Client Knowledge Base
How Concierge works day to day: getting work done, sharing access, credits and billing, and how your site is looked after.
Working Together
Basecamp, requests, files, calls and how we stay in touch.
- Intro to BasecampWhat Basecamp is, why we use it, and the sections of your private project.
- How to Request Work on Your SitePosting a to-do in Basecamp (the best way), the request form, and email for anything urgent.
- Sharing FilesWhere to put logos, images and documents you send me.
- CommunicationWhere to reach me, how fast I reply, and why a nudge is always welcome.
- Calls and MeetingsHow to book a call, what it costs, and the cancellation policy.
Your Site
Moving in, updates, backups, making changes, and moving out.
- Moving Your Site to Concierge CloudWhat happens during the move, what you need to do, and when it's safe to cancel your old host.
- Plugin and Theme UpdatesWhen updates happen, updating things yourself, and what happens with plugins that aren't licensed.
- Making Changes to Your Site Yourself (Including With AI)What's safe to change on your own, what to check with me first, and what to do when something breaks.
- Backups, Restores and Staging SitesHow your site is backed up, what a restore really does, and how to use a staging site safely.
- Your Exit Plan (Just in Case)You're never stuck with me. How your site can move, with my help or without it.
Domains & Email
DNS and Cloudflare, your site's email, and your inbox.
- Your Domain, DNS and CloudflareRegistrar vs DNS vs hosting, changing nameservers safely, and how to ask for a DNS change.
- Why Your Site’s Emails Aren’t ArrivingHow your website sends email, why a message might not arrive, and what to send me when it happens.
- Your Business Email InboxWhy email inboxes aren't part of Concierge hosting, what I recommend, and how I help.
Payments & Members
Stripe, test purchases, and giving customers access.
- Connecting Stripe: Test Mode, Live Mode and Test PurchasesWhere Stripe connects in WooCommerce, FluentCart and Fluent Forms, and how to test a purchase without being charged.
- Giving Customers Access to Courses and MembershipsHow access actually works on your site, and why a tag alone sometimes isn't enough.
Troubleshooting
When something looks wrong, or someone gets blocked.
Logins & Access
Getting me into your accounts safely.
Credits & Billing
Anytime Credits and what happens if a payment fails.