Welcome to Climenos

Climenos brings customer records, website work, recurring services, payments, support and reports into one WordPress workspace. The main menu contains Dashboard, Settings, Customers, Projects, Renewals, Finance, Offers, Tickets and Reports. Reports may depend on your plan. Separate WordPress submenu pages cover License and Shortcodes for the customer-facing site.

A useful first session

1. Open Settings and choose the workspace language, default VAT rate, email sender and the payment methods you intend to offer.
2. Add a customer in Customers. Enter their contact details and website, then open the customer profile.
3. Add the services you manage for them. Enter the price, payment arrangement, dates and visibility deliberately; these determine what appears in renewals and the customer portal.
4. If you manage the website itself, pair its Climenos Connector and check that it reports as connected.
5. Use Projects for a website build and Tickets for support conversations. Use Reports when you have connected-site information to share.

You do not need to enable every area immediately. A profile can start with contact details and grow as you add services, work and documents.

The Climenos administration screens are for authorised WordPress administrators. Customers use their own portal view, which shows only the information and actions made available to them.

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Next: Understand the Climenos workflow or explore Customers.