Skip to main content
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.

​
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

​
Prerequisites

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

​
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.
3

Assign sites (optional)

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

Save

Click Add Client.
The Client Email field supports multiple email addresses separated by commas: email1@example.com, email2@example.com. Pro Reports uses the [client.email] token for the Send email to field.

​
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.

​
CSV Columns and Formats

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. The required fields are Client Name and Client email.

​
Update a Client

1

Navigate to Clients

Go to Clients > Clients.
2

Edit client

Find the client and click Edit from the actions menu.
3

Update and save

Make your changes and click Update Client.

​
Delete Clients

​
Delete a Single Client

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

​
Bulk Delete Clients

1

Select clients

Go to Clients > 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.

​
Customize the Manage Clients Table

1

Open Page Settings

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

Configure display

Set the number of clients to display per page and select which columns to show.
3

Save

Click Save Settings.

​
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.

​
Available Actions

The Client Info widget provides these actions: The Sites widget provides Manage Client Sites, which opens the Sites page filtered to show only this client’s sites.

​
Client Overview Widgets

By default, the Client Card includes these widgets:
  • Client Info - Basic client details, status, and quick contact links
  • Notes - Internal client notes with an Add Notes or Edit Notes action
  • Sites - Child sites assigned to the client
  • Additional Client Info - Saved custom fields and other extra client details
  • Network Activity - Recent changes across the client’s child sites
  • Recent Posts - Latest posts from the client’s child sites
  • Recent Pages - Latest pages from the client’s child sites
If the client has saved contacts, the Client Card also displays a Client Contact widget for each contact. The screenshot below highlights the activity widgets on the Client Card. Recent Posts, Recent Pages, and Network Activity widgets on the Client Card

​
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.

​
Add a New Field

1

Navigate to Client Fields

Go to Clients > Client Fields.
2

Create field

Click Add Client Field.
3

Configure field

Enter the Field Name (used as a token in Pro Reports) and Description.
4

Save

Click Save Field.

​
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.
3

Update and save

Make changes and click Save Field.

​
Delete a Field

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

​
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.

​
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