Coming soon. Communications is in testing and will be available to buy once email sending is ready.
\nCommunications is email marketing that lives inside Dashbread. Every member of your site gets a contact record automatically, and visitors who sign up through a form get one too, so you keep one list instead of copying people between WordPress and a separate email tool. Each contact has lists, tags, custom fields, team notes, a consent record and an activity timeline that shows what they did on your site: forms sent, plans started or ended, tools used, companies joined.
This first release covers your audience: contacts, lists and tags, segments, sign-up forms, double opt-in, the preference center, and importing from CSV, Mailster or Groundhogg. The email editor, broadcasts, sending through your SMTP or email API (SparkPost, Emailit, Amazon SES, Mailgun, SendGrid, Postmark, Brevo), reports and automations arrive in the next updates.
\n[dashbread_signup id=\"k3x9p2qa\"]), or as a popup or slide-in shown after a delay, on scroll, or when someone is about to leave.Only contacts who are Subscribed will receive marketing email. Anyone who signs up through a form gets a confirmation email when the list requires it, and their consent is recorded with the time, the form, the wording they agreed to and their IP address. When you import or mark someone subscribed yourself, Dashbread asks you to confirm you have their permission. Every email carries a link to the preference center, where people choose their lists or unsubscribe from everything with one click. Members also find these choices under Profile › Email preferences.
\nActions: dashbread_comms_contact_created, dashbread_comms_signup, dashbread_comms_unsubscribed. Filter dashbread_comms_segment_fields adds segment conditions. Contacts are also a Data & Graphs object, with sources for new contacts and unsubscribes. The WordPress personal data exporter and eraser include Communications data.
Advanced Forms can handle longer, richer forms: application forms over several pages, order forms with line items, requests with attachments. People can save their answers and finish later, and each entry can make a member account or go straight to another app.
\nX-Dashbread-Signature), failures are retried for about 15 hours, and a log shows every delivery with a Retry button. Use Send test to try a URL.Add your free Turnstile keys under Forms › Spam protection, then switch it on in a form's Settings. The secret key is stored encrypted, and administrators aren't challenged.
\nFilter dashbread_form_webhook_payload changes the JSON; dashbread_turnstile_verify can replace the Turnstile check. Action dashbread_form_registered fires when a form makes an account.
The Payment field is part of Advanced Forms. It uses Pro's Stripe connection (Dashbread › Payments).
\nAdd a Payment field to any form and people pay when they send it. They go to Stripe's secure checkout, then come straight back to your page to see your confirmation, the amount paid and a receipt link. Nothing is sent to you or them until the payment goes through.
\nThe form shows a live Total. A form can have one Payment field, and it won't publish until the amount is set up.
\n%%PAYMENT_AMOUNT%%, %%PAYMENT_STATUS%% and %%PAYMENT_RECEIPT%% work in confirmations and notifications.
Filter dashbread_form_checkout_params to change the Checkout Session (tax, locale, custom fields). Action dashbread_form_paid fires once a form payment goes through.
Tool Builder includes everything in Advanced Forms, plus calculations and lookup tables and AI results.
\nA tool is a form that gives people something back: a price quote, a mortgage estimate, a quiz result, a savings plan written by AI. Tool Builder gives each tool a landing page, rules for who can use it, and a result people keep: a page of its own, a clean PDF and an email. Members find their tools under Tools in the app and everything they got back under My results.
\n/app/tools/your-tool) and a shortcode for any page: [dashbread_tool id=\"your-tool\"].%%FIRST_NAME%%'s savings plan.%%TOTAL%%), %%NAME%%, %%DATE%%, %%ALL_FIELDS%% (every answer in a table), and with AI, %%AI_RESULT%% and %%ARCHETYPE%%. Leave it empty to show the AI result (if any) and the answers. Click Preview to see it filled in with the latest entry.After someone sends the form, links to View your full result and Download PDF appear under the confirmation. Visitors' result pages use a private link; members' results live in the app. Notifications can use %%RESULT_URL%% and %%RESULT_PDF_URL%%.
Filters: dashbread_tool_result_html, dashbread_tool_pdf_template, dashbread_tool_pdf_paper, dashbread_form_tags, dashbread_form_response. Actions: dashbread_tool_used, dashbread_tool_result_ready.
AI results are part of the Tool Builder add-on.
\nTurn a form into an advisor. After someone sends the form, AI writes them a personalized result — a plan, a recommendation, a summary — from their answers and the information you give it. It shows under the confirmation message, can be emailed, and is saved with the entry. You bring your own OpenAI or Anthropic API key, so requests go straight from your site to the provider and you pay them only for what you use.
\n%%BUDGET%%; %%ALL_FIELDS%% adds every answer.Put %%AI_RESULT%% (and %%ARCHETYPE%% if you like) in a notification on the Notifications tab. That notification waits for the AI; the others go right away. If the AI can't answer, it still goes with a short fallback line.
