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The Clients feature lets you organize your child sites by client, track client information, and generate client-specific reports. Assign sites to clients, store contact details, create custom fields for additional data, and use the Client Card to view a consolidated overview of each client’s sites and activity.

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What You’ll Accomplish

  • Create and manage client records
  • Import multiple clients with CSV
  • Assign child sites to clients
  • Customize the client table display
  • Use the Client Card for client overview
  • Create custom client fields for Pro Reports

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Prerequisites

  • MainWP Dashboard installed and activated
  • Child sites connected to your Dashboard
  • Pro Reports extension (optional, for client reporting)

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Create a New Client

1

Navigate to Add Client

Go to Clients > Add Client.
2

Enter client information

Fill in the client name (required) and other desired fields.Add Client form with fields for client name and contact information
3

Assign sites (optional)

In the sidebar on the right, select child sites to assign to this client.Sidebar showing child sites available to assign to the client
4

Save

Click Add Client.
The Client Email field supports multiple email addresses separated by commas: [email protected], [email protected]. Pro Reports uses the [client.email] token for the Send email to field.

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Import Clients (CSV)

Import multiple clients in one run by uploading a CSV file.
1

Open Import Clients

Go to Clients > Import Clients.
2

Download the sample file

Click Download Sample to get the required CSV structure.
3

Prepare your CSV file

Keep the same column order used in the sample file. For Select sites, separate multiple site URLs with semicolons (;).
4

Upload and start import

Upload your .csv file, keep CSV file contains a header enabled when row 1 is a header, and click Import Clients.
5

Review import results

Watch the row-by-row log in the import modal. Fix failed rows, then import again.

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CSV Columns and Formats

ColumnRequiredFormat
Client NameYesPlain text
Client emailYesEmail address
Client address 1NoPlain text
Client address 2NoPlain text
Client cityNoPlain text
Client stateNoPlain text
Client ZIPNoPlain text
Client countryNoPlain text
Client statusNo0 = Active, 1 = Suspended, 2 = Lead, 3 = Lost
Select sitesYesOne or more site URLs; use ; between multiple URLs
Lines starting with # are treated as comments and skipped during import.
Rows fail when required fields are missing or when the client email already exists. Common errors are missing Client Name, Client email, or Select sites values.

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Update a Client

1

Navigate to Manage Clients

Go to Clients > Manage Clients.
2

Edit client

Find the client and click Edit from the actions menu.Select Edit action from the menu on the right
3

Update and save

Make your changes and click Update Client.

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Delete Clients

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Delete a Single Client

Go to Clients > Manage Clients, find the client, and click Delete from the actions menu. Delete action in the client actions menu

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Bulk Delete Clients

1

Select clients

Go to Clients > Manage Clients and check the boxes next to clients you want to delete.
2

Apply action

Select Delete from the Bulk Actions dropdown and click Apply.Click the Apply button

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Customize the Manage Clients Table

1

Open Page Settings

Go to Clients > Manage Clients and click the Page Settings (cog icon) in the top right.Page Settings cog icon in the top right corner
2

Configure display

Set the number of clients to display per page and select which columns to show.Page Settings dialog with column visibility and items per page options
3

Save

Click Save Settings.

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Client Card

The Client Card displays a consolidated overview of all information for a specific client. Widgets on this page can be resized and rearranged. Animation showing how to resize and rearrange widgets on the Client Card page

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Available Actions

Client Card action buttons including Manage Sites, Edit Client, Create Report, and Suspend Sites
ButtonAction
Manage SitesOpens Manage Sites filtered to show only this client’s sites
Edit ClientOpens the Edit page for this client
Create ReportOpens Pro Reports with this client’s sites pre-selected
Suspend SitesSuspends all sites belonging to this client (no updates allowed)

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Client Overview Widgets

The Client Card includes widgets that show data only from child sites assigned to that client:
  • Recent Posts - Latest posts from client sites
  • Recent Pages - Latest pages from client sites
  • Non-MainWP Changes - Changes made directly in client site WP Admin
Recent Posts, Recent Pages, and Non-MainWP Changes widgets on the Client Overview page

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Client Fields

Client Fields let you create custom data fields for storing additional client information. These fields generate tokens that can be used in Pro Reports.

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Add a New Field

1

Navigate to Client Fields

Go to Clients > Client Fields.
2

Create field

Click New Field.Click the New Field button
3

Configure field

Enter the Field Name (used as a token in Pro Reports) and Description.New Field form with Field Name and Description input fields
4

Save

Click Save Field.

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Edit a Field

1

Navigate to Client Fields

Go to Clients > Client Fields.
2

Edit

Find the field and click Edit from the actions menu.Edit action in the field actions menu
3

Update and save

Make changes and click Save Field.Edit Field form with Field Name and Description fields

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Delete a Field

Go to Clients > Client Fields, find the field, and click Delete from the actions menu. Delete action in the field actions menu

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Use Custom Fields

After creating a field, set its value for each client on their Edit page. The field token can then be used in Pro Reports to display that data.

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Self-Check Checklist

  • Client records are created with required information
  • Child sites are assigned to appropriate clients
  • CSV imports create clients and assign sites correctly
  • Client Card displays correct site data
  • Custom fields are created and populated (if needed)
  • Table customization settings are saved