Path: WordPress Admin → Consultation

Icon: Phone icon in the admin sidebar

Position: Menu position 26 (below Comments, above Appearance)

Required Capability: manage_options (Administrator role)

• Requests List: View and manage all consultation requests
• Settings: Configure form fields, button, and popup appearance

Path: Consultation → Requests List

The requests list page displays all consultation submissions in a familiar WordPress-style table with sorting, pagination, and bulk actions.

• ID: Unique request identifier
• Name: Visitor’s full name
• Email: Contact email address
• Phone Number: Contact phone number
• Subject: Consultation topic/subject
• Message: Detailed consultation description
• Status: Current request status (with color coding)
• Submission Date: When the request was submitted

• Unknown: Default status for new requests (no special color)
• Successful Call: Consultation completed successfully (green background)
• Unsuccessful Call: Unable to reach or unsuccessful consultation (orange background)
• Incorrect Contact Information: Invalid contact details (red background)

Method: Click the dropdown in the Status column and select the new status

Saving: Status changes are automatically saved via AJAX

Visual Feedback: The entire row background color changes to reflect the new status

Page Refresh: Page automatically refreshes to show the updated status

• Sortable Columns: Click column headers to sort by submission date
• Pagination: 20 requests per page with standard WordPress pagination
• Bulk Selection: Use checkboxes to select multiple requests
• Bulk Actions: Delete multiple requests at once

Individual Deletion: Not available through the interface (use bulk actions)

Bulk Deletion: Select multiple requests and choose “Delete” from bulk actions

Confirmation: No confirmation dialog – deletion is immediate

Backup Recommendation: Export important data before deletion

Path: Consultation → Settings

The settings page provides comprehensive control over all plugin functionality including form fields, button appearance, and popup design.

• Form Fields: Enable/disable fields, set required status, control display order
• Button Settings: Position, colors, icon color, tooltip text
• Popup Settings: Colors, logo, custom content, titles and subtitles

• Check New Requests: Review new consultation requests at least once daily
• Update Statuses: Mark request statuses after attempting contact
• Respond Promptly: Contact new requests within 24-48 hours
• Follow Up: Track unsuccessful attempts and retry contact

• Review Metrics: Analyze request patterns and conversion rates
• Clean Up Data: Archive or delete old completed requests
• Test Functionality: Submit test requests to ensure everything works
• Update Settings: Adjust configuration based on performance data

• Analyze Trends: Look for patterns in consultation topics and timing
• A/B Testing: Test different button colors, text, or positions
• Content Updates: Refresh popup content and messaging
• Performance Review: Assess consultation-to-sale conversion rates

• Menu Not Appearing: Check user permissions and plugin activation
• Requests Not Showing: Verify database table creation and data insertion
• Status Updates Failing: Check for JavaScript errors and AJAX conflicts
• Settings Not Saving: Verify nonce security and form submission

• Required Capability: Only users with ‘manage_options’ can access admin features
• Nonce Protection: All admin actions use WordPress nonce security
• Data Sanitization: All input is sanitized before database storage
• AJAX Security: Status updates use proper capability and nonce checks