Baxtersweb Guide Dots – Admin Guidance & Client Handover

Descripción

Baxtersweb Guide Dots helps agencies, developers and site owners replace outdated handover documents with persistent guidance that lives directly inside the WordPress admin. Interactive guide dots keep instructions attached to the screens where users actually work, making client handovers, training and long-term website maintenance easier.

Instead of maintaining a separate handover document that quickly becomes outdated, Guide Dots keeps contextual guidance attached to the relevant admin screens. Clients, editors, developers and other users receive guidance while working, rather than searching through PDFs, emails or external documentation.

Use Guide Dots to explain how a custom field should be completed, document an unusual setting, guide a client through an editing workflow, or leave an important reminder for yourself.

Guide Dots keeps this information connected to the website and the screen it relates to.

Contextual guidance inside WordPress

A guide dot is a visual marker placed on a WordPress admin screen. Selecting the dot opens the guidance attached to that location.

This makes documentation easier to understand because users do not need to search through a long document or remember which instructions apply to the screen they are viewing.

Create role-specific guidance

Organise guides by audience so that the right users receive the right level of information.

For example, you might create:

  • Simple editing instructions for clients.
  • Content guidance for editors.
  • Technical implementation guidance for developers.
  • Internal website documentation for future maintenance.
  • Step-by-step guidance for website administrators.

Each audience can have its own name and colour, helping users distinguish between different types of guidance.

Guide users through a complete workflow

Multiple guide dots on the same screen can be viewed as a sequence.

Previous and Next controls allow users to move through the available guides without closing each note and finding the next dot manually.

A screen summary also shows the guides available on the current admin screen, making longer workflows easier to follow.

Edit without disrupting normal work

Users who can manage Guide Dots can create, reposition and update guides directly while working in the WordPress admin.

Shared guided-tour links open in view-only mode so recipients can follow the guidance without editing it. Guides can also be temporarily hidden from the WordPress admin bar without deleting them.

Keep website handovers useful

Traditional handover documents quickly become outdated as websites evolve. As websites change, those instructions can become difficult to follow.

Guide Dots places the explanation inside the website itself. This makes it suitable for:

  • Client website handovers.
  • Custom WordPress builds.
  • Content management instructions.
  • Internal website documentation.
  • Technical guidance for developers.
  • Training new editors or administrators.
  • Explaining custom fields and plugin settings.
  • Recording important website-specific processes.

Why Guide Dots is different

Guide Dots is designed to solve a different problem from traditional admin notes plugins.

Most notes plugins focus on attaching comments or reminders to the WordPress admin. Guide Dots focuses on guided website handovers by combining persistent visual guide points, contextual documentation and sequential navigation into a workflow that users can follow while working.

Rather than asking users to search for documentation, Guide Dots keeps the guidance attached to the interface itself.

This makes it particularly suited to:

  • Client website handovers.
  • Custom WordPress builds.
  • Team onboarding.
  • Ongoing website maintenance.
  • Internal process documentation.

Ideal for

Guide Dots works particularly well for:

  • Web design agencies
  • Freelance WordPress developers
  • Client website handovers
  • Internal documentation
  • Custom WordPress solutions
  • Website maintenance
  • Team training
  • Ongoing content management

Key features

  • Place contextual guide dots on WordPress admin screens.
  • Add clear guidance to each dot.
  • Create separate audiences for different users or purposes.
  • Each audience gets its own identifying colour.
  • Navigate through multiple guides using Previous and Next controls.
  • View a summary of all guides available on the current screen.
  • Reorder guides on audience filtered list.
  • Open shared guided tours in view-only mode.
  • Reposition and update existing guide dots.
  • Hide or show guides quickly from the WordPress admin bar.
  • Manage guides from one organised admin area.
  • Keep documentation attached to the website it describes.
  • Designed specifically for the WordPress admin area.

