Creating a Client Area

In September, 2014, we released our very own “Proofing Plugin” add-on for use with ProPhoto. It was available for purchase until December 31, 2016, at which point we made the decision to stop selling it. We are still supporting our users but are not working on new versions.

Creating Client Pages

Regardless of how you choose to set up the “client area” on your site, the first thing you’ll want to do is create new WordPress “Pages” for each of your clients.

An example of a Client specific page

You can create new WordPress “Pages” by going to “Pages” > “Add new” within your WordPress admin area.  For more information on what WordPress “Pages” are and how you can use them, see this tutorial here.

Once you’ve created the page, you can then upload that client’s images to the page and display as standalone images, a ProPhoto Slideshow Gallery, or a ProPhoto Lightbox Gallery.  Here's a video showing how to do this if you need a little help.

(How you choose to display your client’s images is entirely up to you, but if you’d like their images to be numbered (or even have a little text displayed with the image), we suggest using the ProPhoto Lightbox Gallery option.  This way, when viewing their images, clients will see a number for each image (e.g. Image 7 of 42).  And you can display text with each image by either editing the default “Title” assigned to the image by WordPress, or by installing and activating our “ProPhoto Tweaks” plugin.)

Also, if you’d like to password protect your client’s page, you can do that as shown here.

Now, your client has their own unique page on your site with their own images.  (Just repeat the process for each client that you want to create a page for.)  After your client pages are created, you can:

  • Simply send each client their own unique page url directly, or
  • Link to the pages using a dropdown in your menu area, or
  • Create a “Clients” page that has links to each individual client page.

Embed client galleries from other source

If you are already using another site for your proofing, they may offer embed code or a WordPress plugin that allows you to display a gallery of images from their site right in your ProPhoto site.  In most cases, we recommend using ProPhoto slideshows.  But if you are already uploading images to a 3rd party site, you might be interested in this method.  Here are some links to common plugins. Talk to your particular proofing site folks to see what is possible.

Client Menu Dropdown

Using the powerful and flexible menu options within ProPhoto, you can create a menu dropdown that has links to each of your individual client pages.

Begin by creating a new “container” menu item:

  1. Go to “ProPhoto” > “Customize” > “Menus”
  2. Click “Add new menu item”
  3. Click the gear icon to “edit menu item”
  4. Check “Container for other menu items”
  5. Name your link (e.g. “Clients”)
  6. Click “Save Change” then “Close Popup”

Next, create individual menu items for each client page you created above and place inside of the “Clients” menu container:

  1. Go to “ProPhoto” > “Customize” > “Menus”
  2. Click “Add new menu item”
  3. Click the gear icon to “edit menu item”
  4. Check “Internal blog links”
  5. Select “Specific WordPress page”
  6. Select the client specific page you created
  7. Name your link
  8. Click “Save Change” then “Close Popup”
  9. Click and drag your new menu item into the “Clients” container you created above

The end result is a new dropdown in your menu called “Clients” (or whatever you decided to name it) that will provide individual links to each of your client pages.

Centralized Client Page

If you’d like to get a little fancier, another option you can try is to create a brand new WordPress Page and title it “Clients” or whatever you’d like.  Then, inside of this new “Clients” page you create, you can insert text links to each of your individual client pages.

Clients Page with Text Links

To create a text link within your page, first make sure your editor is in Visual mode. Then just select the text in the editor that you want to be a link and click on the chain-link button in the editor menu, seen here:

make-a-link

Or, you could insert a ProPhoto Grid which would provide thumbnail image links to each of the client pages.

Clients Page with a Grid

This will provide a centralized location that you can direct clients to and then they can navigate to their own client page that way.  You can then create a new menu link that links specifically to this “Clients” page if you want to.  Additionally, you can also password protect this page if you want it only to be viewable by your clients.

Shopping Cart Options


In September, 2014, we released our very own “Proofing Plugin” add-on for use with ProPhoto.  This powerful plugin offers expanded proofing options, cart creation, ordering, payment processing and even digital downloads. We are really excited about it! More information about the plugin can be found on the “About Proofing” page.

