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Frontend Dashboard

Frontend Dashboard Guide

Create the Dashboard Page

The frontend dashboard uses the Dashboard Template.

  1. Log in to your WordPress dashboard.
  2. Go to Pages → Add New.
  3. Create a page named Dashboard.
  4. Set the page slug to dashboard.
  5. In the page settings, choose the Dashboard Template.
  6. Publish the page.

After the page is published, logged-in users can use it as their main account dashboard.

Add Dashboard Menu Items

The dashboard sidebar uses the Dashboard Menu location.

  1. Go to Appearance → Menus.
  2. Create or select the menu you want to use for the dashboard.
  3. In the menu item panels, open Dashboard Menu Items.
  4. Add the dashboard sections you want users to see.
  5. Assign the menu to the Dashboard Menu location.
  6. Save the menu.

Do not manually edit the dashboard menu item URLs after adding them. Dashboard items use tab links, such as #overview or #videos, so the dashboard can open the correct section.

Dashboard Sections

The dashboard can include these sections:

Overview

The Overview section shows the user’s dashboard summary, including:

  • Total Content
  • Total Views
  • Followers
  • Total Likes
  • Recent Content
  • Recent Activity

+ Create

The + Create section is used to create or edit videos.

The video form includes:

  • Video title
  • Video description
  • Short description
  • Thumbnail image
  • Video source type
  • Video URL
  • Video file upload
  • Custom embed/HTML option
  • Optional livestream settings

If the site license is inactive, the dashboard displays a license notice and creation features may be locked.

My Videos

The My Videos section lists the user’s videos. Users can search their videos, open existing videos, edit videos, or delete videos from this section.

Live Rooms

The Live Rooms section lets users create and manage Live Rooms.

A Live Room can include:

  • Live Room title
  • Description
  • Featured image
  • Livestream mode
  • Optional passcode requirement
  • Chat/display settings
  • Optional Agora channel name

Users can also open their existing Live Rooms from this section.

+ Blog Posts

The + Blog Posts section lets users create posts from the frontend dashboard. It also includes a My Posts area for managing the user’s posts.

Edit Profile

The Edit Profile section lets users update their profile information, including:

  • Cover image
  • Profile picture
  • Display name
  • Bio
  • Website
  • Social media links

Business Profile

The Business Profile section is available for professional and organization accounts.

Use this section to manage business-facing profile information for accounts that use the business profile flow.

Galleries

The Galleries section lets users create and manage galleries.

Users can:

  • Create a gallery
  • Add a gallery title and description
  • Choose a gallery category
  • Add gallery tags
  • Upload gallery images
  • Filter galleries by published or draft status
  • Search galleries
  • Edit, view, or delete galleries when allowed

Events

The Events section lets users create and manage events.

The event form includes:

  • Event title
  • Event description
  • Event excerpt
  • Featured image
  • Event type
  • Start date and time
  • Event details such as location and RSVP-related information

For professional accounts that are not approved yet, the Events dashboard item is hidden.

Appointments / My Appointments

This section is labeled Appointments for professional and organization accounts, and My Appointments for other users.

Professionals can manage scheduled appointment sessions and start or end live sessions. Other users can view booked appointments and join sessions when the professional has started the session.

Availability

The Availability section is available for approved professional and organization accounts.

Professionals can set:

  • Appointment duration
  • Buffer time between appointments
  • Weekly availability by day
  • Multiple time blocks per day

This availability controls when clients can book appointments.

Bulletins

The Bulletins section lets users create and manage bulletins from the frontend dashboard.

Messages

The Messages section gives users access to their direct messages from the dashboard.

Notifications

The Notifications section shows in-app notifications.

Push Notifications

The Push Notifications section appears only for users who have permission to send push notifications.

It lets permitted users send a push notification with:

  • Title
  • Message
  • Optional click URL
  • Optional icon URL

Liked Videos

The Liked Videos section shows videos the user has liked.

My Playlists

The My Playlists section lets users manage their playlists and create new playlists.

Settings

The Settings section lets users manage account settings, including:

  • Email address
  • Password
  • Profile visibility
  • Whether to show email address on the profile
  • Whether to allow comments on videos
  • Whether to allow private messages
  • Email notification preferences
  • In-app notification preferences
  • Push notification preferences when available

The username cannot be changed from this section.

Membership

The Membership section appears when the paid membership system is enabled.

Users can view their current membership status. If recurring billing is configured, the dashboard can also show subscription details, billing status, next billing date, cancellation status, and billing management options.

Users without an active membership may see available subscription plans or a link to view plans, depending on the membership settings.

Account-Type Visibility

Some dashboard sections are shown only for certain users:

  • Business Profile appears for professional and organization accounts.
  • Availability appears for approved professional and organization accounts.
  • Events is hidden for unapproved professional accounts.
  • Push Notifications appears only for users who have permission to send push notifications.
  • Membership appears only when the paid membership system is enabled.
  • Appointments changes label depending on account type: professionals and organizations see Appointments, while other users see My Appointments.

Test the Dashboard

  1. Visit the dashboard page while logged in.
  2. Confirm the sidebar menu appears.
  3. Click each dashboard menu item.
  4. Confirm each section opens without leaving the page.
  5. Test with a regular user account.
  6. Test with a professional or organization account if you use Business Mode.
  7. If paid memberships are enabled, confirm the Membership section appears.
  8. If push notifications are enabled, confirm only permitted users see the Push Notifications section.

Troubleshooting

The dashboard menu is missing

Go to Appearance → Menus and confirm a menu is assigned to the Dashboard Menu location.

A dashboard menu item does not open the correct section

Remove the menu item and add it again from Dashboard Menu Items. Do not manually change the item URL after adding it.

Business Profile does not show

Confirm the user account is a professional or organization account.

Availability does not show

Confirm the user account is an approved professional or organization account.

Events do not show for a professional account

Confirm the professional account has been approved.

Membership does not show

Confirm the paid membership system is enabled.

Push Notifications does not show

Confirm the user has permission to send push notifications.