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Create Client

Creating a new client in PhotoBerry Studio allows you to manage client information and interactions efficiently. Follow these steps to add a new client:

Steps to Create a New Client

  1. Access the Add Client Page

    • In your WordPress dashboard, find the PhotoBerry Studio menu located in the sidebar..
    • Click on Add Client under the PhotoBerry Studio menu.
  2. Enter Client Information

    • Fill in the required client details:
      • Email Address: Enter the client's email address. This email will be used for communication and login purposes.
  3. Create Client

    • Click the Create button to add the client.

User and Client Integration

  • When you create a new client, a corresponding user account is also created in WordPress under Users > All Users.
  • If a user with the provided email address already exists, a notice will be displayed: "Your site already has a WordPress user with the email address [email]. Would you like to import this user as a client?"
    • If you click Yes, all existing data associated with this user will be imported, and new role will be added to user "PhotoBerry Studio Client".
    • If you click No, the process will be canceled, and you may consider using a different email address.

What is the "PhotoBerry Studio Client" user role?

  • The "PhotoBerry Studio Client" role is a specific user role created by the PhotoBerry Studio plugin. Users with this role are recognized as clients within the plugin, allowing you to manage their access to galleries/sessions and interactions through PhotoBerry Studio.

By following these steps, you can efficiently add clients in PhotoBerry Studio, ensuring their information is correctly integrated and maintained within your WordPress site.