Installation Guide

License Requirement: This plugin requires a valid license for full functionality. The plugin will work on localhost without a license for testing purposes.

Installation Methods

Method 1: WordPress Admin Dashboard

Log in to your WordPress admin dashboard
Navigate to Plugins → Add New
Click “Upload Plugin” button
Choose the plugin zip file and click “Install Now”
After installation, click “Activate Plugin”

Method 2: FTP Upload

Extract the plugin zip file
Upload the phone-consultation folder to /wp-content/plugins/ directory
Go to WordPress admin → Plugins
Find “Phone Consultation” and click “Activate”

Post-Installation Steps

Verify Activation: Look for the “Consultation” menu item in your WordPress admin sidebar
License Activation: If you have a license, enter it in the license settings
Access Settings: Go to WordPress admin → Consultation → Settings
Configure Form Fields: Enable and configure the form fields you want to use:
- Full Name
- Website Address
- Email Address
- Phone Number
- Consultation Topic
- Description
Customize Button: Set up your consultation button position, colors, and text
Configure Popup: Customize the popup appearance, colors, logo, and content
Test Frontend: Visit your site to see the floating consultation button

Installation Complete! The plugin will automatically display a floating consultation button on all pages of your website. Visitors can click it to open the consultation request form.

Initial Configuration

Required Settings

Form Fields: Enable at least one form field for the plugin to work
Button Text: Customize the text that appears above the consultation button
Popup Title: Set the main title that appears in the consultation popup

Optional Settings

Logo: Upload a logo to display in the consultation popup
Custom Content: Add custom text or HTML content to the popup
Colors: Customize button and popup colors to match your brand
Field Order: Arrange form fields in your preferred order

Troubleshooting Installation

Plugin doesn’t activate: Check that your WordPress version is compatible

No menu item appears: Ensure you have admin privileges and the plugin is activated

Button doesn’t show: Check that at least one form field is enabled in settings

License issues: Contact support if you have problems with license activation

What’s Next?

After installation, you can:

View consultation requests in Consultation → Requests List
Customize all settings in Consultation → Settings
Monitor visitor interactions and follow up on requests
Export request data for CRM integration