Duna Paul

<p><strong>The WordPress appointment booking and client management plugin built for service businesses.</strong></p>
<p>Attendra lets you manage clients, appointments, session packages and attendance directly inside WordPress — without spreadsheets, without SaaS fees, and without handing your data to a third-party platform.</p>
<p>If you run a gym, fitness studio, tutoring center, therapy practice, coaching business or any service where clients buy sessions in packages, Attendra gives you a complete workflow in one place.</p>
<p><strong>No monthly fees. No external platforms. Your data stays on your server.</strong></p>
<h4>Who is this for?</h4>
<ul>
<li>Personal trainers and fitness studios</li>
<li>Yoga, pilates and wellness studios</li>
<li>Tutors, language schools and learning centers</li>
<li>Therapists, psychologists and coaches</li>
<li>Consultants and 1-to-1 service providers</li>
<li>Sports clubs and after-school programs</li>
<li>Any business that sells services by session or package</li>
</ul>
<h4>Core Features</h4>
<p><strong>Appointment booking and scheduling</strong><br />
Create and manage private 1-to-1 appointments. Assign a client, service, staff member, date and duration. Track status from Pending through Confirmed, Attended or Cancelled. Full lifecycle with automated email notifications at every step.</p>
<p><strong>Session packages and entry tracking</strong><br />
Sell sessions in packages. Each client gets a configurable number of entries per service. When a session is attended, entries are deducted automatically. Low-package and exhausted-package alerts are sent by email.</p>
<p><strong>Attendance tracking without spreadsheets</strong><br />
Log sessions directly from the admin or let staff mark attendance from the frontend. Always see how many sessions each client has used and how many remain.</p>
<p><strong>Automated email notifications</strong><br />
Booking confirmed, cancelled, rejected, no-show, pending payment, reminder before the appointment, package running low, package exhausted, new package started — all triggered automatically, to the client and optionally to admin and staff. Customize every template directly in Settings. Emails include client notes if you add them to the appointment.</p>
<p><strong>Client portal</strong><br />
Each client gets a personal portal page where they can see their upcoming appointments, remaining sessions, attendance history and package status. No extra plugin needed.</p>
<p><strong>Staff portal</strong><br />
Give staff a clean frontend page to mark attendance without touching wp-admin. Fully scoped to assigned services and clients only.</p>
<p><strong>Public booking calendar</strong><br />
Display your schedule on any page with <code>[attendra_public_calendar]</code>. Visitors can see available sessions and request bookings.</p>
<p><strong>Reporting dashboard</strong><br />
See occupancy rate, no-show rate, revenue collected, most booked services, active clients and packages running low — for any date range you choose.</p>
<p><strong>Recurring appointment series</strong><br />
Create a recurring appointment series for a client with a single action. Manage the whole series or individual sessions.</p>
<p><strong>Appointment rescheduling and cancellation rules</strong><br />
Reschedule any appointment from the admin editor or staff portal — change the date, time, or service. Set a limit on how many times a booking can be rescheduled, and a late cancellation window (e.g. no cancellations within 24 hours of the session). Both are configured in Settings <span aria-hidden="true" class="wp-exclude-emoji">→</span> Booking.</p>
<p><strong>Group booking with capacity limits</strong><br />
Group services (Weekly / One-time) support a configurable maximum number of bookings per session. When the limit is reached, the slot is closed automatically. Useful for group classes, workshops, or any fixed-capacity event.</p>
<p><strong>Package expiration dates</strong><br />
Each client package can have an optional expiration date. When the package expires, new sessions are blocked automatically.</p>
<p><strong>Appointment notes</strong><br />
Attach client-facing notes to any appointment — these appear in the confirmation and reminder emails. Internal notes are also available for admin-only observations that are never sent to the client.</p>
<p><strong>Client attendance confirmation</strong><br />
Clients can confirm attendance from the portal (“I’m coming”) for upcoming group sessions. This creates a confirmed booking and removes the slot from the available list.</p>
<p><strong>Mobile-first Staff and Client portals</strong><br />
The Staff Portal and Client Portal support a dedicated mobile template that removes the theme header and footer, giving both portals a full-screen, app-like layout. Apply it with one click from the Setup Guide or Settings <span aria-hidden="true" class="wp-exclude-emoji">→</span> Mobile Template. Works across all themes without customization.</p>
<p><strong>CSV client import</strong><br />
Import clients in bulk from a spreadsheet using the provided template. Optionally create WordPress portal accounts automatically.</p>
<h4>Flexible Pricing and Payment Tracking</h4>
<p>Set a base price per session on each service. Per-client package pricing supports custom discounts and package totals. Every booking snapshots the effective price at the moment of creation so your records stay accurate even when you adjust pricing later.</p>
<p>Packages support full payment or split installments. Track how much has been paid, how much is still outstanding, and confirm individual payments directly from the client profile. A “Payment received” email is sent to the client automatically when each payment is confirmed.</p>
<h4>Customizable Labels</h4>
<p>Rename “Client”, “Service”, “Package” and “Session” to match your business language. Settings are available under <strong>Attendra > Settings > Labels</strong>.</p>
<h4>Your Data, Your Server</h4>
<p>Attendra is fully self-hosted. No API calls to external services, no subscription required, no SaaS lock-in. All data is stored in your own WordPress database.</p>
<h3>Developer Notes</h3>
<p>To regenerate the translation template:<br />
    wp i18n make-pot . languages/attendra.pot –exclude=assets,vendor,node_modules –slug=attendra</p>


