Clust Client portal – Receive client applications from WP

Description

Looking for a way for your visitors to start an application process on your WordPress site?

Clust is an intuitive and secure document collection and client portal system which now integrates easily with your website.

Clust client portal for WordPress helps you receive applications seamlessly whether it’s from clients, borrowers, candidates or suppliers!

It is free to try Clust. Register today and start receiving your first applications tomorrow.

All the benefits:

  • Setting up Clust only takes a couple of minutes
  • Clust client portal beautifully integrates into your WordPress page
  • No coding required, just create a Token and copy/paste it into your WordPress plugin settings
  • More engaging for your clients and great for your image!
  • Receive applications in comprehensive folders – Everything stays neatly organized
  • Assign team members and decide who works on which applications
  • Protect your clients with our secure bank-grade security
  • Best-in-class customer service – We help you get started!

Action-packed Features:

  • Integrate a branded client portal to your WordPress
  • Display online forms and collect client information
  • Add file requests to your portal – Collect documents and files very easily!
  • Automatically share files with your website visitors
  • Approve files, comment on wrong ones from your Clust admin portal
  • Add due dates and send reminders to your recipients
  • Send and receive messages using a secure messaging system
  • Loop in stakeholders and collaborate in no time

Note: You need a Clust Silver or Gold account to unlock all these features. You can become a Clust Premium customer here!

Don’t know where to start?

If you’re a Clust user, read the installation guide by clicking on the Installation tab.

If you’re new to Clust go to this page to read our full tutorial page and start using Clust for free within a few minutes.

1.Visit the Plugin directory page
Search for ‘Clust Client portal’

2.Install and Activate the plugin.

The plugin should display in your sidebar menu.

After activating the plugin

1.Go to plugin settings page

2.On the plugin settings page, just add your Clust API Key.

You can find it in your Clust account by clicking “API Integrations” in your Account settings tab.

3.If you don’t an API key, you can still click on the link ‘Test drive using a fake key’ to generate a test key and see how it looks like on your website.

4.Validate the key and head over to the page or post where you’d like to insert the portal

Inserting the client portal to a page or post

1.Hit the ‘Clust Portal Inserter’ button to add the shortcode to your page or post.

You can set up the portal layout before inserting the shortcode.

Need help? We’re here to help, Contact us

Screenshots

  • Clust client portal settings page
  • Clust client portal inserter available after installation and activation.
  • Clust client portal in the WordPress Sidebar

Installation

If you don’t already have an account visit our website and sign up to generate your Token

Install & activate the plugin from within WordPress

FAQ

I need help setting up my Clust portal

Visit our Help center at clust.help.clustdoc.com or send an email at contact@clustdoc.com

Contributors & Developers

“Clust Client portal – Receive client applications from WP” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

This the first version