Calculated fields and lookup tables are part of the Tool Builder add-on. Tool Builder includes everything in Advanced Forms.
\nCalculated fields turn a form into a calculator: a quote, an estimate, a loan payment, a price with tax. Results update as people type, show with the decimals and symbols you choose, and are worked out again on the server when the form is sent, so what's saved can't be tampered with. Lookup tables hold the numbers your calculations need — tax rates by ZIP code, price tiers by size, product lists — and a dropdown can take its options straight from one.
\npmt().sales_tax) is what formulas use. Tables hold up to 20,000 rows.{field_key}; use + - * /, ^ for powers, & to join text, and = != < > and or not to compare. Insert a field, Insert a function and Look up in a table write the pieces for you.$ or /mo). Hide from the form keeps a step-in-the-middle result out of sight but still saves it.round(x, 2), floor, ceil, abs, min, max, sum, avg, count, if(condition, then, otherwise), and, or, not, blank, number, text(x, 2), concat, len, pmt(rate, periods, amount), lookup(\"table\", \"match column\", value, \"return column\") and range_lookup(\"table\", value, \"min column\", \"max column\", \"return column\") (a blank min or max means \"no limit\").
%%TOTAL%%) and CSV exports include calculation results.The formula language lives in the shared forms engine (Formula and Calculate, in PHP and JavaScript, kept identical by a shared test file), so OrgFuse can offer the same calculations.
Plans billing lets members pay for a plan with Stripe. You give a plan one or more prices (one-time, or every so many days, weeks, months or years, with an optional free trial). Members pay on Stripe's secure checkout page, and their membership switches on, renews and ends by itself as Stripe collects. Members get a billing page for their card, invoices and cancellation, and you get a Payments screen with revenue, subscriptions and refunds. It's part of Dashbread Pro, no add-on needed.
\n/app/membership. To show plan cards on a public page, add [dashbread_pricing] (or [dashbread_pricing plans=\"pro,team\" highlight=\"pro\"]).Dashbread › Payments › Overview shows revenue for the last 30 days, running subscriptions and every payment. From there you can cancel a subscription at the period end (or end it now), resume one, open anything in Stripe, and refund a payment. A refund can also end the membership it paid for.
\n/app/membership shows each plan with its trial end or renewal date, a Keep my subscription button if they've cancelled, a Manage billing button that opens Stripe's billing page (card, invoices, cancel), and their payment history with receipts.
Filter dashbread_checkout_params adjusts the Stripe Checkout Session (tax, locale, custom fields). Memberships fire the usual dashbread_membership_granted and dashbread_membership_revoked actions, with source stripe. One Stripe account can serve several sites: each object carries the site address in its metadata, and events for other sites are ignored.
Advanced Forms lets you build forms in wp-admin and put them anywhere: on any page with a shortcode, or on their own page inside the member app. Forms have conditional logic, confirmation messages or redirects, email notifications, and an entries inbox with search and CSV export. Spam protection works without a captcha: a hidden honeypot, a minimum fill time and a per-visitor hourly limit. Signed-in members get their name and email filled in for them. With Dashbread Pro's Stripe connection, a Payment field can charge when the form is sent — event fees, deposits, paid applications (see Take payments with a form).
Longer forms can be split into pages, collect file uploads and repeating rows, let people save and finish later, create a member account, send each entry to other apps by webhook, and use Cloudflare Turnstile (see Multi-step forms, file uploads, repeaters and more).
\n%%EMAIL%% and %%ALL_FIELDS%% fill in answers.[dashbread_form id=\"contact-us\"]) or click Show inside the app.title=\"1\" to the shortcode to show the form's name above it. Add ?key=value to a page address to pre-fill a field that has Fill from the page address set.Filter dashbread_form_validate can refuse a submission with a WP_Error; action dashbread_form_submitted fires with the form, entry id, answers and member id; filter dashbread_form_templates adds or changes starters. Validation, logic and notifications come from the same shared forms engine OrgFuse uses.
Data & Graphs has two extension points. dashbread_graph_sources registers a ready-made source: a label, description, group (site or me), the capability needed to see it, the chart kinds it supports, and a resolve( $days, $user_id ) callback returning labels and series. dashbread_graph_objects goes further and adds one of your plugin's database tables to the query builder, so site owners build their own charts from it.
An object describes its table (it must exist under the WordPress prefix), primary key, owner column (for \"each member's own\" sources), date column, an optional fixed WHERE, an optional meta table, and its properties with types — text, enum (with options), number, date, bool, user or lookup (a label from another table). Mark anything personal as sensitive and it is never offered. Unknown tables and columns are dropped, and every query is built and prepared by Dashbread.
dashbread_graph_objects and add an entry keyed by your table name with label, group, table, key, owner, date and properties.options, and lookups their [table, key, label].'sensitive' => true.The query builder lets you turn your own data into a chart source without writing SQL. Pick an object — users, any post type, comments, or Dashbread's own data (notifications, messages, companies, memberships, email log, tasks) — then what to measure (a count, or the sum or average of a number), and the shape: over time by a date, or grouped by a property or one custom field. Add up to eight filters with operators that fit each field, and merge tags like {current_user}, {today} and {days_ago:30}.