However, if you decide the ProPhoto Proofing plugin is not for you, or if you don’t plan to upgrade to ProPhoto 5 or later to use the plugin, there are several different ways to set up a basic “client area” on your ProPhoto site.  The following are some tools you can use to do this.

Creating Client Pages

Regardless of how you choose to set up the “client area” on your site, the first thing you’ll want to do is create new WordPress “Pages” for each of your clients.

An example of a Client specific page

You can create new WordPress “Pages” by going to “Pages” > “Add new” within your WordPress admin area.  For more information on what WordPress “Pages” are and how you can use them, see this tutorial here.

Once you’ve created the page, you can then upload that client’s images to the page and display as standalone images, a ProPhoto Slideshow Gallery, or a ProPhoto Lightbox Gallery.  Here's a video showing how to do this if you need a little help.

(How you choose to display your client’s images is entirely up to you, but if you’d like their images to be numbered (or even have a little text displayed with the image), we suggest using the ProPhoto Lightbox Gallery option.  This way, when viewing their images, clients will see a number for each image (e.g. Image 7 of 42).  And you can display text with each image by either editing the default “Title” assigned to the image by WordPress, or by installing and activating our “ProPhoto Tweaks” plugin.)

Also, if you’d like to password protect your client’s page, you can do that as shown here.

Now, your client has their own unique page on your site with their own images.  (Just repeat the process for each client that you want to create a page for.)  After your client pages are created, you can:

  • Simply send each client their own unique page url directly, or
  • Link to the pages using a dropdown in your menu area, or
  • Create a “Clients” page that has links to each individual client page.

Embed client galleries from other source

If you are already using another site for your proofing, they may offer embed code or a WordPress plugin that allows you to display a gallery of images from their site right in your ProPhoto site.  In most cases, we recommend using ProPhoto slideshows.  But if you are already uploading images to a 3rd party site, you might be interested in this method.  Here are some links to common plugins. Talk to your particular proofing site folks to see what is possible.

Client Menu Dropdown

Using the powerful and flexible menu options within ProPhoto, you can create a menu dropdown that has links to each of your individual client pages.

Begin by creating a new “container” menu item:

  1. Go to “ProPhoto” > “Customize” > “Menus”
  2. Click “Add new menu item”
  3. Click the gear icon to “edit menu item”
  4. Check “Container for other menu items”
  5. Name your link (e.g. “Clients”)
  6. Click “Save Change” then “Close Popup”

Next, create individual menu items for each client page you created above and place inside of the “Clients” menu container:

  1. Go to “ProPhoto” > “Customize” > “Menus”
  2. Click “Add new menu item”
  3. Click the gear icon to “edit menu item”
  4. Check “Internal blog links”
  5. Select “Specific WordPress page”
  6. Select the client specific page you created
  7. Name your link
  8. Click “Save Change” then “Close Popup”
  9. Click and drag your new menu item into the “Clients” container you created above

The end result is a new dropdown in your menu called “Clients” (or whatever you decided to name it) that will provide individual links to each of your client pages.

Centralized Client Page

If you’d like to get a little fancier, another option you can try is to create a brand new WordPress Page and title it “Clients” or whatever you’d like.  Then, inside of this new “Clients” page you create, you can insert text links to each of your individual client pages.

Clients Page with Text Links

To create a text link within your page, first make sure your editor is in Visual mode. Then just select the text in the editor that you want to be a link and click on the chain-link button in the editor menu, seen here:

make-a-link

Or, you could insert a ProPhoto Grid which would provide thumbnail image links to each of the client pages.

Clients Page with a Grid

This will provide a centralized location that you can direct clients to and then they can navigate to their own client page that way.  You can then create a new menu link that links specifically to this “Clients” page if you want to.  Additionally, you can also password protect this page if you want it only to be viewable by your clients.

Shopping Cart Options

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