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In this section, we will discuss all basic pages that every users (Visitors, Customers, Freelancers, and Admins) will encounter brought by using this plugin. Here are as follows:

5.1     Front End Pages

Listed below are pages which Visitors, Freelancer and Customers can access upon going to the website’s frontend using our Freelancer Marketplace Plugin. Here are as follows:

5.1.1 Public Pages

  • Main page (Homepage) – Default page for any kinds of website. The site admins have the control what content to display or add here.
  • List of Projects – In this page, the users can see current available Freelance Projects waiting for proposals. This page shows the Project Title, Project Status, Project Budget, Submit Bid button, Number of bids received and date the project was created.
  • List of Freelancers – By going on this page, you can see the list of all Active Freelancers. This is essential for visitors and customers who wanted to search for Freelancer themselves that could help them with their projects.
  • Freelancer Profiles – If a visitor clicks on a Freelancer Name on the List of Freelancers, it will take him straight to the Freelancer’s Public Profile Page. Here the visitor can see detailed information of the Freelancer such as Reviews, Skills, Time zone and Social Accounts.
  • Submit New Project – This page gives the customer easy and fast access to directly fill the project form, register or login as a customer and submit that new project right after. Both the freelancers and customers can have the capacities to submit a project, but their profiles must be verified (clicking on the confirmation link from the email received) and approved (done by site admins) first as a customer.
Freelancer Marketplace Plugin Submitting New Project
Freelancer Marketplace Plugin Submitting New Project
  • Blog – Default WordPress page for Blog Posts. This is not a plugin page but one page which would be available by WordPress. The site admins have the control what content to display or add here.
  • Login/Registration – In this page, users can choose whether to register as a customer or a freelancer, or even both. Fill out the registration forms, verify your account, wait to get approved by site admins and you’re done.

5.1.2 Pages for Logged In Users

  • Freelancer Dashboard – After your Freelancer profile is approved, you can now have accessed to your own Freelancer Dashboard.
  • Dashboard – Displays three of your projects per project status. It also show the Project Details such as Project Name, Status, Bid/Project Amount, Action Buttons and Date Created. You can click on View All button to view all projects on that specific category.
  • My Bids – If you hover on this tab, it lists your Open Bids, Declined Bids, Canceled Bids and Lost Bids. If you click one of them, you can now see all of your bids on that specific category, if you have.
  • Projects – If you hover on this tab, it lists your Available, Private, Open, Accepted, Under Dispute, Completed and Aborted projects. If you click one of them, you can now see all of your projects on that specific category, if you have.
  • Payments – This tab now shows your Withdrawals and Account Balance, and most importantly, Available Amount for withdrawal. If you have an available balance, there will be a button here that lets you request that amount for withdrawal. There are two buttons here: Account Balance and Withdrawal. Account Balance shows your Account Activity, Amount, Balance Status, and Date Created. While Withdrawal button shows your Withdrawal Description, Amount Status, and Date Created. In summary, you can see here your Account Activity for checking and monitoring.
  • My Profile – If you click on this tab, it shows your Profile Information in Edit Mode. After editing, click Save Changes below. If you wish to have a look on your published profile, click on View Profile button. There are certain settings on the backend which can either hide/unhide your Profile for visitors that are not logged in/registered. It protects your profile information this way.
  • Messages – This tab shows all of your conversation with every users. You can also send them a message right here.
  • Customer Dashboard – After your Customer profile is approved, you can now have accessed to your own Customer Dashboard.
  • Dashboard – Displays three of your projects per project status. It also show the Project Details such as Project Name, Status, Bid/Project Amount, Action Buttons and Date Created. You can click on View All button to view all projects on that specific category.
  • Submit Project – This tab basically lets you submit new project right on your Dashboard.
  • My Projects – If you hover on this tab, it lists your Pending, Open, Accepted, Disputed, Aborted, Canceled, Expired and Completed projects. If you click one of them, you can now see all of your projects on that specific category, if you have.
  • My Profile – If you click on this tab, it shows your Profile Information in Edit Mode. After editing, click Save Changes below. If you wish to have a look on your published profile, click on View Profile button. There are certain settings on the backend which can either hide/unhide your Profile for visitors that are not logged in/registered. It protects your profile information this way.
  • Messages – This tab shows all of your conversation with every users.You can also send them a message right here.
  • Logout – Clicking on this tab will automatically log you out.
  • Freelancer Profile Page: This page displays all details about the freelancer such as skills, time zones andrating depending on the settings set by the admins.
  • Customer Profile Page: This page displays all details about the freelancer such as skills, time zones andrating depending on the settings set by the admins.

