• Home
  • Docs
  • Support
Sign in to Client Cove
  • Home
  • Docs
  • Support

  • Getting Started

    • Welcome
    • Quick Start Guide
    • Account Setup & Login
    • Navigating the Dashboard

  • The Client Portal

    • Portal Overview
    • How to Use Client Cove
    • Mobile Access

  • Client Management

    • Client Management Overview
    • Creating & Importing Clients
    • The Client Workspace
    • Contacts & Billing
    • Managing & Permissions

  • Ticketing & Support

    • Creating a Ticket
    • Tracking Ticket Status
    • Communicating with Your Team
    • Templates & Best Practices

  • Resources Library

    • Adding & Creating Resources
    • Folders, Workbench & Clients
    • Editing Resources
    • File Versions & Replacements
    • Sharing Resources
    • Tags, Search & Filters
    • Permissions & Roles
    • Cloud Storage & Upload Limits

  • Projects

    • Projects Overview
    • Creating a Project
    • Managing a Project
    • Board & List Views
    • Project Files & Transfers
    • Project Templates
    • Reference & Related Items
    • Project Permissions & Access

  • Tasks

    • Tasks Overview
    • Creating & Editing Tasks
    • From Projects, Tickets & Messages
    • Create Tasks via Email
    • Time Tracking
    • Filters, Views & Bulk Actions
    • Advanced Task Options

  • File Transfers

    • File Transfers Overview
    • Sending Files
    • Requesting Files
    • Inside Projects, Tickets & Resources
    • Public Page & Branding

  • Communication Tools

    • Secure Messaging
    • Announcements & Notifications
    • Real-time Collaboration

  • Locations & Assets

    • Overview
    • Locations
    • Assets
    • The Vault & Credentials
    • Maintenance & Service
    • Audit Log & Permissions

  • Contracts

    • Contracts Overview
    • Creating Contracts & Templates
    • Sending & Recipients
    • Signing & E-Signature Audit
    • Managing & Permissions

  • Invoices

    • Invoices Overview
    • Creating Invoices & Line Items
    • Sending Invoices & PDFs
    • Stripe Checkout & Payments
    • Recurring & Management

  • Security & Compliance

    • Data Protection
    • Two-Factor Authentication
    • Permissions & Access Levels
    • Privacy & Compliance

  • Crew Dashboard

    • Overview
    • Using the Dashboard
    • Setup & Permissions

  • Email & Campaigns

    • Email System Overview
    • The Email Designer
    • Transactional Emails
    • Email Campaigns

  • Developer Guide

    • Developer Overview
    • Tech Stack
    • Working in the Child Theme
    • Hooks, Filters & REST API

  • Additional Resources

    • FAQs
    • Video Tutorials
    • API Reference
    • Contact Support
    • Changelog
  • Sign in

Sign in to read the Developer Guide

The Developer Guide is available to ClientCove paid-plan customers. Sign in to your account to continue.

Sign in to ClientCoveBack to docs home

Don’t have a ClientCove account yet? Create one to get started.

Open docs (no sign-in required)

The rest of the documentation — getting started, every feature guide, security, email — is freely available.

  • → Quick Start Guide
  • → Client Management
  • → Projects

© 2026 Client Cove. All rights reserved.

Follow us on XFollow us on GitHubJoin our Discord server