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Sprigly

开发者 sprigly
更新时间 2026年5月8日 09:35
PHP版本: 7.4 及以上
WordPress版本: 6.9
版权: GPLv2 or later
版权网址: 版权信息

标签

coaching wellness client portal mentoring personal trainer

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1.5.1 1.5.0 1.6.1

详情介绍:

Sprigly gives practitioners a structured way to guide their clients through a journey, and gives clients a beautiful portal where they can see exactly where they are, complete milestones, and write reflections. Whether you're a life coach, personal trainer, mentor, tutor, instructor, teacher, nutritionist, or any kind of practitioner, Sprigly replaces scattered emails and spreadsheets with a clear, trackable progress experience your clients will love. How it works:
  1. You create a Journey, a structured programme with named milestones (e.g. "Week 1 - Setting Your Foundation")
  2. You assign clients to that journey
  3. Clients log in at /portal/ on your WordPress site and see their journey, milestone by milestone
  4. Clients complete milestones and write rich-text reflections
  5. You get notified when clients complete milestones (via the welcome email or the Pro upgrade for richer events)
  6. Everyone can see exactly how far along the journey they are
What's included in Sprigly (free, uncapped): Built for: Available as a paid upgrade (Sprigly Pro, sold separately): Sprigly Pro is a separate plugin available from sprigly.co that adds the practitioner toolkit on top of Sprigly Lite: Pro requires Sprigly to be installed and active. Learn more at https://sprigly.co/pricing/.

安装:

  1. Upload the plugin zip via Plugins → Add New → Upload Plugin, or install directly from the WordPress Plugin Directory
  2. Click Activate
  3. Go to Sprigly → Settings → Branding and set your portal name, logo, and brand colour
  4. Go to Sprigly → Settings → Tools and send a test email to confirm delivery
  5. Create your first journey at Sprigly → Journeys → Add New
  6. Add a client at Sprigly → Clients → Add / Edit Client and assign them to a journey
  7. The client receives a welcome email with their portal login link
Important: Set your WordPress permalink structure to Post name (Settings → Permalinks → Post name) before activating Sprigly. This is required for the /portal/ URL to work correctly. Recommended: Install and configure an SMTP plugin (WP Mail SMTP, Post SMTP, FluentSMTP, or Easy WP SMTP) to ensure reliable email delivery. By default, WordPress sends mail through your hosting server, which can be filtered or junked by Gmail/Outlook/Yahoo. Sprigly detects an active SMTP plugin and shows its status in Sprigly → Settings → Tools.

屏幕截图:

  • Journeys list, where you manage and organise your client programmes.
  • Milestone editor, with rich text descriptions and video URL embedding.
  • Client list, with progress overview and one-click resend welcome email.
  • Backup/Restore, with nightly auto-snapshots and reversible restore for safe data recovery.
  • Client portal, a clean dashboard showing assigned journeys with progress.
  • Client milestone page, with guidance and an inline reflection form.
  • Branding settings, where you set your portal name, logos, primary colour, and footer credit.

升级注意事项:

1.5.0 First public release on WordPress.org.

常见问题:

Does Sprigly work with any WordPress theme?

Yes. The client portal at /portal/ is fully self-contained and does not inherit your theme's styles. It works correctly with any theme — including page builders like Divi, Elementor, and Beaver Builder.

Do clients need a WordPress account?

Yes, each client has a WordPress user account with the sprigly_client role. This role gives them access only to the client portal — they cannot access wp-admin. Sprigly creates the account automatically when you add a client.

Where is the client portal?

At /portal/ on your WordPress site (e.g. yourdomain.com/portal/). You can find the full URL in Sprigly → Settings → Portal. Share this link with your clients.

What happens to my data if I deactivate the plugin?

Nothing, by default. The "Protect data on uninstall" setting is ON by default, which means all your journeys, clients, milestones, and reflections are kept in the database even if the plugin is deactivated or deleted. You can change this behaviour in Sprigly → Settings → Tools.

Does Sprigly work with my SMTP plugin?