5.2     Back End Pages

Now, let’s go to your WordPress Website Backend Settings. On the left menus, locate for the Freelancer Marketplace tab. By simply hovering on it, you can see below tabs which we will discuss one by one below.

5.2.1 Freelancers

You can see here the complete list of Freelancers that had registered on your website.

Top Filters: All (x) | Pending (x) | Approved (x) | Suspended (x) | Trash (x).

When clicked it shows you Freelancer profiles for each filter, to have a better and quick view on each. (x) means the number of Freelancer profiles per status as filtered.

Bulk Actions: You can also apply bulk actions to the Freelancer profiles on the list to save time on manually applying certain actions on each. Available actions are:

  • Approve Freelancers
  • Decline Freelancers
  • Suspend Freelancers
  • Unsuspend Freelancers
  • Move to Trash Freelancers

Search Bar: You can also search for Freelancer names using the search bar on the Top Right.

Freelancer Table List: There are a total of 9 Columns for our Freelancer Table which shows each Freelancer Profile details. These are:

  • Select All – This appears as a checkbox which we can mark for applying Bulk Actions.
  • Name (username) – Shows the Freelancer’s name and Username.
  • Status – Shows the Freelancer’s Status (Approve, Pending)
  • Email Verified – Shows whether the Freelancer’s email is verified or not. (Yes, No)
  • # of Projects (Completed/Accepted) – Shows the number of Completed over Accepted projects of this Freelancer.
  • # of Bids – Shows the total number of all Bids submitted.            
  • Total Earned – Shows the total amount of money ($) earned.
  • Rating – Shows how many ratings this Freelancer had received.
  • Registration Date – Shows the date on which this Freelancer had first registered.
  • Freelancer Name submenus – By hovering on the Freelancer names will show you options such as: View Profile | View | Approve | Decline | Trash.

5.2.2 Freelancer Profile

If you hover on a Freelancer Name on the list, you can see one submenu option called “View Profile”. It shows you the Freelancer Profile in Frontend view.

In the backend view of the Freelancer Profile, you can see all detailed information pertaining to that Freelancer in Overview tab. These are:

  1. Freelancer Avatar Image
  2. Edit Freelancer button
  3. Suspend button
  4. Freelancer Name
  5. Freelancer Email Address
  6. User ID Number
  7. Username
  8. Status
  9. Automatic approval disable/enabled
  10. Freelancer Address which links to the Frontend Profile View
  11. All Projects list

Here are the menus on the left of the page: Overview, Profile, Payments, Bids, Projects, Milestones, Ratings, Withdrawals, Disputes, Messages and Delete

When clicked, it shows you information specifically for the Freelancer in each specific tab. These tabs basically shows the site admin all details and information commonly found on the Frontend View. This way, site admins can easily have access on them on the backend settings.

5.2.3 Projects

You can see here the complete list of Projects that been submitted on your website.

Top Filters: All (x) | Pending (x) | Open (x) | Accepted (x) | Completed (x) | Disputed (x) | Canceled (x) | Declined (x) | Aborted (x) | Expired (x) | Expired (x).

When clicked it shows you the Project for each filter, to have a better and quick view on each. (x) means the number of Freelancer profiles per status as filtered.

