Shortcode Templates

What is a Shortcode Template?

Shortcode Templates allow advanced users to modify the actual output of shortcodes from WP-Client and it's Extensions. Advanced users only should attempt changes here. Please only edit HTML, and don't change anything inside curly brackets {}.

To edit, you will first want to select "Copy to Theme Directory" for the desired template. After that, you will have the option to "Edit" the template.

If you run into a problem, you can "Delete Template from Theme Directory" to remove your customized template and reset to the default template.


In changing the default labels on the Client Registration Form, keep in mind the following:

Allowing your Clients/Members to register themselves can be an easy way to gain traffic and potential revenue on your site. Web Portal makes this even easier by having a default Client Registration Form built-in to the plugin. However, all of the field names may not apply to your particular install, and you may want to rename them.


  • Changing the labels on this form will NOT change the name of the fields in the backend of your installation. It simply changes how the name of the field displays for the Client/Member on the Client Registration Form only.
  • If you are editing the label of a required field, be sure to leave the "$required_text" label code intact. This code displays the red star next to the label name.
  • Before making changes to the shortcode template, it is a good idea to copy/paste the contents of the template into a text editor and save. You can use the "Reset to Default" option if you make any mistakes, but it is always good to have a backup.

Please follow the steps below:

1) While logged out as admin (in either another browser, or an incognito session) navigate to your Client Registration Form. This is usually found at ""

2) Decide which label you would like to change, and note it's position on the form. In this example, we will be changing the "Business or Client Name" label.

3) In your WordPress dashboard, navigate to WP-Client → Templates → Shortcode Templates. Click on the Registration tab, then find the Client Registration Form template name.

4) Find the corresponding label text in the template. This piece of code dynamically generates the Business or Client Name label which is what we need to replace. You can find the appropriate corresponding label code for the label you are changing.

5) Replace the label code with whatever text you would like to display, and click "Update".

6) Go back to your other browser and refresh the Client Registration Form. Your changes should be reflected.

How to insert custom data into Estimates/Invoices?

If you would like to include additional data in an Estimate or Invoice PDF that is not included by default, this can be accomplished by inserting the desired placeholders in the corresponding "Invoice Content" or "Estimate Content" templates at WP-Client → Templates → Shortcode Templates.

In these templates, you can use standard WP-Client placeholders (such as {client_phone}), as well as placeholders for any Custom Fields you may have created (such as the example {wpc_cf_street_address} in the above screenshot).

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