Stop writing
instruction emails.
Build a wizard.
Your clients follow 5 steps, click Finish, and their site is configured. The call never happens.
A form collects data. A wizard guides a person through a process. FlowWizard builds the second kind — the kind where someone finishes and says "that was easy" instead of "what do I do now?"
You deliver a site. You write a long email with instructions. Your client reads half of it. They log in, get confused, and email you back. You spend 45 minutes on a call explaining Settings → Reading for the third time.
You embed a wizard on a page. Your client follows 5 guided steps, clicks Finish, and their branding, hours, and social links are saved. You get a confirmation email. The call never happens.
Split-panel layout — left rail shows progress with checkmarks for completed steps. Right body shows one step at a time. Clean, focused, impossible to get lost in.
Welcome step — uses a content block field to display formatted HTML. No user input, just context and orientation before the wizard begins.
Image / file field — opens the WordPress media library. Stores the attachment ID, which is the correct format for WordPress logo, featured image, and WooCommerce product image fields.
Finish screen — shown after all completion actions have run. All steps checked off in the rail. Customisable message or redirect to any URL.
| Wizard name | Steps | Completions | Shortcode | |
|---|---|---|---|---|
Client Onboarding Branding, hours, socials |
5 | 34 | [setupflow id="client-onboarding"] |
|
Product Setup WooCommerce product creation |
5 | 12 | [setupflow id="product-setup"] |
|
Member Intake Profile, interests, avatar |
4 | 8 | [setupflow id="member-intake"] |
11 field types — each field has its own storage destination (option, user_meta, post_meta, or none). Choice fields support live dynamic sources from your WordPress site.
| Wizard | Visitor | Result | Date |
|---|---|---|---|
| Client Onboarding | James Mitchell | Settings saved | 2 hours ago |
| Product Setup | Sofia Reyes | Post created | 5 hours ago |
| Member Intake | Priya Sharma | Settings saved | 1 day ago |
Start in seconds with a pre-built wizard.
Every template is a complete, ready-to-use wizard. Open it in the builder, customise the copy, and publish. Or start blank and build anything you need.
Hand a finished site to a client. They set up their branding, contact details, and socials in five guided steps. Answers save to WordPress options. The instruction email never gets written.
Onboard new members with a guided profile flow. Display name, bio, interests, avatar. Answers save directly to user meta. Creates a profile post automatically on completion.
A repeatable flow so staff create WooCommerce products correctly every time. Name, price, SKU, image, categories. FlowWizard creates a real WC product through the WC API on Finish.
Walk a non-technical owner through the essentials. Set field key to blogname and it writes directly to the WordPress site title. No Settings menu required.
Answers save exactly where WordPress expects them.
Every field has its own storage destination. Mix and match per-field — some save to user meta, others to site options, others to a newly created post.
update_option($key, $value) — works with any key, including built-in WordPress ones like blogname or admin_email. Site settings, themes, plugins that read get_option().
update_user_meta($user_id, $key, $value) — for logged-in visitors. Profile data, preferences, membership details. Reads back with get_user_meta().
update_post_meta($post_id, $key, $value) — applied to the post created by the same wizard run. Works alongside "Create a post" to build a fully-populated post in one flow.
Content blocks, informational questions, or anything shown to the visitor but not stored. The wizard collects it for display and skips saving entirely.
Set a field's storage key to blogname and it updates the WordPress site title. Set it to custom_logo and it updates your theme's logo. No code. Just the right key.
Staff enter the details. FlowWizard creates the product.
Set the completion action's post type to "product" and FlowWizard doesn't just create a draft post — it creates a real, properly configured WooCommerce product through WooCommerce's own API.
- Product name, description, and pricing from recognised field keys
- Regular price and sale price — non-numeric characters (£, $, commas) stripped automatically
- SKU set — duplicate SKU silently ignored, never crashes
- Stock status from a toggle field (on = In Stock, off = Out of Stock)
- Featured image from image field (attachment ID, applied via WC API)
- Product categories assigned as real taxonomy terms from any category picker
- Category options pulled live from WooCommerce — no hardcoding needed
- All other fields written to product meta
- Product created as draft — review before publishing
- WooCommerce is optional — all other features work without it
One purchase. Complete.
No monthly fee. No locked features. Every item below is included today and in every future update.
setupflow_complete action for custom code.blogname for site title, or blogdescription for tagline) and FlowWizard writes directly to that option when the wizard completes. Your client changes their site title without ever going to Settings → General.Stop writing instruction emails. Build a wizard.
Your clients finish the setup in 5 minutes. Answers save to the right place automatically. No PHP, no manual database edits, no support calls explaining where the Settings menu is.