Filter Box: This section allows you to filter out projects depending on a specific Freelancer, Customer and Project Status.

Bulk Actions: You can also apply bulk actions to the Projects on the list to save time on manually applying actions on each. Available actions are:

  • Approve & Open
  • Pending
  • Decline
  • Cancel
  • Abort
  • Undispute
  • Move to Trash

Search Bar: You can also search for Projects using the search bar on the Top Right.

Projects Table List: There are a total of 10 Columns on our Projects Table which shows each Project details and information. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Project ID – Every project has a corresponding Project ID. When clicked, it will take you to the detailed project page at backend. Also, if you hover over the Project ID, you will see options: View | Trash | View Milestone
  • Project Status – Shows the Project Status. (Accepted, Open, Trash, Aborted, Pending)
  • Completed by
  • Project Title – Shows theProject Title. When clicked, it will take you to the detailed project page at backend.
  • Project Budget – Shows the Project Budget set by the Customer who made the project.
  • # of Bid – Shows the total number of bids submitted by the Freelancers for this project.
  • Customer – This shows the Customer name who submitted this project.
  • Freelancer – When a bid has been accepted, Winning Freelancer’s name will be shown in this column to show.   
  • Updated – Shows the date when this project has been last updated.

5.2.4 Project Page

If you hover on a Project Title on the list, you can see one submenu option called “View”. This will take you to the backend page to see a more complete Project details.

You can see the following information on the Project Overview Tab:

  • Project Title
  • Project Description
  • Budget
  • Project Since
  • Project Duration
  • Customer
  • Status
  • Completed By

After these details you can see Cancel, Decline and Edit buttons. Further below, it lists down all the Bids received by this Project as well as the Milestones requested by the Freelancer.

Left Menus: Overview, Files, Timeline, Messages, Dispute and Delete

When clicked, it shows you filtered information specifically for that project in each tab. These tabs basically shows the site admin all details and information commonly found on the Frontend View. This way, site admins can easily have access on it at the backend settings.

5.2.5 Customers

You can see here the complete list of Customers that had registered and submitted a project on your website.

Top Filters: All (x) | Active (x) | Pending (x)

When clicked it shows you the Project for each filter, to have a better and quick view on each. (x) means the number of Customer profiles per status as filtered.

Bulk Actions: You can also apply bulk actions to the Customer profiles on the list to save time on manually applying certain actions on each. The only available bulk action is Delete.

Search Bar: You can also search for Customer names using the search bar on the Top Right.


Customer Table List:
There are a total of 8 Columns for our Customer Table which shows each Customer Profile details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Name (username) – Shows the Customer’s name.
  • Email – Shows the Customer’s email address.
  • Orders – Shows the number of orders this Customer has paid.
  • Spent – Total amount spent on all of the orders.
  • Status – Shows whether Customer’s status is Active or Pending.
  • Rating – Shows how many ratings this Freelancer had received.
  • # of Projects – Shows the number of projects this Customer has.
  • Date – Shows the date when the Customer had registered.

5.2.6 Bids

You can see here the complete list of Bids that had been submitted for a project on your website.

Top Filters: All (x) | Open (x) | Accepted (x) | Decline (x) | Canceled (x)

When clicked it shows you the Bid for each filter, to have a better and quick view on each. (x) means the number of Bids per status as filtered.

Bulk Actions: You can also apply bulk actions to the Bids on the list to save time on manually applying certain actions on each. The available bulk actions are:

  • Active Bids
  • Declined Bids
  • Canceled Bids
  • Move to Trash

Search Bar: You can also search for Bids using the search bar on the Top Right.