Attendra – Client Attendance Manager

Book appointments, sell session packages and track client attendance inside WordPress. No monthly fees, no external platforms, no SaaS lock-in.

<p>A professional client portal for WordPress that helps you organize clients, customers, groups, and teams. Create unlimited client pages and securely share private pages, posts, and files.</p>
<p>Upgrade to the <a href="https://constellationclientportal.com/?utm_source=wporg" title="Get Constellation Client Portal Pro" rel="nofollow ugc">Pro version</a> and integrate with WooCommerce to accept payments for invoices and services.</p>
<p>Whether you are a veteran of high-level business or just starting out, Constellation Client Portal gives you the tools that you need to manage your operations efficiently and professionally, so that you can do business with confidence.</p>
<h3>Features</h3>
<ul>
<li>Create unlimited private pages for your clients, customers, and team members.</li>
<li>Create private invoice and file posts for your clients and display them on private client pages, with simple to use shortcodes.</li>
<li>Attach private files (example: pdf, jpg, docx, xlsx, etc) to invoice and file posts.</li>
<li>Prevent direct access to client files by users, search engines, and bots.</li>
<li>Assign WordPress users to Companies.</li>
<li>Assign users (example: consultants) to multiple companies to allow them to access files that are assigned to different companies.</li>
<li>Easily add curated lists of invoices and documents to client pages via simple to use shortcodes.</li>
</ul>
<h3>Pro</h3>
<ul>
<li>Automatically redirect clients to their private client page at login (optional login redirect setting).</li>
<li>Integrate your invoices with WooCommerce and add a pay button to your unpaid invoices, and accept payments from your customers and clients (requires WooCommerce).</li>
<li>Change the Client Page, Client File, and Client Invoice URL base names (“accp-client-page,” “accp-clientfile,” and “accp-clientinvoice) to names of your choosing.</li>
<li>Automatically send email notifications to clients when a new File or Invoice post is created.</li>
<li>Automatically send reminder email notifications on a schedule.</li>
<li>Easily customize the look of client-facing lists and pages.</li>
<li>Display client-facing lists in list or grid layout.</li>
<li>Easily generate, save, and edit file and invoice shortcodes within the plugin settings.</li>
<li>Add due dates and past due notices to invoices and files.</li>
<li>Further restrict file and invoice access within a company by user and role.</li>
<li>Restrict file and invoice category access by user and role.</li>
<li>Add internal notes to File and Invoice posts.</li>
<li>Export file and invoice lists to CSV.</li>
<li>Create <a href="https://constellationclientportal.com/2023/05/16/how-to-utilize-global-pages/" title="Client Portal Global Pages" rel="nofollow ugc">global client pages</a> that can be accessed by multiple companies.</li>
<li>Create global client files that can be accessed by more than one company.</li>
</ul>
<h3>Use Cases</h3>
<p>Constellation Client Portal is your portal for everything, and helps you interface with clients, customers, teams, and groups.  It’s professional, extendable, versatile, and is designed to sit at the heart of your organization to save time and lower costs.</p>
<p><strong>Example Use Case Areas</strong></p>
<ul>
<li>Businesses and Professionals – Interface with clients, customers, employees, contractors, and vendors.</li>
<li>Freelancers – Interface with clients, customers, contractors, and vendors.</li>
<li>Project Managers / Teams – Interface with stake holders, contractors, project members, and vendors.</li>
<li>Teams – Interface with team members, staff, affiliates, vendors, and contractors.</li>
<li>Groups and Organizations – Interface with group members, and other affiliates.</li>
</ul>
<h3>Shortcodes (Core)</h3>
<p>The shortcode parameters, below, are for use with the core version of the plugin.  The pro version allows for file and invoice shortcodes to be easily generated, saved, and edited within the plugin settings.</p>
<h4>Unpaid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="unpaid"]
</code></pre>
<h4>Paid Invoice List</h4>
<pre><code>[accp_clientinvoices invoice_status="paid"]
</code></pre>
<h4>Invoice Shortcode Parameters</h4>
<ul>
<li><strong>invoice_status</strong> this is the payment status of the invoice. Accepted Values: “paid” or “unpaid”. Default: “unpaid”.</li>
