# Client Handoff Guide

Use this checklist when delivering an EasySite Pro site to a client.

**Share with your client:** [CLIENT-GUIDE.md](CLIENT-GUIDE.md) · **Full docs:** [README.md](README.md)

## Before handoff

1. Complete **EasySite Setup** wizard
2. Edit homepage visually — replace all placeholder text and images
3. Set logo and brand colors under **Site Colors & Logo**
4. Add real contact info (phone, email, address)
5. Test contact form submission
6. (Shop) Add products and test checkout

## Create client login

1. Go to **EasySite Setup → Invite Client**
2. Enter client name, email, and a strong password
3. Enable **Client mode** for a simplified dashboard
4. Share login URL and credentials securely (not by email if possible)

## What clients can do

- Edit any page visually (`Edit Page Visually` in admin bar)
- Change text, images, sections, colors, and logo
- Use **Write for me** for help with copy (demo or AI with your API key)

## What clients cannot do

- Install plugins or themes
- Access WordPress settings, users, or tools
- Change license or site kit

## Agency branding

Under **Site Colors & Logo → Agency & white-label**:

- Set **Agency / brand name** (shown in editor toolbar)
- Set **Client welcome message** (dashboard widget)
- Enable **Hide WordPress branding**

## Duplicate this site for another client

1. **EasySite Setup → Site Kit → Download site kit**
2. On new WordPress install: activate theme, run setup, **Import site kit**
3. Invite new client

## Support

Point clients to **Help & Guides** in the WordPress sidebar (screenshots included) and optionally share [CLIENT-GUIDE.md](CLIENT-GUIDE.md).

For agency support, set **Support email** in white-label settings.

### What clients can see vs. cannot

| Item | Clients | Agency (admin) |
|------|:-------:|:--------------:|
| **Help & Guides** (screenshots) | ✓ Sidebar menu | — |
| **Help & Tutorials** (full docs) | — | ✓ EasySite Setup |
| **Setup wizard** | — | ✓ |
| **Invite Client / Site Kit / License** | — | ✓ |
| **Visual editor** | ✓ | ✓ |
| **Site colors & logo** | ✓ | ✓ |
| **Theme markdown docs** (`docs/*.md`) | Raw file only if URL guessed | ✓ |
| **Marketing screenshots** (`marketing/screenshots/`) | — | Dev repo / ThemeForest only |
