Let’s go over how to add or delete a page or a link.

Adding a Page

Before we begin, remember to log into your client portal and click the “Modify your site” button to get to your site manager. When you enter the site manager, you will be brought to the homepage for the website. To add a page to your site, click “Add Page” in the site manager navigation bar.

You can add any stock page from the “Add Page” list that will load. However, you can create your own custom pages by selecting custom page. After you have made your selection, be sure to click add or your page will not be generated.

Removing a Page

To remove a page, please be sure to be in your site map. If not, click “Site Map” in the site manager tool bar. From there, right click the page you want to remove and then left click delete.

**WARNING!!! If you remove a page that was not part of the CPA Site Solutions stock pages (aka Custom Pages), they are not recoverable! Only stock content pages can be restored and they can only be restored to their original content. Any content that was edited will be lost.**

Adding a link

Once again, make sure you’re in your site manager before we begin. From the site manager, click “Add Page” even though we are adding a link.

Once the add page window appears, you will want to scroll to the bottom of the add page list. There you will see a topic called “Custom Link.” Select custom link and then hit add. After you hit add, a new window will appear titled link settings. This is where you establish what your link will be titled, where the link will take you, and if you want the link to open in the existing window or in a new window/tab. You also have the option to link to an existing page on your site with the “Link Target” option. Once everything is filled out, be sure to hit add.

Removing a link

Removing a link is very similar to removing a page in your site map. To remove a link, right click the link you want to remove and click delete.

**WARNING!!! If you remove a link, it is permanently gone. There is no way to recover a link. Please be sure you have a copy of all important links you may need for the future saved somewhere in a document.**

Moving a Link or Page

To move a page or link on your sites navigation bar, click the Site Map located in the blue toolbar in the Site Manager. Once at the site map, simply left-click and drag your link or page to its appropriate location. The Site Map represents the order in which pages or links are displayed. If you have a vertical navigation bar, the site map displays the exact order of your pages and links as if they were displayed on your site. If you have a horizontal navigation bar, then the top of the Site Map list represents the beginning of your navigation bar on the left-hand side. Likewise, the bottom of the navigation bar represents the end of the horizontal navigation bar (right-hand side).

Additional Resources:

Adding Text

Adding Images

Using Keywords on Your CPA Website

Tackle Personalizing Pages First

To learn about dragging and dropping pages around, please watch the following video:

Moving and Organizing Pages

Before we begin to move and organize pages in your site manager, let’s review how the site manager works. Once you have logged into your Client Portal and clicked on Modify Your Site, you will be brought to the Site Manager. Be sure to click Site Map in the top left-hand corner.

After the Site Map has been clicked, you will be transferred to the Site Map page where you should see a site map that should look somewhat similar to the image below:

Moving A Page

Moving a page on the site map is relatively simple. For example, let’s say you want to move “Home” somewhere else on the site map. To do this, simply left click Home and hold the left click while to drag the page to a different location on the site map. Once you have “Home” over the new location, release your left click and then hit save changes when prompted.

Organizing Your Pages

We’ve learned how to move a page on the main navigation bar, but how do we move a page that is embedded in a portion of the drop down menu and put it on the main navigation bar? Some of our clients like to have the client portal on the navigation bar when it is embedded in the drop down menu for Resources. To do such a task, you first need to expand out the drop down section of the Resources tab. To do this, simply left click the + sign to the left of Resources.

Once the + sign is clicked, the site map should look something like the image below:

From this point, you should be able to click and drag the Client Portal to anywhere in the Site Map.

To edit the page headers on your website you have two options.  You can change the existing image to one of our other stock images, or you can upload your own.  This section will show you how to use our stock images.  Please see the Creating a Custom Header page.

To get started, you’ll want to log into your site manager.  For instructions on how to do this, click here.

Once you’re logged in, click on the page that you want to change the header of by navigating through the links on the site.

Scroll over the header area so that the gray or beige box appears denoting that it’s an editable region.

