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User Dashboard Pages

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Before reading this help file you may want to check this video. It explains theme functionality and may be easier to understand. Watch Video on Youtube

How dashboard pages work in WPResidence

After a user creates an account and logs in, they can access the User Dashboard from the header area of the website.

Each dashboard section is created as a separate WordPress page, and each page must use the correct page template.

Note: When demo content is imported, these pages are usually created automatically. If you want to remove a section from the User Dashboard, you will need to delete the related page or stop using it in your setup.

How to create the Dashboard Overview page

Create a new page from the WordPress admin and assign the User Dashboard Main template.

How to create the My Profile page

Create a new page and assign the User Dashboard Profile Page template.

Live view

 

How to create the My Properties List page

Create a new page and assign the User Dashboard template.

Read more about options in User Dashboard – My Properties page

How to create the Statistics page

This page is used to display property statistics for the logged-in user.

Create a new page and assign the User Dashboard Stats template.

Front end view:

How to create the Add New Property page for logged-in users

Create a new page and assign the User Dashboard Submit template.

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How to create the Favorites page

Create a new page and assign the User Dashboard Favorite template.

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How to create the Saved Searches page

Create a new page and assign the User Dashboard Saved Searches template.

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How to create the My Invoices page

The My Invoices page lists invoices issued for that username. This can include membership invoices if membership is enabled, or paid listing invoices if paid submission is enabled.

This page is informational only, so users can review what they paid and when.

Create a new page and assign the User Dashboard Invoices template.

Front end view:

How to create the My Messages Inbox page

Create a new page and assign the User Dashboard Inbox template.

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How to create the WPResidence CRM pages

Starting with the new CRM system, WPResidence includes a separate set of page templates for CRM sections.

To create any CRM page, add a new page from the WordPress admin and assign the corresponding Wpestate CRM template from the page template dropdown.

The available CRM templates are:

  • Wpestate CRM List
  • Wpestate CRM Contacts
  • Wpestate CRM Leads
  • Wpestate CRM Enquiries
  • Wpestate CRM Deals
  • Wpestate CRM Tasks
  • Wpestate CRM Activity
  • Wpestate CRM Stats
  • Wpestate CRM Automations
Note: Each CRM area should have its own dedicated page. Do not use the same page for multiple CRM templates.

How to create the CRM List page

Create a new page and assign the Wpestate CRM List template.

This page works as the main CRM landing area inside the dashboard.

How to create the CRM Contacts page

Create a new page and assign the Wpestate CRM Contacts template.

This page is used for CRM contacts management.

How to create the CRM Leads page

Create a new page and assign the Wpestate CRM Leads template.

This page is used to manage leads collected in the CRM.

How to create the CRM Enquiries page

Create a new page and assign the Wpestate CRM Enquiries template.

This page is used for enquiries received in the CRM workflow.

How to create the CRM Deals page

Create a new page and assign the Wpestate CRM Deals template.

This page is used to track deals through the CRM pipeline.

How to create the CRM Tasks page

Create a new page and assign the Wpestate CRM Tasks template.

This page is used for task management inside the CRM.

How to create the CRM Activity page

Create a new page and assign the Wpestate CRM Activity template.

This page displays CRM activity history and related actions.

How to create the CRM Stats page

Create a new page and assign the Wpestate CRM Stats template.

This page is used for CRM reporting and statistics.

How to create the CRM Automations page

Create a new page and assign the Wpestate CRM Automations template.

This page is used to manage CRM automations.

How to create the Terms and Conditions page for registration

Users need to agree to the Terms and Conditions before registering, if this option is enabled in the registration form settings.

Create a regular page for your Terms and Conditions content, publish it, and then assign that page from the theme options or registration settings where Terms and Conditions are required.

This page does not use the User Dashboard Inbox template.

How to create the submission page for non-logged-in users

Create a new page and assign the Front Property Submit template.

WPResidence CRM help articles

You can read all CRM-related help articles here:

WPResidence CRM documentation and help articles

This category includes setup guides, feature explanations, and CRM workflow documentation for the new WPResidence CRM system.

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