How To Create The Front-end Dashboard

The Front-end Dashboard is a key component of the Membership system. It provides users with access to their listings, saved searches, invoices, and account settings directly from the front end of your website.

Before users can access the dashboard, you must first create a set of dedicated pages in WordPress. Once all required pages are created and assigned to the correct templates, the User Account Menu and Front-end Dashboard Menu will be generated automatically.

Steps to Add Front-end Dashboard Pages

1. From your WordPress admin sidebar, go to:
   Pages > Add New
2. In the Page Attributes panel (right sidebar), assign the correct template to each page.
3. Repeat this process for all required templates.

Required Pages and Templates

Create a page for each of the following templates:

• Main Dashboard
  • User Dashboard
• CRM Management
  • Houzez CRM
• Listings Management
  • User Dashboard Properties
  • User Dashboard Create Listing
• Saved Searches
  • User Dashboard Saved Search
• Favorites
  • User Dashboard Favorite Properties
• Invoices
  • User Dashboard Invoices
• Profile Management
  • User Dashboard Profile
• Membership Plans
  • User Dashboard Membership Info
• Messages
  • User Dashboard Messages
• Verification
  • User Dashboard Verification
• Property Data / Analytics
  • User Dashboard Insight
• GDPR Requests
  • User Dashboard GDPR Request

Additional Pages for Payments and Membership

If you have enabled paid membership plans or online payments, you also need to create the following pages:

• Packages (Template: Packages)
• Payment Page (Template: Payment Page)
• PayPal Webhook (Recurring Payment) (Template: PayPal Webhook)
• Stripe Charge Page (Template: Stripe Charge Page)
• Thank You & Payment Process Complete (Template: Thank You & Payment Process Complete)

These pages are required for payment processing and membership management. Without them, payment flows and subscription handling will not work correctly.

Practical Use

• Once all required pages are published, the dashboard menu will appear automatically for users.
• The dashboard consolidates all user activity (listings, leads, profile updates, payments, etc.) into one interface.
• For sites offering free listings only, payment-related templates are not necessary.
• Always verify that each page is assigned to the correct template to ensure proper functionality.

When you created the various pages required for the Front-End Dashboard, the User Account Menu and the Front-End Dashboard Menu is created automatically