Quick Start Guide
Install ClientCove on your WordPress site and launch your branded client portal in minutes.
Before You Begin
Make sure your environment meets these requirements before installing:
| Requirement | Minimum |
|---|---|
| WordPress | Latest version (always keep updated) |
| PHP | 8.2 or higher |
| MySQL | 8.0 or higher |
| HTTPS | Required — SSL certificate must be active |
ClientCove is a WordPress theme, not a plugin. It replaces your active theme and runs your entire site. Install it on a fresh WordPress install or a dedicated subdomain (e.g. portal.yourfirm.com) rather than an existing marketing site.
Step 1: Download the Theme
- Log in to your license portal at account.clientcove.io
- Go to Downloads
- Click Download ClientCove to save the
.zipfile to your computer
Your license is tied to your account. Keep your login details safe — you will need them to receive updates and access subscribed services.
Step 2: Install & Activate
- Log in to your WordPress admin panel (
yoursite.com/wp-admin) - Go to Appearance → Themes
- Click Add New → Upload Theme
- Choose the
.zipfile you downloaded and click Install Now - Once installed, click Activate
Your site will now be running ClientCove.
Step 3: Enter Your License Key
After activating the theme you will be prompted to enter your license key:
- Return to account.clientcove.io and copy your license key
- In your WordPress admin, go to ClientCove → License
- Paste your key and click Activate License
A valid license is required to receive theme updates and to use Subscribed Services (transactional email, real-time features, and AI). Your license is perpetual. To learn how many sites it covers, what keeps working if you stop renewing updates, and how to move to a new server, see Your License and Updates.
After activation, a Welcome to ClientCove notice offers Start Setup. That opens the Setup Wizard, which asks five questions about your business and builds the portal to match — features, pages, menus, starter content, and your look — in about five minutes.
Recommended Hosting
ClientCove runs on any server that meets the requirements above, but these are our recommended options:
DigitalOcean — Best for control & performance
[DigitalOcean affiliate link placeholder] — A Droplet running Ubuntu + Nginx is the setup we use ourselves. We also built a native integration with DO Spaces for offloading private and public file storage, which is ideal for portals handling large client files.
Cloudways — Best for managed WordPress
[Cloudways affiliate link placeholder] — Managed WordPress hosting built on DigitalOcean, AWS, or GCP. No server management required — good option if you want performance without DevOps.
Other hosts
Any managed WordPress host that supports PHP 8.2+ will work. Avoid shared hosting for production portals — it will not handle real-time features reliably.
What to Do Next
With ClientCove installed and your license active, the next steps are:
- Run the Setup Wizard — answer five questions and let ClientCove build the portal around your business
- Configure system settings — branding, login page design, and core options
- Create your first client — add a client and send their portal invite
- Set up user roles & permissions — control what your team and clients can see