Security comes first: only fields Dashbread knows about can be used, sensitive columns (emails, logins, phones, IP addresses) are never offered, secret-looking custom fields are blocked, and every query is built and escaped by Dashbread. A source can be site-wide (choose which capability may see it) or each member's own, which always limits it to the viewer's rows.
Shortcodes are the [bracketed] tags you paste into a page or post (or a Shortcode block) to put a Dashbread feature on it — a sign-in form, members-only content, plan cards, a chart. They work on your theme's public pages and on hosted pages inside the app. This reference lists every tag Dashbread ships, grouped by whether it comes with free Core, with Pro, or with a specific add-on.
Inside wp-admin, Dashbread › Help shows this same list with a one-click Copy button beside every tag, and marks any tag your license doesn't include yet. Tags whose feature is switched off render nothing, so a page never shows raw brackets.
[dashbread_logged_in]…[/dashbread_logged_in].plan=\"gold\" or range=\"90\".| Shortcode | What it does | Options |
|---|---|---|
[dashbread_login] | The sign-in form on any page. Signed-in people see \"Open the app\" and \"Sign out\" instead. | redirect=\"profile\" (an app page or a same-site URL) · email_only=\"1\" · title=\"\" |
[dashbread_app_link] | A button into the app for members; visitors see a Sign in button that returns them to the same place. | label=\"\" · label_out=\"\" · page=\"profile\" · button=\"0\" for a plain link |
[dashbread_logged_in] … [/dashbread_logged_in] | Show the enclosed content only to signed-in people. | — |
[dashbread_logged_out] … [/dashbread_logged_out] | Show the enclosed content only to signed-out visitors. | — |
[dashbread_protect] … [/dashbread_protect] | Members-only gate: visitors get a sign-in prompt, and people outside the roles get a message, instead of the content. | roles=\"subscriber,editor\" · message=\"\" |
[dashbread_role is=\"editor\"] … [/dashbread_role] | Show content only to these roles; everyone else sees nothing. | is=\"\" · not=\"\" (hide from roles instead) |
[dashbread_show from=\"…\" until=\"…\"] … [/dashbread_show] | Show content inside a date window, in the site's time zone. Alias [dashbread_expire]. | from=\"2026-10-01\" · until=\"2026-12-31 17:00\" (a bare date runs to the end of that day) |
[dashbread_user field=\"first_name\"] | The signed-in person's own details. | field=\"display_name|first_name|last_name|email|username\" · fallback=\"\" |
| Shortcode | What it does | Options |
|---|---|---|
[dashbread_has_plan plan=\"gold\"] … [/dashbread_has_plan] | Content for members with an active membership on these plans. | plan=\"gold,silver\" (slugs or ids; empty = any plan) |
[dashbread_no_plan plan=\"gold\"] … [/dashbread_no_plan] | Content for everyone without that plan, including visitors — upgrade prompts. | plan=\"\" |
[dashbread_plans] | Plan cards with price, features and a Get button; members see \"Your plan\" on the one they have. | plans=\"gold,silver\" · columns=\"1–4\" |
[dashbread_field key=\"company_size\"] | The signed-in member's own answer to a custom field. | key=\"\" · fallback=\"\" |
[dashbread_company field=\"name\"] | The signed-in member's primary company. | field=\"name|city|state|website|phone|email\" · fallback=\"\" |
These render app components, so place them on a hosted page. On a theme page, signed-in members get a link to open them in the app instead.
| Shortcode | What it does | Options |
|---|---|---|
[dashbread_graph source=\"members_joined\"] | Data & Graphs — a chart inside a hosted page. | kind=\"stat|line|bar|pie\" · range=\"7|30|90|365\" · ranges=\"1\" · title=\"\" |
[dashbread_tasks] | Tasks — the member's open tasks with checkboxes, inside a hosted page. | limit=\"5\" · add=\"1\" · title=\"\" |
Dashbread's conditional shortcodes decide who sees a piece of a page. [dashbread_logged_in] and [dashbread_logged_out] split signed-in people from visitors; [dashbread_protect] swaps content for a sign-in prompt (or a message for the wrong role); [dashbread_role] shows content only to certain roles; [dashbread_show] shows it inside a date window. With Pro, [dashbread_has_plan] and [dashbread_no_plan] do the same for memberships. They nest, so you can combine them.
For whole pages, it is usually simpler to host the page in the app and use its roles or a plan gate (see Hosted pages and Plans & memberships). Use shortcodes when only part of a public page should change.