Click within that gray or beige editable region to bring up the editor window:

From here you can change the Navigation Title so that it says something different (such as Personal Financial Planning Services”).  You can also click on the “Change Image…” button to bring up our image gallery so that you can choose a different image.

Click on the folder you’d like t browse through.  When you find an image you like, you can click on it to select it.  If you don’t like the images in the folder you chose, you can click the “Back to folder listings…” link above the list of images.

After you’ve selected the image you’ll see a preview of it in the editor.  You also have the option of changing the Header Style.  The different options are listed below with visuals:

Standard Framed Image-

Mirrored Image-

Photo-Stack Image-

Steel-Framed Image-

Title Only-

Custom Header- this type of header is covered in the “Creating A Custom Header” help section.

Once you’ve finished updating the header, click the “Save” button to save your changes:

Finally, click on the “Publish” link at the top of the site manager to push these changes out to your live website.

Working with the Site Map allows you to change the layout of your website pages.  To get there, the first thing you’ll want to do is log into the Site Manager of your site.

Click on the “Login” link at the bottom of your screen or, if your site has a portal login box you can use that.  Then enter your username and password:

Next, log into the Site Manager by clicking the “Modify Your Site” icon:

Click on the link at the top of the Site Manager that says “Site Map:”

This will bring up your Site Map with the pages of your site listed.  You can expand the menu to see your sub-menu items by click on the plus sign next to the menu name.

If you click on any of the pages you will be brought directly to that page so that you may begin editing.

In the Site Map, you can also drag and drop menu items to different locations.  Say you want you Contact link to be right next to your “Welcome” link.  To do this you’ll want to hold down the left-click button on your mouse as you hover over the menu item you want to move.  The item will be highlighted, but you won’t go directly to the page (unless you stop holding down the mouse button).

Drag it to the location you want it to appear in within your navigation.  You will see the dotted line denoting the new positioning of the link:

When the link is in the desired location, click the “Save Changes” button:

You may also wish to delete pages on your site.  To do this, you’ll hover over the link you want to delete then right-click  This will bring up the “settings” and “delete” option.  You’ll want to choose “delete:”

Again, you’ll want to save your changes:

The last step is to hit “Publish” to push the changes out to your live site.

Advanced Site Map Options

You may have noticed that some of your menu items are gray or have lines through them.  There are specific reasons for this.  The image below explains:

To change the settings of your link, you’ll hover your mouse over the link you want to change and then right-click.  You’ll see the “settings option:

Here you are presented with a number of different options:

Navigation Title:  This is the name of the page as it appears on your navigation bar

File Name:  This is the name of the file that will appear in your internet browser as part of the URL.  For example, www.domainname.com/firmprofile.php  The file name can be changed but should always end in .php

Image: If you want to change the header image associated with this page you can do so here.  Click the “Change Image…” button and this will bring you to our image gallery.  (You can also do this when you’re directly editing the page itself)

Show in Navbar:  When this is checked, the Navigation Title will be visible on the website as a link that visitors will see.  There may be instances where you want to put content on a page, but don’t want visitors to able to access it without clicking on a specific URL.  If this box is unchecked, the Navigation Title will not show up on the site, but users could still get to the page if they went specifically to http://www.domainname.com/filename.php

Linked in Navbar: When this box is checked, the Navigation Title will be clickable so that when users click on it they will go to an actual page on the site.  Sometimes you may want to use the Navigation Title as a place-holder that can’t be clicked on, but that has clickable sub-links below it.  If you uncheck this box you will accomplish this.

Include in Sitemap:  When this box is checked, the page will appear within your website’s site map.  On your site there is a link at the very bottom that says “Site Map” and it lists all the pages on your site.  If you uncheck the “Include in Sitemap” box, the page will not be displayed on this Site Map page.

Header Style: If you want to change the way the header image appears on the page you can select a different option from this drop-down menu.  (You can also do this when you’re directly editing the page itself.)

