Pro: license, team, alerts and branding

Free and Pro

ClientCopy Portal is the free plugin. ClientCopy Pro is a separate add-on that needs it: install the free plugin first, then the add-on.

See the plans on the pricing page.

Install the add-on

1. Install and activate the free plugin, ClientCopy Portal (search for it under Plugins, Add New), if you have not already.
2. Download ClientCopy Pro (a zip file). Do not unzip it.
3. In WordPress go to Plugins, then Add New, then Upload Plugin, choose the zip, click Install Now, then Activate.

A Pro item appears under the ClientCopy menu.

Activate your license

After you buy, your license key is shown on the confirmation page and emailed to you.

1. In WordPress go to ClientCopy, then Pro, and find the License card.
2. Paste your key into License key and click Activate.
3. You will see "License activated. Pro is on." and the card shows Pro active with the last four characters of your key.

Webhooks and alerts, project owners and sign-off, the white-label portal and branded emails switch on straight away.

Using your license on more than one site

One key works on up to 2 sites at the same time, for example a live site and a staging site. To move a license, click Deactivate license on the old site first, then activate the same key on the new one. Deactivating also switches the Pro features off on that site.

Updates

With the add-on installed and an active license, new versions of ClientCopy Pro appear in WordPress like any other plugin update.

• WordPress shows an update notice and a changelog under Plugins and Dashboard → Updates.
• Tick Enable auto-updates next to ClientCopy Pro on the Plugins page to have WordPress install updates for you.
• In ClientCopy → Pro, click Check for updates to ask right now.

Each download is checked against a checksum before it is installed, so a damaged or tampered file is refused. The free plugin is updated through WordPress.org.

Project owners and sign-off

In ClientCopy → Pro → Team every active project is listed with its progress, an owner and a sign-off column.

• Owner: pick the person responsible for the project. They get an email when the client submits an item and when every item is approved, so they do not have to watch the dashboard. Choosing No owner removes them. If the owner is also the address that receives the free plugin's "new submission" email, they get one email, not two.
• Sign off appears when every item is approved (the project shows Completed). Add an optional note, for example "Checked every page on mobile", and click Confirm. The sign-off records who signed, when and the note, and it appears in the project's activity list.
• If a project is reopened and then completed again, it needs a new sign-off. Deleting a project removes its owner and sign-off record.

Webhooks and email alerts

In ClientCopy → Pro → Webhooks and alerts you choose where project events are sent.

• Events: client submitted an item, item approved, changes requested, project completed, and project signed off. Each webhook and the email alerts have their own tick boxes, so you send only what you want.
• Webhooks: up to five. Click Add webhook, give it a name, paste an https:// address and choose a format: JSON for Zapier, Make or your own code, or Slack message for a Slack (or Slack-compatible) incoming webhook.
• Signing secret (optional): if you set one, every request carries an X-ClientCopy-Signature header, sha256= followed by the HMAC-SHA256 of the request body made with your secret, so your system can check the request came from your site. The secret is stored encrypted and is never shown again; leave the box empty to keep it, or tick Remove the saved secret.
• Email alerts: up to five extra addresses, for example a designer or project manager. They get a short plain-text email with a link to the project.
• Send test (webhooks) and Send a test email to me send a sample message straight away. Save a new webhook first, then test it.

What a message contains. The site name and address, the event, the project (id, title, client name, status and a link to it in your dashboard), the item (id and label) and who did it (client, admin or system). It never contains what a client wrote or uploaded, anything from a credentials item, or an email address.

A JSON message looks like this:

{
  "event": "item_submitted",
  "delivery_id": "b2f4…",
  "occurred_at": "2026-11-06T09:30:00+00:00",
  "site": { "name": "My Agency", "url": "https://example.com" },
  "project": { "id": 12, "title": "Bloom Bakery website", "client_name": "Maya", "status": "active", "admin_url": "https://example.com/wp-admin/admin.php?page=clientcopy#/project/12" },
  "item": { "id": 41, "label": "Homepage headline" },
  "actor": "client"
}

The request also has the headers X-ClientCopy-Event and X-ClientCopy-Delivery.

Your own branding

In ClientCopy → Pro → White-label portal:

• Choose logo picks an image from your Media Library. It replaces the site name at the top of the client portal.
• Name shown on the portal and Accent colour set the name and the colour of buttons and progress.
• Portal path changes the address, for example clients/portal. Links you already sent keep working. (A custom path needs pretty permalinks.)

Click Save at the bottom of the Pro screen. The line "Secure client portal powered by ClientCopy" is off by default for everyone; the free plugin has a setting under ClientCopy → Settings → Client portal and emails if you want to turn it on.

Branded emails

In ClientCopy → Pro → Client emails there is a live preview of each email: Invite, Reminder, Changes requested and Approved.

• The emails use your logo, accent colour and name from the white-label settings.
• You can change the Subject and the Opening message of each one. Leave a box empty to use the default. You can use these placeholders: {client_name}, {project}, {item}, {agency} and {due_date}.
• Reply-to address is where a client's reply goes. It applies to every client email.
• Send me a test email sends the email you are looking at to your own address, using what you see on screen, even before you save.

Without the add-on every email is still sent, in a plain default look. Whether a client is emailed when an item is approved is a free setting under ClientCopy → Settings → Notifications.

If your license ends

• The add-on's features switch off (webhooks and alerts pause, owners are no longer emailed, sign-off and branding stop applying), and ClientCopy Portal carries on with no limits: you keep every project and template.
• The portal and emails return to the default look. Your webhooks, owners, sign-off records, branding and wording settings are kept, and come back when you renew.
• ClientCopy Pro re-checks your license about once a day. Being offline never switches Pro off; only a clear answer that the license is no longer valid does.
• To stop a subscription or ask for a refund, see the Refund Policy.

If you used Pro before version 2

Until ClientCopy Portal 1.x, Pro was a license inside the one plugin. From version 2, Pro is the separate add-on described above.

• Your license and your branding and email settings are kept when you update ClientCopy Portal.
• After the update, download the ClientCopy Pro add-on from this website (the link is at the top of this page), install it and activate it. Your license, logo, colours, wording, reply-to and portal path come back without being entered again.
• Until then, ClientCopy Portal works with no limits in its plain default look, and client links you already sent keep working, including ones on a custom path.
• Install the add-on on each site that had Pro. The license activations you already have are reused.
• The new webhooks, alerts, owners and sign-off are in the same add-on: nothing extra to buy or install.