[dashbread_protect]Your content[/dashbread_protect] — visitors get a Sign in button.[dashbread_logged_out]Join us…[/dashbread_logged_out] [dashbread_logged_in]Welcome back, [dashbread_user field=\"first_name\"]![/dashbread_logged_in][dashbread_no_plan plan=\"pro\"][dashbread_plans plans=\"pro\"][/dashbread_no_plan] and [dashbread_has_plan plan=\"pro\"]The Pro material…[/dashbread_has_plan][dashbread_role is=\"editor,administrator\"]Internal link[/dashbread_role][dashbread_show until=\"2026-10-31\"]Early-bird pricing ends Oct 31[/dashbread_show]Every member gets /app/profile with five tabs. Profile holds their name, display name, email and any extra fields; Password changes it with the current one; Notifications lets them mute notification types (Pro adds per-type email opt-outs); Appearance picks light, dark or system mode; Account shows their account details and sign-out.
Plugins can add fields to the Profile tab through the dashbread_profile_fields filter. With Pro, the Field builder adds your own fields — text, choices, dates, name and address blocks, file uploads — grouped into sections, targeted by role, and shown only when another answer matches.
/app/profile.[dashbread_user field=\"first_name\"] — or, with Pro, a custom answer with [dashbread_field key=\"…\"].The app has two menu locations: Dashbread Sidebar (the main navigation) and Dashbread Header (links in the account menu). Both are ordinary WordPress menus, so you build them under Appearance › Menus. Dashbread adds two fields to every menu item: an icon (any Lucide icon, chosen from a searchable picker) and Visible to roles. The menus are created for you on first activation and Dashbread remembers the assignment even if you switch themes.
Menu items that point at a hosted page link to its app address automatically, and hosted pages you haven't placed in the menu get a link of their own. Native app pages — Notifications, Profile, and Pro's Messages, Tasks, Company and Membership — appear in the sidebar with live count badges where it makes sense.
/app. Use the Dashbread Header menu the same way for account-menu links.The first screen members see at /app is the dashboard: the Dashbread Dashboard widget area, drawn as a grid of cards. Anything that is a WordPress widget or block works there — text, images, recent posts, a plugin's widget, and Dashbread's own (Pro adds Dashbread Graph and Dashbread Tasks). Widgets without a title get a header built from their first heading.
Every card has two tools in its header: collapse (the chevron) and hide (the ×). Each member's choices are saved to their own account, and a Show hidden widgets button brings hidden ones back. With Pro's Canvas, members can also drag cards into their own order and set each one to one, two or three columns wide.
/app to see the result; the order in the widget area is the default order.Dashbread replaces the look of wp-login.php with its own screens at /app/login, /app/register, /app/lost-password and /app/reset-password. They use your logo, colors and preset, keep members on the page for errors and confirmations, and send people back to where they were going after signing in. Credentials still go through WordPress itself, so security plugins, two-factor plugins and password rules keep working.
Every \"Log in\", \"Register\" and \"Lost your password?\" link WordPress generates points at these screens, and password-reset emails open Dashbread's reset form. Registration follows WordPress's own Anyone can register setting. With Pro, the Field builder can add your own fields to the registration form, and the Customizer can change the layout (card, split or cover) and background.
[dashbread_login] on any public page for an inline sign-in form, or [dashbread_app_link] for a button that says Sign in to visitors and Open the app to members.?native=1 to wp-login.php.The License screen connects this site to your dashbread.com account. When you connect a key, Dashbread checks it with dashbread.com, records this site as one of your activations, and receives the list of things the license grants: pro, and each add-on as addon:<name> (bundles and Lifetime grant all of them). Pro's screens and modules switch on from that list. The license is re-checked daily; if dashbread.com can't be reached, the last known list stays in place, so a network hiccup never switches anything off.
.test, .local, private IPs) don't use an activation.Everything Dashbread manages lives under one Dashbread menu in wp-admin, drawn as a single app-style screen with tabs. Core provides Dashboard (status, quick links, what's set up), Settings, Hosted pages, Notifications (stats and the broadcast composer), Pro & Add-ons and Help. When Pro is active it adds its screens to the same menu — License, Members, Plans, Companies, Messages, Email, Fields, Customize, and the add-on screens such as Graphs and Tasks — and only the ones your license covers appear.
Pro & Add-ons shows the plans and add-ons with their prices, which plan you are on, and every add-on with its status (Active, Coming soon or Upgrade) and a link to its guide. The prices and this knowledge base ship with each Dashbread release; with Pro active, both come live from dashbread.com. Help brings this knowledge base into wp-admin with search, the shortcode reference with one-click copy, and — for Pro licenses — a contact form that opens a support ticket with your system details attached.