Descriptive Paragraph: This will only come into play if the specific page is listed on a Hub Page, such as you see on your default “Resources” page.  Each item on the page has a small text description that explains what the page is about.  This box is where you can change and/or enter a description.

Don’t forget to save your changes once you are finished.

Site Map- Search Engines Tab

You have the ability to change the page titles, keywords and meta descriptions for each page of your website, which can be beneficial for the Search Engine Optimization of your site.  To do this you’ll right-click on the page whose settings you want to change and pick the “settings” option:

On the next screen, you’ll select the tab that says “Search Engines:”

You can enter a unique page title for the page, specific keywords that are relevant to the page, and a related description.  Don’t forget to click “Save” when finished.

As always, you’ll want to hit “publish” to push all changes out to your live site.

• Adding a Seminar
• What Your Client Sees
• Seminar Administration

Adding a Seminar

To add Seminars to your page, please follow these steps:

1) Log into the Firm Portal (click here for instructions) and click on Modify Website.

2) At the top of the page, click on the Add Page button.

3) In the “Add A Page” screen, select Seminars from the list and click the “Add” button.

4) Click the Edit Seminars box:

and you will be able to change the way your seminars are displayed (in list form).

The first step is to click on the New Seminar option.  This will allow you to add a new seminar to the list.

5) In this window, you will see many options, explained in detail below:

6) When finished entering the seminar details, click Save

7.) You’ll then see your seminar listed on the screen.

From here you can either add a new seminar by clicking the New Seminar button, edit the existing seminar by clicking on its title, or delete the seminar by clicking on the X box.  You can close out of the seminar editing screen and your changes will be saved.

Click Publish and your seminars will be updated on your webpage.

What Your Client Sees

When your clients click on the Seminars page of your website they will see a list of seminars you have entered in the site manager:

When the client clicks on the title of the seminar they’d like to register for, they’ll be prompted to enter their contact information:

After the client clicks “sign up” they’ll see a “Thank You!” screen.  If you don’t have the PayPal feature set up, the client will then be re-directed back to your seminars page.  If you do have the PayPal feature set up, the client will see the Pay Now button.

The client can then click the button to be brought over to the payment page.

Please note that if a client does pay for the seminar, there is not a direct link between your payment page and the seminar page.  The seminar administration section has a box that can be checked off when someone pays for a seminar, but this has to be checked off manually.  It will not get checked off automatically if someone clicks the “Pay Now” button and pays.

Seminar Administration

Go back to Site Manager and bring up your Seminars page.

When you click the highlighted box, a window pops up that shows you a list of your seminars. From this window you can create new seminars or edit existing ones.

Click the link that displays the number of subscriber(s) to you seminar. This presents you with a list of people that have signed up to attend the seminar. You can see who has paid, how many people are attending and the contact information for each participant.

If the client has submitted payment– either by mail, at your office, or by using your Online Payment page, you can check off the “Paid?” box.  This box does not get checked off manually if someone pays online, it has to be checked off by you once you receive notification that the payment was made.

Please note that you can not delete subscribers from this list.  The only way they will be removed is if you delete the entire seminar, which is not recommended unless you want to get rid of the seminar completely.

Hub Pages, like your Services page, work a little differently then other pages on your site and editing may seem daunting at first. But it’s actually quite easy to edit!

Tab Hub Pages

As an example, the Services section of your site is a Tab Hub page.

If you  log into your site manager and navigate to the Services page you’ll notice you can’t directly click and edit the page like you can on your Profile page, for example.

Your Services page is a Tab Hub page.  It is pulling the information you see on your main Services page from the Site Map.  So to edit your Services page you’ll want to click on the Site Map link in the upper-left of the Site Manager.

Here you can expand the Services section so that you see all of the various pages.  It’s important to note that the main headings have a line through them.  This is because those are place-holders.  They appear as your tab headings on the Services page, but they are not clickable links that take a user to a page.

The items below those headings (with the lines through them) are your pages that can be clicked on and edited.  You can re-order the pages, delete or add them right here on the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.

