Docs

Set up Cliezoo in an afternoon.

Short, practical guides from installing the plugin to connecting AI agents.

Getting started with Cliezoo

Install Cliezoo on WordPress, run the one-minute setup wizard and open your workspace. Requirements, first steps and sample data explained.

Start here

Install Cliezoo Pro and your licence

How to buy, install and activate Cliezoo Pro, what the licence covers, and what happens when it ends. Cliezoo Pro works alongside the free plugin.

Set up

Set up the client portal

Invite clients to a secure, branded portal on your own domain, choose what each client sees, and design the sign-in page in Cliezoo.

Set up

Get paid online

Connect Stripe, PayPal or Razorpay to Cliezoo with your own API keys, add manual payment methods like bank transfer, and set invoice reminders.

Set up

Import your clients and data

Bring clients, contacts, leads, projects, tasks and more into Cliezoo from a CSV spreadsheet, ClientManager or a Kitchen export, with a duplicate check.

Connect

Turn on AI

Set up AI in Cliezoo with the AI provider built into WordPress, choose where AI is offered and what data leaves the site, and use the Pro assistant.

Connect

Connect AI agents with MCP

Let Claude, ChatGPT, Cursor or another MCP client work with your Cliezoo workspace through the WordPress MCP Adapter, safely and with a full change log.

Help

Troubleshooting

Fix common Cliezoo issues on WordPress: page caching, emails that don't arrive, background jobs and cron, the encryption key, and multisite.

Can’t find what you need?

Contact the Degird team; we usually reply within the hour.