Dashbread › Settings is where the free app gets its look and its rules. Branding: app name, logo (from the media library), primary color, footer text. Look: the Console or Comfort preset and the default light, dark or system mode. Behavior: the app route and the member switches — use Dashbread's login screens, land members in the app after login, hide the admin bar for members, send members who open wp-admin to the app, and redirect /login to the app.
Changes are held until you click Save; Discard puts the form back. Pro's Customizer goes much further — palettes, sidebar and header styles, fonts, corner shapes, login layouts and custom CSS, all with a live preview — and writes its primary color back here so free and Pro screens always agree.
/app to check.Pro, add-ons and the All PMAs bundle are annual subscriptions that renew automatically until cancelled; cancelling stops the next renewal and the license stays active to the end of the paid year. Lifetime is a single payment for Pro on unlimited sites, every add-on released as of your purchase, any add-on released within three years of it, and updates for as long as Dashbread is maintained.
Any purchase — new, upgrade or renewal — can be refunded within 14 days of that charge, no questions asked. We chose 14 days because Core is free and uncapped, so you can try the real product before paying. A refunded license is deactivated.
The app shell is rendered by PHP, and interactive parts are islands: small React components mounted into placeholders. Core loads a runtime on app pages that exposes window.Dashbread with React, register( name, Component ), mount(), api( path, opts ) (REST calls with the nonce), Icon, ago() and config, and fires a dashbread:ready event. Pro's Messages, Tasks and Graphs are built this way.
Your plugin prints a mount point with \\Dashbread\\Shell\\Islands::render( 'my-island', $props ) and registers the component from a script that depends on the dashbread-islands handle. Build with esbuild (or similar) aliasing react, react-dom and the JSX runtime to window.React, so the page never loads a second copy of React.
/app/jobs page.Islands::render( 'job-board', [ 'jobs' => $jobs ] ) from your page's render callback, a widget or a shortcode.array( 'dashbread-islands' ) as a dependency.window.Dashbread.register( 'job-board', ( { jobs } ) => … ). Use Dashbread.api( 'myplugin/v1/jobs' ) for REST calls.--sui-primary, --sui-card, --sui-border…) so your component follows light, dark and the Customizer.Member Messaging lets members start conversations with each other, one-to-one or in small groups, from the same Messages inbox they use to talk to your team. It builds on Pro Messaging, so it needs Pro with messaging on. Member conversations are private: staff only see a message when someone reports it, unless you choose otherwise in the settings.
Search shows names, avatars and companies only, never email addresses. Members get an in-app notification and an email for new messages, unless they muted the conversation or turned that notification off.
Offers lets you show promotions to your members inside the app: upgrades, events, partner deals, anything with a button. Each offer is aimed at the members it fits, can run between two dates, and counts how many members saw it, clicked it and hid it.
[dashbread_offers] shows every live offer aimed at the member (optional limit=\"3\", up to 6, and title=\"\").Open an offer to see its views, members reached, clicks, click rate and how many members hid it, with a 30-day chart. Numbers are counted once per member per day. The Data & Graphs add-on also has Offer views and Offer clicks sources for dashboard charts. Use Duplicate to start a new offer from an old one; the copy starts as a draft.
Filter dashbread_offer_matches has the last word on who sees an offer. Actions: dashbread_offer_saved, dashbread_offer_clicked.
White Label puts your brand where Dashbread would name itself. The admin menu, screen headers, window titles, widget and menu names, and the member app all use your product name, logo and menu icon, and the app footer credit can be hidden or replaced with your own. For everyone except you (the owner), Dashbread's own screens and plugin details disappear: other administrators see your name on the Plugins screen and your Help link in the menu. Switching it off, or a lapsed license, puts Dashbread's name straight back; nothing about your site or data changes.
The administrator who first saves the screen becomes the owner. The owner keeps seeing Dashbread's own screens and the real plugin names, so licensing, updates and support stay in your hands. Another administrator can take over with Make me the owner only while the screens aren't hidden from them. If the owner's account is deleted or loses administrator access, every administrator counts as the owner again, so no one is ever locked out.
Add define( 'DASHBREAD_WHITE_LABEL_OFF', true ); to wp-config.php. Dashbread's name and screens come back for everyone without changing your settings; remove the line to restore your brand.
Core exposes the brand through filters any plugin can use: dashbread_brand_name, dashbread_brand_logo, dashbread_brand_menu_icon, dashbread_brand_pro_pill, dashbread_brand_tagline and dashbread_powered_by. Action dashbread_white_label_saved fires after the settings change.
A Dashbread license is a key that grants entitlements: pro, and add-ons as addon:<name> (the All PMAs bundle and Lifetime grant every add-on). Pro reads that list from dashbread.com when you connect, refreshes it daily, and switches features on or off from it — there are no separate downloads for add-ons.
Pro licenses are sold by site count: one site, five sites or unlimited. Each site you connect uses an activation; disconnecting frees it. Local and development hosts (localhost, .test, .local, .invalid, private IP ranges) don't use one. If dashbread.com can't be reached, the last known entitlements stay in place.
