FAQ

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Everything you need to know about AgenciesWP — features, pricing, support, and security. Can’t find what you’re looking for? Reach out anytime.

General

Getting started

What exactly is AgenciesWP?

AgenciesWP is a self-hosted WordPress plugin that gives freelancers and agencies everything they need to run their business — client management, project tracking, time logs, contracts, Stripe-powered invoicing, and a white-label client portal — all from one WordPress dashboard.

Who is AgenciesWP built for?

Freelance designers, developers, and agencies running their own WordPress site who want to manage clients without paying $200+/month for separate SaaS tools. If you handle 3+ clients, you’ll save serious time and money.

How long does it take to set up?

Under 10 minutes. Upload the plugin, activate it (the Client Portal page is created automatically), upload your logo in Settings, and start adding clients. Optionally connect Stripe for payments — that takes another 2 minutes.

Do I need any other plugins?

No. AgenciesWP is fully self-contained. No external dependencies, no add-on purchases, no premium extensions. Stripe is optional (just for accepting payments) and you only need your own Stripe account.

Does it work with my theme?

Yes. The client portal uses a shortcode that adapts to any WordPress theme — Astra, Kadence, Divi, Elementor-built sites, GeneratePress, or custom themes. The admin interface is self-contained and never conflicts with your theme styles.

Pricing & licensing

Plans, pricing, and refunds

What does AgenciesWP cost?

Three plans — all priced as one-time annual licenses:

  • Single site: $79/year — 1 website, all features
  • Agency: $149/year — 5 websites, priority support, free onboarding call
  • Unlimited: $299/year — unlimited websites, white-glove setup, custom branding rights
What happens when my license expires?

The plugin keeps working forever. You just stop receiving plugin updates and priority support until you renew. All your data — projects, invoices, contracts, time logs — remains accessible. We never lock you out of your own data.

Do you offer a refund?

Yes — full refund within 14 days, no questions asked. If the plugin doesn’t fit your workflow, email support and we’ll process your refund within 48 hours.

Are there per-seat fees for team members?

No. Add unlimited team members at no extra cost. You can have 1 person or 50 — same license. This is one of the biggest differences vs. competitors like Bonsai or SuiteDash that charge per user.

Can I upgrade my plan later?

Yes. Email support and we’ll process the upgrade with prorated credit for your current license period.

What payment methods do you accept?

Visa, MasterCard, American Express, and PayPal. We issue tax-compliant invoices automatically — perfect for accounting and tax records.

Features & workflow

How it works

Do my clients need a WordPress account?

No. Clients log in to the white-label portal using their email and a unique Client ID generated by the plugin (like CL393866). They never create or need a WordPress user account, which keeps your WP admin clean and secure.

How does Stripe payment work?

Add your Stripe Publishable and Secret API keys in Settings → Stripe. Once enabled, every invoice and payment request in the client portal shows a green “Pay with Stripe” button. Clients complete payment in one click; the invoice automatically updates to Paid status.

How does hourly project billing work?

Set the project to hourly mode and assign rates per staff member. Every time entry × rate auto-updates the project budget total. When you create an invoice, the plugin shows a “Time Log — Import Hourly Entries” panel where you select logged entries to bill as line items. Zero manual data re-entry.

Are contracts required to start a project?

No. Contracts are completely optional. You can start a project, log time, and send invoices at any time regardless of contract status. Use contracts when you need legal protection — skip them when you don’t.

Can I assign multiple team members to a project?

Yes. Assign any WordPress users as Lead, Member, or Reviewer per project. Each role has a colored badge. Clients see who’s working on their project in the portal. You can also assign global roles (Admin, Developer, Accountant) that control plugin-wide access.

How does the e-signature legally work?

The client types their full name in a signature box. The platform records the typed name, the timestamp, and the IP address — creating a clear audit trail. Typed e-signatures are legally binding under the U.S. ESIGN Act and similar laws in the EU and UK, though we recommend consulting a lawyer for high-value agreements.

Can clients submit project requests through the portal?

Yes. The portal includes a “New Request” form where clients can submit feature requests, change requests, or full New Project Requests with estimated budget and timeline. You receive a notification and can convert it into a real project with one click.

Security & data

Your data, your control

Is my data really self-hosted?

Yes. Everything is stored in your own WordPress database. No external APIs, no analytics pings, no third-party tracking, no telemetry. Your data never leaves your server. The only external connection is to Stripe, and only if you enable payments.

Can I back up my data?

Yes. Settings → Backup & Restore lets you download a full JSON backup of all data — clients, projects, invoices, contracts, time logs, settings. The plugin keeps the last 10 backups on disk. You can restore any backup with a single click.

Is the client portal secure?

Yes. Sessions use HTTPS-only cookies that JavaScript cannot tamper with. Sign-out properly expires the session server-side, not just in the browser. Client passwords are never stored — authentication is by email + unique Client ID.

Is AgenciesWP GDPR compliant?

Yes. Because all data stays on your own server, GDPR compliance depends on your existing site setup. We don’t transmit personal data to third parties. You can export and delete client data at any time, which satisfies GDPR’s right-to-access and right-to-erasure requirements.

What happens if I uninstall the plugin?

Your data stays in the database by default — uninstalling the plugin doesn’t delete it. This means you can reinstall later without losing anything. If you want to remove all data, you can do so manually via phpMyAdmin or by running a cleanup script we provide on request.

Support & updates

Help when you need it

How do I get support?

Email support included with every license. Agency and Unlimited plans get priority support with faster response times (typically under 4 hours during business days). You can also browse our documentation site for self-serve help.

How often do you release updates?

Major feature releases roughly every 6-8 weeks; bug fixes and security patches as needed (usually within 48 hours of a confirmed issue). All updates are included with an active license.

How do plugin updates work?

Updates appear in your WordPress admin like any other plugin. The activation routine runs ALTER TABLE automatically to add new columns to existing tables — your data is preserved through every version upgrade. We never lose your projects, invoices, or contracts.

Can I request new features?

Absolutely. We have a public roadmap and accept feature requests via email. Popular requests with broad use cases tend to make it into the next major release. Custom one-off features for a specific business can be quoted as paid development.

Do you have an affiliate program?

Yes — 25% lifetime commission on every customer you refer. Sign up on the Affiliate page to get your tracking link and dashboard.

Still have questions?

We’re here to help. Email our support team or schedule a quick demo call — whichever you prefer.