Help centre and guides
Find clear setup guides for client portals, WordPress activity logs, safe updates, cloud backups, Stripe billing, SLA tracking, reports, and workflow integrations.
Search by feature or task, such as activity, backups, portal, SLA, or Stripe.
Getting started
Create your agency profile, invite team seats, and link client sites.
Setting up your agency workspace and team
Learn how to configure your agency profile and invite developers and account managers onto your paid-plan team seats.
Connecting client WordPress sites via the agent plugin
A step-by-step guide to installing our agent plugin and securely linking WordPress sites to your agency dashboard.
Installing and connecting the WP Assistant browser extension
How to install the WP Assistant Chrome extension, review any WordPress page for free, and optionally connect it to your Destiny Manage workspace.
Setting up white-label client portals and custom domains
Configure custom branding, logos, accent colours, and map domains so clients see your agency name throughout their experience.
WordPress maintenance
Schedule core/plugin updates, check server uptimes, and set up crash auto-rollback engines.
Scheduling safe WordPress core and plugin updates
Run immediate crash-safe updates, schedule routine maintenance for off-peak hours, and let high-risk security fixes bypass the queue safely.
Understanding the crash-safe auto-rollback engine
How Destiny Manage detects WordPress update failures (5xx/WSOD) and automatically rolls back to the latest backup.
Uptime monitoring, page health checks, and Wordfence security scans
Monitor site availability, scan every page for WordPress errors with evidence attached, and auto-check themes and plugins against active security vulnerabilities.
Activity logs & investigations
Track WordPress actions, identify who changed a client site, and investigate suspicious logins.
Using the WordPress activity log
See what the Destiny Manage connector records, where new events appear, and how to search and filter activity across client websites.
Investigating a WordPress change or login
Use the activity timeline to answer a client's question, trace an unexpected website change, or review suspicious login attempts.
Billing & payments
Configure Stripe checkouts, invoices, VAT rates, and monitor your plan's usage limits.
Managing your plan, usage limits, and per-client SLAs
Your Destiny Manage plan (Free/Starter/Growth/Scale) sets your agency-wide quotas; SLA response and resolution targets are set individually per client.
Managing client invoices and VAT configuration
How to generate client invoices, add tax information, charge standard VAT rates, and download print-ready PDFs.
Reusing service snippets on client invoices
Save your common services once as a snippet, then drop them into any invoice line item in one click instead of retyping the description, quantity, and price each time.
Connecting Stripe to collect client card payments
Connect your own Stripe account to let clients pay their invoices by card directly within their portal.
SLAs & contracts
Require onboarding contract agreements, track resolution SLA windows, and share documentation and files with clients.
Managing agreements and digital client signatures
Require clients to sign onboarding agreements and service level terms directly inside their white-labelled portal.
Configuring response and resolution SLA tracking
Set client SLA windows, track response timers, and monitor support dashboards to prevent contract breaches.
Creating client wikis and document resource libraries
Organise self-service help articles, FAQs, onboarding guidelines, and standard resources for each client portal.
Storing client files, brand assets, and presentations
Upload branding kits, design files, and decks, choose which ones the client can see, and keep your own agency files separate.
Reporting & integrations
Review AI summaries, export vector PDFs, map developer slack/ticketing systems, and connect your hosting.
Generating & Customizing AI Monthly Reports
Compile site updates, security auditing, uptime statistics, and strategic recommendations into polished, customizable AI monthly reports.
Exporting print-ready PDF monthly reports
Export monthly site logs and AI summaries as branded, print-ready PDF files for client deliveries.
Configuring Slack notifications and uptime alerts
Connect your Slack workspace to receive real-time updates on site downtime, rollback incidents, and SLA warning breaches.
Routing client requests to Jira, GitHub, and Linear
Connect your team's development backlogs to easily route client portal change requests into active developer tickets.
Connecting your hosting: Cloudways, Kinsta, WP Engine and more
Link a hosting account so Destiny Manage can show server details, back up before WordPress updates, and clear the cache when they finish.
WordPress backups to your own cloud drive
Back up a website's WordPress files and database to a cloud drive you own, on a schedule you set, and keep every backup for as long as you want.
Can't find what you need?
Configure client dashboards or schedule site backups inside Destiny Manage. If you need advice or help setting up a custom domain, contact our team.