After you have your Base Installation / demo site set up, the next step is to log in to WordPress and do a little housekeeping. Because you already did much of the configuration of plugins and settings in your base installation, there isn’t much to do!
1) If you haven’t already, you’ll need to update WordPress, your plugins and theme to make sure you’re using the most recent version.
2) If the client has an old blog or any other content you want to import, use the WordPress Import/Export tool to pull that data.
3) Create a new User for the client in WordPress.
- Make the user name their email address and create strong password.
- Make them an administrator.
- Make sure to copy this new login info into the Client Login Credentials file.
Hot Tip: To avoid issues with the client later having login trouble, avoid using the following characters in the password:
0 O 1 l I S 5 Z 2
These characters can be confused for each other, especially in different fonts or in hand-written notes.
4) Change the base installation dummy email address to the client’s email address in any place it appears in WordPress. This includes in form recipient settings as well as Settings>General>Administration Email Address.
Hot Tip: When trying to get the client to verify the email for Administration Email Address, sometimes it is actually faster to change in via PHP MyAdmin in the Options table. Watch this video to see how easy it is!
Watch the Video (4 min)
Watch a video about changing the WordPress Admin email with phpMyAdmin video.
5) If you are working on the live domain, configure an Under Construction or Maintenance mode plugin. If you are working on a temporary domain or subdomain, there is no need to do this, assuming the site will be live in less than a week. (If it’s going to take more than a week, it’s possible Google would index the demo site, which is not good!