This guide walks you through installing Client Sync, running the setup wizard, and making your first booking page live.

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1. In your WordPress admin, go to Plugins > Add New
2. Search for "Client Sync"
3. Click Install Now, then Activate
4. You'll be redirected to the Setup Wizard automatically

1. Purchase a Pro license from dependentmedia.com/client-sync
2. Download the client-sync-pro.zip file
3. Go to Plugins > Add New > Upload Plugin
4. Upload the zip file and click Install Now
5. Activate the plugin
6. Go to Client Sync > License to enter your license key

Note: The Pro add-on requires the free Client Sync plugin to be active. It extends the free plugin with additional modules.

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After activation, the setup wizard guides you through initial configuration. You can also access it anytime from Client Sync > Guide by clicking "Run Setup Wizard."

Introduction to the plugin. Click Let's Get Started to proceed.

You have three options:

• Pre-Configured Template — Choose from 14 industry-specific templates that automatically configure dimensions, schedules, sample data, and frontend pages. This is the fastest way to get started. See Onboarding Wizard & Setup Templates for details on each template.

• Start from Scratch — Begin with a blank slate. Best for advanced users who want full control over their configuration.

• Import from File — Upload a .json configuration file to restore a previous setup or migrate between sites.

The wizard creates essential frontend pages with the correct shortcodes pre-configured:

Page	Shortcode	Purpose
Booking Calendar	[clisyc_booking_form]	Main booking interface
My Account	[clisyc_user_account]	User profile and account management
Appointment Details	[clisyc_appointment_detail]	View a single appointment
Booking Confirmed	[clisyc_booking_confirmation]	Post-booking confirmation page
Search Results	[clisyc_search_results]	Filtered search results for dimensions
Edit Appointment	[clisyc_manager_edit_appointment]	Staff appointment editing
Contact Us	(template)	Fallback contact page

Setup is complete. You're directed to the Guide page which shows a progress checklist for remaining configuration tasks.

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After the wizard, visit Client Sync > Guide to see a visual progress bar and checklist of remaining tasks:

• Create your first dimension items (services, staff, etc.)
• Configure schedules and availability
• Set up payment processing (Stripe or WooCommerce)
• Configure email notifications
• Add the booking page to your site navigation
• Test the booking flow end-to-end

Each checklist item includes a link to the relevant settings page and a description of what to do.

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Go to the dimension menus in the Client Sync sidebar (e.g., Services, Staff, Rooms). If you chose a template, sample items are already created. Edit them to match your real business.

Each dimension item can have its own weekly schedule. Edit a dimension item and configure the schedule in the meta box. Availability is calculated by intersecting all dimension schedules.

If you want to accept payments:

• Stripe Direct: Go to Client Sync > Settings > Payments and enter your Stripe API keys
• WooCommerce: Enable WooCommerce integration and link an appointment product

Visit the Booking Calendar page created by the wizard. Try making a test booking to verify everything works.

Add your booking page to your site's navigation menu. You're ready to accept appointments.

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• Onboarding Wizard & Setup Templates — Detailed guide to each template
• Dimensions & Scheduling — Configure services, staff, rooms, and schedules
• Settings Reference — All configuration options
• Shortcodes Reference — Customize your frontend pages