Documentation
Docs. Written by the person
who actually built the thing.
No outsourced support team. No AI-generated fluff. These docs are written by me, based on how the plugin actually works right now. If something's wrong or missing, email me directly.
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Getting Started
Portal Setup
Forms & Booking
Sessions & Projects
Quotes & Documents
Communication & Automation
Galleries & Delivery
Billing & Reporting
Troubleshooting
Getting Started
Installing Mankai CRM
Install the plugin, activate it, and get to the Portal Foundation wizard without guessing where anything lives.
Read the doc →Portal Foundation Setup Checklist
Use this checklist to get your portal mode, branding, routes, features, and shell settings configured in the right order.
Read the doc →Portal Setup
Portal Pages, Routes, and Shortcodes
Understand which pages Mankai creates automatically, which shortcodes power them, and when you should leave those pages alone.
Read the doc →Choosing Photographer vs Developer Mode
Pick the mode that matches your business model so the admin UI, portal emphasis, and documentation all line up.
Read the doc →Customizing Portal Branding and Shell
Change colors, type, radii, shell layout, sidebar CTA content, and menu item labels so the portal actually feels like yours.
Read the doc →Session Types Deep Dive
Session types are the core of photographer mode. Use them to define pricing, retainers, availability, gallery rules, and automation presets.
Read the doc →Forms & Booking
Form Builder Overview
Understand how Mankai's drag-and-drop builder works before you create questionnaires, contact forms, or intake flows.
Read the doc →Building Photographer Questionnaires
Create session-type-specific questionnaires so every booking collects the right details before you ever arrive on set.
Read the doc →Building Developer Intake Forms
Create intake forms for discovery calls, planning fees, and new project onboarding in developer mode.
Read the doc →Booking Links, Contact Forms, and Gift Card Pages
Use the right public page and the right shortcode for booking, contact, and gift card flows.
Read the doc →Sessions & Projects
Quotes & Documents
Quotes: Create, Send, Approve, and Convert
Use Mankai quotes as a real pre-project workflow, then convert approved work into a session or project automatically.
Read the doc →Document Templates and Client Signatures
Create reusable templates, send rendered documents to a project or session, and collect typed signatures from clients.
Read the doc →Communication & Automation
Communication Hub and IMAP Sync
Understand how threads, messages, status changes, matching, and inbound email sync work inside the Communication Hub.
Read the doc →Workflows and Automation Presets
Use workflows to attach documents, send updates, trigger emails, move communication stages, and preset automation into session types.
Read the doc →Galleries & Delivery
Galleries, Watermarks, and Public Links
Create galleries, upload images, add watermarks, control selection behavior, and generate public token links when needed.
Read the doc →Deliverables, ZIP Downloads, and Print Orders
Deliver final files through the portal, let clients download ZIP archives, and understand when print ordering becomes available.
Read the doc →Billing & Reporting
Bill Pay, PayPal, Coupons, and Gift Cards
Understand how portal billing works, how PayPal is used, and how coupons and gift cards affect client payments.
Read the doc →Bookkeeping Dashboard and CSV Export
Use the bookkeeping page to review gross income, expenses, net, outstanding balances, and export filtered records to CSV.
Read the doc →