# Agency Setup Guide

End-to-end workflow: purchase → install → build → hand off.

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## 1. Get the theme

| Package | Download | License |
|---------|----------|---------|
| **Basic** | Free or paid zip | Not required |
| **Ultimate Bundle** | Zip + license key | Required for updates & agency features |
| **Agency Pack** | Ultimate + 5 activations | One key, multiple client sites |

Download from your license server, ThemeForest, or `dist/` in this repo.

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## 2. Install on WordPress

**Requirements:** WordPress 6.0+, PHP 7.4+

1. **Appearance → Themes → Add New → Upload Theme**
2. Upload `easysite-pro-ultimate-bundle.zip` (or Basic zip)
3. Activate **EasySite Pro Child** (Ultimate) or parent theme (Basic)
4. You are redirected to **EasySite Setup**

See [INSTALL.md](../INSTALL.md) for details.

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## 3. Activate license (Ultimate only)

1. **EasySite Setup → License**
2. Paste key (`ESITE-XXXX-XXXX-XXXX`)
3. Click **Activate**

Local dev works without a key when no remote license URL is configured.

See [LICENSING.md](LICENSING.md).

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## 4. Run the setup wizard

Complete all 5 steps — see [SETUP-WIZARD.md](SETUP-WIZARD.md):

1. Site basics (name, colors)
2. Layout preset
3. Starter website
4. Shop options (if selling)
5. Finish → **Edit your site visually**

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## 5. Build the site

1. Open the visual editor on the homepage
2. Replace all placeholder text and images
3. Add pages as needed (Pages → Add New → enable visual builder if using backend builder)
4. Set real contact info and test forms
5. Configure **Site Colors & Logo** (logo, agency name, client welcome message)

**Visual editor reference:** [VISUAL-EDITOR.md](VISUAL-EDITOR.md)

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## 6. White-label (Ultimate)

**EasySite Setup → Site Colors & Logo → Agency & white-label**

- **Agency / brand name** — shown in editor toolbar
- **Client welcome message** — dashboard widget text
- **Support email** — shown to clients
- **Simplify dashboard for clients** — hides advanced menus
- **Hide WordPress branding** — optional

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## 7. Hand off to client

1. Complete [CLIENT-HANDOFF.md](../CLIENT-HANDOFF.md) checklist
2. **EasySite Setup → Invite Client** — create login with **EasySite Client** role
3. Share credentials securely (password manager, not plain email)
4. Send [CLIENT-GUIDE.md](../CLIENT-GUIDE.md) or a 5-minute walkthrough video

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## 8. Duplicate for the next client

1. **EasySite Setup → Site Kit → Download site kit**
2. Fresh WordPress + activate theme + run setup
3. **Import site kit**
4. Replace branding, invite new client

See [SITE-KIT.md](SITE-KIT.md).

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## 9. Updates

When `easysite_update_url` is configured, updates appear under **Appearance → Themes**.

Rebuild client sites on major versions; minor updates are usually safe to apply in place.

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## Quick links in WordPress

| Task | Menu path |
|------|-----------|
| Setup wizard | EasySite Setup |
| Visual editor | Admin bar → Edit Page Visually |
| Invite client | EasySite Setup → Invite Client |
| Site Kit | EasySite Setup → Site Kit |
| License | EasySite Setup → License |
| Help | EasySite Setup → Help & Tutorials |