Bids List:
There are a total of 12 Columns for our Bids List which shows each Bid details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Bid ID – Shows the Bid ID and links to the Bid Overview page.
  • Bid Status – Shows the Bid Status (Open, Accepted, Declined, Canceled)
  • Project ID – Shows the Project ID and links to the Project Overview and Details page.
  • Project Status – Shows the corresponding Project Status.
  • Project Title – Shows the Project Title to which this bid has been submitted.
  • Bid Proposal – Shows the Bid Proposal entered by the Freelancer.
  • Bid Amount – Shows the Bid Amount (Set by the Freelancer) and the Project Budget (Set by the Customer).
  • Project Duration (Days) – Shows the project’s duration in day’s set by the Customer.
  • Freelancer – Shows the Full Name and Nickname of the Freelancer.
  • Customer – Shows the Full Name and Nickname of the Customer.
  • Last Edited – Shows the date when this Bid has been last edited.

5.2.7 Skills

You can see here the complete list of Skills that had been entered by a user on your website.

Top Filters: All (x) | Active (x) | Trash (x)

When clicked it shows you the Skills for each filter, to have a better and quick view on each. (x) means the number of Bids per status as filtered.

Bulk Actions: You can also apply bulk actions to the Bids on the list to save time on manually applying certain actions on each. The only available bulk action is Move to Trash.

Search Bar: You can also search for Skills using the search bar on the Top Right.


Skills List:
This simply displays the name of the Skill and the Date when this skill has been first added on your website system.

5.2.8 Milestones

You can see here the complete list of Milestones that had been requested for a project on your website.

Top Filters: All (x) | Paid (x) | |Delivered (x) | Completed (x) | Canceled (x) | Rejected (x)

When clicked it shows you the Milestone for each filter, to have a better and quick view on each. (x) means the number of Milestones per status as filtered.

Bulk Actions: You can also apply bulk actions to the Bids on the list to save time on manually applying certain actions on each. The only available bulk actions are Paid and Move to trash.

Search Bar: You can also search for Milestones using the search bar on the Top Right.


Bids List:
There are a total of 9 Columns for our Milestones List which shows each Milestone details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Description – Shows the Milestone Description. When clicked, it will take you to a screen to edit this Milestone. When you hover on this, it will show options like Restore, Delete Permanently and Trash.
  • Project ID – Shows the Project ID and links to the Project Overview and Details page.
  • Project Name – Shows the Project Name and links to the Project Overview and Details page.
  • Amount – Shows the Bid Amount.
  • Freelancer – Shows the Full Name and Nickname of the Freelancer.
  • Customer – Shows the Full Name and Nickname of the Customer.
  • Status – Shows the Milestone Status (Paid, Delivered, Completed, Canceled, and Rejected).
  • Since – Shows the date when this Milestone has been first requested.

5.2.9 Ratings

You can see here the complete list of all Ratings received for both the Customers and Freelancers.

Bulk Actions: You can also apply a bulk action to the Ratings on the list to save time on manually applying certain actions on each. The only available bulk action is Delete Permanently.

Search Bar: You can also search for Ratings using the search bar on the Top Right.


Ratings List:
There are a total of 9 Columns for our Ratings List which shows each Rating details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Comment – Shows the rating comment for the user. When clicked, it will take you to a screen to edit this Rating. When you hover on this, it will show options like Edit and Delete Permanently.
  • Project ID – Shows the Project ID and links to the Project Overview and Details page.
  • Project Name – Shows the Project Name and links to the Project Overview and Details page.
  • Rating – Shows the number of rating given (1 to 5)
  • Rating For – Shows whether the rating is for Customer / Freelancer.
  • Freelancer – Shows the Full Name and Nickname of the Freelancer involved.
  • Customer – Shows the Full Name and Nickname of the Customer involved.
  • Since – Shows the date when this Rating has been first given.

5.2.10 Messages

You can see here all the Conversations from both the Customers and Freelancers.

Bulk Action: You can also apply a bulk action to the Messages on the list to save time on manually applying certain action on each. The only available bulk action is Delete Permanently.

Search Bar: You can also search for Messages using the search bar on the Top Right.


