How Your Customers Add a Site

Edited

Overview

Once your customers have registered on your [PortalName] portal, the next step is adding a site. This brings their WordPress site under your managed hosting and support, unlocking performance optimizations, ongoing edits (if offered), and proactive monitoring.

Your customers will use this feature when they’re ready to migrate or launch a new WordPress site on your platform and want to ensure it runs fast, secure, and hassle-free.


How It Works

When customers add a site through your portal, they’re initiating the onboarding process. This includes selecting a plan, adding the domain, and choosing add-ons.

Key Behaviors:

  • Once a site is added, your platform automatically installs the performance stack, optimization tools, and support integration.

  • Customers can then manage backups, plugin updates, performance metrics, and more directly from their dashboard.

  • Your support team will begin monitoring the site and handling edits or troubleshooting once onboarding is complete.


Step-by-Step Instructions for Customers

  1. Customers log in to your portal: [YourPortalURL]

  2. From the dashboard, they click the “+ Add New Site” button on the sidebar.

  3. They choose the site plan they want to launch the site on.

  4. (Optional) They select [YourAddOnName] add-on, if available.

  5. They enter their domain name.

  6. They select the server location.

  7. The billing section displays the cost of hosting plus any add-ons.

  8. Customers click Launch → they’ll be redirected to the secure payment page. Once payment is complete, the new site is launched automatically.