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Installation & Setup

Install Client Calm and complete a safe first configuration for a client handoff.

Before you install

Client Calm is designed for agency-managed WordPress sites where administrators keep full control and clients receive a simpler editing experience.

  • Confirm you have administrator access.
  • Update WordPress and take a normal site backup.
  • Decide which client roles should receive a simplified admin experience.

Install and activate

Install the plugin from the ZIP or checkout/download link, then activate it from Plugins in WordPress.

  • Go to Plugins → Add New → Upload Plugin.
  • Upload the Client Calm ZIP and click Install Now.
  • Activate the plugin, then open the Client Calm settings screen.

First configuration pass

Start conservatively, verify with a test client user, then adjust menu and notification settings as needed.

  • Apply the default client-safe preset.
  • Review the dashboard as a non-admin test user.
  • Save a settings export for reuse on similar sites.

Need a hand?

If this guide does not answer your question, send us the site context and a screenshot of the Client Calm settings screen.

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