ClientFlow Logo. The word client is inside a chat bubble.

How to Install ClientFlow

ClientFlow consists of two separate plugins:

  • Master Plugin – installed on your agency’s WordPress site (we recommend setting up a dedicated system for this).
  • Client Plugin – installed on each of your client websites.

How to Install the ClientFlow Master Plugin

  1. Download the plugin to your computer.
  2. Log in to the WordPress dashboard of your agency site.
  3. Navigate to Plugins > Add New.
  4. Click the Upload Plugin button at the top.
  5. Click Choose File and select the plugin ZIP file.
  6. Click Install Now, then activate the plugin.

Once activated, you’ll see a new ClientFlow menu item in the left-hand admin sidebar.

How to Install the ClientFlow Client Plugin

  1. Download the plugin to your computer.
  2. Log in to the WordPress dashboard of your client’s site.
  3. Navigate to Plugins > Add New.
  4. Click the Upload Plugin button at the top.
  5. Click Choose File and select the plugin ZIP file.
  6. Click Install Now, then activate the plugin.

After activation, a new ClientFlow menu will appear in the admin sidebar.

Activating the License

  1. Click on ClientFlow > License in the sidebar.
  2. Enter your ClientFlow license key.
  3. Click Activate License.
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