<li><strong>display_number</strong> this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li><strong>order_by</strong> this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li><strong>order</strong> this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li><strong>show_excerpt</strong> this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>excerpt_length</strong> this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li><strong>show_thumbnail</strong> this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li><strong>thumbnail_size</strong> this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li><strong>align_thumbnail</strong> this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li><strong>show_post_date</strong> this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>categories</strong> Accepted Values: this can be entered as an Invoice Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li><strong>link_title</strong> Accepted Values: “nolink”.  Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li><strong>class</strong> Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Document/File List</h4>
<pre><code>[accp_clientfiles]
</code></pre>
<h4>File Shortcode Parameters</h4>
<ul>
<li><strong>categories</strong> Accepted Values: this can be entered as a File Category Slug or ID, or a combination of those. Separate multiple values with a comma (ex. “21, category-a”). Default: null.</li>
<li><strong>display_number</strong> this is the number of posts per page. Accepted Values: any positive whole number. Default: -1 (which displays all posts returned in a query).</li>
<li><strong>order_by</strong> this allows for lists to be sorted by post title instead of date. Accepted Values: “title” or “date”. Default: “date”.</li>
<li><strong>order</strong> this allows the sort order to be changed. Accepted Values: “ASC” or “DESC”. Default: “DESC”.</li>
<li><strong>show_excerpt</strong> this allows for a post excerpt to be displayed with each list item. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>excerpt_length</strong> this allows you to constrain the number of words, “show_excerpt” is set to “true”. Accepted Values: any positive whole number. Default: null.</li>
<li><strong>show_thumbnail</strong> this allows the featured image to be displayed with each list item (if a featured image is set). Accepted Values: “true” or “false”. Default: null.</li>
<li><strong>thumbnail_size</strong> this allows you to choose an image size if the “show_thumbnail” attribute is set to “true”. Accepted Values: any valid thumbnail slug that is available in your theme (ex. “full”). Default: null.</li>
<li><strong>align_thumbnail</strong> this allows the thumbnail image alignment to be set if the “show_thumbnail” attribute is set to “true”. Accepted Values: “center”, “left”, “right”, “float-left”, or “float-right”. Default: null.</li>
<li><strong>show_post_date</strong> this allows for the WordPress post date to be displayed with each item in a list. Accepted Values: “true” or “false”. Default: “false”.</li>
<li><strong>link_title</strong> Accepted Values: “nolink”.  Adding this parameter and setting the value to “nolink” will remove the href from post titles in the list and make them unclickable. Default: null.</li>
<li><strong>class</strong> Accepted Values: any valid HTML class attribute name or names (separate multiple class names with a space). Default: null.</li>
</ul>
<h4>Global Files (Pro)</h4>
<pre><code>[accp_global_files]
</code></pre>
<h4>Company Menu (Pro)</h4>
<pre><code>[accp_company_menu]
</code></pre>
<h4>Company Menu Shortcode Parameters</h4>
<ul>
<li><strong>excluded_page_ids</strong> – this allows for pages that are assigned to a given company to be excluded from the company menu.  Accepts a comma separated list of Client Page ID’s. Default = null.</li>
<li><strong>list_style</strong> – this allows the UL orientation to be changed.  Accepts ‘vertical’ or ‘horizontal.’ Default = horizontal.</li>
<li><strong>align</strong> – this allows for the menu alignment to be set.  Accepts ‘left,’ ‘right,’ or ‘center.’ Default = left.</li>
</ul>
<h3>Documentation</h3>
<ul>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/#quick-start" rel="nofollow ugc">Quick Start Guide</a> – Follow the quick start guide to quickly set up the initial foundation for your client portal.</li>
<li><a href="https://constellationclientportal.com/documentation-constellation-client-portal/" rel="nofollow ugc">Plugin Documentation</a> – View the plugin documentation for other helpful information.</li>
</ul>
<h3>Support</h3>
<p>Pro users, with active licenses, should open a support ticket by accessing their account on <a href="https://constellationclientportal.com/my-account/" rel="nofollow ugc">constellationclientportal.com</a> for help and support.</p>


Constellation Client Portal

WordPress client portal plugin that allows for sharing private files, pages, and posts to manage clients, customers, and more.

Attendra – Client Attendance Manager vs Constellation Client Portal