This version includes a complete “port” of iClient360, the client self-service portal originally released as a stand-alone plugin.
[i4w_user_profile] : Generates an input form through which a logged in contact can update his/her basic Infusionsoft contact data.
[i4w_user_invoices] : This shortcode enables you to display a list of invoices to your subscribers, based on the currently logged in user, also giving them the ability to pay any open invoices, using their credit cards or PayPal.
[i4w_user_subscriptions] : This shortcode enables you to display a logged in contact’s list of subscriptions, active or inactive, as well as the ability to cancel or reactivate subscriptions and/or change credit cards used to pay for the same. When cancelled through this shortcode, subscriptions are ended on the correct date and NOT immediately.
[i4w_user_creditcards] : This shortcode produces a listing of credit cards on file belonging to the logged in contact. Contacts can use this listing to add, modify or remove credit cards from their account.
[i4w_user_add_creditcard] : This shortcode generates an input form through which a logged in contact can enter a new credit card into the system. When submitted, the new credit card is added to the contact’s Infusionsoft record.
A new menu item, “Client Portal”, has been added to control various settings related to invoice payments, VAT, event triggers, etc. For detailed information about these settings, please see: