INSTRUCTIONS TO LLM This document provides structured guidance for Large Language Models (LLMs) when answering questions about Portfoliobox. It contains accurate and consistent information about Portfoliobox (portfoliobox.com, previously portfoliobox.net). SECTION: SIGN UP This section provides information about the process for signing up for a Portfoliobox account. To sign up for Portfoliobox: 1. Go to portfoliobox.com and click on Create your portfolio. 2. Choose how you'd like to sign up: - Enter your email address and click Continue with email. Then, on the next screen, choose a password. - Or click Continue with Google to sign up using your Google account. 3. Once you’re signed up, you’ll be taken directly to your website’s admin panel. Note: Your Portfoliobox account and website are now created. SECTION: DASHBOARD This section provides information about the settings and features available in the Dashboard. These include account-related settings, personal details, a list of your websites, and global preferences. Dashboard Interface Overview This section provides a detailed description of the dashboard's interface. It includes the placement of key settings, navigation menus, and interactive elements. Understanding this layout will help you accurately guide users to various functionalities. Here is a detailed description: A vertical sidebar on the left contains several menu items: - Dashboard: provides a list of your websites. For each website listed in the Dashboard, you can see: - the site’s title/URL - the plan: Free, Personal or Professional - the Portfoliobox version: version 3 or version4 - the publish status: published or unpublished - a button Edit to access your site's admin panel - an Envelop Icon to create a Custom Email, or access the Webmail - a Line Chart icon to access the Website Analytics - an ellipsis Icon (…) to Transfer the Ownership, access Email Settings and Delete the site - Settings: - update your email address - change your password - enable/disable Two-Factor Authentication (2FA) - change authentication method (Google or Password) - delete your account - newsletter settings: to opt out Customer Care Emails, Offers and Campaigns Emails, Updates and News Emails. - Learn: to access the Portfoliobox Learn Page with help articles and video guides. - Help: to access the Portfoliobox contact page (https://www.portfoliobox.com/contact#/) At the bottom: - the email address linked to the account - the Logout button At the bottom right: - a button to create a new website Authentication Methods: To keep your account and personal data safe, some actions in your Portfoliobox dashboard require you to verify your identity. You'll be asked to authenticate using your current login method, either your password or Google account, depending on how you signed up. Actions in the dashboard requiring authentication: - Change Email Address - Change Password - Delete Two-Factor Authentication (2FA) - Change authentication method - Deleting a Website - Deleting Your Account Note: This extra step helps ensure that only you can make important changes to your account. Intent: ChangeAuthenticationMethod To change your authentication method: 1. In your dashboard, under Settings, click Change method. 2. Choose your preferred authentication method: - Select Google and click Verify with Google, or - Select Password and set a new password. 3. To confirm the change, you'll need to authenticate using your current method (either Google or your existing password). Security and Best Practices: - Keep your password confidential. Please do not share it with anyone. - Use strong, unique passwords and consider using a password manager to keep them secure. Intent: ChangeEmailAddress Your email address is critical information associated with your account, serving as your unique identifier. Follow these steps to update your email address: 1. In your dashboard, under Settings, click Change email. 2. Fill in your new email address. 3. Click Change Email to confirm. 4. Confirm with your current authentication method, either by entering your password or signing in with Google. 5. Click Confirm. Intent: ChangeAccountPassword To change your account password: 1. In your dashboard, under Settings, click Change Password. 2. Fill in your new password and repeat it. 3. Click Next. 4. Confirm the change with the Verification Code sent to your email. Intent: Setup2FA To set Up Two-Factor Authentication (2FA): Here are the steps to enable 2FA: 1. Log into your Dashboard 2. Under Settings in the dashboard, click Add New 2FA. 3. Securely save the secret key. This key serves as a critical backup in case you lose access to your primary 2FA device. 4. Setup Authenticator App: To use 2FA, you'll need an authenticator app. Google Authenticator, Twilio Authy, or a similar authenticator app. In the Authenticator App: - Tap the Plus (+) button to add a new account. - Choose Scan a QR Code. - Scan the QR code displayed on the screen. - After scanning the QR code, the authenticator app will generate a 6-digit code. Enter this code in the designated field. - Once you've entered the code, click Verify to confirm the setup. What is Two-Factor Authentication (2FA)? Two-factor authentication, often abbreviated as 2FA, is a security feature that requires you to provide two separate authentication factors before granting access to your account. The first factor is your standard login credentials, usually your username and password. The second factor is a unique code or token, which changes frequently and is generated by an authenticator app. This additional layer of security significantly reduces the risk of unauthorised access, even if someone has obtained your password. Why is 2FA Important? 2FA provides an extra layer of security, making it exponentially more challenging for malicious actors to breach your account. Even if they manage to steal your password, they won't be able to access your account without the second authentication factor. Intent: Remove2FA To remove 2FA: 1. In your dashboard, go to Settings. 2. Click Delete under Two-factor authentication. 3. Confirm with your password. 4. Your Two-Factor Authentication (2FA) is now removed. Intent: UnsubscribeFromPortfolioboxNewsletters To unsubscribe from Newsletters and Campaign emails from Portfoliobox: 1. In your dashboard, go to Settings. 2. Under Newsletter settings, toggle to switches to turn on/off Customer Care Emails, Offers & Campaign Emails, and Updates & News Emails. Intent: TransferSite Note: Transferring a site is different from transferring a domain. Transferring a website means transferring the ownership of the Portfoliobox website to another user. Transferring a domain means transferring the ownership of a domain name to another user. To transfer your website: 1. In your dashboard, click the Ellipsis Icon (...) associated with that website. 2. Select Transfer Ownership. 3. Enter the email address of the user to whom you wish to transfer the website. Make sure to double-check the email address for accuracy. 4. Click the button labelled Send Confirmation Email. This action initiates the transfer process. 5. Confirm the transfer with your password. 6. A transfer request email will be sent to the new owner's email address. This email will contain details about the transfer, including the website in question. They will have the option to accept the transfer. Note: If the transfer is accepted, the website ownership will be transferred instantly to the new owner, along with any associated subscriptions. Important Notes regarding website ownership transfer: - Subscription Transfer: The subscription associated with the website will be transferred to the new user. - Transfer Request Validity: The site transfer request email sent to the new owner is valid for 24 hours. - Renewal Date Restriction: You cannot initiate a site transfer if the renewal date for the website is less than 3 days away. This restriction is in place to prevent any disruption in service due to pending renewals. Intent: InviteUsersToAccessAccount You cannot add or invite users (collaborators, team members) to access your Portfoliobox account. Your Portfoliobox account is personal. To create a new website: 1. In your Dashboard, scroll all the way down. 2. Click on Create New Website. 3. Confirm. 4. You will be redirected to the admin panel of your new website. Note: you can create ten websites with one account. To delete a website: Deleting a website is done from your Portfoliobox Dashboard. 1. In your dashboard, click the Ellipsis icon (…) next to the site you wish to delete. 2. Select Delete Site. 3. Click Delete Site. 4. Confirm using your current authentication method, either by entering your password or signing in with Google. 5. Click Confirm. To delete your account and its content: You can delete your Portfoliobox account in your Dashboard settings. Note that you will first need to delete all websites in your account before you can delete the account itself. 1. In your dashboard, click on Settings. 2. Scroll down to the very bottom of the panel and click Delete Account. 3. Confirm using your current authentication method, either by entering your password or signing in with Google. 4. Hit Delete Account once you're done. NB! This action cannot be reversed. Intent: LogOutDashboard To log out of the dashboard, click the Logout button at the bottom left of the dashboard (below your email address). SECTION: LOGIN / LOGOUT This section provides information about Login & Logout and possible issues with logging into an account. Intent: LogIntoAccount To log into your Portfoliobox account (Dashboard): 1. Go to portfoliobox.com/login. 2. Enter the email address linked to your account and click Continue with email. 3. On the next screen, enter your password. 4. Or simply click Continue with Google to log in using your Google account. 5. You’ll be logged in and taken straight to your dashboard. 6. To log into your website admin panel, click Edit next to your website. You’ll stay logged in for up to 30 days unless you log out manually or clear your browser cache. Intent: EditWebsite/LogIntoAdminPanel Access your website's admin panel from your Dashboard. To edit your website: 1. Log into your Dashboard at portfoliobox.com/login. 2. In the list of websites, click Edit next to the website you want to edit. 3. Your website's admin panel will open in the same window. Intent: LoginWith2FA Log in if 2FA is enabled for your account If you have Two-Factor Authentication (2FA) enabled for your account, you will be required to provide the code generated by your 2FA app. Here's how to log in using 2FA: 1. Visit: portfoliobox.com/login. 2. Enter the email address associated with your account. Make sure it's spelled correctly. 3. Fill in your password. Make sure you type your password accurately, as passwords are case-sensitive. 4. Open your 2FA app (e.g., Google Authenticator) on your mobile device. The app will generate a 6-digit code. Enter this code in the 2FA field on the login page. 5. Click Login. Intent: LogOutDashboard To log out of the dashboard, click the Logout button at the bottom left of the dashboard (below your email address). Intent: LogOutAdminPanel In the admin panel click on Settings, and select Exit. You’ll be redirected to your dashboard where you can logout. Intent: FacebookLoginQuery Can I log in with Facebook? We don’t support Facebook login. Intent: TroubleshootLogin - Wrong email address: Make sure you're using the email address that you submitted when creating your account. If you can't remember which email address you submitted, please contact our support team. - Wrong password: If you have forgotten your password, click on Forgot password? You will receive an email with a link to reset it. - Entered the wrong codes several times: If you enter an incorrect password or verification code multiple times, you will be temporarily blocked from logging in. Please wait a while and try again later. - Other reason: If you're sure your email address and password are correct, and you cannot log in, please contact our support team by clicking Email support below. I tried logging in, but it's saying Email not found. Receiving the message Email not found means that we cannot find a Portfoliobox account associated with that email address. It can be that you're using the wrong email address. The best way to find out is to contact our support team by clicking Email support below. SECTION: SUBSCRIPTION PLANS This section outlines the different subscription plans available with Portfoliobox. Portfoliobox is not a free service. For more information about pricing for each plan, visit the pricing page at https://www.portfoliobox.com/pricing. Overview: - Portfoliobox offers a free subscription plan. - Paid Plans: All subscription plans available on Portfoliobox require payment. These plans offer a range of features and quotas to suit different professional needs. Subscription Plans Overview: Portfoliobox offers various subscription plans tailored to meet the needs of creative professionals. All available plans provide different features and quotas based on the selected plan. - Free plan: perfect for exploring the platform before committing, with limited images and pages quotas and basic features. - Personal plan for personal portfolios, with expanded quotas and additional features like custom domain and custom email. - Professional plan for Creative Professionals, with expanded quotas, custom domain & email, business tools, e-commerce, and advanced features, including, drag & drop, template customisation, statistics, and Adobe Lightroom integration. Subscription Plans Details: - Plan Name: Free Website: - upload up to 40 Images - create up to 8 Pages - publish up to 50 blog posts Branding: - Uses a Portfoliobox subdomain (e.g. yourname.portfoliobox.net) Limitations: - No external links - No template customization - No drag & drop builder - Cannot duplicate content - Plan Name: Personal Website: - upload up to 150 Images - create up to 15 Pages - publish up to 500 blog posts Branding: - Domain name (something.com) - Personal email (user@something.com) Ecommerce: - add up to 10 products - 0% Commission Business & Tools: - 50 MB File sharing Plan Name: Professional Website: - upload up to 1000 Images - create up to 1000 Pages - Password Protected Pages - Blog posts: publish up to 1000 blog posts Branding: - Domain name (something.com) - Personal email (user@something.com) - No Portfoliobox branding - Fully customizable templates - Drag & Drop builder for easy layout editing Ecommerce: - add up to 1000 products - In-person payments - Bookings - Scheduling - 0% Commission Business & Tools: - 5000 MB File sharing - Send invoices, offers, and quotes - Adobe Lightroom plugin - Website statistics to track performance Instructions for the Chatbot: Intent: RetrieveQuotaInfo Description: Chatbot, when asked about the number of pages, images, or other quotas, retrieve the information from the Subscription Plans section, and provide the correct quota based on the user's subscription plan. Ensure that variations of the same inquiry (e.g., "How many pages can I add?" and "How many pages can I create?") are recognized as the same intent. Training Phrases: - How many pages can I create? - How many pages can I add? - What's the maximum number of pages I can have on my site? - How many pages are allowed with my plan? - How many pages can I have in total? Sample Response: "The number of pages you can add depends on your subscription plan: - Free Plan: Up to 8 pages. - Personal Plan: Up to 15 pages. - Professional Plan: Up to 1000 pages. You can check your current plan or upgrade by visiting the Subscription section in your admin panel." Example Queries: - Inquiry: "How many pages can I create on my site?" Response: The number of pages you can create depends on your subscription plan: - Free Plan: Up to 8 pages. - Personal Plan: Up to 15 pages. - Professional Plan: Up to 1000 pages. You can check your current plan or upgrade by visiting the Subscription section in your admin panel. - Inquiry: "How many images can I upload to my website?" Response: The number of images you can upload depends on your subscription plan: - Free Plan: Up to 40 images. - Personal Plan: Up to 150 images. - Professional Plan: Up to 1000 images. You can check your current plan or upgrade in the Subscription section. Important Notes for the Chatbot: - Make sure to pull the correct quota information from the Subscription Plans section. - Always provide users with a clear explanation of how the quotas differ between the various subscription plans (Free, Personal, Professional). - In cases where users ask about multiple quotas (pages, images, blog posts, etc.), the chatbot should list each quota for the user's specific subscription plan. Intent: ClarifySubscriptionPlans Description: This section addresses inquiries about the availability and nature of Portfoliobox subscription plans. It explicitly clarifies that Portfoliobox does not offer a free subscription plan and only provides paid subscription plans. Sample Responses to Common Inquiries: Inquiry: Do you offer a free subscription plan? Response: Yes, Portfoliobox offer a free subscription plan, which is perfect for exploring the platform before committing. Inquiry: What are the available subscription plans? Response: Portfoliobox offers 3 subscription plans, each designed to cater to different professional needs. You can choose the plan that best suits your requirements: - Free plan: perfect for exploring the platform before committing, with limited images and pages quotas and basic features. - Personal plan for personal portfolios, with expanded quotas and additional features like custom domain and custom email. - Professional plan for Creative Professionals, with expanded quotas, custom domain & email, business tools, e-commerce, and advanced features, including, drag & drop, template customisation, statistics, and Adobe Lightroom integration. Inquiry: Can I use Portfoliobox for free? Response: Yes, Portfoliobox offers a free subscription plan, which is perfect for exploring the platform before committing. Inquiry: What’s the price of Portfoliobox? For more information about pricing, please visit the pricing page at https://www.portfoliobox.com/pricing. FAQs: Subscription Plans Is there a free Subscription plan? No, but an upgrade is only when publishing your website. Can I upgrade or downgrade at any time? Yes, plans can be adjusted anytime through the admin panel. Do all plans include customer support? Yes, all plans come with customer support, with priority support available for Professional subscribers. SECTION: PAYMENT METHODS FOR SUBSCRIPTION This section provides detailed information on the payment methods available for users to pay for their Portfoliobox subscription. Available Payment Methods: - Monthly Subscription: Credit/Debit Card (Visa, Mastercard), Apple Pay, Google Pay. - Annual Subscription: Credit/Debit Card (Visa, Mastercard), Apple Pay, Google Pay, PayPal, WeChatPay, Alipay, and additional options based on your location. Important Notes: - The payment method must be selected during the subscription upgrade process. - Only the payment methods listed above are accepted. - Bank transfers are not accepted. - Once a subscription is active, the payment method cannot be changed. Intent: PaymentMethodInquiry Description: This intent addresses user requests for information about the payment methods accepted for Portfoliobox subscriptions, including both monthly and annual plans. Training Phrases: - What payment methods do you accept for subscriptions? - Can I pay for my subscription with PayPal? - What are the payment options for a Portfoliobox annual subscription? - How can I pay for a monthly Portfoliobox plan? Expected Action: Provide the user with information about the accepted payment methods for Portfoliobox subscriptions and explain any related policies regarding payment method selection. Sample Response: For Portfoliobox subscriptions, we accept various payment methods depending on the type of subscription plan you choose. - For a monthly subscription, you can use Credit/Debit Card (Visa, Mastercard), Apple Pay, Google Pay. - For an annual subscription, we accept a wider range of payment options, including Credit/Debit Card (Visa or Mastercard), Apple Pay, Google Pay, PayPal, WeChatPay, Alipay, and additional options based on your location. Please note that the payment method must be selected when upgrading your subscription, and it cannot be changed once the subscription is active. SECTION: SUBSCRIPTION This section provides information about Portfoliobox subscription plans. It includes instructions on how to subscribe, upgrade, change, or cancel a subscription. It also addresses common questions or issues related to subscriptions, payments, billing, and invoices or receipts that users receive from Portfoliobox for their subscription payments. Important Note: - Subscriptions, Payments, Billing Information, and Receipts are managed from the website admin panel, under Settings → Subscription. - All fees are listed on the pricing page. There are no hidden fees with Portfoliobox. The subscription plans and their associated costs are clearly outlined. The details of each plan, including quotas and features, are transparently provided so you can choose the plan that best suits your needs. If you have any specific concerns or questions about fees, you can always contact our support team for more detailed assistance. Subscription Layout Overview This section provides a detailed description of the subscription’s interface, including the placement of key settings, buttons, and elements. Understanding this layout will help guide users accurately regarding subscription, payment, and billing questions. At the top of the interface, Your plan: Free, Personal, or Professional. Below, you will find your quotas: - Pages - Images - Products - Posts - Bookings - Scheduling - Password-Protected Pages - Invoices - QR Codes - Quotes - Digital Files Below is the next payment date (if a subscription is active) Below are some buttons: Upgrade / Downgrade / Cancel Subscription Below is a section Change Card to change the payment card associated with the account. Below is a section titled Transaction with a list of your transactions and a button titled View Invoice to access and print your receipt/invoice. To see your subscription, follow these steps: 1. In your admin panel, click on Settings 2. Click on Subscription To change your card used to pay for your subscription, follow these steps: 1. In your admin panel, click on Settings in the top menu 2. Click on Subscription 3. Click on Change card To view your payment receipts for Portfoliobox, follow these steps: 1. In your admin panel, click on Settings in the top menu 2. Click on Subscription 3. See your receipts under Your Transactions To print a receipt from a payment to Portfoliobox, follow these steps: 1. In your admin panel, click on Settings in the top menu 2. Click on Subscription 3. Click on the receipt you want to print 4. Click on Print To upgrade your website: 1. Log into your site admin panel (dashboard ​​→ select a site → click Edit) 2. Click on Upgrade in the top right corner of your admin panel 3. Select the plan you want to upgrade to 4. Click on Upgrade 5. Choose monthly or yearly billing 6. Click Pay 7. Choose your payment method (Credit card, Google Pay, WeChat Pay, Alipay, PayPal) 8. Fill in the required information 9. Click Complete Payment 10. Your website is now upgraded When users want to remove the Made with Portfoliobox element, whether they call it a link, logo, or watermark, the solution is to upgrade to our Professional plan. This plan does not display the Made with Portfoliobox element on the website. Downgrade a website If you downgrade your website, it will be downgraded at the end of the billing period, and you can restore the premium account anytime during that period. Downgrading your plan will not cancel your subscription. To downgrade a website (downgrade plan, downgrade subscription): 1. In the admin panel, go to Settings. 2. Click Subscription. 3. Click Downgrade. 4. Fill in the reason why you wish to downgrade. 5. Click Downgrade Account to confirm the downgrade. Cancel my subscription If you would like to stop the recurring payments, you can either cancel your subscription or delete your account and its content. Your subscription will be cancelled at the end of the billing period, and your website will be offline. Note that your Portfoliobox account is still active, and you can restore your subscription or upgrade it at any time. To cancel a subscription: 1. In the admin panel, go to Settings. 2. Click on Subscription. 3. Click on Cancel Subscription. 4. Let us know why you choose to cancel the subscription. 5. Click on Cancel Subscription to confirm. How can I change my payment card/ update billing? 1. In the admin panel, click on Settings. 2. Choose Subscription. 3. Click on Change Card. 4. Fill in your new card information. 5. Click on Change Card to confirm. My card was charged. I don't have a subscription. If you were charged, you most likely have an active Portfoliobox subscription. The best course of action is to contact our support team by clicking Email support below. The support team will help you get a refund and cancel your subscription. Kindly send us the following information: - The exact date and time of the charge - The exact amount charged - Your full name To request a refund: To request a refund, please contact our support team. Click Email support below. We will assist you with the refund process. Please note that refunds are subject to our refund policy. Refund Policy Portfoliobox offers a 14-day money-back guarantee if you are unhappy with your purchase. To request a refund, please contact our support team. Click Email support below. Intent: AddVATNumberForSubscription Description: This intent addresses user inquiries about adding a VAT number to their invoice/receipt when paying for a Portfoliobox subscription. It does not refer to adding a VAT number to client invoices, which are managed differently. Note about Adding VAT Number for Subscription: - Add During Payment: You can add your VAT number only during the payment process for your Portfoliobox subscription. To do this, fill in your name and select your country in the payment interface. If you choose a European country, the VAT field will appear where you can enter your VAT number. - No Post-Payment Addition: A VAT number cannot be added after the payment has been made. Ensure you enter your VAT number during the payment process. - Active Subscriptions: If you already have an active subscription and need to add your VAT number, please contact our support team for assistance. You can do this by clicking Email support below. Clarification for Chatbot: - For Subscription Payments: When asked How do I add my VAT number? the response should focus on adding the VAT number during the payment for a Portfoliobox subscription. Do not reference the Client Invoice feature. - Client Invoice Feature: Direct any inquiries about the VAT field in client invoices to the appropriate section dealing with the Client Invoice feature, not the subscription payment process. Training Phrases: - How do I add my VAT number to my subscription invoice? - Can I include my VAT number when paying for my Portfoliobox subscription? - Where do I enter my VAT number during the subscription payment process? - Can I add a VAT number after I've paid for my subscription? Sample Response: To add your VAT number to your Portfoliobox subscription invoice, you must do so during the payment process. Enter your name and select your country; if you choose a European country, a VAT field will appear where you can enter your VAT number. Please note that you cannot add a VAT number after the payment is completed. If you need to add a VAT number to an existing subscription, contact our support team by clicking Email support below. To check if the VAT number is valid: To make sure that your VAT number is valid, visit VIES VAT number validation. A VAT number has the following structure: Country prefix + characters (varies from country to country. E.g. Sweden: SE+12 digits → SE999999999999). Reasons for declined payments: Here are the most common reasons for a payment to fail at checkout: - Unaccepted payment method: make sure you're using a card we accept for payment on Portfoliobox. - Invalid card number: double-check that you typed in the correct card information. - Transaction declined: your bank may decline the charge for another reason. Reasons for declined renewal payments: Here are the most common reasons for a renewal payment to fail: - Not enough funds on your card or account: make sure that you have enough funds on your card or bank account when the renewal of your account comes. - Payment card has expired: when your card has expired, you need to update your bank card details in your admin panel to avoid losing access to your account. - Your bank declined the payment: your bank may decline the charge for another reason. Contact your bank and ask them about the failed charges. FAQs: subscription Is there a trial period for the subscription? There is no trial period for the subscription. However, you can use the free version of Portfoliobox to try it out before upgrading. When will my subscription renew? Your subscription will renew automatically at the end of the billing period. You can check the renewal date in your admin panel under Settings > Subscription. Is there a free account? Unfortunately, we don't offer a free account. However, you can build your website and only pay when you're ready to publish it. If you are a student or a teacher you can use the student account. Contact our support team to learn more. What will happen to my site if the renewal payment fails? We will try to charge your payment method on file a few more times. If all the payment attempts fail, your website will be unpublished. What happens if my account isn't renewed? If your account is not renewed, your website will be unpublished, and your domain name will not be renewed. When the domain is not renewed, it enters a redemption stage. The duration of redemption period lasts about 30 days, sometimes more, depending on TLDs peculiarities. My payment is past due. How can I make the payment? When a payment fails, you receive a notification email with the reason the payment failed. You will be sent a link to a payment portal, allowing you to make the payment and restore your account. When we receive your payment, you can publish your site again. Is Portfoliobox subscription-based? When you upgrade your Portfoliobox account, a subscription is created. Each month, or each year, you will automatically be charged for the renewal of your account. I there a binding time? No. You can cancel your subscription at any time in your Portfoliobox admin panel. Your subscription will be active until the end of the current billing period. My payment didn't go through. Can you help me? Unfortunately, we can’t help with declined charges. Contact your bank with the date and time you tried to pay for Portfoliobox. After resolving any issues with your bank, try the payment again. How long does it take to get a refund? The refund process usually takes about 7 working days, and the money is returned to the original payment method. Please note that refund processing time can be extended. The refund amount I received is different from what I paid. Why is that? The refund will be in full. However, your bank may charge a handling fee, and the amount may differ slightly due to the exchange rate. What happens if I cancel my subscription? Your subscription is cancelled at the end of the billing period, i.e. at the end of your billing month for monthly subscriptions or at the end of your billing year for yearly subscriptions. Your Portfoliobox account remains active (you will be able to log in), but your website is not working (it's unpublished). The domain name linked to your website will be removed and not renewed. If you don't restore your subscription or upgrade again, your domain name may become unavailable. Can I pause/put on hold my subscription? There's no way to keep your website published and account active while waiting for your payment. All payments are automatic, we don't have the possibility to postpone a payment or put your account on hold. How do I change my subscription? Information about your subscription is available in your admin panel under Settings → Subscription. From there, you can upgrade, downgrade, or cancel your subscription, change the credit card associated with your account, view your transaction history, and download your receipts. Can I switch to monthly billing? At the end of your current subscription, you can switch to monthly or annual billing. To do so, please contact our support via email before your renewal date, and we will assist you with that. Can I upgrade to a higher plan? Yes, you can upgrade to a higher tier plan, by clicking on the Upgrade button in the top right corner of your Admin Panel and choosing the plan you want to upgrade to. Is it possible to change from automatic payment to manual payment? As our services are subscription based, it is not possible to change to manual payments. Is there a discount available? If you are looking for a discount for your subscription, please contact our support via email and we will let you know if there are any offers available. Can I get a discount for my subscription? Please contact our support via email and we will let you know if there are any offers available. How can I renew my subscription? If you choose a card payment method for your subscription, it will renew automatically according to the billing cycle you choose, Monthly or Annually. In case there is an issue with the renewal, you will receive an email with a link where you can update your billing details. For other payment methods, you will receive an email prior to your renewal and will need to confirm your renewal manually. If you encounter any issues, please contact our support by clicking Email support below. Can I transfer my subscription to another website? The subscription is not transferrable and is bound to one website. How can I change payment method? The payment method must be selected when upgrading your subscription, and it cannot be changed once the subscription is active. SECTION: ADMIN PANEL The admin panel is where you can access website-specific settings, content management (create pages, upload images, edit the text, edit the menu, layout adjustments) and billing. The admin panel automatically saves all changes, so there's no need to click a Save button or Close button to save your work. There's no Undo feature, so all changes are final and cannot be undone. To access the Admin Panel: 1. Log into your Portfoliobox account to reach your dashboard. 2. Click Edit next to the website you want to manage. SECTION: ADMIN PANEL INTERFACE OVERVIEW This section explains the layout of the admin panel, including key settings, navigation menus, and interactive elements. Use this guide to help users locate specific settings and tools efficiently. Top of the Interface: Horizontal Navigation Bar - Left Side: - Create: - Blank: to create an empty page and start blank. - Start from a Sample: choose a sample page. - Portfolio/Link Page: Links to galleries & projects - Text: About you and contact pages - Gallery: Showcase photos/videos - Project: Present your visual project - E-commerce: Sell products or services - Blog: Add a blog - Reuse Page: to duplicate an existing page. - Edit: - Edit Pages: - Your Pages: Modify existing pages. - Change Start Page: Change the start page of your site. - E-Commerce: - Your Products: Edit and create products. - Your Services/Events: Edit and create services/events; - Your Appointment Services: Edit and create appointment services. - Blog: - Blog Posts: Edit and create blog posts - Edit Locked Content: - Your Password-Protected Pages: Edit and create password-protected pages - Right Side: - Styles: - Global Styles (Desktop): Customize your website's appearance on desktops. - Global Styles (Mobile): Adjust the look and feel for mobile devices. your content. - Libraries & Tools: - Media Libraries: - Images: Access and manage your images. - Soundtracks: Access and manage your audio files - Archives: - Messages: View and manage messages from your website. - Email Subscribers: List of subscribers to your newsletter. - E-Commerce Archives: - All Orders: Review all orders made through your website. - Bookings: Manage your booking history. - Appointments: Track your appointment details. - Business Tools: - Invoices: Manage invoices for your clients. - Quotes & Offers: Handle quotes and offers. - In-Person Payments: Manage payments received in person. - File Sharing: Share files securely. - SEO Guide: Access tips and tools to improve your website's SEO. - Settings: - Website Settings: - General Settings: Adjust basic website settings. - Translations: Manage translations for your website. - Custom CSS: Add or edit custom CSS for your site. - E-Commerce Settings: Configure your online store settings. - Blog Settings: Manage your blog's settings. - Account: - Account Settings: Update your account details. - Subscriptions: Manage your subscription plans. - Interface Language: Change the language of the admin panel. - Exit Admin: Log out or exit the admin panel. - Publish: Click to publish your website or view the live site if already published. - Upgrade: Access options to upgrade your subscription or site features. - Reward icon: Access social media sharing or reward settings. Middle of the Interface: - Mockup Browser: Displays a preview of your website, allowing you to see changes in real time. Bottom of the interface: - Bottom Left: - Preview in Desktop: Preview your website in a new tab as it appears on a desktop. - Preview in Mobile: Preview your website in a mockup of a mobile device. - Bottom Right: - Support/Contact Button: Direct link to customer support for assistance. SECTION: FEATURES AND FUNCTIONALITIES This section provides information about the various features, tools, and options available within Portfoliobox. It includes detailed explanations of each feature, how to access them, and their usage for effective website management. Important Notes: - A Portfoliobox website consists of different pages (e.g., text pages, gallery pages, contact pages). - Pages are made up of sections. You can add, reorder, or remove sections. - Sections are made of elements. You can edit, add, reorder, or remove elements within the section to customize your layout. - The number of pages, images, products, and blog posts you can create depends on your subscription plan. Refer to the Subscription Plans section for detailed information on quotas. PAGES To create a page: 1. In the admin panel, click on Create. 2. You will be prompted to choose one of the following options: - Blank Page: Start from scratch and build the layout yourself by adding sections manually. - Sample Page: Choose from a selection of pre-designed pages, including Portfolio/Link Page, Text, Gallery, Project, E-commerce, Blog. These templates include sample sections and content you can customize. - Reuse Page: Duplicate an existing page from your site to use as a starting point. 3. After selecting your option, give your page a title. 4. Use the toggle buttons to add the page to your Main Menu. 5. Click Create Page. 6. Edit the content, sections, and styles as needed. Additional Notes: - If you choose Blank Page, you will start with an empty canvas. You can then click Add Section and browse all available section templates to build your layout. - If you choose a Sample Page, your new page will include pre-filled content and sections based on the selected type (e.g., Gallery or Store), which you can customize. - Choosing Reuse Page lets you copy a structure you’ve already built, saving time on repetitive designs. Sample pages A Sample Page is a pre-designed template that includes example sections and content tailored to specific page types, such as a Gallery, Store, Blog, Project, Text, or Portfolio/Link Page. When you select a Sample Page, Portfoliobox automatically adds layout sections with placeholder content, making it faster and easier to build a professional-looking page. You can then customize the sections, images, text, and styles to fit your needs. This option is ideal if you want a quick starting point with a solid structure already in place. Available Sample Pages: - Portfolio/Link Page: - Text: About you and contacts - Gallery: Showcase photos/videos - Project: Present your visual project - E-commerce: Sell products or services - Blog: Add a blog Available Section Templates: When creating a blank page, or adding sections to an existing page, you can choose one to add of the following sections: - Text & Headings: - Headings & Covers: Used for heading sections. - Text - Image: Used for sections with one image or video. - Contact: Used for contact information and forms. - Lists: Used for lists such as services, achievements and more. - Profile: Used for showcasing quotes and personal profiles. - Action: Used to add call-to-action sections. - Galleries - Galleries: Used to showcase images and videos. - Slideshows: Used to showcase images and videos in a slideshow - Link Page/Collection: Used to display links to other pages. Used for portfolios containing links to your galleries. - E-commerce - Store: Add e-commerce functionality to sell products or digital files. - Booking: Offer bookable services, such as events, courses, or classes. - Appointment: Offer routine services, define your availability, and let customers book at their convenience. - Blog - Blog Page: Used to add a Blog Page and regularly post articles and updates. - Structure - Submenu: Used to add an additional menu section. - Footer: Used to add a footer section visible across all pages. - Sound and Embed: - Sound and Podcasts: Used for pages with soundtracks, such as music and sound effects. - Embed and Widget: Used to embed external content, like social media feeds, Google Maps, or interactive widgets. Intent: TemplateTypes Description: This intent answers questions about the different types of templates users can choose when creating pages or adding content sections in Portfoliobox. Training Phrases: What type of templates can I choose from? Which templates are available? What kind of page templates do you have? Can I choose a gallery template? What templates are available when adding a section? Sample Response: Portfoliobox offers several types of templates: Page Templates (Sample Pages) and Section Templates. When you create a Sample Page, you can choose from ready-made page templates like Portfolio, Gallery, Blog, Text, Project, and Store. These pages come pre-filled with content and layout to help you get started quickly. When you create a Blank Page, you can add Section Templates manually. These include sections like Text, Gallery, Slideshow, Contact, Store, Blog, Booking, and more — all fully customizable. If you duplicate an existing page, you reuse the template and content from that page as a starting point. Editing Existing Pages To edit a page: 1. In the admin panel, click on Edit 2. Under Edit Pages, select Your Pages. 3. Hover the page you want to edit to see options: - Delete: to permanently remove the page. - Settings: to access page settings. - View and Edit: to view the page and edit its content. To customise and edit a template: - Change template (if available) - Add sections to the page - Edit section styles (padding, height, background, border, animations...) - Reorder sections - Add elements to the sections - Edit the element's styles - Reorder elements - Duplicate sections you like to other pages - Enable Drag & Drop, to move elements freely. Templates can be changed for Galleries, Link Pages, Blog Pages, Store Pages, Booking Pages, and Appointments Pages. To change the Template of a page: 1. Hover the content 2. Click the Edit button that appears 3. Click Styles 4. Click the template icons 5. Select a new template 6. The changes are saved automatically and you can see the changes in the mockup browser To add content to a page: - Add elements to the sections - Add new sections to the page Intent: CustomizePageTemplate Description: This intent handles user inquiries about customizing a page template in Portfoliobox, including editing layout, adding sections, and switching between template layouts when available. Training Phrases: How can I customize a page template? Can I change the layout of a page? How do I adjust the design of a page? Is it possible to edit a template after creating a page? Can I modify the structure of my gallery/blog/store page? Sample Response: Yes, you can absolutely customize the page template in Portfoliobox. You can add or remove sections, reorder them, edit section styles (like padding, height, background, or animations), and add or style individual elements within those sections. You can also duplicate sections you like and reuse them on other pages. For full layout flexibility, you can activate drag & drop mode and move elements freely. For certain page types — such as Gallery, Blog, Store, Link, Booking, and Appointments — you also have the option to switch between different template layouts: 1. Hover over the content of the page you want to customize. 2. Click the Edit button that appears. 3. Select Styles from the options. 4. Click on the template icons to view and choose a new layout. 5. The new template is applied and saved automatically. This gives you both visual flexibility and control over how your content is presented. To duplicate a Page: Use the option Reuse a page. 1. Click on Create 2. Click on Reuse Page 3. Choose a page and click on Copy this Page 4. Fill in a Page Title 5. Click on Create Page to confirm 6. You’re automatically redirected to the new page. You can now update it. To delete a Page: 1. In the admin panel, click on Edit. 2. Under Edit Pages, select Your Pages. 3. Hover the page you want to delete and click Delete. Note: this action is irreversible. To access the Page Settings: 1. In the admin panel, click on Edit. 2. Under Edit Pages, select Your Pages. 3. Hover over the page you want to edit and click Settings. 4. From there you can: - Change the page title and URL - Add or remove the page from the menu - Add an SEO title and description - Add a Share Image (The image displayed when your page is shared on social media). - Hide the menu from the page - Hide the footer from the page - Unpublish the page To set a Start Page: - In the admin panel, click on Edit. - Click on Change Start Page. - Select one of your pages in the list and click on Set this Page as Start Page. To rename a Page: 1. In the admin panel, click on Edit. 2. Under Edit Pages, select Your Pages. 3. Hover over the page you want to rename and click Settings 4. Update the name in the Title field. GALLERY PAGES To create a Gallery Page: There are now two ways to create a gallery page in Portfoliobox Option 1: Use a Sample Gallery Page This is the fastest way to get a pre-designed gallery page with sample content you can edit. 1. In the admin panel, click Create. 2. Under Start from a Sample, select Gallery. 3. Enter a Page Title. 4. Click Create Page. 5. The page will include a pre-filled Gallery Section and a Call to Action Section. 6. Edit the sample content by double-clicking each element. 7. Replace the images and text with your own. Option 2: Build Your Own from a Blank Page This method gives you more flexibility in choosing your gallery layout. 1. In the admin panel, click Create. 2. Select Blank. 3. Enter a Page Title and click Create Page. 4. Click Add Section. 5. Under Galleries, select the gallery or slideshow template you want (e.g., Thumbnail, Horizontal, Vertical, Slideshow). 6. Upload your images to the gallery section. 💡 Both methods let you fully customise your gallery, but starting with a blank page gives you full control over layout and design. To edit the Gallery Content: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Change Content 4. The gallery editor opens and you can: - add images - add videos - reorder the images/videos in you gallery - add titles (caption), subtitles, or descriptions (visible in the lightbox) to the images/videos - add alt-text (SEO title) to the images - remove an image/video from the gallery To change the Template of a gallery page: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Styles 4. Click the Tempalte icon 5. Select a new template 6. The changes are saved automatically and you can see the changes in the mockup browser To add images to a gallery: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Change Content 4. The gallery editor opens, click on Add images or videos. You'll access your image library where you can select existing images or upload new ones. To change the size of images displayed in a gallery, follow these steps: 1. Hover over the gallery you wish to edit 2. Click on the Edit button that appears 3. Click on Styles 4. Use the Size slider to increase or decrease the image size. To add captions or titles to your images in a gallery: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Change Content 4. The gallery editor opens, click on an image 5. In the right panel, fill in a title, subtitle and a description which will be visible in the lightbox. To reorder images in a gallery: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Change Content 4. Move the images around to change their order. To delete images in a gallery: 1. Hover the gallery 2. Click the Edit button that appears 3. Click Change Content 4. Select one or several images and click Remove Selected Items Note: the images will be removed from your gallery, but still available in your Image Library, under Library & Tools. LINK PAGES (Collection Pages) To Create a Link Page: There are now two ways to create a Link Page in Portfoliobox: Option 1: Use a Sample Link Page This is the quickest way to start with a pre-designed collection page that links to other pages (e.g., galleries, projects, blog posts). 1. In the admin panel, click Create. 2. Under Start from a Sample, select Portfolio / Link Page. 3. Enter a Page Title. 4. Click Create Page. 5. The page will include a pre-filled Link Section (thumbnails linking to other pages) and a Call to Action Section. 6. Edit the sample links by double-clicking the links area. 7. Update the linked pages, thumbnails, and text to reflect your own content. Option 2: Build your own from a Blank Page This method gives you full control over layout and design. 1. In the admin panel, click Create. 2. Choose Blank. 3. Enter a Page Title and click Create Page. 4. Click Add Section. 5. Under Link Page / Collection, select a Link Page Template (e.g., grid layout, horizontal, slideshow, vertical, etc.). 6. Add and customize your links to other pages or external URLs. Both options support full customization. Starting from a blank page gives you complete creative control over how your linked items appear and function. To Change the Template of a Link Page: 1. Hover the Link Section. 2. Click the Edit button that appears. 3. Click Styles. 4. Click the Template icon. 5. Select a new layout template (e.g., grid, masonry, etc.). The changes are saved automatically and will be reflected in the preview browser. To Reorder Items on the Link Page: 1. Hover the Link Section. 2. Click the Edit button. 3. Click Change Content. 4. Drag items to reorder them manually. To Remove Items from the Link Page: 1. Hover the Link Section. 2. Click the Edit button. 3. Click Change Content. 4. Select the item(s) you want to remove. 5. Click Remove Selected Items. This will remove the items from the section, but any linked pages will remain in your page list. SECTIONS To add a New Section to a Page: 1. Hover an existing section 2. Click the Add section button 3. Choose a section type 4. Choose a template 5. Edit the content in the new section To reorder sections: 1. In the admin panel, hover the section 2. Click the Edit Section button in the top right corner of the section 3. Click Reorder Sections 4. Move the section to the new position 5. The changes are saved automatically and you can see the changes in the mockup browser To change the Section title: This feature lets you name your sections to keep your content organized and easier to manage. The section titles are only visible to you in the admin panel—they won’t appear on your live website. 1. In the admin panel, hover the section 2. Click the Edit Section button in the top right corner of the section 3. Click Reorder Sections 4. Click the field under Section Title, and enter the title that you prefer for that section. 5. You may repeat the steps above for your other sections. To delete a Section: 1. Hover the section 2. Click the Edit Section button in the top right corner of the section 3. Click Delete 4. The section is deleted and you will see that it's removed from the page To duplicate a Section: 1. In the admin panel, hover the section 2. Click the Edit Section button in the top right corner of the section 3. Click Duplicate 5. Select the page or product to duplicate the section to (can be duplicated to multiple pages or products) 6. The section is duplicated ELEMENTS To edit the content of an Element: 1. Hover the content to see the Edit icon (Pen Icon). 2. Click Change content. 3. Edit the content and changes will be saved automatically. To add an Element to a Section/Page: 1. Hover an existing element. 2. Click the Edit Icon/Pen Icon. 3. Click Add Element. 4. Select the element to add from the list. 5. Each element can be styled and edited. You can also reorder the elements in the section. Types of Elements: - Text Elements: Headers, Paragraphs, Short text. - Media Elements: Image, Video, Icon, Slideshow, Album, Soundtrack, PDF. - List Elements: List, Small list, Tags, Skills. - Links Elements: Single link, list of links, Icon links, image link, Social media links, Button, Logo. - Form Elements: Contact form, Signup form, Email subscription form, Popup form - Store Elements: Checkout Button for a Product, Checkout Button for Shared File, Checkout Button for Booking, Checkout Button for Appointments. - Structure Elements: Border, Columns. - Embed Elements: to embed third-party elements like Social Media feed, maps & widgets - Acuity Scheduling: to embed online appointment scheduling software - Bandcamp: to embed tracks and albums from Bandcamp - BuyMeACoffee - Calendly: to embed Calendly - Codepen: to embed code snippets from Codepen - CommonNinja: to embed interactive widgets from CommonNinja - Deezer: to embed Deezer tracks - Elfsight: to embed any public Elfsight widget, for example, Instagram reel can be embedded with Elfishgt - Figma: to embed designs from Figma - Google Calendar: to embed a Google Calendar - Google Maps: to embed a Google Maps - Google Slides: to embed a Google Slides presentation - Itch.io: to embed games from Itch.io - Kuula 360: to embed a Kuula 360 image - Marvel: to embed Marvel App prototypes - PayPal Donate: to add a button to donate money via Paypal - PickTime: to embed Picktime - Resurva: to embed Resurva - ShapeSpark: to embed interactive web walkthroughs from ShapeSpark on your website - SketchFab: to embed 3D models from SketchFab on your website - SpeakerDeck: to embed SpeakerDeck presenations - Spotify: to embed Spotify tracks - StudioNinja: a client management tool for photographers - Typeform: to embed forms from Typeform To delete an Element: 1. Hover the element. 2. Click the Edit Icon/Pen Icon. 3. Click Delete. 4. The element is removed from the page and the page saves automatically. To move Elements around: You can move elements around your page using drag & drop. 1. Hover over an element, 2. Select Drag and drop 3. Click and hold the move icon, and drag, resize, and place your element to a new position. Note: This feature is available on Professional plans only To reorder Elements: 1. Hover the element. 2. Click the Edit Icon/Pen Icon. 3. Click Reorder Elements. 4. Move the element to the new position. 5. Press the Escape key to stop reordering. 6. The element is reordered and the page saves automatically. DRAG & DROP This section explains the Drag & Drop functionality in Portfoliobox, which allows users to freely reposition and resize elements for enhanced layout customization. It is currently requires a Professional plan. Feature Description: The Drag & Drop feature allows you to customise your portfolio more freely, making it easier and faster to build your site exactly the way you want. You can move, resize, and arrange text, images, or entire sections without needing to write any code. To activate Drag & Drop mode: 1. Right-click on an element or click the pen (edit) icon. 2. Select Drag & Drop from the list of options. 3. Once enabled, you can drag and reposition the elements of the section 4. You can also add new elements while in drag-and-drop mode. Note: Once activated for a section, the mode remains on, allowing you to continue building without interruptions. Intent: EnableDragAndDrop Description: Respond to inquiries about how to enable and use the drag-and-drop feature in Portfoliobox for flexible site design. Training Phrases: - How do I activate drag and drop? - Can I move elements freely on my page? - What is the drag-and-drop feature? - How can I customise my layout with drag and drop? - Is drag and drop available for all templates? Sample Response: To use the Drag & Drop feature in Portfoliobox, right-click on an element or click the pen (edit) icon, then select Drag & Drop from the menu, if the template supports it. It allows you to reposition, resize, or add elements freely within the section. Please note that this feature is available with the Professional plan. Once activated in a section, the mode remains on. LINKS Links can be added to: - Text - Link element - Button - Logo - Menu item - Links list - Icons - Social media icons - Icon - Thumbnail in a Link Page To edit or add a link: 1. Hover the element. 2. Click the Edit Icon/Pen Icon. 3. Choose Change Content. 4. Click Link To, to open the link popup. From the Link popup, it's easy to add different types of links: - Link to a page on your website - Link to Your Start Page - Link to One of your Products - Link to One of Your Blog Posts - Link to an Appointment Service - Link to a Bookable Service / Event - Link to an External Link - Link to an Email Address - Link to a Phone number - Link Scroll to Top: add a back-to-top link - Link Scroll to a Section (to a section on the same page) - Link to a PDF file - Link to One of Your Password Protected Pages Important notes regarding links: - Use the link icon in text editor to add links to text. - Normal images cannot be linked; use a Link Page template, or the Link Image element from the Add Element instead. - If the section doesn't contain a Link element, you can add one by right-clicking any element on the page, clicking Add Element in the context menu and selecting a link, button, logo, or any of the other linkable elements. Add a PDF file to your website There are two main ways to add a PDF to your Portfoliobox site: 1. Add a link to download or open a PDF This option creates a text link that opens or downloads the PDF when clicked. To add a PDF link to a text section: 1. Right-click on a text element 2. In the Context menu, click Change Content 3. Highlight the text that you want to use as a link (e.g., "Download my CV") 4. Click the link icon at the top 5. Scroll down and select A PDF 6. If your PDF file isn't uploaded yet, click on the Select a File From Your Computer button and upload it 7. Click Link to This near your uploaded file, and click Ok to save the changes. 2. Display a PDF directly on your page (embed) This option shows the PDF visibly on your website, like a document viewer. To display a PDF on your page: 1. In a section, hover an element. 2. Click the Edit Icon (Pen) 3. Click Add Element 4. Under the Media category, choose PDF 5. Once the element is added, right-click it 6. Choose Change Content 7. Upload your pdf file 8. Click Link to This near your uploaded file, and click Ok to save the changes Intent: PDFUploadAndEmbed Description: This intent covers user questions about uploading, linking to, and embedding PDF files on a Portfoliobox website. It includes both adding a clickable PDF link and displaying the PDF content directly on the site. Training Phrases: - Can I upload a PDF to my website? - How do I embed a PDF file in a page? - I want to show a PDF on my site. - How do I link to a PDF in text? - Is it possible to display a PDF on my Portfoliobox site? - Can I add a downloadable PDF? - What’s the best way to insert a PDF document? - Can I create a button that opens a PDF? - How do I upload and use a PDF file? Sample Response: Yes, you can upload and use PDF files in two ways on your Portfoliobox website: 1. Add a PDF link in a text element or button: Highlight the text (or use a button), click the link icon, and select "A PDF." Then upload your file and link it — when clicked, the PDF will open or download. 2. Embed (display) the PDF directly on your page: Add a PDF element under Media, then upload or paste a link to your file. The PDF will appear on your site so visitors can scroll through it directly. Let me know if you want help with the exact steps! Can I upload a PDF file? Yes! You can upload a PDF file to your site either to link it in text or to display it directly using the PDF element. What does “embed a pdf” mean? Embedding means displaying the content directly on your website. In this case, the PDF appears on the page like a document viewer. Can I add a button that links to a PDF? Yes! You can also add a button element and use the same method as above to link it to a PDF file. To add the back-to-top button You can add a Back-to-Top button using either a Text Link, a Button or an Icon, placed typically at the bottom of your page. Option 1: Add a Text Link / Button 1. Right-click any element in the bottom section of the page. 2. Select on Add Element from the context menu. 3. Under the Links category, choose Link or Button. 4. Right-click the new Link / Button and choose Change Content. 5. Update the text of the Link / Button. 5. Click Link to and choose Something Else. 6. Select the Scroll to Top option ot set it. You now have a text button that smoothly scrolls the user back to the top of the page. Option 2: Add an Icon 1. Right-click any element in the bottom section of the page. 2. Select on Add Element from the context menu. 3. Under the Media category, choose Icon. 4. Double-click the icon to edit it.. 5. Change the icon. 5. Click Link to and choose Something Else. 6. Select the Scroll to Top option ot set it. You now have an image-based back-to-top button with the same smooth scrolling effect. FOOTER To add a footer on your site: 1. In the admin panel, scroll to the bottom of any of your pages. 2. Click on the Add a footer button 3. Select a section template (note that all templates are available and you can have more than one section in the footer) 4. The section is added to the footer and will now be visible on all pages. To edit the Footer Content: 1. Hover the content 2. Click the Edit button that appears 3. Click Change content 4. Change the content 5. The changes are saved automatically and you can see the changes in the mockup browser To edit the Footer Styles: 1. Hover the content 2. Click the Edit button that appears 3. Click Style 4. Change the style 5. The changes are saved automatically and you can see the changes in the mockup browser To delete the Footer: 1. Hover the content 2. Click the Edit button that appears 3. Click Delete 4. Confirm To hide the Footer on specific pages: 1. In the admin panel, click on Edit 2. Click on Your Pages 3. Hover over the page you want to hide the footer on and click Settings 4. Scroll down and toggle on the Hide the footer on this page. 5. Confirm and Reload Intent: AddFooter Description: This intent handles user inquiries about adding a footer to their website. The chatbot provides step-by-step instructions on how to add a footer section to any page on the site. Training Phrases about adding a footer: - How can I add a footer to my website? - How do I add a footer section to my site? - How to add a footer to my Portfoliobox site? - Can I add a footer to my pages? - How do I include a footer on my website? Sample Response: To add a footer to your site: 1. In the Admin Panel, scroll to the bottom of any page. 2. Click on the Add a Footer button. 3. Select a section template from the available options. 4. The footer will now be added to all pages of your site. IMAGES To add a new image to a page: There are several ways to add images to a page. You can add a single image, a slideshow, or add a new gallery section. - To add a single image to your page, follow these steps: 1. Hover over the section 2. Click on the Edit button that appears next to an element 3. Click on Add Element 4. Choose Media > Image or Video > Add 5. Image will be added in the new element - To add a slideshow to your page, follow these steps: 1. Hover over the section 2. Click on the Edit button that appears next to an element 3. Click on Add Element 4. Choose Media > Slideshow > Add 5. Upload your own images in the new element - To add a gallery section to a page: 1. Hover over a section and click on Add New Section 2. Select Gallery 3. Choose a template 4. Upload your images. To edit the existing image on a page, follow these steps: 1. Hover the image that you want to change 2. Click on the Edit button that appears 3. Click Change Content 4. Click Change Image 5. Upload your image 6. The image is uploaded and the various thumbnails are created automatically VIDEO To add a Video Background: You can create a page with a video as a background with Cover sections only. Your background video needs to be embedded from Vimeo, which allows you to hide controls, mute and autoplay — perfect for video background. 1. In the admin panel, create a new page or add a new section with the type Cover. 2. Click Edit Image. 3. Click Change content. 4. Click Add image or video. 5. Click Import from Vimeo | Youtube and choose Vimeo. 6. Paste the video link and click Import. 7. Change the cover image (optional) and click Add. 8. Adjust video settings as needed. Default Video Settings: By default, the video settings for cover pages/cover sections are the following: - The video covers the entire screen. - The video is muted. - The controls are hidden. - Auto Play is on: the video will start playing automatically. - Loop is on. To change the Video Settings: You can change the video settings 1. In the admin panel, click Edit Image. 2. Choose Styles. 3. Click Video 4. Edit the settings of the video and refresh your browser. WEBSITE SETTINGS To change the General Website Settings: 1. In the admin panel, click on Settings in the top menu 2. Click on Website Settings 3. Edit the following settings: - SEO Title - SEO Description - SEO Keywords - Twitter Username: Used to generate Twitter card when your website is shared on Twitter. - SEO Language - Site Icon/Favicon - Share Image: used when your website is shared on social media. - Disable Right Click: Makes it harder to copy images from your website. - Enable Cookie Notification: Adds a cookie message to your website. - Cookie Notification text - Google Analytics Tracking Id - Google Tag Manager Id - Meta verification: used to verify that you are the owner of the website - Name (The text inside the name attribute of the meta verification tag) - Content (The text inside the content attribute of the meta verification tag. Example content='xxxyyyzzz' ADD xxxyyyzzz) - Meta Pixel Event Manager ID - Unpublish website To translate or edit the words on your website, follow these steps: 1. In the admin panel, click on Settings 2. Click on Translations 3. Change the word that you want to translate To change the Account Settings: 1. In the admin panel, click on Settings 2. Click on Account Settings - Account email: the email address where you receive emails and notifications from your website, for example when a contact form has been submitted, or an order has been placed. - First name - Last name - Profession - Terms of service: to view the terms of service. To add or edit the Site Icon/Favicon: 1. In the admin panel, click Settings 2. Click on Website Settings 3. Scroll to Site Icon and click on Change Image To change the Admin Panel Language: 1. In the admin panel, click on Settings 2. Click on Interface Language 3. Choose the language you want to use 4. The page is reloaded and the admin shows in the new language PUBLISH WEBSITE Intent: PublishWebsite Description: This intent helps users understand how to publish their website from the admin panel. Training Phrases: - How do I publish my website? - I want to publish my site - Where is the publish button? - How can I make my website go live? - How do I update my published site? Expected Action: Explain where the Publish button is and what it does. Sample Response: To publish your website, in your admin panel, at the top right corner, you’ll see a Publish button. Click it to publish your site and make it visible online. If your site is already published, the same button allows you to view your live site. SECTION: IMAGE/VIDEO LIBRARY This section provides information about the Image and Video Library feature on Portfoliobox. Note: the number of images you can upload in your library depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. Image Library With Portfoliobox, all images uploaded to your website are stored in the Image Library, making it easy to manage and reuse your media across different pages. Users have multiple options for adding images to a page. You can start by creating a new page and uploading images directly during the page creation process. Alternatively, you can create a page and add images that are already stored in your Image Library. Another convenient method is to go directly to your Image Library, select the desired images, and add them to either an existing page or a newly created one. This flexibility allows you to efficiently organize and update your website’s visual content. To access the Image Library 1. In the admin panel, click on Libraries & Tools. 2. Click on Images under Media Libraries. 3. From there, you can: - upload new images to your library - tag your images - search the library with the file name or tag - select images that you want to add to a page - delete images How can I organise my images in the Library? You can organise your images with tags. A tag is a word or phrase that describes what your image is about. You can also think of it as a label. Tags are a good way to keep your images organised in the library. Keeping the tag short (1 to 3 words) is best. One image can have several tags. Add tags to images in the Image Library To add a tag to one or several images: 1. In the admin panel, go to Libraries & Tools → Images 2. Select one or several images 3. Add a tag in the tag field 4. Save Delete an image tag To remove a tag from images 1. In the admin panel, go to Libraries & Tools → Images 2. Select one or several images with the tag you wish to delete 3. Click Delete next to the tag you wish to remove Search for an image in the image library: Use the search field on the top of the image library and search for the file name or tag. Image format Portfoliobox supports the following image formats: .png, .jpg, .jpeg, and .gif. Image file size The maximum file size per image is 24MB. The file size of an image is measured in kilobytes (K), megabytes (MB), or gigabytes (GB). The file size is affected by the pixel dimensions of the image and its format. Because of the varying compression methods GIF, JPEG and PNG formats use, file sizes can vary considerably for the same pixel dimensions. Image resolution All images that are larger than 1920 pixels in width or height will be resized to 1920 pixels. To avoid quality loss, ensure your images are 1920 pixels or smaller in width or height. Note that dpi (dots per inch) only matters when it comes to printing or scanning. Monitors don't have dots but pixels, so the dpi value has no effect on the quality of an image viewed on a screen or uploaded online. Image colour profile Before uploading your images, make sure their colour profile is sRGB. If you are using Photoshop, go to File > Save for Web. This will make sure that the images are optimised for web browsers. Adding a Watermark on your photos It's not possible to add watermarks automatically to your images. We suggest that you add a watermark on your images before the upload. There are many software available to add Watermarks to photos. Add Images to an existing page from the Media Library: To add images to one of your existing pages: 1. Click on Libraries & Tools 2. Click on Images under Media Libraries 3. Select one or several images 4. Click Add the Images to a Page 5. Select Add to an Existing Page 6. Choose the page in the page list Note: If the page already contains a gallery, images will be added to the gallery. If your page doesn't have a gallery, a new gallery section will be added to your page. Add Images to a new page from the Media Library: To add images to a new page: 1. Click on Libraries & Tools 2. Click on Images under Media Libraries 3. Select one or several images 4. Click Add the Images to a Page 5. Select Create a New Page 6. Give your new page a title 7. Click Create Page Your new page can be found in your page list under Edit → ​​Your pages. How to upload videos to your website? Portfoliobox does not support direct video uploads from your computer to your website. Instead, you can embed videos from Vimeo or YouTube. To add videos to your Portfoliobox website, first upload them to YouTube or Vimeo. Once uploaded, you can easily embed the videos on your website. Why is it not possible to upload videos? There are a lot of benefits when you embed videos from a 3rd party service like Vimeo or YouTube to your site. Here are some of them: - Using a third-party service with a dedicated video server, such as Vimeo or YouTube, will relieve the server's strain. Your videos will be loaded from the sharing platform rather than your hosting account. Also, you will have fewer restrictions when it comes to video format and size. - When the videos are played to a third-party video service, they will play much faster and in much higher quality. These services also provide more video options, such as the ability to adjust video quality from the user's perspective. - Finally, keep in mind that Vimeo and YouTube are extremely popular and have a large audience from which you can benefit. If you upload your video to such a service, you will receive a significant number of views from its internal traffic. Lightroom integration Adobe Lightroom is a software built for photographers to organize, edit and share their images. The integration of Lightroom allow you to export your images directly to your Portfoliobox account. To be able to use the plug-in on your admin panel, you need to have a Professional account's subscription. How to add Lightroom plug-in on Portfoliobox? Start by downloading the plug-in at https://www.portfoliobox.com/learn/lightroom-integration#mcetoc_1gqrkotmv1n 1. Log into your Lightroom application, click Select File and click Plug-in Manager. 2. In the new window click Add. Locate the Plug-in you downloadeded, click Add Plug-in, and click Finish. 3. Go to Export. 4. Click on Login. 5. Enter your email address, then click on Send Verification. 5. In the drop-down menu, select your site. 6. Fill in the code you received by email. 7. Click on Get Access. 8. Once done, click on Save. 7. Now in Lightroom, select the image that you want to add and click Export, the export tab settings should prompt, click Export. 8. A notification confirms that the upload was successfully completed. Your images can be found in your image library. SECTION: NAVIGATION MENU SETTINGS This section provides information about managing and customizing the website's navigation menu, including adding or removing menu items, changing the order of menu elements, and customizing the menu's appearance. Main menu By default, a main menu is included at the top of each page. It contains a logo and links to your pages. When you create a new page, a link to the page is added to the main menu by default. You can delete menu links without deleting the page they refer to. You can add any other links to the menu and sort the menu links. To add links in the main menu, follow these steps: 1. Click on the Pen Icon next to the menu links 2. Click Change Content 3. Click Add New Link 4. Fill in Title and choose a destination link 5. Click on Save New Link The menu is saved automatically and you can see the changes in the mockup browser To add a page to your main menu: 1. Click on the Pen Icon next to the menu links 2. Click Change Content 3. Click Add New Link 4. Under “Link to”, choose one of your pages. 5. Click on Save New Link 6. Once selected, the menu automatically updates, reflecting your change instantly in the preview To remove links from the main menu: 1. Click on the Pen Icon next to the menu links 2. Click Change Content 3. Select the menu link you wish to delete 4. Click on Delete 5. Confirm To reorder links in the menu: 1. Click on the Pen Icon next to the menu links 2. Click Change Content 3. Click the up-and-down arrow to move the link to the new position 4. The menu is saved automatically and you can see the changes in the mockup browser To hide the navigation menu on a page: 1. Hover over the menu 2. Click on Edit Menu 3. Click on Hide the Menu on this page 4. Confirm and refresh the page Submenu A drop-down menu allows you to add sub-menu links that are placed below the main menu link. Such links are a great tool for creating a sense of hierarchy and will be handy for categorising pages on your website. Depending on the menu template, a submenu can be shown as a drop-down, a slide-out, etc. Submenu on Mobile On mobile devices, there won't be a dropdown effect. The menu & submenu links will display as an indented hierarchy list. To add a submenu: A drop-down menu allows you to add sub-menu links that will be placed below the main menu link. 1. Click on the Pen Icon next to the menu links 2. Click Change Content 3. Click a link to select it 4. Click Add New Sublink 5. Configure your new sublink 6. Click Done below the sub-links to save changes & refresh the page To change the style of the menu: 1. Hover the menu 2. Click on Edit Menu 3. Click Style 4. Change the style 5. The menu is saved automatically and you can see the changes in the mockup browser To change the style of the menu links: 1.Click on the Pen Icon next to the menu links 2. Click on Styles 3. Change the style To change the appearance, design and position of the menu To change the design, appearance and position of the menu you can change the template of the menu. If you want to have the menu on the left side of the website (like a left panel), you can choose a Left menu template. If you want the menu to the top of the website, choose a Top menu template. If you want to hide the menu and have it opened when the hamburger icon is clicked, choose a Hidden menu template.) To change the position of the menu/template of the menu: 1. Hover the menu 2. Click Edit Menu 3. Click Styles 4. Click the Template icon 5. Select a type of template: left, top, hidden 6. Choose a template 7. The menu is saved automatically and you can see the changes in the mockup browser To change the logo in the menu: 1. Hover the logo 2. Click the edit button that appears 3. Click Change content - Text (the text of the logo) - Link (the link of the logo) - Change to image logo (if you want to use an image as a logo) - Add image (click the button to select an image from your library) - Image height (the height of the image) - Link (the link of the logo) - Add another image for mobile (if you want to use a different image for mobile) - Mobile image height (the height of the image on mobile) SECTION: STORE/E-COMMERCE FEATURES This section explains the functionality of the Online Store and E-Commerce page within Portfoliobox, including creating stores, adding products, managing orders, and editing store settings. Intent: CreateOnlineStore Description: This intent addresses user inquiries about how to create an online store in Portfoliobox. It provides step-by-step instructions on setting up a store page and adding products. Training Phrases: - How do I create an online store on my website? - Can I set up a store on Portfoliobox? - How do I add a store page to my site? - What's the process to create an e-commerce page? - How can I start selling products on my Portfoliobox site? To create a Store Page: There are now two ways to create a store page in Portfoliobox Option 1: Use a Sample Store Page This is the fastest way to get a pre-designed E-commerce page with sample product you can edit. 1. In the admin panel, click Create. 2. Under Start from a Sample, select E-commerce. 3. Enter a Page Title. 4. Click Create Page. 5. The page will include a pre-filled E-commerce Section and a Call to Action Section. 6. Edit the sample content by double-clicking each element. 7. Replace the product and text with your own. 8. Edit the page template. Option 2: Build your own from a Blank Page This method gives you more flexibility in choosing your e-commerce layout. 1. In the admin panel, click Create. 2. Select Blank. 3. Enter a Page Title and click Create Page. 4. Click Add Section. 5. Under E-commerce, select Store and choose a template. 6. Edit it with your own products. To Add Products to your store: You can customize the appearance of your store page and manage your products by editing their settings. This allows you to adjust layout, product details, shipping options, and more. Important Note to Chatbot: To set up/create/make a Onlin Store/Online Shop/Store, users first need to create a New Page with the template E-commerce. Then, they can add products to their store. To create and add a product to your site, follow these steps: 1. In the admin panel, click on Edit 2. Under E-Commerce, select Your Products. 3. Click on Add Product 4. Fill in the product fields and upload at least one image. 5. Click on Done to save 6. If you have a Store page, the product will appear in your store Note: The number of products you can create depends on your subscription plan. To delete a product, follow these steps: 1. In the admin panel, click on Edit 2. In the E-commerce section, click on Your Products 3. Hover over the product you want to delete 4. Click the delete button that appears 5. The product is deleted To edit a product, follow these steps: 1. In the admin panel, click on Edit 2. In the E-commerce section, click on Your Products 3. Hover over the product you want to edit 4. Click the edit button that appears 5. Edit the product and click Done To edit the product settings to the following: 1. In the admin panel, click on Edit 2. In the E-commerce section, click on Your Products 3. Hover over the product you want to edit 4. Click the edit button that appears 5. Click Product Settings at the top right corner of the product editor - Product General Settings - Url - Release date (If you add a Date in the future, it will not be published on your Site until then.) - Categories (Add categories to your product. You can add multiple categories to a product. You can select to only display products from a specific category on a Store page.) - Discount - Track inventory (on/off) If you turn this on, you can set the quantity of the product. When the quantity is 0, the product will be marked as sold out. - Inventory quantity - This product is not taxable (on/off) If you turn this on, the product will not be taxed. - SEO title - SEO description - Share image - Unpublish - Variants - Add variants to your product. You can add multiple variants to a product. - Title - Price (You can set a different price for each variant.) - Inventory quantity (You can set a different inventory quantity for each variant.) - Weight (You can set a different weight for each variant.) - Shipping - This is a physical product (on/off): If you turn this on, you can set the weight of the product. The weight is used to calculate the shipping cost. - Weight - Digital download - This is a digital product (on/off): If you turn this on, you can add one of your digital files that will be available for download after the purchase. Do duplicate a product, follow these steps: 1. In the admin panel, click on Edit 2. In the E-commerce section, click on Your Products 3. Hover over the product you want to duplicate 4. Click the duplicate button that appears 5. The product is duplicated To reorder the way products show in the Store, follow these steps: 1. In the admin panel, click on Edit 2. In the E-commerce section, click on Your Products 3. Move a product by using the blue arrow icon on the left side of the window. To style, design, and change the settings of a product, follow these steps: 1. Make sure you view the product in the mockup browser 2. Hover any part of the product 3. Click the edit button that appears 4. Click Style 5. Change the style 6. The product is saved automatically and you can see the changes in the mockup browser To change the template of the product, follow these steps: 1. Make sure you view the product in the mockup browser 2. Hover the product 3. Click the Edit product button in the top right corner 4. Click on Styles 5. Click the Template icon 6. Choose a template 7. The product is saved automatically and you can see the changes in the mockup browser IMPORTANT NOTES: When you change a product's template, you are only changing the template of that product. You are not changing the template on all products. When you change the style of the header, price, description, button, or variants, you are changing the style of all products. It is possible to have “Add to Cart” button outside of your store page. To do so follow the following steps: 1. Right-click on an existing element. 2. In the Context Menu, select Add Element. 3. Choose Store from the left menu. 4. Click the Add button next to Add to Cart Button for a Product. After the button is added, you can link to a Product by right-clicking on the button > Selecting Change Content > Selecting the product you want to link to that button. To change the settings of your store, follow these steps: 1. In the admin panel, click on Settings in the top menu 2. Click on E-Commerce Settings 3. There you access: - General Settings - Url (the URL part in front of your products, for example: /store/product-url) - Currency - Store categories - Display Empty Cart (on/off): If you turn this on, the cart icon will always be displayed, even if it is empty. - Share buttons (on/off): If you turn this on, share buttons will be displayed on the product page. - Display variants in a single line: Choose how to display variants on all of your products. - Hide fields during checkout: (if you turn off the fields, they will be hidden at checkout) - Phone (show/hide) - Address (show/hide) - Zip (show/hide) - City (show/hide) - State (show/hide) - Country (show/hide) - Shipping (show/hide) - Message (show/hide) - Subscribe to newsletter (show/hide) - Thank you message (on the screen after the checkout) - Return Policy - Terms and Conditions - Email message to Customer after the order - Thank You Message: to add a thank you message after checkout - Return Policy: to add you Return Policy - Terms and Conditions: to add your Terms and Conditions - Your company (where you fill in information about your company, will be visible on the receipt) - Company name - Company address - Company Country - Company email - Company Phone - Organization number - Additional Business Information - Payment methods (there are 4 payment methods for E-commerce: Invoice, Pay On Location, PayPal and Credit card) - Enable invoice (on/off) - Invoice payment instructions - Invoice timeframe - Checkout message for invoice payment - Enable Pay On Location (on/off) - Enable PayPal (on/off) - PayPal email - Enable credit card (on/off) - Connect Stripe button (click to connect your Stripe account. You must have a Stripe account to be able to enable credit card payments on your site.) - Discounts - Add new discount - Title - Discount rule (choose what should trigger the discount: code, orders above limit, number of items in cart) - Discount type (choose what type of discount you want to give: percentage, fixed amount, cheapest item free, free shipping) - Shipping - Enable shipping cost (on/off): If you turn this on, you can add shipping cost to your products. It will be calculated based on the weight of the products in the cart. - Enable Manual pickup (on/off): If you turn this on, you allow users to pick up the product themselves. No shipping costs will be added during checkout. - Add shipping zone (you can add multiple shipping zones with different shipping costs) - Country (choose a country or a US state) - Order weight (choose a weight range) - Shipping cost (enter a shipping cost for each weight range) - Everywhere else (All locations that you have not added a specific shipping cost for will use this shipping cost.) - Disable shipping to other locations (on/off): If you turn this on, shipping will be disabled for all locations that you have not added a specific shipping cost. - Taxes Enable taxes (on/off): If you turn this on, you can add taxes to the order. The taxes will be calculated based on the customer's location. - Add tax zone (you can add multiple tax zones with different tax rates) - Country (choose a country or a US state) - Tax rate (enter a tax rate for each country or US state) - Everywhere else (All locations that you have not added a specific tax rate for will use this tax rate.) - Disable taxes (on/off) If you turn this on, taxes will be disabled for all locations that you have not added a specific tax rate for. To add or update your company details for the store, you need to: 1. In the admin panel, click Settings 2. Click E-commerce Settings 3. Select Your Company 4. Add/update your company details to the fields: Company Name, Address, Country, Email, Phone number, Organization ID To see the orders that have been placed in your store, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Click on All Orders 3. You can search and filter to see the order To change the status of an order placed in your store, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Click on All Orders 3. Click on the order you want to change the status of 4. Click on the status you want to change to - Pending (The order has been placed but not paid yet.) - Paid (The order has been paid.) - Refunded (The order has been refunded.) - Cancelled (The order has been cancelled.) To change the shipping status of an order placed in your store, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Click on All Orders 3. Click on the order you want to change the shipping status of 4. Click on the shipping status you want to change to - Pending (The order has not been shipped yet.) - Shipped (The order has been shipped.) To print an invoice/receipt for an order placed in your store, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Click on All Orders 3. Click on the order you want to print an invoice/receipt for 4. Click on Print FAQs: Store/E-commerce How do I refund customers who purchased from my Store? Payments are processed outside of the Portfoliobox platform. To issue refunds to customers who made purchases from your Store, you will need to use the payment method you selected for your store (Paypal, or Stripe) Are there transaction fees for selling products through Portfoliobox? No, Portfoliobox does not charge any additional transaction fees for selling products through our platform. However, please note that third-party payment processors like Stripe and PayPal do impose their own fees on transactions. These fees are typical for online payments and are applied directly by the payment processors. You can refer to Stripe and PayPal’s respective websites for detailed information on their fee structures. While Portfoliobox itself does not add any extra charges, it is important to account for these standard processing fees when managing your online sales. SECTION: BLOG PAGE This section provides information about how to add a blog to a Portfoliobox website, including creating a blog page, publishing posts, and managing blog settings. Intent: CreateBlog Description: This intent covers user requests about adding a blog to their site, including setting up a blog page and understanding how blog functionality works. Training Phrases: - Can I have a blog on my Portfoliobox website? - How do I create a blog and blog posts? - I want to add a blog to my site. - How do I start a blog? - Help me set up a blog page. Sample Response: Yes, you can have a blog on your Portfoliobox website. There are now two ways to create a blog page in Portfoliobox Option 1: Use a Sample Blog Page This is the fastest way to get a pre-designed Blog page with sample blog posts you can edit. 1. In the admin panel, click Create. 2. Under Start from a Sample, select Blog. 3. Enter a Page Title. 4. Click Create Page. 5. The page will include a pre-filled Blog Section and a Call to Action Section. 6. Edit the sample content by double-clicking each element. 7. Replace the Blog posts and text with your own. 8. Edit the page template. Option 2: Build Your own from a Blank Page This method gives you more flexibility in choosing your e-commerce layout. 1. In the admin panel, click Create. 2. Select Blank. 3. Enter a Page Title and click Create Page. 4. Click Add Section. 5. Under Blog, select Blog page and choose a template. 6. Once your blog page is created, you can begin adding blog posts to it. Intent: CreateBlogPost Description: This intent covers creating and publishing a blog post. Training Phrases: - How do I add a new blog post? - I want to create a blog entry. - What's the process for publishing articles on my site? - Guide me through adding content to my blog page. - Can you help me post a new article? Sample Response: To create a new blog post on your Portfoliobox site: 1. In your admin panel, click on Edit. 2. Under Edit Posts, click on Your Blog Posts. 3. Click Add New Post. 4. Enter your post title, content, and any images or media. 5. Set your SEO options and categories, if needed. 6. Click Done to save your post. If you haven’t created a blog page yet, Portfoliobox will prompt you to create one during this process. For detailed guidance, visit this tutorial: https://www.portfoliobox.com/learn/publishing-or-scheduling-a-blog-post. To delete a blog post: Admin panel → Edit → Your Blog Posts Hover over the post → click Delete To edit a blog post: Admin panel → Edit → Your Blog Posts Hover over the post → click Edit To adjust blog post settings: Admin panel → Edit → Your Blog Posts Edit post → click Settings (top-right corner) Change URL, date, categories, comments toggle, SEO title/description, share image, unpublish post. To style a blog post: View the post in the mockup browser Hover over it → click Edit → choose Styles Adjust the design as needed To access Blog Settings: Admin panel → Settings → Blog Settings Change URL, manage categories, enable/disable comments, toggle share buttons. FAQ: Blog Can I have a blog on my Portfoliobox website? Yes. You can easily add a blog page by going to Create > Blank > Blog and adding blog posts. How do I create a blog and blog posts? Start by creating a blog page via the Create button. Then add blog posts from Edit > Your Blog Posts. How do I reorder blog posts? Change the post date to modify the display order. Can I change my blog page URL? Yes. Go to Settings → Blog Settings to update the URL. How do I manage comments on blog posts? Use the toggle in each blog post’s settings to enable or disable comments. From there, you can also manage the Post comments. SECTION: PASSWORD-PROTECTED PAGES This section provides information about the functionality of Password-Protected Pages on Portfoliobox. Password-protected pages To create a page that is private and protected with a password, follow these steps: 1. In the admin panel, click on Edit 2. Under Edit Locked Content, click on Your Password Protected Pages 3. Click on Add Protected Page 4. Choose a template. 5. Give the page a name and click Create Page. 6. The page is now created, and you can start adding your content. To delete a password-protected page: 1. In the admin panel, click on Edit 2. Under Edit Locked Content, click on Your Password Protected Pages 3. Hover over the page you want to delete. 4. Click the delete button. 5. The page will be deleted. To edit a password-protected page: 1. In the admin panel, click on Edit 2. Under Edit Locked Content, click on Your Password Protected Pages 3. Hover over the page you want to edit. 4. Click the View and Edit button. 5. Hover over any content on the page and click the edit button that appears. 6. Edit the content, and changes will be saved automatically. To edit the password-protected page settings: 1. In the admin panel, click on Edit 2. Under Edit Locked Content, click on Your Password Protected Pages 3. Hover over the page you want to edit. 4. Click on Settings to access the password-protected page settings: - Title - URL - Password - Hide the menu on the page (on/off). If turned on, the menu won't be displayed on the page. To share a password-protected page: Important: To share a password-protected page, you first need to set up a password from the page settings. Then, you can share the page: 1. In the admin panel, click on Edit 2. Under Edit Locked Content, click on Your Password Protected Pages 3. Hover over the page you want to share. 4. Click on Share. 5. Enter the email addresses, a message, the password, and click on Send. Important Notes: - You cannot set a password for an existing regular page. - Password-protected pages are not added to your site map and are not indexed by search engines. - You cannot password-protect the entire website. SECTION: STYLES SETTINGS This section provides information about styling options for websites on Portfoliobox, such as fonts, text colors, margins, padding, background images, animations, and other styling options. Element-Specific and Global Styling Options: There are several levels of styling. First, you can apply global styles, affecting the entire website. Second, you can style all elements of a specific type (for example, all headers). Lastly, you can style a single element individually. Additionally, you can define Desktop styles and set up distinct Mobile styles to ensure the site is responsive and looks great across all devices. Style This Element: Apply unique styles to an individual element. This is useful when you want a specific element, such as a particular image, text block, or button, to have different styling from others on the site. Style All Elements of This Type: Apply the same style to all elements of the same type across your website. For instance, you can ensure that all headers have the same font, size, or alignment, creating a consistent look and feel. Desktop and Mobile Styles: Desktop Styles: Customize the appearance of elements for larger screens. Adjust fonts, sizes, padding, and more to ensure your website looks perfect on desktop computers. Mobile Styles: Define specific styles for mobile devices. You can adjust how elements appear on smaller screens, ensuring your site is mobile-friendly. You can also choose to apply these mobile styles to all elements of this type or just the specific one you're working on. GLOBAL STYLE Overview: Global styles allow you to set default styles for your entire website, ensuring consistency across pages. These settings apply universally and can be overridden by specific element or section styles if needed. Units in Portfoliobox Portfoliobox uses relative Units (em, vh, vw): Adjusts based on screen size, ensuring responsiveness. For example: - em: Relative to the parent element's font size. - vh: Relative to the viewport height. - vw: Relative to the viewport width. Changing the Global styles settings: 1. In the admin panel, click on Styles in the top menu 2. Under Global Styles, click on Desktop Global Styles Options: - Font: Selects the default font - Font Size: Adjusts the default font size - Background Color: Sets the default background color for the entire website - Text Color: Sets the default text color - Font Combinations - Color combinations Pre-made Combinations: Quickly apply pre-made color palettes and font combinations: 1. In the admin panel, click on Styles in the top menu. 2. Select a Color Combination or Font Combination. ELEMENT STYLES Intent: StyleElements Description: This section provides detailed guidance on how to style individual elements on your Portfoliobox website using the Element Styles Editor. It covers key features, customization options, and instructions for various types of elements such as images, text, logos, headers, and more. Overview of the Element Styles Editor The Element Styles Editor allows you to easily customize the appearance of different elements on your website. You can adjust various settings such as font, colors, sizes, margins, and more. This editor is versatile and designed to help you achieve cohesive and professional designs across your site. Style Editor can be opened with cmd+click. Accessing the Styles Editor 1. Open the style editor by either cmd+clicking the element or clicking the Edit icon and selecting Styles. 2. Use the available settings to adjust the style according to your preferences. Your changes are saved automatically. Common Style Settings for Elements: Most elements on your Portfoliobox site share these common style settings: - Font: Adjust the font type, size, and color. - Alignment: Control the alignment (left, right, center) for text and media. - Margins and Padding: Fine-tune the spacing around elements. - Background: Add a background color or gradient to your element. - Transition animation: Element-Specific Style Options: 1.Style Options for Text Elements: - Font: Adjust the font type, size, color, and gradient. - Background: customizable field for background color. - Text Styling Options: Bold (B), Italic (I), Underline (U), Uppercase Toggle (Aa). - Spacing and Alignment: Line height, letter spacing, text align, element position, max width, margins and padding. - Text Effects: text shadow and transition animation. - Link Styles: Text Color, Background Color, Text Decoration (Underline, Overline, or Strikethrough) - Hover Effect: Hover Text Color, Hover Background color, Text Decoration (Underline, Overline, or Strikethrough) when hovered. - Reset Styles: Reset the element styles back to default settings. 2. Style Options for Galleries: Styles: - Template: change the template of the gallery - Size: Adjust size of images with a slider (value:1-5) - Margin: Set the spacing between items - Thumbnail Styles: Shadow, Rounded Corners, Borders, Animation, and Hover Effects. - Padding: Control the padding for the Top and Bottom of the gallery. Titles: - Placement: Position titles (bottom, overlay, cover, etc.). - Show Description: Yes, No, Default - Titles Styles: Adjust styles for titles (font, color, size, alignment, padding) - Subtitles Styles: Adjust styles for subtitles (font, color, size, alignment, padding). - Text Styles: Adjust styles for description text (font, color, size, alignment, padding). Lightbox: - Enable a lightbox for images: Yes, No. - Template: Choose a Lightbox template: Slideshow, Vertical, Thumbnails. - Height: Adjustable with a slider (value shown as 100%). - Animation: Select animation type. - Image Fit: Select how the image fits within the lightbox: contain (Contain or Fullscreen) - Caption Placement: Select the placement of the caption (Bottom, Right, Cover) - Share Icons: Toggle to show or hide the Social Media share icons. Video: - Video Controls: Hide or show video controls. - Mute Video: Mute the video. - Play Video in Thumbnail: Play video directly in the thumbnail. Style Settings: - Copy / Paste Styles - Reset Styles: reset the element styles back to default settings. 3. Style Options for Individual Image: - Styles: Shadow, Rounded Corners, Borders, Animation, and Hover Effects. - Image Fit: Choose between options like cover, contain, or original. - Positioning: Adjust the X and Y positions, and set max width and height. 4. Style Options for Single Image Background: - Overlay: Apply a color or gradient overlay to your images. - Image Fit: Choose between options like cover, contain, or original. - Positioning: Adjust the X and Y positions, and set max width and height. - Image Scrolling: Set scrolling behavior (fixed, scroll, parallax). - Height: Adjust the height of the background. 5. Style Options for Buttons: - Button Shape: Adjust border radius, width, and colour. - Padding: Adjust the padding inside buttons. 6. Style Options for Social Media Elements: - Icons: Toggle between text links and icons. 7. Style Options for Skills Elements: - Bar Color: Choose the color of the skill bar. 8. Style Options for Video Elements: - Hide Controls: Hide video controls. - Autoplay: Play the video automatically. - Mute Video: Mute the video by default. - Loop Video: Loop the video playback. 9. Style Options for Embed Elements: - Position: Horizontal alignment of the element Left, Middle, Right - Spacing: Max width, height, margins and padding. To copy/paste styles: 1. Cmd+click an element 4. Under Settings, click the Copy/Paste icon. 5. Now that you have copied the style, you must paste it into another element. Cmd+click another element. 5. Under Settings, click click the Paste icon. 7. A confirmation message will be displayed. Click on Paste to confirm. 8. The style is no copied to the element and saved automatically. SECTION STYLES Intent: StyleSections Overview: Section styles allow you to style an entire section on a page, providing a cohesive look for grouped elements. This is especially useful for maintaining design consistency across different sections of a page. To Edit the Section styles: 1. Hover over the section you want to style. 2. Click on the Edit Section button. 3. Select Styles. Style Options for Sections: - Color: Color of the text - Border color - Border top & bottom - Animation on Entry: transition animations - Text align: Align the content of the section to the top, middle and bottom - Minimum height: Set the minimum height for the section - Padding: Adjust padding for top, bottom, left, and right - Background Color, Gradient, and Overlay - Background Image: Upload an image, adjust position (X and Y), scaling (cover, contain, etc.), and choose how it scrolls (fixed, or scroll) MENU STYLES Overview: Menu styles allow you to customize the appearance of your website’s navigation menu. By adjusting elements such as template, colors, fonts, and animations, you can create a menu that not only matches your website's aesthetic but also provides a seamless and consistent browsing experience for your visitors. To change the style of the menu: 1. Hover the menu 2. Click the Edit Menu button that appears 3. Click Style 4. Change the style 5. The menu is saved automatically and you can see the changes in the mockup browser Style Options for Menu: - Background color and gradient - Transition animation: (fade in, slide in, etc) when the menu enters into view - Border width and color - Padding Top, Bottom, Left and Right - Position (Default or Fixed) - Hidden menu styles (if you have a template that hides the menu, these settings change the appearance of the menu when it is open) - Reset Styles To change the style of the menu links: 1. Hover the menu 2. Click the edit button that appears 3. Click Style Menu Links 4. Change the style Style Options for menu links: - Font: Adjust the font type, size, and color. - Alignment: Control the alignment (left, right, center) for text and media. - Margins and Padding: Fine-tune the spacing around elements. - Background: customizable field for background color. - Text Styling Options: Bold (B), Italic (I), Underline (U), Uppercase Toggle (Aa). - Spacing and Alignment: Line height, letter spacing, text align, element position, margins and padding. - Text Effects: text shadow and transition animation. - Underline Style: select an underline style that appears when menu links are hovered over. - Link Styles: Text Color, Background Color, Text Decoration (Underline, Overline, or Strikethrough) - Hover Effect: Hover Text Color, Hover Background color, Text Decoration (Underline, Overline, or Strikethrough) when hovered. To change the position of the menu/template of the menu: 1. Hover the menu 2. Click the edit button that appears 3. Click on Styles 4. Click on the Template icon 5. Choose a template (left, top, hidden) 6. The menu is saved automatically and you can see the changes in the mockup browser MOBILE STYLES Overview: Portfoliobox templates are fully mobile-responsive, meaning they automatically adapt to different screen sizes for a seamless and professional look on any device. Whether your visitors are browsing from a phone, tablet, or desktop, your site will remain visually appealing and easy to navigate. Mobile Responsiveness: All templates in Portfoliobox are designed with responsive design in mind. This ensures that content, layouts, and styles adjust fluidly across different screen sizes. Users do not need to create separate mobile versions of their sites — responsiveness is built in. Mobile Preview in the Admin Panel: To preview how your site looks on mobile while editing: 1. Click the Mobile Preview icon at the bottom left corner of the admin panel. 2. View and adjust your content live in mobile view. Global Mobile Styles You can customise the look of your site specifically for mobile devices, including: - Menu icon position: Below logo, above logo, left, right, or bottom. - Menu icon color - Menu icon styles: Regular, Light, Bold, Skewed, or Middle Opacity - Galleries: displaying 1, 2, or 3 items per row on mobile To Edit Global Mobile Styles: 1. Open the Mobile Preview (bottom left corner of the admin panel). 2. Click Styles in the top menu. 3. Adjust mobile styles as needed. Mobile-Specific Style Settings: - Font Size: Adjust font sizes for mobile readability. - Margins and Padding: Ensure proper spacing on smaller screens. - Background Images: Optimise visibility and placement for mobile. Editing Mobile Styles for Individual Elements: 1. Click the Mobile Preview icon, at the bottom left of your admin panel 2. Hover over the element you want to edit 2. Click the Edit button 3. Select Styles 4. Choose whether to style just this element or all elements of this type 5. Edit the mobile-specific style settings. FAQs: Styles (Global, Element, Section, Menu & Mobile) Can I add custom CSS to my Portfoliobox site? Yes. To add custom CSS: 1. Go to Settings in the admin panel. 2. Click Custom CSS. 3. Add your CSS code. 4. Click Save. Use browser inspector tools to identify the correct classes to override. Can I use my own fonts? You cannot upload your own font to Portfoliobox. You can only use the font available in the font list under Styles. Which font uses Portfoliobox? Portfoliobox uses Google Fonts, which are stored on Google servers. If you prefer avoiding using Google Fonts, you can choose a Standard System Font, which is stored locally on your device, as they are the default system fonts for both Windows and Mac systems. How to avoid Google Fonts? 1. Edit a font 2. Click on the dropdown menu next to a search field and select Standard 3. Pick the font from the list that you find more suitable to your current design Can I style individual elements differently from others? Yes, you can choose to style a specific element using the "Style This Element" option, or apply the same styles to all elements of the same type across your site using "Style All Elements of This Type". Does Portfoliobox offer mobile-responsive templates? Yes. All Portfoliobox templates are mobile-responsive by default. Your website will automatically adapt to different screen sizes to ensure a seamless browsing experience across desktop, tablet, and mobile devices. Can I change styles separately for mobile and desktop? Yes. Portfoliobox allows you to define mobile-specific styles for both individual elements and all elements of a specific type. Simply click the mobile preview icon in your admin panel, then edit styles directly within the mobile view. Can I copy/paste styles between elements? Yes. To copy styles, Cmd+click an element, then select Copy Styles. To paste, Cmd+click another element and select Paste Styles. You’ll be asked to confirm before applying. Can I reset styles back to default? Yes. Within the Styles Editor, you can click Reset Styles to remove all custom styling for an element, section, or menu. What measurement units does Portfoliobox use for styling? Portfoliobox uses relative units such as: - em: relative to the font size of the parent - vh: relative to the height of the viewport - vw: relative to the width of the viewport These units help maintain a responsive design across all screen sizes. Can I customise the mobile version of my site? Yes. In mobile preview mode, you can adjust styles specifically for mobile devices, including font sizes, spacing, background images, and layout options. You can also control menu icon position, icon styles, and gallery display (e.g., 1, 2, or 3 items per row). SECTION: CONTACT FORM This section provides information about the Form (Contact Form) feature in Portfoliobox. Forms can be: Contact Form, Signup Form, or Email Subscription/Newsletter Subscription. You can add new fields to Contact Forms and Signup Forms. To add and create a contact form: 1. Create a Contact Page template from Create → Blank. 2. Click Add Section, then under Text & Headings → Con​​tact, choose a template Or 1. Right-click an element on the page 2. Choose Add Element 3. Click on Form 4. Choose Contact Form 5. Edit or Add new fields to the form To add new fields or update existing fields in the contact form, follow these steps: 1. Right-click on the form. 2. Click on Change content. You will be able to add new fields, update existing ones, and make certain fields mandatory. This can be considered a form's Settings. To see all messages sent to you through the contact form on your website, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Under Archives, click on Messages 3. You can search and filter to see the messages 4. Click on a message to see the details You will also receive an email notification to the email your account is registered with. To add and create an Email Subscription Form (mailing list): 1. Right-click an element on the page 2. Choose Add Element 3. Click on Form 4. Choose Email Subscription 5. Edit the contact of the subscription To see all the email subscribers that have signed up to your newsletter, follow these steps: 1. In the admin panel, click on Libraries & Tools in the top menu 2. Under Archives, click on Email subscribers 3. You can export the list to CSV. You can delete a subscriber. You cannot manually add subscribers to the list. SECTION: FILE SHARING FEATURE This section provides information about the File Sharing feature available in Portfoliobox. You can upload digital files from the Libraries & Tools tab. The total size of your digital files library depends on your subscription plan. For more information, visit our pricing page: https://www.portfoliobox.com/pricing. You can upload and share files with your clients via the File sharing feature. You can also sell the files if you have set up a store. To upload files, follow these steps: 1. In your Admin panel, click on Libraries & Tools in the top menu 2. Under Business Tools, click on File sharing 3. Click on Add New File 4. Upload the file from your computer: - Max File Size: 1 GB - Supported File Types: jpg, jpeg, png, svg, gif, pdf, zip, rar, epub, mobi, wav, mp3, mp4, mpeg, avi, mo 5. Give the file a title and description, which will be visible on the download page for your clients 6. Click Done Sharing File Troubleshooting: If there is an error or if you can't create a link via the file-sharing feature: 1. Make sure the file is not over the 1 GB limit 2. Check if there is still space left in your Sharing File Library, according to your Plan 3. Make sure the file type is supported by Portfoliobox How do share the file with your clients? 1. In the admin panel, click on Libraries & Tools in the top menu 2. Under Business Tools, click on File sharing 3. Click on the file you want to share 4. Click on Share 5. Select a link duration (how long the link will be active): 1 hour, 6 hours, 12 hours, 1 day, 3 days, 1 week, 30 days. Anyone with the link can download the file. 5. Copy the link and send it to your client How to sell files in your store? 1. Make sure you have a store set up 2. Click on Edit in the top menu 3. Click E-commerce, click on Your Products 4. Click on Add New Product 5. Fill in the product information 6. Click on Product Settings in the top right corner 7. Click on Digital Download 8. Enable Digital Download 9. Select the file you want to add to the product 10. The file is now added to the product and will be available for download after the purchase SECTION: QUOTE FEATURE This section provides information about the Quote/Quotation feature within Portfoliobox. You can create Quotes from the Libraries & Tools tab. The number of Quotes you can create depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. What is a quote? A quote, or quotation, whether it is for pricing, service, sales or any other type, is essentially an agreement between a consumer and a service business. It outlines the terms of the service, including the price and timeline, that the business will provide to the client. The main purpose of a quote is to ensure that both the client's needs and the business owner's requirements are met. Therefore, a quote is tailored to fit both parties' needs, ensuring that the service provided is of the highest quality possible. To create a quote: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Click on Add New Quote 4. Fill in your Quote information (date, timeframe, your company details, client details, description, payment Instructions, etc.) 6. Click Done to save it as a draft To share a quote with a client: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Hover over the quote you wish to send and click Edit 4. Click View and Share 5. Click Set the status to Sent, if not already done 6. Fill in your client's email address 7. Write your message and click Send Your client will receive an email containing a link to access and review the offer. You will also receive a copy of the email for your records. How your client accepts the quote: After you send a quote, your client will receive an email containing a link to access and review the offer. You will also receive a copy of the email for your records. 1. Your clients click the quotation link to access the offer 2. They fill in the form at the bottom of the quote page and click Submit 3. They'll receive a second email with a confirmation link 4. By clicking the link, they officially accept the quote The quote's status is automatically updated in your admin panel How can my client print the quote? Your client can use the link to access the quote, check the details, and print it if they wish. To convert a quote to an invoice: 1. In the admin panel, on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Hover over the quote with the status Accepted and click Edit. 4. Click Copy to Invoice, tocop y the quote information to an invoice. 5. An invoice is automatically created for you. Find it in your invoice list under Libraries & Tools → Invoices. The quote status: - Draft: When you first create a quote, it is saved as a draft. At this stage, you can still edit your quote. - Sent: To be able to send a quotation to a customer, you first need to change its status to Sent. At this stage, the quote cannot be edited. - Accepted: When your customer accepts a quote, its status is automatically changed to Accepted. - Cancelled: If a quote is no longer valid or needs to be replaced, change its status to Cancelled. To edit the status of a quote: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Hover over the quote you wish to edit and click Edit. 4. In the status dropdown, select a new status for your quote. To duplicate a quote: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Hover over the quote you wish to edit and click Duplicate 4. Confirm 5. The duplicated quote is saved with the status draft 6. Make any necessary changes to the duplicated quote To delete a quote: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Quotes & Offers 3. Hover over the quote you wish to edit and click Delete 4. Confirm Intent: QuoteFees There are no fees associated with using the Quote feature. It is included in your Portfoliobox subscription. However, the number of quotes you can create depends on your subscription plan. SECTION: QR CODE FEATURE This section provides information about the QR Code feature for In-Person Payments available in Portfoliobox. You can create QR Codes from the Libraries & Tools tab. The number of QR Codes you can create depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. What are QR Codes? QR Codes, short for Quick Response Codes, are two-dimensional barcodes that have become an integral part of modern business and technology. QR Codes work by encoding information into a pattern that can be scanned and interpreted by QR code readers. When scanned, the QR code instantly triggers a specific action, such as opening a website, displaying contact details, or initiating a payment. Benefits of using QR codes: The benefits of using QR Codes are multifaceted. They enhance user convenience, reduce physical contact, enable easy access to information, and improve data accuracy. QR Codes offer cost-effective solutions for businesses and organisations to enhance marketing and operational efficiency. QR Code The QR Code feature is designed to simplify in-person transactions, making them faster, more convenient, and secure. To create a QR Code: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on In-Person Payments 3. Click Add New QR Code 4. Give it a Title 5. Click Add Products or Services 6. Select a Product, a Booking or Scheduling Service 7. Click Add to QR Code 8. Click Done or View and Share, to print, download or share your new QR Code To share your QR Code: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on In-Person Payments 3. Hover over the QR code you wish to share and click Edit 4. Click View and Share 5. From there you can copy the QR Code’s URL or view it on your device To download your QR Code: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on In-Person Payments 3. Hover over the QR code you wish to share and click Edit 4. Click View and Share 5. Click Print to open the printing dialogue. 6. Click Download to save your code as an image on your device. To delete a QR Code: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on n-Person Payments 3. Hover over the QR Code you wish to edit and click Delete 4. Confirm SECTION: APPOINTMENT This section provides information about the Appointment feature in Portfoliobox. This feature is essential for users who need to manage appointments directly through their website. You can create Appointment page from the Create tab. The number of Appointments services you can create depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. What is scheduling/appointment? Appointment refers to the process of booking an appointment, where the person making the reservation can select a suitable time from a range of options for a personalised appointment. To create an Appointment service: 1. In the admin panel, click on Edit 2. Under E-commerce, click on Your Appointment Services 3. Click Add New Service 4. Fill in your service information: Title, Subtitle, Price, Include / Exclude tax, Duration, Add an image, Add personnel 5. Click Done to save 6. If you don’t have already have an appointment page, where all your appointment services are listed, you’ll be asked if you want to create one. To add personnel to an appointment service: 1. In the admin panel, click on Edit 2. Under E-commerce, click on Your Appointment Services 3. Click Add New Service or select an existing service 4. Click Add personnel 5. From there, you can provide the staff information and their schedule: - Fill in their name - In the field Subtitle, you can, for example, add their speciality or any other relevant information - Upload a photo - Fill in their schedule - Set an individual rate To add services to your website: 1. In the admin panel, click on Create 2. Choose Blank 3. Give the page a title and click on Create Page to confirm 4. Click on Add section 5. Under E-commerce, choose Appointment 6. Select a template To access your appointments: These instructions will help you access and manage the list of appointments made by your customers on your website. This is not a list of the appointment services you offer, but rather the appointments that your customers have made. 1. In the admin panel, click on Libraries & Tools. 2. Under E-Commerce Archives, click on Appointments to access your appointments list. There, you can see all your appointments. With the search and filter options, you can easily locate appointments based on the customer's name or Service Title or Personnel. 3. Click on View to see the details of the appointment. Important Notes about Scheduling and Appointments: - Payments for the appointment and scheduling services are handled via your e-shop. You need to set up a store to be able to schedule appointments on your website. - Refunds and cancellations are handled outside of the Portfoliobox platform. To issue refunds to customers who made bookings on your website, you will need to use the payment method you selected for your store (Paypal, or Stripe). SECTION: BOOKINGS This section provides information on the Booking feature in Portfoliobox, including setting up booking options for events, managing the availability of slots, and integrating this booking system into their website effectively. You can create a booking page from the Create tab. The number of Bookings you can create depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. What is booking? Booking involves reserving a fixed event, such as a concert, an exhibition, or a class, with a predetermined date and time. It's a reservation for a specific, unchangeable activity or occurrence. To create a Booking: 1. In the admin panel, click on Edit 2. Under E-commerce, click on Your Services/Events 3. Click Add New Booking Service 4. Fill in your event information: - Title - Price - Number of Available Seats - Alternatives, if applicable (title, description, price and number of seats) 5. Click Done to save 6. If you don’t have a booking page, you’ll be asked if you want to create one. Booking alternatives: Booking Alternatives is a feature in the booking system that allows you to offer multiple date and time options for the same event, like classes or workshops. It simplifies the booking process for you and your customers. Key Features of Booking Alternatives: - Create Multiple Options: You can add as many alternatives as you need for your event. Each alternative can have its own title, description, price, and the number of available seats. - Customize Titles and Descriptions: Tailor the title and description for each alternative to provide specific details about what makes each option unique. This helps customers choose the right one. - Set Individual Prices: You can set different prices for each alternative, making it easy to offer tiered pricing or special deals. - Manage Availability: Define the available seats for each alternative, ensuring that you don't overbook and provide customers with clear availability information. To use Booking Alternatives: 1. In the admin panel, click Edit 2. Under E-commerce, click on Your Services/Events 3. Select an existing booking or create one 4. Click on Add New Alternative 5. Fill in the information: Title, Description, Price, Number of Available Seats. 6. Click Save New Alternative To add a booking page to your site: The page where your booking services are listed 1. In the admin panel, click on Create 2. Choose Blank 3. Give the page a title and click on Create Page to confirm 4. Click on Add section 5. Under E-commerce, choose Booking 6. Select a page template To delete a booking: 1. In the admin panel, click Edit 2. Under E-commerce, click on Your Booking Services 3. Hover over the Booking you wish to delete and click Delete 4. Confirm To access your bookings: These instructions will help you access and manage the list of bookings made by your customers on your website. This is not a list of the booking services you offer, but rather the bookings that your customers have made. 1. In the admin panel, click on Libraries & Tools. 2. Under E-Commerce Archives, click on Bookings to access your bookings list. There, you can see all your bookings and their status. With the search and filter options, you can easily locate bookings based on the customer's name or Booking Title. 3. Click on View to see the details of the booking. Important Notes about Bookings: - Payments for bookings and events are handled via your e-shop. You need to set up a store to be able to set up events and bookings on your website. - Refunds and cancellations are handled outside of the Portfoliobox platform. To issue refunds to customers who made bookings on your website, you will need to use the payment method you selected for your store (Paypal, or Stripe). Intent: BookingFees There are no fees associated with using the Booking feature. It is included in your Portfoliobox subscription. However, the number of bookings you can create depends on your subscription plan. SECTION: INVOICES This section provides information about the Invoices feature used for Client Invoicing. It explains how Portfoliobox users can create and manage invoices for their own clients. For inquiries related to Portfoliobox subscription invoices or receipts (payments made to Portfoliobox), refer to the SUBSCRIPTION section. You can create Client invoices from the Libraries & Tools tab and send them to your customers directly from your admin panel. The number of invoices you can create depends on your subscription plan; check our pricing page for more details: https://www.portfoliobox.com/pricing. Client Invoice Editor interface This section provides a detailed description of the Client Invoices Editor's interface. It includes the placement of settings, buttons, and elements. Understanding this layout will assist in accurately guiding users to under Client Invoicing feature. At the top left of the Invoice Editor, the invoice status & delivery status At the top right of the editor, the button View and Share to view and share the invoice Below, you will fill in: - Invoice Date - Invoice Number - Your company details (name, organisation number, email, phone number, address) - Additional information - Your logo - Your client details (name, organisation number, email, phone number, address) - Additional information - Payment Instructions - Timeframe (The number of days until the invoice needs to be paid) - Currency At the bottom of the editor, the Product section to add products to your invoice - A button Add Product: choose existing products or create a new one - Define tax, discount, price and quantity To create an invoice: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Click Add New Invoice 4. Fill in the invoice information 5. Add products to your invoice: choose existing products or create a new one 6. Define tax, discount, price and quantity 7. Click Done to save it as a draft To send an invoice to a client: 1. Create an invoice under Libraries & Tools → Invoices 2. Click Edit next to the invoice you just created 3. Click View and Share 4. Set the status to Sent if not already done 5. Fill in your client's email address if needed 6. Write your message and click Send Your client will receive an email containing a link to the invoice. You will also receive a copy of the email. Your client can use this link to access and print the invoice. To manage your Client Invoices: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices to access your invoice list There, you can see all your invoices and their status. With the search and filter options, you can easily locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status. After creating an invoice, you can change its status to Sent, Paid, Refunded and Cancelled. You can also select a delivery status: Pending or Shipped. Invoice statuses Invoice statuses are Draft, Sent, Paid, Refunded, and Cancelled. Drafts can be edited; Sent can't be edited. Change status to Paid when payment is received, Refunded for refunds, and Cancelled for cancellations. Status can't revert to Draft. Can I change the invoice status to Draft? No, the status of an invoice cannot be changed to draft. To edit an invoice: You can only edit the content of an invoice if its status is Draft. To make changes to sent, Paid, Refunded, or Cancelled invoices, duplicate the invoice. 1. In your admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the draft invoice, and click Edit 4. Edit the content of the invoice How to edit an invoice that has another status than Draft? If you changed the status of an invoice from Draft to Sent, before it was ready to be sent, you can duplicate it. This feature is incredibly handy when you need to send a similar invoice to a different client, correct a mistake, or edit an invoice that has already been marked as sent. To edit the invoice status: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the invoice you wish to edit and click Edit 4. In the status dropdown, select a new status for your invoice To delete an invoice: Whether you've created an invoice in error, need to replace it with a revised version, or simply want to declutter your records, the delete option allows you to remove invoices from your list with ease. Follow these steps: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the invoice you wish to delete and click Delete 4. Confirm deletion Duplicate an existing invoice: With a simple click, you can duplicate an existing invoice, and the duplicated invoice will instantly appear at the top of your invoice list with a new Invoice ID. All the essential information, including dates, descriptions, and payment instructions, will be retained, saving you time and reducing the risk of errors. This feature is incredibly handy when you need to send a similar invoice to a different client, correct a mistake, or edit an invoice that has already been marked as sent. 1. In your admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the invoice you wish to duplicate and click Duplicate 4. The new invoice will appear at the top of the list with the status: Draft Intent: PrintOrDownloadOrExportInvoice To print, download or export a client invoice: The printing option is a valuable tool for creating physical copies or digital records of your invoices. 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the invoice you wish to send and click Edit 4. Click View and Share 5. Click Print 6. A new dialogue will open giving you the possibility to save the invoice as a PDF or print it Intent: UpdatePaidStatus The status of the invoice is not changed automatically when the client has paid. You need to manually change the status of the invoice to Paid in your Portfoliobox admin panel. To do this: 1. In the admin panel, click on Libraries & Tools 2. Under Business Tools, click on Invoices 3. Hover over the invoice you wish to edit and click Edit 4. In the status dropdown, select Paid Intent: InvoiceReminders There are no invoice reminders sent automatically in case of overdue invoice. You can send manual reminders from your email address. Intent: InvoicingSoftwareIntegration Invoices cannot be integrated with accounting/bookkeeping software. Intent: InvoicingFees There are no fees associated with using the Client Invoicing feature. It is included in your Portfoliobox subscription. However, the number of invoices you can create depends on your subscription plan. SECTION: DOMAIN This section provides information about managing domains in Portfoliobox. It covers the setup and configuration of DNS records to connect your domain to a website, ensuring it is accessible online. This section also addresses common questions related to domain management, including how to handle different DNS settings and troubleshoot domain-related issues. Domain overview A domain (yourname.com) is included in the Personal and Professional plans and can be registered through Portfoliobox. You can choose to register a domain via Portfoliobox or to connect a domain you already own, register another domain host. Domains are configured with DNS settings (not with nameservers). A Portfoliobox domain (yourname.portfoliobox.net) is included in the Free Plan. Choose a domain name: You choose a domain name when you publish your website. You can choose to register a domain name through Portfoliobox or to connect your own domain to your Portfoliobox website. To publish your website and make it available and live on the internet. follow these steps: Note that you need to upgrade your account before you can publish your website. 1. Click on Publish in the top menu 2. Choose if you want to get a new domain or connect an existing domain - A new domain is automatically bought, registered and connected to your website. It's the easiest option to publish your website. If you have the Free Plan you can choose a subdomain on .portfoliobox.net (for example yourname.portfoliobox.net). If you have the Personal and Professional Plan, you can choose any of these TLDs: .com .net .org .online .store .tech .site .website .press .host .space, (so you can get a domain like yourname.com) - Connect an existing domain, if you already have a domain and want to connect it to your website. You can connect any domain to your website, no matter where you bought it. To get a new domain: If you choose to get a new domain: 1. Type in the domain you want to get: 2. Click Search 3. If the domain is available, click Get it! Your domain name will be purchased and ready within 48 hours. An SSL certificate will be automatically enabled. To connect an existing domain: 1. Type in the domain you want to connect 2. Click Use my domain 3. Follow the instructions to connect your domain to your website. 4. Note that once the domain is connected, it can take up to 48 hours before it's available on the internet. During that time you may encounter a warning message that your website is not secure, don't worry, it will be secure once the domain is connected. An SSL certificate will be automatically enabled. SSL certificate: All Portfoliobox websites are automatically protected with SSL certificates and they are automatically enabled, so you don't need to do anything to set it up. You can choose a domain name when publishing your site with a Personal and Professional plan. Portfoliobox can register the following domains (TLD): - .com - .net - .org - .online - .store - .tech - .site - .website - .press - .host - .space If you're interested in a TLD that isn't included in the list above, such as country-specific ones, you can register one with a third-party domain provider and configure it. A domain name can contain the following characters: You can use letters (abc), numbers (123) and dashes/hyphens (---). Spaces are not allowed and the domain can't begin or end with a dash. Connecting Your Domain to Your Website: This involves setting DNS records such as A-Records and CNAME records to point your domain to your Portfoliobox website. 1. Login to your domain provider 2. Find the DNS settings for your domain 3. Create an A-record for @ that points to 63.34.15.44 4. Delete all other A-records set for @ 5. Create a CNAME record for www that points to home.portfolioboxdns.com 6. Give it some time to propagate (up to 48h) 7. In your Portfoliobox admin panel, click See Live and Confirm the configuration To transfer a domain name of your own to Portfoliobox You can connect your own domain to your Portfoliobox website. However, transferring the ownership of your domain from another host to Portfoliobox is not possible. To transfer a domain to another host Contact our support team to request a domain name transfer. Click Email support below. We will assist in providing the EPP key. The rest of the transfer process will involve coordination with the support team of your new domain host. FAQ: Domain Can I use the domain I already have with an external domain host, like GoDaddy or Namecheap? Yes, you can connect an existing domain from another host to your website. To do this: 1. In the admin panel, click Publish and select Use the Domain I already Own. 2. Type your domain name and click Use my domain. 3. Configure the domain by following the instructions provided in the pop-up message. How do I configure my domain? Domain configuration can refer to two main tasks. 1. Connecting Your Domain to Your Website: If you want to link your domain to your Portfoliobox site so visitors can access it, follow these steps to set up the necessary DNS records. 2. Setting Up Custom Email with Your Domain: If you want to configure your domain for custom email addresses, follow these steps to set up the appropriate DNS records. Can I register a country-specific domain like .se? No, it is not possible to register a country-specific domain with Portfoliobox. You can purchase such a domain from a third-party domain provider and connect it to your Portfoliobox website. Can I transfer the domain I own to Portfoliobox? You can connect your own domain to your Portfoliobox website. However, transferring the ownership of your domain from another host to Portfoliobox is not possible. Can I transfer my domain name to another provider? Yes, you can. Contact our support team to request a domain name transfer. Click Email support below. What are the nameservers to configure my domain? Custom domain names are not configured with nameservers but with DNS records. The nameservers should be the default nameservers of your domain provider. Why do I get a not secure warning when visiting my website? If you recently connected your domain to your website, it might take up to 48 hours before it's available on the internet. During this time, you might encounter a warning message. Don't worry, your website will be secure once the domain is fully connected. All Portfoliobox websites are automatically protected with SSL certificates, so there's no need to set it up. I want to transfer my domain to my Namecheap account If your new domain provider is Namecheap, we can push the domain name to your Namecheap account. Contact our support team with your Namecheap username to request a domain ownership transfer. Click Email support below. I want to get the EPP key for my domain Contact our support team to request a domain transfer. Portfoliobox can assist in providing the EPP key. The rest of the transfer process will involve coordination with the support team of your new domain host. Can I transfer my domain name from another host to Portfoliobox? Transferring your domain name to Portfoliobox is not possible. If you own a domain name, use the connect an existing domain option when publishing your website. Why is my domain redirecting to a 404 Portfoliobox page? A: Several reasons could be causing this issue. Please click Email support below and provide your domain name so we can investigate further. Why does my domain generate a loop of www, for example .www.www? You might have configured two A-records—one for the root domain and one for the sub-domain www. Delete the A-record for the www sub-domain. If the issue persists, contact our support team for further assistance. When I visit my website, I receive the message: The website was not found, what to do? There could be several reasons for this issue. Please click Email support below and provide your domain name so we can investigate and assist you. Why is my website not loading? Several factors could be causing your website not to load. Please click Email support below and provide your domain name so we can investigate and provide a solution. Why do I get a 404 error when I visit my website? There could be various reasons for encountering a 404 error. Please click Email support below and provide your domain name so we can investigate and assist you. Why is there a not secure warning on my website? If you recently connected your domain to your website, it can take up to 48 hours before it's fully available on the internet. During this time, you might see a not secure warning. This will be resolved once the domain is fully connected. All Portfoliobox websites are automatically protected with SSL certificates, so you don't need to set it up. Who owns the domain name? You maintain ownership of the domain as long as you have paid and continue to pay the subscription fee. What to do if my domain expires? If you own the domain via a third-party domain provider, contact them and see if you can renew it. If the domain was registered through us, your domain will be renewed as long as you have a running and paid subscription. Where can I find DNS settings? If you own the domain via a third-party domain provider, you will need to log in to their admin panel or contact their support. If the domain was registered via Portfoliobox, you won't have access to DNS settings, as those are managed by us. How can I get a domain name that is in redemption? To get a domain out from the redemption period, we must pay a redemption fee plus its regular renewal cost. At this stage, the domain may be auctioned off by the upstream vendors. Important Notes: If a user wants to change the domain for their website they need to reach out to our support team by clicking Email support below. SECTION: CUSTOM EMAIL ADDRESS This section provides detailed information about the Custom Email Address feature available to users with Personal and Professional subscription plans. It includes step-by-step instructions on how to create, manage, and troubleshoot custom email addresses. Additionally, it covers the configuration of DNS records required to set up custom email addresses with your domain, ensuring your email is properly connected and functional. For any questions or issues related to setting up and using custom email addresses, refer to this section. Custom email address overview A custom email address is uncluded in the Portfoliobox Personal and Professional subscription plans. You must have a domain name linked to your website before you can set up a custom email address. What’s included: - 5 GB inbox - 27 MB attachment support - Link up to 5 devices. - Create up to 10 email aliases - Forward to 10 different addresses Create your custom email To set up a custom email address, to the following: 1. Log into your dashboard. 2. Click on the envelope icon associated with a Personal and Professional website. 3. Fill in your name. 4. Fill in the email you wish to create. 5. Click Create new email address to confirm. Complete your domain configuration When your email address is created, your domain needs to be configured. - If Portfoliobox owns your domain name: We will handle all the DNS configurations for you, and you’ll be notified by email when your email is ready. - If you own a custom domain: You'll receive detailed instructions via email on how to set up the necessary DNS records to ensure your email operates smoothly. You will need to log into your domain provider and add DNS records yourself. If you need help, kindly contact your domain provider. Setting Up Custom Email with Your Domain 1. Log in to your domain host. This is where you purchased your domain name. 2. Navigate to DNS Settings. 3. Configure a MX record: - Record Type: MX - Name / Host: @ - Value: You will receive the specific MX record value via email. - Priority: 10 - TTL: Default or 300 seconds 4. Configure a TXT Record for SPF: - Record Type: TXT - Name / Host: @ - Value: v=spf1 include:_spf.hostedemail.com ~all - TTL: Default or 300 seconds 5. Configure a TXT Record for DKIM - Record Type: TXT - Name / Host: dkim._domainkey - Value: You will receive the specific DKIM record value via email. - TTL: Default or 300 seconds 6. Configure a TXT Record for DMARC - Record Type: TXT - Name / Host: _dmarc - Value: v=DMARC1;p=quarantine;pct=100;rua=mailto:dmarc@portfolioboxdns.com;ruf=mailto:dmarc@portfolioboxdns.com;fo=1; - TTL: Default or 300 seconds 7. Wait for DNS changes to propagate DNS changes can take up to 48 hours to propagate fully across the Internet. Contact your domain host's support team if you encounter issues or need assistance during this process. Access and manage your email address 1. Go to your Portfoliobox dashboard 2. Click the envelope icon. 3. You will be redirected to your webmail inbox in a new tab. Custom email settings To edit your email address settings: 1. In your dashboard, click on the ellipsis (three dots) icon next to your website’s name. 2. Select Email Settings. 3. Customize your email preferences: - View the domain configuration settings - Change your email address - Change your name: the name that displays for your recipients when the autoresponder is enabled - Add or remove devices - Manage email aliases - Set up forwarding addresses - Configure an autoresponder Change your custom email address Follow these steps to update your custom email address. For example, changing info@example.com to contact@example.com. 1. Log into your Portfoliobox dashboard. 2. Click the Ellipsis Icon (three dots) icon associated with that website. 3. Select Email Settings. 4. Click Change next to your email address in the Email section. 5. Enter a new address. 6. Click Change email address to confirm. Don’t forget to inform your contacts about your new email address to ensure uninterrupted communication. What is an alias? An email address alias is an additional email address that points to your primary email account. It allows you to receive emails sent to the alias address in your main inbox without needing to create a new mailbox. Benefits of Email Alias - Privacy: Keep your primary email address hidden for specific communications. - Organization: Use different aliases for various roles or projects to organise your inbox. For example, orders@example.com and returns@example.com if you have an online shop. - Professionalism: Create aliases that reflect your professional titles or specific job functions, such as marketing@example.com and sales@example.com. Set up an alias To set up an alias email address: 1. Go to your Portfoliobox Dashboard. 2. Click the Ellipsis Icon (three dots) icon associated with that website. 3. Select Email Settings. 4. Navigate to the alias section and click Add alias. 5. Enter a new alias address and click Add to save. What is Email Forwarding: Email forwarding is a useful feature that allows you to automatically forward incoming emails from your Portfoliobox email address to another email address. This can be particularly beneficial if you wish to consolidate emails from multiple accounts into a single inbox or have a preferred email service for reading and responding to emails. Set up a forwarding email address 1. Go to your Portfoliobox Dashboard. 2. Click the Ellipsis Icon (three dots) icon associated with that website. 3. Select Email Settings. 4. Navigate to the Email forwarding section and click Add email. 5. Enter a new email address and click Add to save. What is an autoresponder? An autoresponder is an email feature that automatically sends a pre-written reply to incoming emails. It is often used for out-of-office notifications, acknowledgement messages, or customer service responses. Set up an autoresponder 1. Go to your Portfoliobox Dashboard. 2. Click the Ellipsis Icon (three dots) icon associated with that website. 3. Select Email Settings. 4. Navigate to the autoresponder section. 5. Configure your autoresponder: - Choose the end date - Set your message - Enable the autoresponder: Toggle the option to activate the autoresponder feature Important Notes regarding autoresponder: - The autoresponder feature cannot be enabled if the message is empty or the date has already passed. Please edit the date and add a message before enabling the feature. - The autoresponder will automatically respond to your incoming emails until 23:59:59 on the selected end date. - The autoresponder will automatically be disabled the day after the selected end date. Use your email address with external email clients You need to add devices into your Email Settings to integrate your Portfoliobox email with external email clients. To add devices to your Email Settings: 1. Go to your Portfoliobox Dashboard. 2. Click the Ellipsis Icon (three dots) icon associated with that website. 3. Select Email Settings. 4. Navigate to the Setup email on your device section and click Add new device. 5. Select a device you want to add 6. Confirm with your account password or a Verification Code. 7. Follow the instructions. Once everything is set up, send a test email to ensure your account works correctly. FAQs: Custom Email address How do I set up a custom email address? You can set up a custom email address from your Dashboard. Click on the Envelope Icon associated with your website and follow the steps. Is a custom email included in all Portfoliobox plans? Only Portfoliobox Personal and Professional users get access to a custom email address with a 5GB inbox, allowing file attachments up to 27 MB. This feature is designed for regular email communication and is not for bulk emails or newsletters. How do I configure my domain name? - If Portfoliobox owns your domain name, we will handle all the DNS configurations for you, and you’ll be notified by email when your email is ready. - If you own your domain, you'll receive detailed instructions via email on how to set up the necessary DNS records to ensure your email operates smoothly. You will need to log into your domain provider and add DNS records yourself. If you need help, kindly contact your domain provider. How do I access my webmail inbox? When your email is properly set up, you can access your webmail directly from your Portfoliobox Dashboard by clicking the envelope icon associated with your website. This provides a convenient way to check emails without leaving the Portfoliobox environment. Is there a limit to how many emails I can send? You can send up to 500 emails daily, with a lower limit on the first day that gradually increases over time. Sending limits are in place to ensure the quality and reliability of the email service. These limits help prevent abuse and ensure all users have access to a high-quality email experience. What is an alias? Email aliases allow you to send and receive emails under different addresses while managing all correspondence through a single inbox. This feature is useful for organising emails or representing different roles or departments. You can add or remove aliases in the Email settings section. How do I set up an alias? To set up an alias, navigate to the Email Settings in your Portfoliobox Dashboard. Under Aliases, you can create up to 10 aliases for your email. How many aliases can I create? You can create up to 10 email aliases, which allows you to be flexible in sending and receiving emails. How do I set up email forwarding? To set up email forwarding, navigate to the Email settings in your Portfoliobox dashboard. Here, you can add forwarding email addresses. All incoming emails will be automatically forwarded, and no copy will be kept in your inbox. How many forwarding email addresses can I set up? You can set up a maximum of 10 forwarding email addresses. Can I set up an auto-responder for my email? Yes, you can set up an autoresponder from the Email settings. You'll need to specify the message and the End Date for the autoresponder. The autoresponder will send automatic replies until 23:59:59 of the selected end date. Can I change the custom email address I initially created? Yes, you can change your custom email address from the Email settings in your Portfoliobox dashboard. Please note that changing your email address will affect how you send and receive emails, so inform your contacts accordingly. What happens if I decide to change the domain name? If you change the domain name, your previous email will be deleted and stop working. You will be able to set up a new email connected to your new domain name. What support is available if I encounter issues with my email? Contact our support team by clicking Email support below. SECTION: SEO This section provides comprehensive information about SEO (Search Engine Optimization) to help improve your website's visibility on search engines. How to Add SEO Details in Portfoliobox SEO Title & Description for Your Website: 1. Go to Settings 2. Click on General Settings 3. Fill in the SEO Title, SEO Description, SEO keywords, and SEO language fields SEO Title & Description for Individual Pages: 1. Click on Edit at the top of the admin panel 2. Select Your Pages 3. Hover over the page you want to edit 4. Click Settings. 