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    Workflow – Create a Single Unique Page for Each Client

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    Overview

    This workflow entails creating a single Client Page for each client that serves as the client home page and displays all unique client content on a single page.

    This method works well if you have a concise amount of data/information to display to your clients (ex. displaying a current invoice along with a list of paid invoices on a single page).

    Workflow

    Company Home Page Client Page

    Create a client page and assign it to a Company.

    File List File and/or Invoice Shortcode

    Layout your page, and add the needed shortcode(s) to the page to display unique client content.

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