Getting Started

Getting started with TempDeck

Here’s what happens after you buy, and how to get set up.

1. Installation

Once you’ve purchased, you’ll receive your license key and the TempDeck plugin files. If you bought the CRM only option, this involves uploading two plugin files through your WordPress admin (Plugins → Add New Plugin → Upload Plugin): tempdeck-crm and tempdeck-nav.

2. Activation

Once installed and activated, paste your license key when prompted. Your CRM is then available at yoursite.co.uk/crm.

3. Add your agency

Start by adding your clients, candidates, and placements — you can add records one at a time, or let us know if you’re moving from another system and we can advise on the easiest way to get your existing records in.

4. Website + CRM customers

If you bought the bundle, we’ll be in touch to gather your agency’s details (branding, photos, contact info) and get your site built and connected to the CRM. No technical steps needed on your end.

Questions?

Check the Help Centre, or email [email protected].