Picture Hub Pages

Your Tax Center page on your website is an example of a Picture Hub Page.  Similar to a Tab Hub Page, you modify the order and listing of what appears on your Tax Center page from within the Site Map and not on the Tax Center page itself.

A Picture Hub Page looks like this:

To edit the page you’ll click on the Site Map link in the upper-right hand corner of the Site Manager:

Then expand the menu next to Tax Center to view the layout of the pages.

You can now drag and drop the sub-menu items to different places to re-order them, add pages or delete pages from within the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

A common request with Picture Hub pages is to change the icons that are displayed by default, and to change the descriptions listed next to those picture icons.  (Please note that for a hub page, you can not use your own images.  Our system is set up to pull the icons for a Picture Hub page directly from our database of stock images.  So you can select a different image from our stock library but you won’t be able to upload your own unique image like you can on other pages of the site.)

To change the images on your Picture Hub page, you’ll right-click on the page in the site map and choose the “Settings” option.

Here you will be presented with your page settings.  To change the image, click on the Change Image button and browse the image gallery to find a new image, illustrated below:

You can also update the description by modifying what’s listed in the Descriptive Paragraph section, then clicking “Save.”

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.

1. Go to PayPal’s Signup Page and click on the Sign Up link on the top of the page.

2. On the next page, Select Business Account then Select the country in which you live then click Continue.

3. You’ll be prompted to select a specific “payment solution” from a drop down menu. Select Website Payments Standard.

4. Over the next several pages you’ll enter your Business Information, PayPal login and password choices, Bank Account verification information and confirm your email address.

Make sure you remember which email address you set as your PayPal login address, you’ll need that in a moment to set up the payment form on your website.

After completing the signup forms, PayPal will ask you to “Set up your payment solution.” You can skip this step, once your Bank information is verified by PayPal, all you need is your email address and your website’s SiteManager will do the rest.

Now login to the Firm Portal and click on Modify Website to bring you to Site Manager. If you don’t know how to login to Portal, Click Here.

When you get into the Site Manager, please click on the Add a Page button on the Site Manager toolbar and select the Pay My Fee page, then click on the Add button.

Now go to Firm Information by clicking the Firm Info button on the Navigation Toolbar. From Firm Info, click the Add-On Tools tab and paste your PayPal Code into the field that says PayPal Code.

Click Save on the bottom of the page. That’s it. A PayPal icon will show up on your page and your Online Payment page complete. Now you’re ready to accept payments.

You can start earning thousands of extra dollars by providing payroll services from your website. To learn more about PayCycle’s payroll service please go to their site at www.paycycle.com then click on the Learn More link after the Special Accountant Services section located under the picture.

Then select your state and click on the Continue button. When you’re ready to sign up click on the Sign Me Up button on the top of the page.

After you’ve signed up, all you need to do is add the online payroll page (see our tutorial on Adding A New Page) to your site. No further customization is required.

• Webalizer Terms
• Common Definitions

Your website comes equipped with Webalizer website statistics program. With this tool you can view detailed reports pertaining to your web traffic. To view these statistics, go to http://YOURDOMAIN.COM/webalizer (typing in your own website doimain name where it says “Your Domain”), and a page similar to the following will open.

The top of this page has a bar graph, comparing site traffic by month for the last 12, in terms of “Pages,” “Files,” “Hits,” “Visits,” “Sites” and “KBytes” (more on these terms below) Below this is a brief numeric breakdown, listed by month. To view individual, more detailed monthly statistics, click on the blue hyperlink for that month.

Webalizer Terms

• Hits represent the total number of requests for data of any type, made to the server during the given time period (month, day, hour etc..).• Files represent the total number of hits (requests) that actually resulted in something being sent back to the user. Not all hits will send data, such as 404-Not Found requests and requests for pages that are already in the browsers cache.

By looking at the difference between hits and files, you can get a rough indication of repeat visitors, as the greater the difference between the two, the more people are requesting pages they already have cached (have viewed already).