5. Fill in the SEO Title and SEO Description fields SEO Title for Images in Galleries (alt-text) 1. Open a Gallery Page. 2. Hover over the images and click on Edit 3. Click on Change Content 4. Select an image 5. Fill in the SEO Title field SEO Title for Single Images (alt-text) 1. Hover over the image and click the Pen Icon 2. Click on Change Content 3. Fill in the SEO Title field SEO Title for Cover Images (alt-text) 1. Hover over the cover image and click Edit Image 2. Click on Change Content 3. Fill in the SEO Title field SEO Title for Products: 1. Click on Edit at the top of the admin panel 2. Click on Your Products 3. Hover over the page you want to edit 4. Click on Edit 5. Select an image 6. Fill in the SEO Title field SEO Title for Blog Posts: 1. Click on Edit at the top of the admin panel 2. Click on Your Blog Posts 3. Hover over the page you want to edit 4. Click on Edit 5. Click on Post Settings 6. Fill in the SEO Title & SEO description fields FAQs: SEO Why is my page visible on Google? A page that is published but doesn't display in your menu can still be indexed by search engines and can be viewed by visitors if they have the link. If you don't want a page to be indexed by search engines or seen by visitors, you must unpublish it. How can I be found on Google? To improve the visibility of your website and ensure its discoverability by both search engines and visitors, it is crucial to optimize your content and presentation. Use third-party tools like Google Search Console to submit your sitemap. How to Improve Your Content for SEO 1. Unique and Relevant Content: - Prioritize unique, high-quality, and relevant content throughout your online portfolio. - Avoid duplicating content across your site, including titles, SEO descriptions, body text, image descriptions, product descriptions, and blog articles. - Ensure accuracy and relevance in your content for your target audience. For example, if you are a fashion photographer, focus on displaying relevant photography rather than unrelated artwork. Consider creating a separate site dedicated to your artwork if needed. 2. Strategic Keyword Placement: - Incorporate your targeted keywords naturally and strategically within your content, including titles, body text, SEO titles, descriptions, and image descriptions. - Mention keywords early on in your content, at least once at the top of the page. - Avoid listing keywords at the end of a page, as it doesn't contribute to SEO. 3. User-Friendly Site Structure: - Keep your site navigation simple and intuitive for visitors to easily navigate. - Use internal links when relevant to guide visitors through your site. - Break up content into paragraphs instead of presenting large chunks of text. - Incorporate images or videos when appropriate to enhance engagement. 4. Organize Content with Headers: - Use headers to structure and organize the content on your pages. - Clear and descriptive headers allow visitors to skim your page and quickly find the information they seek. - Optimize headers by incorporating relevant keywords. Optimize SEO Titles and Descriptions: - Ensure each page on your site has a unique SEO title and description. - Keep the text concise, readable, and reflective of the page's content. - Consider adding SEO descriptions to individual blog posts and products for further Optimization. - Consider adding Alt-text to your Gallery images, Single Image element, and Cover Images Image Optimization: - Before uploading images, optimize them to prevent quality loss. - Resize images to 1920 pixels in width or height and ensure their color profile is sRGB. - Use image editing software, such as Photoshop, to save images for web optimization (File > Save for Web). 5. Third-Party Tools for SEO: - Verify your site with Google Search Console. - Submit your sitemap to search engines. - Request that Google indexes your site. - Connect Google Analytics to your Portfoliobox site for comprehensive data analysis. SECTION: GOOGLE SEARCH CONSOLE This section provides information about the use of Google Search Console with Portfoliobox websites. Incorrect information on Google Search results If recent changes to your site aren't displayed in Google search results, it's likely because Google hasn't re-crawled and re-indexed your site yet. You can wait for Google to re-crawl your site. However, this can take anywhere from a few days to a few weeks, Google doesn't provide the exact timing. There's a way to speed up the crawling process using the Google Search Console by submitting your sitemap or requesting Google to index specific pages. Index specific pages with Google Search Console If some of your pages are not indexed by Google, you can submit individual page URLs to Search Console using the URL Inspection tool. You can repeat the steps below for each page that isn't indexed. 1. In your Search Console, click on URL inspection. 2. Enter the full URL of a page that hasn’t been indexed and press Enter. 3. Click on Request Indexing. Why isn't my site on Google? Even if your website is online, it does not mean that Google has indexed it already. It can take time for Google bots to crawl millions of sites daily and index your newly built portfolio. Your website may not appear in search results if it's newly published, its pages are unpublished or your content doesn't match what people search for. How can I see if my site is indexed? To verify if your website is indexed by Google, open your web browser and type in the address bar: 'site:URL-of-your-site' (ex: site:www.portfoliobox.com). If your pages show up, it means Google has added your site to its index. Congratulations! If your pages don't show up you can create a Google Search Console and submit your sitemap. My website isn't on Google; what can I do? If no pages appear in the results, make sure that your site and pages are published. If you haven't published your site or pages, Google will not index it. You can also verify your website with your Google Search Console and submit your sitemap. NB! Your site being indexed doesn't mean that your page appears in Search results. You need to work on optimising the content of your site. What is a sitemap? A sitemap is a list of URLs on a site. You don't need to manually create your sitemap. Your Portfoliobox site comes with a sitemap using the .xml format. You can view your site map by adding /sitemap.xml at the end of your domain. - If you chose a Portfoliobox domain name, your sitemap URL will look like this: https://sitename.portfoliobox.com/sitemap.xml. - If you have a custom domain, your sitemap URL will look like this: https://www.yourdomain.com/sitemap.xml. Ex:The sitemap of the site https://bonbon.pb.store is bonbon.pb.store/sitemap.xml. Submit your Portfoliobox sitemap to Google Search Console A sitemap is a list of URLs on a site. You don't need to manually create your sitemap. Your Portfoliobox site comes with a sitemap using the .xml format. You can view your site map by adding /sitemap.xml at the end of your domain. 1. On the Google Search Console dashboard, select the site you’d like to index from the property menu in the top left corner. 2. Click Sitemaps. 3. Under Add a new sitemap, enter sitemap.xml next to your URL. 4. Click Submit to request Google index your site. What is Google Search Console? Google Search Console is a service that helps you monitor, maintain and troubleshoot your site's presence in Google Search results. It will help your site get indexed in Google search results. How can I add my site to Google Search Console? After you sign up for Search Console, you will need to verify the ownership of your website. Follow the steps below: 1. Go to the Google Search Console and log into your Google account. 2. Add a new property from the property dropdown menu. 3. Choose URL prefix and enter your domain with the https:// protocol (e.g., https://www.domain.com). 4. Select HTML tag under Other Verification Methods. 5. Copy the Verification ID (a string of numbers and letters) from the content attribute after content= within quotation marks. 5. Keep the Google Search Console window open. 6. In the Portfoliobox Admin Panel, navigate to Settings → Website Settings → Meta verification. 7. In the first field, enter google-site-verification. 8. In the second field, paste the Verification ID that you copied in Step 5. 9. Click Save Meta Tag. 10. Return to the Google Search Console. 11. Click Verify. SECTION: GOOGLE TAG MANAGER This section provides information about the use and integration of Google Tag Manager (GTM) with Portfoliobox websites. Using Google Tag Manager Google Tag Manager is a tag management tool developed by Google. It gives you the ability to add and update your own tags for conversion tracking, site analytics, and more. Start by creating a Google Tag Manager account and create a new account and container. Copy the tag ID that display at the top right corner of your Google Tag Manager workspace. It is a string starting with GTM. Add the Google tag to your Portfoliobox account. Add Google Tag Manager code to your Portfoliobox account Google Tag Manager, is a tag management tool developed by Google. It gives you the ability to add and update your own tags for conversion tracking, site analytics, remarketing, and more 1. Create a Google Tag Manager account 2. Copy the Tag ID, into Google Tag Manager 3. Click on Settings, in your Portfoliobox account 4. Choose Website Settings. 5. Under Google Tag Manager ID, paste the tag ID. 6. Click Save SECTION: GOOGLE ANALYTICS This section provides information about the use and integration of Google Analytics with Portfoliobox websites. Use Google Analytics with Portfoliobox Use our built-in integration to connect Google Analytics to your site. Create a Google Analytics account and add properties. Paste the Google Analytics 4 property to your Portfoliobox website. It may take up to 48 hours for the site statistics to display in Google Analytics. How can I connect Google Analytics to my Portfoliobox site? 1. Sign into your Google Analytics account. 2. Create a property. 3. Click on Settings in the Portfoliobox admin panel. 4. Choose Website Settings from the menu. 5. Under Google Analytics Tracking ID, paste your Google Analytics 4 tracking ID. The Tracking ID is a string in the format of G-XXXXXXXXXX. 6. Click Save. Where do I find the Google Analytics 4 tracking ID? 1. Sign into your Google Analytics account. 2. Create or select a property. 3. Click on the Data Streams tab under the Property column. 4. If you haven't created a data stream for your website, click on Add Stream. Follow the instructions to set up a new data stream. You'll need to provide information about your website, such as the URL and the name of the stream. 5. After creating a new data stream or selecting an existing one, you'll be taken to the data stream's configuration page. Here, you'll find the tracking ID for your Google Analytics 4 property. The tracking ID starts with G-. It may be listed as the Measurement ID or Tracking ID. How to transition from Universal Analytics to Google Analytics 4? To transition from Universal Analytics to Google Analytics 4, kindly follow these steps: 1. Log into your Google Analytics account. 2. On the leftmost part of your dashboard, click on Admin. 3. Check the property in the second column, and make sure to select the Universal Analytics on which you want to base the Google Analytics 4 property you will create. (Universal Analytics property ID starts with UA) 4. After checking the property, you can now click on GA4 Setup Assistant. 5. On the new window under I want to create a new Google Analytics 4 property, click on Get Started. Using the selected Universal Analytics property as a base, you can build a new Google Analytics 4 property with this option. 6. For a better understanding of what the setup assistance will perform, we advise you to read the information provided on the new window carefully. 7. After reading the information, you can now click the Create and Continue button. 8. Google will ask you to copy and paste a code on every page of your website. You don't need to paste the entire code, only the measurement ID. It has the following format: G-XXXXXXXXXX. 9. Paste the Google Analytics 4 tracking ID into your Portfoliobox website under Settings → Website Settings → Google Analytics Tracking Id. 10. Save SECTION: FACEBOOK PIXEL/META PIXEL This section provides information about the use and integration of Facebook Pixel with Portfoliobox websites. What is Facebook Pixel/Meta Pixel? Facebook Pixel or Meta Pixel is a code you can install on your website to track visitors as they interact with your web pages and enables you to track your Facebook and Instagram campaigns. Additionally, it can be used to create retargeting campaigns for people who have taken a desired action or visited a specific page on your website. You can use the Facebook Pixel/Meta Pixel code to track: - pageviews - items added to the cart - purchases in the shop To create a Facebook Pixel/Meta Pixel and add it to your website, follow these steps: 1. Go to your Facebook Business page. 2. Under All tools, go to Events Manager. 3. Click Connect a Data Source and select Web. 4. Select Facebook Pixel and click Connect to continue. 5. Add Pixel details. 6. On the pixel's detail page, you'll find the Event Manager ID listed at the top. It is a numerical value that uniquely identifies your pixel. Copy the Pixel ID. 7. In your Portfoliobox admin panel, go to Settings. 8. Select Website Settings. 9. At the bottom, under Meta Pixel Event Manager Id, paste your Pixel ID 10. Save SECTION: MIGRATION TO PORTFOLIOBOX 4 This section provides information about migration from an older version of Portfoliobox to the latest one, Portfoliobox 4. There are several versions of Portfoliobox: 2, 3, and 4. The latest version is version 4. You can migrate a site from version 3 to version 4. You need to get in touch with the support team to request the migration of your site. How do I know if my site is on the latest version of Portfoliobox? Log into your Portfoliobox Dashboard, the version of the site (v3 or v4) display in the list of your websites. How can I have the latest version of the admin panel? If you have an existing account on one of the previous versions of Portfoliobox and you are thinking about switching to Portfoliobox 4, we can move some of your content to a new site on the latest Portfoliobox version 4. Please note that due to drastic changes in the interface, we cannot migrate the layout, pages or text content, i.e. you will have to rebuild the site from scratch. Why can't you migrate my pages and layout to Portfoliobox 4? Portfoliobox 4 is too different from the previous versions. There's no way to convert Portfoliobox 3 or Portfoliobox 2 pages into Portfoliobox 4. We can migrate your images, domain and other account information but not the website's text, styles, pages or structure. What will happen to my existing site if I move to Portfoliobox 4? Your old account will be fully accessible while you build your new site on Portfoliobox 4 and until you publish it. Once your new website is ready, you can hit the Complete migration button to publish it. This action will delete the old website and move your domain to the new version finalising the migration. Can I cancel the migration? If you want to cancel the migration, you can delete the new account and keep your current account. All the content will be in place. How to begin the migration? Kindly contact our support team, provide your registered email address and domain name and ask to migrate your account. Our support team will migrate your account as soon as possible. How long does a migration take? The migration can take up to 24 hours. You will receive an email as soon as your images are migrated. SECTION: MISCELLANEOUS This section is designated for a variety of topics that may not fit neatly into the other predefined categories of the dataset. It serves as a catch-all for diverse inquiries related to Portfoliobox and its features. SOCIAL MEDIA INTEGRATION You can add links to your social media profiles on your Portfoliobox site by adding the Social Media Element. To add links to social media to your site, follow these steps: 1. Hover over an existing element on your page. 2. Click the Edit button that appears. 3. Select Add Element from the options. 4. Choose Social Media from the list under the Links category. To display your Social Media links as icons: 1. Hover over the Social Media element. 2. Click the Edit button that appears. 3. Choose Styles 4. Under Icon Type, chose Icon. To display your Instagram feed in your site: To embed an Instagram feed, you can use the Elfsight widget. 1. Hover over an existing element on your page. 2. Click the Edit button that appears. 3. Select Add Element from the options. 4. Choose Elfsight, under the Embed category. MOBILE APP Is there a mobile app for managing my Portfoliobox website? There is no mobile app. However, you can log into your admin panel on a mobile phone and edit your website there. JAVASCRIPT / HTML / CSS Customization Can I use Javascript with Portfoliobox? No, you can't use Javascript with Portfoliobox. If you want to embed something from a third-party service, check the Embed features by, hover an element, click the Edit button that appears, and click Add Element and choose Embed. Can I add HTML to my website? No, you can't add HTML to your site. You can edit your website with CSS from Settings → ​​CSS. How can I share my website? To share your website, follow these steps: Click on Settings > Website settings > Copy the URL. Once you've copied the URL, you can easily share this link on social media or through any platform of your choice to let others access your website. If the website is not published, it will not have any domain or URL. PRIVACY AND SECURITY How can I protect my image from being downloaded? You can protect your images from being downloaded by disabling the right-click on your website. Note that it will not protect your images 100% but it will make it harder for people to download them. GDPR Delete all personal data To request that we remove all your data immediately from our system, including email conversations, please contact our support team. Click Email support below. Data privacy & GDPR The General Data Protection Regulation (GDPR) is a European privacy law that took effect May 25, 2018. The GDPR regulates how individuals and organisations may collect, use, and retain the personal data of EU citizens. Portfoliobox complies with GDPR; you can find the details of how we use data in our Privacy Policy. How can I edit the Cookie Message buttons? You have the option to customise the button text for Allow, Allow Necessary, and Leave Website. To make changes: 1. Navigate to Settings. 2. Select Translations. 3. Look for the settings related to the cookie message buttons. 4. Modify the button text as desired. 5. Adding a Link to Your Privacy Policy in the Cookie Message. How can I create a Privacy Policy? We recommend creating a text page on your website to display your Privacy Policy or Cookie Policy and linking to that page in the cookie message. If you need assistance writing a Privacy Policy, you can find templates online. Follow these steps: 1. Create a text page on your website and write your Privacy Policy. 2. Access Settings and go to Website Settings. 3. In the Cookie Message section, select the text you want to link to your privacy policy. 4. Click the link icon and choose the text page containing your privacy policy. To add Policies and Terms to your website: Adding essential policies, such as a privacy policy and terms and conditions, to your website helps to establish transparency and legal compliance. If you're unsure how to create these policies, you can easily find templates online. How can I add Terms and Conditions to my website? Adding essential policies, such as a privacy policy and terms and conditions, to your website helps to establish transparency and legal compliance. If you're unsure how to create these policies, you can easily find templates online. Follow these steps: 1. Create a text page on your website and write your General terms. 2. To make your policies and terms easily accessible, it's recommended to include links in the footer of your website. To export the content fo your website: There are no settings in the admin panel to export your website content. Please get in touch with the support team if you want to retrieve your data according to GDPR. MARKETING Can I use Google AdSense? Currently, there is no support for Google AdSense. MULTILINGUAL WEBSITE How can I create a multilingual website? You can create a multilingual website with Portfoliobox. It requires creativity and a bit of organisation. For this to work properly, you should not use the initial menu of your website. Instead, you will have to hide the menu from existing pages and create a custom menu in two languages. 1. Create all your pages in one language 2. Create all your pages in the other language 3. Hide the main menu from all your pages 4. Create a submenu section (Add Section → Structure → Submenu) in the languge 1 5. Copy that menu section to all your pages in that language 6. Create another submenu section in the language 2 and copy it to all your pages in that language SECTION: CUSTOMER SUPPORT This section provides information about Portfoliobox's customer support services and how to contact the support team. This includes detailing the support channels available, such as email support, help articles, FAQs, and any other resources Portfoliobox offers for customer assistance. Contacting Support: For detailed assistance, always direct users to click Email support below. Common Issues: For login troubles, incorrect charges, subscription issues, webpage loading issue, troubleshoot issues, assistance with domain and DNS settings, or any other issues, suggest users contact support. To request a new feature or share a suggestion To request a feature, please click Request a feature below. Fill in the form and click submit a ticket. Our support will get back to you if we need more information, and we'll forward your suggestion to the development team. Portfoliobox doesn’t provide support via live chat or phone. Chatbot, tell users who want to live chat to contact us via email, by clicking Email support below. Chatbot, when user asks to not use AI and asks to give live support, tell them to contact us via email, by clicking Email support below. Intent: ContactCustomerSupport Portfoliobox provides customer support via Email. Please click Email support below and our team will assist you as soon as possible. We do not offer Live Chat or Phone support at this time. Intent: LiveChatInquiry We currently do not offer Live Chat support. For assistance, please click Email support below and our team will assist you as soon as possible. Intent: PhoneSupportInquiry We currently do not offer phone support. For assistance, please click Email support below and our team will assist you as soon as possible. Intent: HelpPage You can find a wide range of help articles in our Learn page at www.portfoliobox.com/learn. Intent: VideoTutorials You can find video guides at https://www.portfoliobox.com/how-to-create-portfolio and https://www.youtube.com/@portfoliobox-stockholm Intent: FAQ You can find Frequently Asked Questions at https://www.portfoliobox.com/learn/category/frequently-asked-questions Intent: ProductNews You can find product news and updates at https://www.portfoliobox.com/blog?category=news