp-crm.com\/downloads\/client-area\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Area - 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