• Sites is the number of unique IP addresses/hostnames that made requests to the server. Care should be taken when using this metric for anything other than that. Many users can appear to come from a single site, and they can also appear to come from many ip addresses so it should be used simply as a rough guage as to the number of visitors to your server.

• Visits occur when some remote site makes a request for a page on your server for the first time. As long as the same site keeps making requests within a given timeout period, they will all be considered part of the same Visit. If the site makes a request to your server, and the length of time since the last request is greater than the specified timeout period (default is 30 minutes), a new Visit is started and counted, and the sequence repeats. Since only pages will trigger a visit, remotes sites that link to graphic and other non- page URLs will not be counted in the visit totals, reducing the number of false visits.

• Pages are those URLs that would be considered the actual page being requested, and not all of the individual items that make it up (such as graphics and audio clips). Some people call this metric page views or page impressions, and defaults to any URL that has an extension of .htm, .html or .cgi.

• A KByte (KB) is 1024 bytes (1 Kilobyte). Used to show the amount of data that was transfered between the server and the remote machine, based on the data found in the server log.

Common Definitions

• A Site is a remote machine that makes requests to your server, and is based on the remote machines IP Address/Hostname.

• URL – Uniform Resource Locator. All requests made to a web server need to request something. A URL is that something, and represents an object somewhere on your server, that is accessable to the remote user, or results in an error (ie: 404 – Not found). URLs can be of any type (HTML, Audio, Graphics, etc…).

• Referrers are those URLs that lead a user to your site or caused the browser to request something from your server. The vast majority of requests are made from your own URLs, since most HTML pages contain links to other objects such as graphics files. If one of your HTML pages contains links to 10 graphic images, then each request for the HTML page will produce 10 more hits with the referrer specified as the URL of your own HTML page.

• Search Strings are obtained from examining the referrer string and looking for known patterns from various search engines. The search engines and the patterns to look for can be specified by the user within a configuration file. The default will catch most of the major ones.

Note: Only available if that information is contained in the server logs.

• User Agents are a fancy name for browsers. Netscape, Opera, Konqueror, etc.. are all User Agents, and each reports itself in a unique way to your server. Keep in mind however, that many browsers allow the user to change its reported name, so you might see some obvious fake names in the listing.

• Entry/Exit pages are those pages that were the first requested in a visit (Entry), and the last requested (Exit). These pages are calculated using the Visits logic above. When a visit is first triggered, the requested page is counted as an Entry page, and whatever the last requested URL was, is counted as an Exit page.

• Countries are determined based on the top level domain of the requesting site. This is somewhat questionable however, as there is no longer strong enforcement of domains as there was in the past. A .COM domain may reside in the US, or somewhere else. An .IL domain may actually be in Isreal, however it may also be located in the US or elsewhere. The most common domains seen are .COM (US Commercial), .NET (Network), .ORG (Non-profit Organization) and .EDU (Educational). A large percentage may also be shown as Unresolved/Unknown, as a fairly large percentage of dialup and other customer access points do not resolve to a name and are left as an IP address.

• Response Codes are defined as part of the HTTP/1.1 protocol (RFC 2068; See Chapter 10). These codes are generated by the web server and indicate the completion status of each request made to it.

• Getting Started
• Finding Your Admin Code Using Your Email
• Finding Your Admin Code Using Your Portal
• Logging Into Your Webalizer
• Now That You’re Logged In
• Webalizer Terms
• Common Definitions

Getting Started

Your website comes equipped with Webalizer website statistics program. With this tool you can view detailed reports pertaining to your web traffic.Before you can get started you will need to know YOURADMINCODE.

Finding Your Admin Code Using Your Email

The easiest way to find out what YOURADMINCODE and password are is to check your email and search for an email with the subject “Your New Website“If you began service with us from March of 2009 to today.

Search your email for an email with the subject “Your New Website” from cpasitesolutions.com You will find YOURADMINCODE and the Password just under the index, under [01] Login Information.