Social Login & 2FA adds Continue with Google, Microsoft and Apple buttons to the Dashbread sign-in and sign-up screens, and two-step verification for your members: codes from an authenticator app or by email, one-time backup codes, and remembered devices. You can require two-step for any role.
Open Dashbread › Sign-in & security › Members, search for the member and click Reset two-step. They can sign in with their password and set it up again. The same screen can disconnect a provider.
Filters and actions: dashbread_sso_allow, dashbread_sso_endpoints, dashbread_sso_linked, dashbread_sso_unlinked, dashbread_sso_registered, dashbread_2fa_method_added, dashbread_2fa_method_removed, dashbread_2fa_passed, dashbread_2fa_reset. XML-RPC password sign-ins are refused for members with two-step; application passwords keep working.
Dashbread is two plugins. Dashbread (Core) is free and installs from WordPress.org like any plugin. Dashbread Pro is a separate plugin you download from your dashbread.com account; it requires Core and adds its features the moment a license is connected. Pro Module Add-ons are not separate downloads — they live inside Pro and switch on from your license.
/app only works as a query URL.app), add your logo and pick a primary color. Then visit /app while signed in.Dashbread registers one route — /app by default — and renders its own shell there: a sidebar, a header with the notifications bell, flyout and account menu, a dashboard on the home screen, and a page area. Everything outside that route is untouched, so your theme keeps running the public site. Theme stylesheets are kept out of the shell; styles from other plugins you host inside it stay, so their forms and tables still work.
Four switches under Dashbread › Settings decide how members move between the two: send WordPress login links to Dashbread's own sign-in screen, land members in the app after they sign in, hide the WordPress admin bar for members, and redirect members who open wp-admin back to the app. \"Members\" here means anyone without the edit_posts capability — editors and administrators keep normal WordPress behavior.
/portal so member links read naturally./wp-admin end up back in their dashboard.app. Links update everywhere, including the sidebar./login path to the app./app link are sent to the sign-in screen and returned to that page after signing in.[dashbread_app_link] on public pages to give members a button into the app — visitors see a Sign in button instead (see Shortcode reference).A hosted page is any WordPress page flagged Show in Dashbread app. It renders at /app/<slug> inside the shell, with Dashbread's reset applied so forms, tables and buttons from other plugins look native. WooCommerce My Account, a forms plugin, course lessons, a support desk — anything that renders on a page works, because the page is still a normal WordPress page with its shortcodes and blocks.
Each hosted page carries an icon, a sidebar position and an optional list of roles that may see it. Hosted pages that aren't already placed in the Dashbread Sidebar menu get a sidebar link automatically. With Pro, Plans can also put a page behind a membership: a member without the plan sees a locked card with the plan's offer instead of the page.
/app/<slug>. The page appears in the sidebar automatically unless you have placed it in the Dashbread Sidebar menu yourself.Core ships a notification center. New notifications light up the bell in the header with an unread count; the flyout shows the latest, and /app/notifications lists them all with All / Unread filters, Mark all read and Load more. Clicking a notification marks it read and opens its link.
Every notification has a type — system, broadcast, and whatever plugins or Pro modules register (messages, memberships, tasks). Members mute types they don't want in Profile › Notifications. Staff send announcements from Dashbread › Notifications, and with Pro's Email delivery the same notification can also go out by email.
/app/notifications for the full list.dashbread_notify( $user_id, 'my_type', [ 'title' => '…', 'body' => '…', 'url' => '…' ] ) and register the type's label and icon on dashbread_register.Dashbread comes in three layers. Core is free and complete: the member app and everything a member touches. Pro adds the staff side and the design tools, and makes the Core surfaces richer without changing how you set them up. Pro Module Add-ons switch on extra modules inside Pro. You can run on Core indefinitely, add Pro when you need to manage members, and add only the modules that fit.
| Core (free) | Pro | Add-ons | |
|---|---|---|---|
| App route, shell, presets, light/dark | ✓ | ✓ | |
| Hosted pages, menus, dashboard widgets | ✓ | ✓ + Canvas | |
| Notifications (in-app) | ✓ | + email delivery | |
| Profile, sign-in screens | ✓ | + Field builder, login layouts | |
| Shortcodes | Core tags | + plan, field, company tags | + graph, tasks |
| Members, Plans, Companies, Messaging | ✓ | ||
| Customizer with live preview | ✓ | ||
| Data & Graphs, Tasks | ✓ per add-on | ||
| Support | WordPress.org forum | Direct, from the Help screen | Included with Pro |
Dashbread › Members is the staff view of everyone who can sign in. A stat row shows totals, new in the last 30 days, active in the last 30 days, never signed in, and bounced email addresses. The list searches by name, username or email and filters by role, company, activity (active in 30 days, inactive for 90, never signed in, bounced) and any custom field answer. Sort by name, date joined or last sign-in.
