WPClientHub
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Documentation

Everything WPClientHub does, in plain language

Written straight from the product: real button labels, real defaults, real limits. If a step here doesn't match what you see on screen, tell us — the app is the source of truth and this page should always agree with it.

38 pages · use your browser's find (Ctrl/Cmd+F) or see the glossary for terms

Getting started

Create your agency

What you get when you sign up, how plans and site limits work, and how to move between agencies if you belong to more than one.

Connect your first site

Register a site and pair the free WPClientHub connector plugin — the one-time pairing code, what it can and can't do, and what happens on the first sync.

Invite your team

Add teammates, understand the four roles, and see what an invitation link looks like from both sides.

Getting help

The Help panel's docs chat, the honest limits of automated answers, what a "deep answer" costs, and how a question reaches a person at WPClientHub.

Sites & health score

Sites & the portfolio view

The command center: search, filters, labels, sort, list vs. grid view, and the CSV export.

The health score, explained

Exactly how the 0–100 score is calculated, what each deduction is worth, and how to read the breakdown drawer.

Updates

Running updates

Bulk and per-row updates, restore points, in-row progress, failures and retry.

Scheduled updates (AutoPilot)

Automatic, screenshot-verified updates on a schedule — approval-mode vs. auto-mode, the diff threshold, needs-review batches, and optional automatic rollback.

SiteVault backups

SiteVault backups

Why restore points live on the site's own server, what WPClientHub actually stores, and how to read the Backups tab.

Restoring a site

What happens step by step when you restore from the dashboard, what stays untouched, and how a restore can itself be undone.

Offsite storage destinations

Stream restore points to storage you own — S3-compatible services or SFTP — and why it factors into the health score.

The standalone restore script

wpch-restore.php — a single PHP file that restores a backup set even when WordPress itself won't boot.

Sentinel security

Security findings

One row per vulnerability — severity, CVSS, filters, bulk ignore, and how findings relate to the Updates tab.

How to fix, and Ask AI

What's inside the How to fix drawer, when to reach for Ask AI, and how credits are charged for it.

Watchtower uptime

Uptime monitoring

How checks run, the period selector, stat tiles, SLA targets, and the fleet-wide portfolio page.

Incidents & downtime alerts

How an outage becomes an incident, who gets emailed, reminder cadence, and flap control.

SEO Health & AI Visibility

SEO Health

The crawler-based on-page score — what it checks, the four bands, and the white-label PDF.

AI Visibility

28 AI-readability checks plus a probe of what ChatGPT, Claude and Perplexity actually say about the business.

Pulse performance

Performance (Pulse)

Mobile and desktop trends from the same Lighthouse engine PageSpeed Insights uses, field data vs. lab data, and what "in-flight" means.

Client Reports

Client Reports

Branded, scheduled PDF reports assembled from the proof-of-work feed — templates, schedules, recipients, and delivery.

Clients & Support portal

Managing clients

Adding a client, assigning sites, and the difference between a client record and a portal contact.

Clients & the support portal

How clients sign in with a magic link, what they can and can't see, custom domains, and branding.

Help Desk

Help Desk dashboard & views

Its own product surface on its own host — the dashboard, request views, and what "your turn" vs. "with the client" means.

Working a request

The request page: diagnosis, estimates, moving status, waiting on client, and team assignment.

Help Desk setup checklist

The four first-run steps — brand it, say who works the desk, invite a client, share your address — and what "done" means for each.

AI credits

AI credits

What costs a credit, your monthly allowance, top-ups, and what happens at zero.

Notifications

Notification preferences

Your own email alerts, the "who gets alerted" roster, unsubscribing, and digests.

Notification routes: Slack, webhooks & external emails

"Who else should hear about this?" — routing an alert kind to a plain email, a Slack channel, a webhook, or a specific teammate.

Billing

Billing Suite (bill your clients)

Care plans, subscriptions, invoices, recurring billing and dunning — through your own Stripe account or direct invoices. No platform fee, ever.

Your WPClientHub plan & billing

Your own subscription to WPClientHub itself (via Paddle) — plans, site limits, and where to see or change it.

Team & access

Team & roles matrix

Owner, admin, tech and viewer — exactly what each role can and can't do, derived from the product's own permission gates.

Reference

Exports

Where CSV export lives today, and the shape of the file it downloads.

Keyboard shortcuts

The command palette, and Help Desk Requests' list navigation.

Security & data

Magic links, exactly what the connector can and can't do, where private keys live, and how the hub's own database is protected.

Troubleshooting

The most common problems — connector pairing, failed updates, uptime false positives, missing emails, oversized attachments.

Frequently asked questions

Short answers to the questions that come up most.

Glossary

The product's own words for its modules and concepts, defined once.

Changelog

What shipped recently, in plain language — drawn from this week's QA closure log.