Guides are reusable instructional documents written by your team and shared automatically with clients based on their portal category. A guide you write once can be shown to every client in a given category without any additional setup.
Guides vs. Docs #
- Guides — Shared across multiple portals via category; assigned via portal category; best for how-to articles, FAQs, and onboarding info.
- Docs — Specific to one portal; assigned via direct portal assignment; best for project-specific reference docs.
Creating a Guide #
- In your WordPress admin, go to ClientPress → Guides.
- Click Add New.
- Write your guide using the standard WordPress block editor — you can use headings, images, lists, and any other blocks.
- Set a title.
- Assign the guide to one or more Portal Categories using the category selector in the sidebar.
- Publish.
Assigning Guides to Portals via Categories #
Guides are not assigned to individual portals directly. Instead, they are assigned to portal categories, and any portal in that category automatically receives the guide.
Example:
- You create a guide called “How to Request Revisions”
- You assign it to the category “Design Clients”
- Every portal tagged with “Design Clients” will show that guide in their Guides tab
To assign a portal to a category, open the portal editor and set its Portal Category in the sidebar.
Portal categories are managed under Portals → Portal Categories.
How Clients Access Guides #
Clients see their guides in the Guides tab of their portal. All guides assigned to their portal’s category are listed and displayed in full.
Guides are ordered by their menu order (set in the page attributes), then alphabetically by title.
Updating a Guide #
Because guides are shared, editing one guide updates it for every portal it’s assigned to. This makes it easy to keep instructions current without touching each portal individually.
