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  • How to add Clust Client Portal in Wordpress

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Display forms, collect, approve and share client information, documents, files, Signatures, payments from a beautifully branded client portal and onbo … Wordpress Tutorial
Noted That:
  • To install correctly this clust-client-portal.zip .
  • Fisrt Download the clust-client-portal.zip to your computer
  • Extract/Open clust-client-portal.zip to Your Computer.
  • Then, Find readme.txt file inside clust-client-portal.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.
Start the Tips:

Step-1 : Download " clust-client-portal.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Login to Wordpress Clust Client Portal

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Clust Client Portal

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Clust Client Portal

Step-5 : Now, Browse " clust-client-portal.zip " Downloaded plugin from your computer, Where you downloaded " clust-client-portal.zip " According to Step – 1 Above then, click on " Install Now "

Upload Plugin Clust Client Portal

Step-6 : Now, Click on " Active Plugin "

Activate Clust Client Portal

Step-7 : Then, See left Side Menu. " Clust Client Portal " folder is added on left Side Menu. Now, Click on " Clust Client Portal " folder.

Noted that: If you do not see " Clust Client Portal " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Clust Client Portal Configurations and Settings or How to work " Clust Client Portal " in your WordPress site.

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Clustdoc Client portal – Onboard anyone from WP " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Clustdoc Client portal – Onboard anyone from WP
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide

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Install & activate the plugin from within WordPress

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