Click a member to open their panel. About shows their role (change it right there unless it is an administrator or you), company, activity and plans — add them to a plan or cancel one. Fields shows their custom-field answers by section. Staff notes are private to staff. Notify sends them an in-app notification. Message starts a conversation in Messages. Export CSV downloads the filtered list with one column per custom field.
A plan is a level of access: a name, description, an optional role to grant, a duration (or until cancelled), the hosted pages it unlocks, and an offer — a price label, a checkout link and a list of features. A membership is one member on one plan, with a start date, an end date, a status (active, expired or cancelled) and a note.
Pages tied to a plan are visible only to members on it. Everyone else sees a locked card with the plan's description and a Get button that goes to your checkout link. Memberships expire on their end date (a daily check removes the granted role and notifies the member), and every member sees their own plans and the others on offer at /app/membership. Plan shortcodes put the same logic on public pages.
[dashbread_plans].[dashbread_has_plan plan=\"pro\"], [dashbread_no_plan plan=\"pro\"] and [dashbread_plans] on any page to show content, upgrade prompts and pricing cards.dashbread_user_plan_ids filter.Companies lets you organize members by the organization they belong to. A company has contact details (email, phone, website, address), a logo, notes and a status. Members join with a role — owner, admin or member — plus a title and phone, and one company is marked as each member's primary.
Members see their company at /app/company: everyone sees the profile and the people; owners and admins can edit the profile themselves. Staff manage every company from Dashbread › Companies, and the Members screen can filter by company.
[dashbread_company field=\"name\"].Messaging gives members a private line to your team. Members see /app/messages: a three-pane inbox with their conversations, the open thread, and a composer; a Messages icon in the header shows the unread count and a flyout of recent threads. Staff (administrators and editors by default) work from Dashbread › Messages with Awaiting reply, Open, Unread and Closed views and search.
Staff can reply or add an internal note that members never see and that never notifies anyone. Replies notify the other side in the app and — with Email delivery on — by email. Threads can be closed and reopened by either side.
Email delivery makes Dashbread's notifications and messages reach members by email as well as in the app. Choose a provider — SparkPost, Emailit, any SMTP server, or WordPress's own mail — and Dashbread sends through it with your logo and colors in a clean template. The password is stored encrypted and never shown again.
You decide what goes out: which notification types are emailed, and whether message replies are. Members can opt out per type in their profile. Bounces and spam complaints reported by your provider's webhook stop further email to that address until staff allow it again, and a recent-sends log shows what went out and what failed.
Canvas turns the app dashboard into a layout members can make their own. A Customize dashboard button puts it in edit mode: drag cards by their handle (touch works too), set each card to one, two or three columns wide, and hide the ones you don't need. Each member's layout is saved to their account.
Administrators can arrange the dashboard and click Save as site default, which becomes the starting layout for everyone who hasn't made their own. Members can always go back to it with Reset to default. New widgets you add later appear at the end of everyone's layout.
/app and click Customize dashboard.The Field builder adds your own questions to the member profile and, if you choose, the registration form. Field types include text, textarea, email, phone, number, date, URL, dropdown, radio, checkboxes and a yes/no checkbox, plus Pro's name (prefix, first, middle, last, suffix — and it can fill WordPress's own name fields), address (street, city, state, ZIP, country) and file (image, PDF, document, with a size limit).
Group fields into sections, mark them required, make them full width, show them only to certain roles, and show a field only when another answer matches (\"Show only when Member type is Business\"). Answers are saved on the member and show on the Members screen, in the CSV export, and in filters.
value | Label. For name and address fields, choose which parts to show.[dashbread_field key=\"…\"].The Customizer is a design tool for the whole app with a live preview beside it. Start from one of five starters (Clean, Soft, Midnight, Forest, Ocean) or set things yourself: Colors (primary, accent, page), Sidebar & header (auto, dark, light, brand or a custom sidebar color; card, page or brand header), Type (system font or Inter, DM Sans, Manrope, Plus Jakarta, Nunito, IBM Plex, Source Sans, or your own; size scale; heading style), Shape (corner radius from sharp to pill, density, card style, sidebar width), Login (card, split or cover layout; plain, brand, gradient or image background; headline and blurb) and CSS.
The preview switches between Dashboard, Profile and Login screens, light and dark, desktop and phone. Nothing reaches members until you save; Reset returns to Dashbread's defaults.
Data & Graphs puts charts in the app. Pick a data source, a chart (stat tile with change vs the previous period, line, bars or donut) and a range (7, 30, 90 days or a year), and add it to the dashboard or any hosted page. Every chart has hover tooltips, a Table view for exact numbers, and works in light and dark mode.
