Client Onboarding & Website User Guide

The standard operating procedure manual ready to customize, brand, and hand over to your clients upon site delivery.

Agency Client Handoff Template Print & PDF Ready Customizable SOP
Note for Web Agencies & Developers: You can customize the bracketed placeholders [Your Agency Name], [your-website.com], and [support@youragency.com] in this document and export it directly to PDF using the Export PDF button above.

Welcome to Your New Website Portal

Welcome to your custom-tailored website management portal. We have designed your WordPress administration dashboard to be clean, fast, and easy to use — giving you full control over your content, inquiries, and media, while keeping the underlying design system and core codebase secure.

1. Logging Into Your Administration Portal

  1. Open your web browser and navigate to your secure login address: https://[your-website.com]/wp-admin
  2. Enter the credentials provided by our team:
    • Username or Email: [client@example.com]
    • Password: [Your Secure Password]
  3. Click Log In.
Tip: Bookmark your login link in your browser bar for quick daily access.

2. Your Client Workspace Canvas

Immediately after logging in, you will land directly on your Client Workspace dashboard (admin.php?page=client-workspace).

CLIENT DASHBOARD LAYOUT 
+-------------------------------------------------------------------------------+
|  👋 Hello, [Client Name]!                                                     |
|  Welcome to your tailored management portal for [Your Website].               |
+-------------------------------------------------------------------------------+
|  📢 Notice: [Agency Announcements or Scheduled Maintenance Alerts]           |
+-------------------------------------------------------------------------------+
|  ▶️ Video Tutorial: How to update your website content (Embedded video)       |
+-------------------------------------------------------------------------------+
|  +--------------------+  +--------------------+  +--------------------+       |
|  | 📄 Pages           |  | ✍️ Blog Posts      |  | 📬 Form Leads      |       |
|  | Update site content|  | Publish articles   |  | Customer inquiries |       |
|  | [View All] [+ Add] |  | [View All] [+ Add] |  | [View All] [Export]|       |
|  +--------------------+  +--------------------+  +--------------------+       |
+-------------------------------------------------------------------------------+
  • Welcome & Announcements: Displays important updates, project milestones, or maintenance schedules from your agency.
  • Video Walkthrough Hub: If we have recorded a custom video guide for your site, it will be embedded right here so you can rewatch it anytime.
  • Quick Action Cards: Shortcuts directly to the sections you use most often.

3. Managing Content: Pages & Posts

Creating and Editing Blog Articles:

  1. Click Blog Posts in the left sidebar, or click + Add New on the Blog Posts action card in your workspace.
  2. Enter your article title and content.
  3. Set your Featured Image in the right-hand panel.
  4. Click Publish (or Save Draft to review later).

Editing Website Pages:

  1. Go to Pages → All Pages.
  2. Hover over the page you want to update and click Edit.
  3. Update text, headings, or photos.
  4. Click Update to publish your changes immediately.

4. Understanding Protected Pages (Agency Protected)

When viewing Pages → All Pages, you may notice that certain core pages — such as the Homepage, Contact Us, or Checkout — display a special badge: Agency Protected.

  • Design & Layout Safeguard: These pages contain complex responsive design grids, mobile layout calculations, and dynamic templates built by your agency.
  • Accidental Deletion Prevention: The "Trash" and "Delete" buttons are safely disabled so critical business pages can never be deleted by mistake.
  • Layout Integrity: Visual builder tools that could alter grid columns or break responsive mobile styling are locked on these specific templates.
Need a structural layout change? Simply reach out to your agency team using the Support Drawer, and we will make structural layout revisions safely.

5. Reviewing Customer Inquiries & Form Submissions

You can review incoming inquiries, contact messages, and lead capture submissions directly:

  1. Look in your left sidebar for Form Submissions (with the envelope icon).
  2. You will see a complete, timestamped list of all submissions sent through your website forms.
  3. Searching: Use the search bar to find submissions by customer name or email address.
  4. Exporting: Click Export to CSV at the top of the table to download your leads into Excel or Google Sheets.

6. How to Request Agency Support (Support Drawer)

Whenever you need help or have questions, our support desk is just one click away:

  • Option A: Click Agency Support in the top black admin bar at any time.
  • Option B: Click Get Support from the Support card on your Client Workspace canvas.

The support drawer automatically includes your website diagnostics (WordPress version, active theme, browser details) with your ticket so our team can solve your request immediately without delay.

7. Best Practices for Maintaining a Healthy Website

  1. Optimize Images Before Uploading: Keep photo uploads under 500 KB whenever possible using tools like TinyPNG or Squoosh.
  2. Use Safe Text Pasting: When copying text from Microsoft Word or Google Docs, use Paste as Plain Text (Ctrl + Shift + V) to prevent corrupting font styles.
  3. Use Strong Passwords: Keep your account safe with a unique, randomized password.
  4. Always Log Out on Shared Computers: When you finish updating on a public computer, click Log Out.