Client Management

Effectively manage your client relationships and streamline communications through WP Command's client management system.

Organization Management

Setting Up Client Organizations

Create organization profiles that establish the foundation for client relationships:

  • Organization name and branding
  • Notes and important details
  • Website and contact information
  • Team member access
Structure your organizations to match your real-world client relationships. This helps keep projects, contacts, and communications organized.

Contact Management

Managing Client Contacts

Add and manage multiple contacts per organization with detailed profiles:

  • Contact name and role
  • Email address
  • Phone number
  • Profile photo
  • Report preferences

Report Recipients

Designate which contacts receive automated reports:

  • Toggle report access per contact
  • Customize report delivery
  • Manage notification preferences
  • Track report history
Only contacts marked for reports will receive update notifications and performance reports. Make sure to enable this for key stakeholders.

Project Association

Linking Projects to Clients

Connect WordPress sites with their respective client organizations:

  1. Navigate to a project's Client tab
  2. Select the client organization
  3. Choose which contacts should receive reports
  4. Configure report preferences

Benefits

  • Organized Workflow: Group all sites belonging to a client together
  • Streamlined Communication: Send reports to the right contacts automatically
  • Clear Overview: See all projects associated with each client
  • Efficient Management: Handle multiple sites for the same client easily

Client Reports

Automated Update Reports

Keep clients informed with professional, branded update reports including:

  • WordPress core updates
  • Plugin updates
  • Performance metrics
  • Team notes and comments
  • Site health status

Report Customization

Configure report content to match client needs:

  • Include/exclude performance data
  • Add custom notes
  • Highlight specific updates
  • Brand reports with your logo
Pro Tip: Use the notes feature to add context to updates before sending reports. This helps clients understand the value of maintenance work.

Best Practices

Organization Setup

  1. Create the client organization first
  2. Add all relevant contacts
  3. Configure report preferences
  4. Associate projects with the organization
  5. Test report delivery to ensure proper setup

Contact Management

  • Keep contact information current
  • Regularly verify report recipients
  • Update roles and permissions as needed
  • Remove outdated contacts promptly

Report Configuration

  • Enable performance reports for transparency
  • Add context through team notes
  • Maintain consistent reporting schedules
  • Review report delivery success
Changes to contact information or report preferences take effect immediately for future communications.

Client Portal (Coming Soon)

A dedicated portal for clients to:

  • View site status
  • Access reports
  • Download assets
  • Submit requests
  • Monitor updates
Start organizing your clients now to be ready for upcoming client portal features.
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