Built-in sources cover the site — members joined, members by role, posts published, notifications sent, messages sent, memberships by plan, tasks completed — and each member's own activity (\"My notifications\", \"My messages\", \"My completed tasks\"). Site charts are visible only to staff; \"My\" charts show every member their own numbers. Build your own sources with the query builder — see Custom graph sources.
/app for everyone allowed to see that source.[dashbread_graph source=\"members_joined\" kind=\"line\"].Tasks gives every member a to-do list in the app at /app/tasks, a Tasks icon in the header with their open count, and a Dashbread Tasks dashboard widget. Staff assign tasks with notes, a due date and a priority; members tick them off, add notes, and — if you allow it — add their own tasks. Overdue tasks are highlighted, and a daily reminder notifies members about tasks due today or overdue.
Checklists are reusable task templates: a named list of items, each with its own due offset (\"+3 days\") and priority. Assign one to a member in one click, or set it to apply automatically when someone registers or when they are added to a plan — ideal for onboarding. A checklist never duplicates tasks that are still open.
/app/tasks, from the header flyout, or from the dashboard widget.[dashbread_tasks add=\"1\"].Dashbread turns a WordPress site into two things at once. Your public site keeps whatever theme it has. Signed-in members get something else: an app at /app with its own sidebar, header, dashboard, notifications and pages — and every page or plugin you put inside it looks like part of one product instead of a stack of WordPress screens. Members never see wp-admin again.
Dashbread Core is free on WordPress.org and complete on its own: the /app route and shell, hosted pages (any page or plugin screen inside the app), the sidebar and header menus, a widget dashboard members can tidy, in-app notifications with a bell and a full page, a profile manager, sign-in / registration / password screens that match the app, and a set of shortcodes for your public pages. It has no usage caps and no expiry — it is not a trial.
Dashbread Pro is one licensed plugin that adds the staff side: a Members screen, Plans & memberships that gate pages, grant roles and sell with Stripe (prices, free trials, checkout, renewals and a member billing page), Companies, member ↔ staff Messaging, email delivery with bounce handling, the drag-and-drop dashboard Canvas, a Field builder for profile and sign-up fields, and a Customizer with live preview — plus direct support from the Help screen.
Pro Module Add-ons (PMAs) are modules already shipped inside Pro that switch on with an add-on license: Data & Graphs, Tasks, Member Messaging, Social Login & 2FA, Offers, White Label, Advanced Forms (multi-step forms, file uploads, save and resume, webhooks, and a Payment field for fees and deposits) and Tool Builder (calculators, quotes, quizzes and AI results, which you can give away or sell). Buy one, or the All PMAs bundle, and it turns on when your license refreshes. Nothing extra to install.
/app, so members sign in once and never land in wp-admin./app while signed in. That is the member app; your public pages are unchanged.Dashbread is built to host other plugins. Everything below is part of the public API and works with Core alone unless marked Pro. Hooks are prefixed dashbread_; register pages, header items and notification types on the dashbread_register action (it runs on init, so translations are safe).
/app/jobs page with a sidebar badge and a header icon that opens a flyout tab.dashbread_register and call $registry->register_page(), register_header_item() and register_notification_type().\\Dashbread\\Shell\\Islands::render() (see Islands).dashbread_admin_screens and mount it with window.DashbreadAdmin.registerScreen().dashbread_notify().dashbread_register (action, receives the Registry) — register_page( $slug, [ title, icon, position, render ] ), register_header_item(), register_notification_type().dashbread_hosted_visible( $visible, $post, $user ) — decide whether a hosted page shows for a member.dashbread_route_fallback( $html, $route ) — render something instead of \"Page not found\".dashbread_nav_badge( $badge, $item ) — a count on a sidebar item.dashbread_flyout_tabs / dashbread_flyout_panes — add a flyout tab and its pane.dashbread_widget_classes, dashbread_widget_tools, dashbread_dashboard_actions — dashboard widget chrome.dashbread_auth_messages, dashbread_auth_before, dashbread_auth_subtitle, dashbread_auth_body_class — sign-in screens.dashbread_admin_screens — add a screen under the Dashbread menu.dashbread_shortcode_reference — add your plugin's shortcodes to the Help screen's reference (sections of {key, label, note, items[{code, close, note, guide}]}).dashbread_notify( $user_id, $type, $payload ); dashbread_notified fires after each one.dashbread_profile_fields, dashbread_profile_render_field, dashbread_profile_sanitize_field — profile fields.dashbread_member_row, dashbread_member_detail, dashbread_user_plan_ids, dashbread_membership_granted / _revoked / _expired, dashbread_message_sent, dashbread_thread_started, dashbread_task_completed, dashbread_company_saved, dashbread_email_template, dashbread_email_html.dashbread_graph_sources and dashbread_graph_objects — see Graph sources for developers.dashbread_user_has_plan( $user_id, $slug_or_id ) (Pro).\\Dashbread\\Core\\Features::has( $feature ) — is a feature available on this site?