Services

Welcome to the documentation for the Services For SureCart plugin by SurelyWP!

Overview

This plugin empowers you to sell services and custom deliverables with SureCart. Enjoy features like status and activity tracking, built-in messaging, and final delivery and approvals, all beautifully integrated directly into your website and customer dashboard.

On this page, you will find all the steps you need to set up and use our plugin. The steps below provide instructions about the installation and setup process, as well as additional resources that may be helpful.

1. Install & Setup SureCart

Our Services For SureCart plugin is a 3rd party addon for SureCart, so having an existing SureCart store with their plugin installed, active, and set up is a prerequisite to using our product.

DISCLOSURE: The link to SureCart is an “affiliate link” which means if you click on the link and purchase anything, we will receive a commission.

2. Download The Plugin From Your Customer Dashboard

NOTE: If you have not yet purchased the Services For SureCart plugin, you will need to do that now before continuing.

After completing the purchase, the next step is to download the WordPress plugin:

  1. Log into your Customer Dashboard on our website.
  2. Click the “Downloads” tab.
  3. Click on the Services For SureCart file.
  4. Click the “Download” button on the .zip file.
  5. Save the file to your computer.

NOTE: Some Apple computers automatically extract .zip files, so be sure to disable that feature when downloading the plugin file.

3. Install The Plugin On Your Website

Now you are ready to install the Services For SureCart plugin. Installing our plugin works the same as installing any other WordPress plugin.

  1. Log in to your WordPress admin dashboard. This is typically accessed by adding “/wp-admin” to the end of your website’s URL (e.g., www.example.com/wp-admin).
  2. Once logged in, navigate to the “Plugins” section in the left-hand menu of the dashboard.
  3. Click on the “Plugins” option to open the plugins page.
  4. On the plugins page, click on the “Add New” button at the top of the screen.
  5. You will now be on the “Add Plugins” page. Here, click on the “Upload Plugin” button located at the top of the screen.
  6. You will be prompted to choose a file. Click on the “Choose File” button and locate the plugin file (.zip format) on your computer. Select the file and click the “Open” button.
  7. After selecting the plugin file, click the “Install Now” button to begin the installation process.
  8. WordPress will now upload and install the plugin from the uploaded file. Once the installation is complete, you will see a success message.
  9. After installation, click the “Activate Plugin” button to activate the plugin.

When you activate the plugin, you will be redirected to an overview screen of the Services For SureCart addon. This is a unified interface for all of our addons, so any additional addon that you install from our SurelyWP brand will also appear in this same interface. You can switch installed plugins at the top.

The first thing to do is get familiar with the options available to you. The overview tab does a great job of this, and some of the things mentioned there will be covered in the steps below.

NOTE: The plugin features will not work until you add the license key in step #4.

4. Add Your License Key

The most important step after installing the plugin is to connect and activate your license key. This is needed to enable the plugin features to work.

  1. Log into your Customer Dashboard on our website.
  2. Click on the “Downloads” tab and then click on the Services For SureCart download item. You will see the license key here below the download.
  3. Click the “Copy” button to copy the license key to your clipboard.
  4. Go back to your website where you installed the plugin and find the license key settings. To find this screen, look under the SurelyWP menu and click on Services and then click the “License Key” menu link.
  5. Paste the license key into the input field, and click the “Activate” button.

5. Adjust The Admin Settings

This plugin includes various settings to enable and adjust features according to your preference. You can access the settings from the Settings tab on the left side of the plugin interface. Each setting contains a clear label and helpful description to make it easy to understand how to use and explain what it does.

Note: We take a unique approach by displaying all settings and features directly on the product page rather than in our documentation. This ensures full transparency before purchasing and serves as the main hub for up-to-date information as we add more features. To learn more about the settings, features, and see screenshots of the interface, please visit the product page.

7. View The Changelog

You can keep up to date about new features, improvements, and bug fixes that we release by viewing the plugin changelog. You can also access the changelog from the Changelog tab on the left side of the plugin interface.

1.2.1 July 19, 2024

  • Fix: Cron Job For Services

1.2 July 18, 2024

  • New: Redirect To Service After Checkout
  • New: Custom Starting Service ID Number
  • New: Manually Mark Services As Started
  • New: Display Product Variant Details In Individual Service
  • New: Set File Upload Fields As Optional
  • New: Display Associated Services On Customer Profile
  • New: Pending Service Notification Numbers
  • New: Display Pending Services Notice In Customer Dashboard
  • New: Pending Services Notice Block
  • New: Pending Services Notice Shortcode
  • Update: Show Product Details In Service Header
  • Update: show Order Details In Service Sidebar
  • Improvement: Align Services List Text To Left
  • Improvement: Rename Services List Block To “Services List”

1.1 July 5, 2024

  • New: Added Feature For Optional Contract And Required Digital Signature
  • New: Added Customer Services Block
  • New: Added Customer Services Shortcode
  • Improvement: Updated Some UI Elements For Better SureCart Brand Color Support
  • Improvement: Updated Some UI Elements For Better SureCart Dark Mode Support
  • Improvement: Updated Terminology In Various Places

1.0 June 18, 2024

  • Initial Release

8. Check For Updates

Whenever we release a plugin update with new features, improvements, or bug fixes, you will automatically get a prompt in your WordPress plugin list that an update is available, with an update now button. You can also check for notifications or news in the notifications panel in the top-right corner of the plugin interface.

We will also try to publish a blog post and/or a video each time we release a new x.x version bump of the plugin. This means versions that affect the second number, such as 1.1, will often include key new features and will be accompanied by the blog post and/or video.

9. Contact Us If Needed

If you have any questions not covered here in the documentation, or if you are facing some technical issue, we will be happy to assist you. Please visit our contact page on our website to share your question or details with us.

10. Explore Our Other Addons

Be sure to check our other addons for SureCart!

Last Updated Jul 19, 2024 @ 10:27 am