Staff guide

How to use your website.

Fourteen tasks, each one a short walkthrough. Use the contents on the right to jump straight to what you need.

Start here Logging in Read → Content Editing a page Read → Content Editing a service Read → Content Adding a project & gallery Read → Tools Readiness Check questions Read → Content Glossary terms Read → Brand Client logos (notable clients) Read → Leads Newsletter signups Read → Leads Form submissions (bookings & contact) Read → Testimonials Adding & approving testimonials Read → Testimonials Sending a testimonial link to a client Read → Site-wide Site info — phone, address, social Read → Navigation Header menu & mega-menu Read → Launch Coming Soon mode Read →
Start here

Logging in

Every editing task on this site starts the same way — open the admin login screen, enter your credentials, and you land on Your Website (the friendly dashboard).

Step-by-step

  1. Go to wholeworksservices.com/wp-admin in any browser.
  2. Type your username and password.
  3. Click Log In. You arrive on the Your Website dashboard.
  4. From there, every tile takes you to a specific area of the site.

Good to know

  • Forgot your password? Click "Lost your password?" on the login screen — a reset link is emailed to you.
  • If a teammate needs access, an admin can create them a user under Users → Add New.
Content

Editing a page

Pages are the static parts of the site — About, Contact, Privacy, Terms, and the Home page. Editing one is point-and-click; the layout never changes, only the words and images do.

Step-by-step

  1. Click the Pages tile on Your Website.
  2. Click the page title you want to edit.
  3. Click any block of text to edit it inline. Use the toolbar to bold, link or change format.
  4. To replace an image, click the image block, then click Replace in the toolbar.
  5. When you're done, click the blue Update button (top right).

Good to know

  • Changes are not saved automatically. Hit Update before navigating away or you'll lose your edits.
  • When you're logged in, edits show immediately. The public version updates shortly after.
Content

Editing a service

The 12 services power both the /services/ listing page and the mega-menu in the header. Each service has its own page, a thumbnail, and a list of "what you get" bullets.

Step-by-step

  1. Click the Services tile.
  2. Click a service title to edit it.
  3. Edit the title, intro and body content as you would any page.
  4. To swap the thumbnail, scroll down to Featured image in the sidebar → Set featured image → upload or pick from Media.
  5. Hit Update when done.

Good to know

  • Order in the listing follows the menu_order field — set it from the Quick Edit row on the All Services screen.
  • Adding a brand-new service? Use Add New, fill in all the same fields, then add it to the mega-menu under Appearance → Menus → Header Menu.
Content

Adding a project & gallery

Projects appear on Our Work in Practice, grouped by Portfolio (Commercial, Residential, Architectural Visualisation, As-Builts). Each project has a cover image, a write-up, an optional gallery, and an optional "in collaboration with" credit.

Step-by-step

  1. Click the Projects tile, then Add New.
  2. Type the project title (this is what shows on the card).
  3. In the body, add a paragraph block for the summary, then an Image block for the hero photo, then a Gallery block for the rest.
  4. In the right sidebar, fill in the project fields — Client, Sector, Year, Location, One-liner, and (if applicable) Collaborator.
  5. Set the Featured image (the thumbnail shown on the listing card).
  6. Under Portfolio in the sidebar, tick the right portfolio (Commercial, Residential, etc.).
  7. Click Publish.

Good to know

  • Gallery images on the project page become a swipe-able strip; clicking opens the full-screen lightbox with prev/next.
  • If the project was done in collaboration with another firm (e.g. ARKAD), fill in Collaborator — a credit eyebrow appears on the page automatically.
Tools

Readiness Check questions

The Readiness Check on /readiness/ is a short questionnaire that gives a visitor a score (0–100%) and routes them either to "you're ready, book a consult" or "here's what's missing". You manage the questions here.

Step-by-step

  1. Click the Readiness tile.
  2. Click a question to edit, or Add New to create one.
  3. The title is the question shown to the visitor (e.g. "Do you have a clear budget?").
  4. In the body, add the option choices and assign each a numeric score.
  5. Set the menu_order in Quick Edit if you want a specific order.
  6. Publish.

Good to know

  • The scoring bands (Not yet / Almost there / Ready to build) are set in code — ask the developer if you want them changed.
  • Keep questions to single sentences. Long questions hurt completion.
Content

Glossary terms

The Glossary at /glossary/ is a 2-column reference of construction and design terms. Each term has its own URL and can be linked from anywhere on the site.

Step-by-step

  1. Click the Glossary tile.
  2. Click Add New to create a term, or click an existing title to edit.
  3. The title is the term itself. The body is the definition.
  4. Optionally, set a category in the sidebar to group related terms.
  5. Publish.

Good to know

  • Terms are auto-sorted alphabetically and grouped by their first letter (A, B, C…).
  • You can deep-link any term by clicking its title from the listing.
Brand

Client logos (notable clients)

The horizontal scrolling marquee on the home page ("Trusted by") is driven by the Client Logos list. Add a logo here and it appears in the carousel automatically.

Step-by-step

  1. Click the Client Logos tile.
  2. Click Add New for a new client, or click an existing one to edit.
  3. Title = the client's name (used as alt-text on the image too).
  4. Set the Featured image to the logo (PNG with transparent background works best).
  5. Publish.

Good to know

  • Logos should be roughly the same height (the marquee normalises them). Wildly tall logos look off.
  • To remove a logo, change its status to Draft instead of deleting — keeps a history.
Leads

Newsletter signups

Every email entered in the footer "Join" form is saved to WordPress. This is your list — no third-party tool sees it until you decide to export it somewhere.

Step-by-step

  1. Click the Newsletter tile.
  2. You'll see every signup, newest first — email, the page they signed up from, and their IP.
  3. To export, tick the entries you want, choose Export from Bulk Actions, and click Apply.
  4. The exported file is a CSV you can upload to MailerLite, Mailchimp, etc.

Good to know

  • The signup form already blocks spam with a honeypot + signed timestamp. No CAPTCHA needed.
  • If a subscriber asks to be removed, change their status to Trash (or click Delete Permanently).
Leads

Form submissions (bookings & contact)

Every form on the site — book a consultation, contact, readiness — is delivered to Bizaigo (your CRM) and backed up here in WordPress. So even if Bizaigo is down, you never lose a lead.

Step-by-step

  1. Click the Form Submissions tile.
  2. You see every submission, newest first — name, email, form type (booking / contact / readiness), and upstream status (ok / rejected / unreachable).
  3. Click a row to see the full payload (everything the visitor typed).
  4. For real lead management — assigning, replying, pipeline — use Bizaigo. This screen is the backup safety net.

Good to know

  • ok = Bizaigo accepted the lead. rejected_4xx = bad data. unreachable = Bizaigo was offline; resend manually.
  • Submissions are private — only logged-in admins can see them.
Testimonials

Adding & approving testimonials

Testimonials show in the homepage carousel and on the /testimonials/ page. Add them yourself, or let clients submit via the share link (next topic). Either way, a testimonial only goes live after you approve it.

Step-by-step

  1. Click the Testimonials tile. Pending submissions show a yellow badge with the count.
  2. To add one yourself: Add New → type the client's name as the title → write the quote in the body → set Rating, Role, Company, and (optionally) Related Project in the right sidebar.
  3. Set status to Published (green) to go live, or Pending to save for later.
  4. To approve a client-submitted one: open it, edit anything if needed, change status from Pending → Published, click Update.

Good to know

  • To pin a testimonial first in the carousel, set its menu_order to 0 from Quick Edit.
  • Add a client photo by setting the Featured Image — it replaces the initials avatar.
Site-wide

Site info — phone, address, social

One screen sets the values that appear in the header utility strip, the footer, the contact page, and the WhatsApp button. Change once, updates everywhere.

Step-by-step

  1. Click the Site info tile.
  2. Update phone, email, address, opening hours, and social URLs (Instagram, Facebook, LinkedIn, WhatsApp).
  3. Click Update.
  4. Changes propagate site-wide on the next page load.

Good to know

  • WhatsApp expects just digits, no spaces or +. Example: 18761234567.
  • Leaving a social URL blank hides that link from the footer.
Navigation

Header menu & mega-menu

The top navigation is a standard WordPress menu. The Services item is special — it triggers the "mega-menu" panel that lists all 12 services. Adding a service to that panel = adding it to the menu under "Services".

Step-by-step

  1. Click the Menu tile.
  2. Make sure Header Menu is selected at the top.
  3. To add an item: open the relevant accordion on the left (Pages, Services, Custom Links), tick the item, click Add to Menu.
  4. To reorder: drag items into position.
  5. To nest an item under another (e.g. a service under Services for the mega-menu): drag it slightly to the right under its parent.
  6. Click Save Menu.

Good to know

  • Don't add the Home item to the menu — the logo already takes visitors home.
  • Items nested under "Services" appear in the mega-menu panel; top-level items become the main nav.
Launch

Coming Soon mode

A pre-launch gate that shows public visitors a "site relaunching soon" page while logged-in admins see the real site. The agency turns this on and off for you.

Step-by-step

  1. While Coming Soon is on, public visitors see the holding page (shown in the screenshot).
  2. You and any logged-in admin still see the real site as normal — no impact on editing.
  3. When you're ready to go fully public, message the agency to turn it off.
  4. When you want to stage upcoming changes privately, message the agency to turn it back on.

Good to know

  • You don't need to log out to test what the public sees — open the site in a different browser or an incognito window.
  • Edits you make while Coming Soon is on are live the moment it's flipped off.