Messages List:
There are a total of 6 Columns which shows each Conversation details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.           
  • Conversation – Shows the name of both Customer and Freelancer involved in this conversation.
  • Project ID – Shows the Project ID and links to the Project Overview and Details page.
  • Project Name – Shows the Project Name and links to the Project Overview and Details page.
  • Project Status – Shows the corresponding Project Status.
  • Last Messages – Shows a preview of the last message sent on this conversation.

5.2.11 Disputes

Freelancer Marketplace Plugin Opening a Dispute
Freelancer Marketplace Plugin Opening a Dispute

You can see here the complete list of all Disputes received from all projects.

Bulk Actions: You can also apply a bulk action to the Disputes on the list to save time on manually applying certain actions on each. The available bulk actions are Open and Close Dispute.

Search Bar: You can also search for Disputes using the search bar on the Top Right.

Disputes List: There are a total of 11 Columns for our Disputes List which shows each Dispute details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.
  • Dispute ID – Shows the Dispute ID which links to the Dispute Overview and Details Page.When you hover on this, it will show options like View, View Milestone, View Bid and Close Dispute.
  • Status – Shows the Dispute Status (Open or Closed)
  • Project ID – Shows the Project ID and links to the Project Overview and Details page.
  • Project Name – Shows the Project Name and links to the Project Overview and Details page.
  • Reason – Shows the Dispute Reason.
  • Description – Shows the Dispute Description.
  • Freelancer – Shows the Full Name and Nickname of the Freelancer involved.
  • Customer – Shows the Full Name and Nickname of the Customer involved.
  • Opened By – Shows which user has opened this Dispute.
  • Updated – Shows the date when this Dispute has been last updated.

5.2.12 Withdrawals

Freelancer Marketplace Plugin Freelancer Dashboard Payments Tab
Freelancer Marketplace Plugin Freelancer Dashboard Payments Tab

You can see here the complete list of all Withdrawals requested and paid on your website.

Generate Payout File: If you click on this button, it will first let you decide the Start and End Date of the payout report to be generated for you. Beside this button, you can see the Total Amount of all transactions, depending on the filter status you’re currently on.

Top Filters: All (x) | Paid (x) | Requested (x)

When clicked it shows you the Withdrawals for each filter, to have a better and quick view on each. (x) means the number of Withdrawals per status as filtered.

Bulk Actions: You can also apply a bulk action to the Withdrawals on the list to save time on manually applying certain actions on each. The available bulk actions are Paid and Requested.

Search Bar: You can also search for Withdrawals using the search bar on the Top Right.


Withdrawals List:
There are a total of 5 Columns which shows each Withdrawal details. These are:

  • Select All – This appears as a checkbox which we can use for applying Bulk Actions. Click on it and it will automatically mark everything on the list.
  • Amount – Shows the corresponding amount for this withdrawal.
  • Freelancer – Shows which Freelancer is needed to get paid for this withdrawal.
  • Status – Shows the Withdrawal Status (Requested or Paid).
  • Since – Shows the date when this withdrawal is first requested.

5.2.13 Registration Forms

The site admins can customized the fields to be added on both the Freelancer and Customer Registration Forms. By default, the following are the fields on each registration forms:

Freelancer Registration Form

  • FirstName
  • LastName
  • User Email
  • Username
  • Password
  • PayPal Email
  • User URL
  • Avatar
  • Skills
  • Bio
  • Timezone

Customer Registration Form

  • FirstName
  • LastName
  • User Email
  • Username
  • Password
  • PayPal Email
  • User URL
  • Avatar
  • Timezone

In each field there are several settings you can change and customized such as:

  • Required – determine whether the field is required or not (Yes, No)
  • Forms – check whether to show field on the registration or profile, or both.
  • Enter a Field Label
  • Enter a Help Text
  • CSS Class Name
  • Enter a Placeholder Text
  • Set the Character Limit for this field

Besides these default fields on the registration form, you can see on the right additional Form and Custom Fields that you can add depending on how you want your forms to look like and have.

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