Real-World Use Cases

Step-by-step guides for common admin tasks and workflows.

New Website Setup

Complete setup for a new real estate agency website.

Bulk Property Import

Import 500+ properties from a spreadsheet.

Multi-Language Site

Setup English and Spanish language support.

Team Member Setup

Add team members with specific permissions.

Photo Management

Organize photos for 200+ properties.

Regular Maintenance

Weekly/monthly maintenance tasks.

Use Case: New Website Setup

Complete setup for a new real estate agency

Step 1: Complete Onboarding

  1. 1. Visit /site_admin/onboarding
  2. 2. Enter agency details (name, email, phone)
  3. 3. Add first sample property (optional)
  4. 4. Select your theme
  5. 5. Complete wizard

Step 2: Configure Website Settings

  1. 1. Go to Website Settings > General
  2. 2. Set company name, language, and currency
  3. 3. Add Google Analytics ID
  4. 4. Save changes

Step 3: Customize Appearance

  1. 1. Go to Website Settings > Appearance
  2. 2. Select theme and colors
  3. 3. Add custom CSS if needed
  4. 4. Save and preview

Step 4: Setup Navigation

  1. 1. Go to Website Settings > Navigation
  2. 2. Edit top navigation links
  3. 3. Configure footer links
  4. 4. Set visibility and order

Step 5: Add Properties

  1. 1. Go to Properties > New
  2. 2. Enter property details
  3. 3. Add photos and descriptions
  4. 4. Set pricing and visibility

Result: Fully functional real estate website ready for visitors!

Use Case: Bulk Property Import

Import 500+ properties from a spreadsheet

Step 1: Prepare Your Data

  1. 1. Go to /site_admin/property_import_export
  2. 2. Download the CSV template
  3. 3. Open in Excel or Google Sheets
  4. 4. Map your data to template columns
  5. 5. Save as CSV file

Step 2: Test with Dry Run

  1. 1. Upload your CSV file
  2. 2. Check the "Dry Run" option
  3. 3. Click Import
  4. 4. Review results for errors
  5. 5. Fix any issues in CSV

Step 3: Final Import

  1. 1. Uncheck "Dry Run"
  2. 2. Set options (update existing, visibility)
  3. 3. Click Import
  4. 4. Wait for completion
  5. 5. Verify imported properties

Tip: Always test with 50-100 properties first before importing the full dataset!

Use Case: Multi-Language Website

Setup English and Spanish support

Step 1: Enable Languages

  1. 1. Go to Website Settings > General
  2. 2. Select supported locales: English (en), Spanish (es)
  3. 3. Set primary language
  4. 4. Save

Step 2: Translate Navigation

  1. 1. Go to Website Settings > Navigation
  2. 2. Edit each navigation link
  3. 3. Enter English title: "Properties"
  4. 4. Enter Spanish title: "Propiedades"
  5. 5. Save for each link

Step 3: Translate Properties

  1. 1. Go to each property > Text tab
  2. 2. Enter English title and description
  3. 3. Enter Spanish title and description
  4. 4. Save

Result: Website auto-detects visitor language and shows content in their preferred language!

Use Case: Team Member Setup

Add a property manager with limited permissions

Step 1: Add User

  1. 1. Go to /site_admin/users/new
  2. 2. Enter email address
  3. 3. Enter first and last name
  4. 4. Select role: "Member"
  5. 5. Click Create

Step 2: User Receives Invitation

  1. 1. System sends invitation email
  2. 2. User clicks setup link
  3. 3. User creates password
  4. 4. User can now log in

Member Permissions

  • View all properties
  • Edit property details
  • View analytics (read-only)
  • Cannot manage users
  • Cannot access billing

Use Case: Photo Management at Scale

Organize photos for 200+ properties

Step 1: Create Folder Structure

  1. 1. Go to Media Library
  2. 2. Create folders: properties/, marketing/, team/
  3. 3. Inside properties/: 2024-listings/, archived/

Step 2: Batch Upload

  1. 1. Select multiple photos (100+)
  2. 2. Drag to upload area
  3. 3. Choose destination folder
  4. 4. Wait for upload

Step 3: Organize & Tag

  1. 1. Add titles and alt text
  2. 2. Add tags for searching
  3. 3. Bulk move to folders

Step 4: Link to Properties

  1. 1. Go to property > Photos tab
  2. 2. Click "Add from Media Library"
  3. 3. Select photos
  4. 4. Drag to reorder

Use Case: Regular Maintenance

Weekly and monthly maintenance schedule

Weekly Tasks

  • Check new inquiries
  • Update sold/rented properties
  • Add new property photos
  • Review analytics

Monthly Tasks

  • Full property audit
  • Update prices
  • Archive old listings
  • Review team users
  • Check storage usage
  • Export data backup
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