Yes. Sprigly detects WP Mail SMTP, Post SMTP, FluentSMTP, and Easy WP SMTP automatically and routes all email through whichever is active. We strongly recommend installing an SMTP plugin for reliable delivery.

Can I use my own branding?

Yes. You can set a custom portal name, upload separate logos for the login page and the portal nav bar, set logo heights, and pick a primary brand colour (used for buttons, progress bars, and accents in the portal and emails).

Can I change how I'm referred to in client emails?

Yes. When creating or editing a journey, set the "Client-facing role" field to whatever suits your profession, coach, trainer, mentor, teacher, tutor, instructor, guide, etc. This replaces the default "practitioner" in all client-facing emails for that journey. A suggestion is auto-filled based on the Industry/Category you select, but you can change it to anything you like.

What does the paid Sprigly Pro plugin add?

Sprigly Pro (sold separately at sprigly.co) layers on the practitioner toolkit: checkpoint sign-offs, scheduled milestone unlocks, custom check-in fields, a Resources library, practitioner notes, file uploads on reflections, branded PDF progress reports, JSON export and import, multi-practitioner Team support, and a branded login page. See https://sprigly.co/pricing/ for the full feature list.

Does Sprigly contact any external services?

Sprigly keeps your client data on your own WordPress installation, sends emails through your own site's wp_mail(), and ships its display font (Poppins) inside the plugin so the portal does not contact Google Fonts. There are two narrow situations where the plugin does reach out to a third party, both opt-in by behaviour:

  • When a practitioner pastes a YouTube or Vimeo URL into a milestone's Video URL field, Sprigly uses WordPress's standard wp_oembed_get() to fetch the embed metadata from YouTube or Vimeo so the video can render. The response is cached for 24 hours.
  • When you click the optional "Send Bug Report" button under Settings, Tools, Sprigly emails Sprigly support with the description you typed plus a System Information block.
Both are documented in full in the External Services section of this readme, including Terms and Privacy links for each provider.

Is Sprigly GDPR-compliant?

Sprigly is built to support GDPR compliance. Client data is stored only on your own WordPress installation. You remain the data controller for all client data on your site.

How do I back up my Sprigly data?

Sprigly ships a built-in Safety & Backups page (Sprigly, Safety & Backups, admin-only). It takes snapshots of all nine Sprigly DB tables (journeys, milestones, clients, progress, reflections, notes, resources, custom fields, field responses) directly inside your own database. Nothing is sent off-site. By default the plugin takes a snapshot every night and after every Sprigly plugin update, plus you can take a manual snapshot any time. Restores are reversible (a pre-restore safety snapshot is taken automatically). Both automatic behaviours can be disabled in the Settings tab. This is a safety net for routine "before I touch this" moments, your hosting provider's full-site backups remain the authoritative recovery path for catastrophic loss.

What are the hosting requirements?

  • PHP 7.4 or higher (PHP 8.0+ recommended)
  • WordPress 6.0 or higher
  • MySQL 5.7+ or MariaDB 10.4+
  • HTTPS (SSL certificate) — required for the client portal login

更新日志:

1.6.1 Follow-up to 1.6.0. Trims the Settings, Upgrade to Pro tab now that Journey Preview and the Portal welcome message have moved into Lite, then surfaces three real Pro benefits that previously weren't called out on the upgrade page. 1.6.0 Two features move from Sprigly Pro back into Sprigly Lite, both visible to every user with no licence required. 1.5.1 1.5.0 1.4.3 1.4.2 WordPress.org pre-approval response cycle 3: addresses the two issues flagged in the third reviewer email (escape-on-output and unique prefixes). 1.4.1 Follow-up release after v1.4.0 testing. Bundles 16 fixes flagged during the cycle-2 reviewer-response testing pass plus a security tightening on the Backup/Restore admin. 1.4.0 WordPress.org pre-approval response cycle 2: this release lands the changes flagged in the second reviewer email so the plugin can clear the trialware, attribution, sanitization, hardcoded-URL, and text-domain checks. 1.3.4 1.3.3 1.3.2 1.3.1 1.3.0 1.2.26 1.2.25 1.2.24 1.2.23 1.2.21 Earlier releases