Guide Dots is deliberately focused. Unlike dashboard note plugins or editorial comment tools, it is designed to create persistent, contextual guidance that remains attached to the workflow it explains. It is not a learning management system, frontend product tour builder or general documentation platform.

Capturas

Instalación

  1. Install the plugin through the WordPress Plugins screen.
  2. Activate Baxtersweb Guide Dots.
  3. Visit the WordPress admin screen where you want to add guidance.
  4. Select Add Guide, enter the guidance and choose an audience.
  5. Double-click the appropriate position to place the dot.
  6. Use Guided Tours in the Guide Manager to test or share the ordered guidance.

For additional instructions, visit the Guide Dots documentation.

Preguntas frecuentes

What is a guide dot?

A guide dot is a visual marker placed on a WordPress admin screen. When selected, it displays the guidance attached to that location.

Who is Guide Dots intended for?

Guide Dots is useful for developers, designers, agencies, freelancers, site administrators and anyone responsible for handing over or maintaining a WordPress website.

It can also help clients and editors who need guidance while managing content.

Does Guide Dots display anything on the website frontend?

No. Guide Dots is designed for guidance inside the WordPress admin area.

Can I create guides for different types of users?

Yes. Guides can be organised into separate audiences, such as Clients, Editors or Developers. Each audience can have its own name and colour.

Can a screen contain more than one guide?

Yes. You can add multiple guide dots to the same admin screen. Users can open them individually or navigate through them using the Previous and Next controls.

Can users see all guides on the current screen?

Yes. The screen summary lists the available guides and their audiences, making it easier to find and follow the relevant guidance.

Can I move a guide dot after placing it?

Yes. Users who can manage Guide Dots can edit or reposition an existing guide directly from its popup.

Can I temporarily hide the guide dots?

Yes. Use Hide Guides in the WordPress admin bar. The preference applies only to your user account and does not delete any guides.

Will Guide Dots replace my full website documentation?

It can replace many screen-specific instructions, but it does not need to replace broader documentation.

Guide Dots works best for contextual information: instructions, reminders and explanations that relate to a particular WordPress admin screen.

Is Guide Dots a frontend onboarding or product-tour plugin?

No. Guide Dots is focused on contextual guidance inside the WordPress admin. It does not create public-facing tours or walkthroughs.

Can I use it for my own developer notes?

Yes. You can use Guide Dots for client instructions, internal documentation or reminders for your future self.

What happens when an admin screen changes?

A guide may need to be repositioned if the layout of the related admin screen changes significantly. Editor mode lets you update the guide and its placement.

Does Guide Dots require another plugin?

No additional plugin is required.

Does Guide Dots affect website visitors?

No. Guide Dots only runs inside the WordPress admin. Visitors to your website never see guide dots or their associated guidance.

Reseñas

No hay reseñas para este plugin.

Colaboradores y desarrolladores

“Baxtersweb Guide Dots – Admin Guidance & Client Handover” es un software de código abierto. Las siguientes personas han colaborado con este plugin.

Colaboradores

Registro de cambios

1.0.1

  • Add manual guide ordering when a single audience is filtered in the Guide Manager.
  • Add an explicit Save order action and persistent tour order.
  • Add native WordPress bulk deletion for selected guides.
  • Remember the last audience selected by each guide creator.
  • Open guided-tour links in view-only mode while keeping normal guide management available to authorised users.
  • Add a per-user Hide Guides toggle to the WordPress admin bar.
  • Remove the global Display mode setting from the Guide Manager.
  • Scroll the admin page to bring the active guide into view during tours and guide browsing.
  • Improve popup positioning near the top, bottom, left and right edges of the viewport.
  • Fix guide-list items not opening their selected guide.
  • Fix tours beginning on the wrong guide.
  • Prevent repeated double-clicks from creating duplicate copies of the same guide.
  • Improve placement feedback while a guide is being pinned.
  • Update the documentation link to the new Guide Dots documentation.

1.0.0

  • Initial release.
  • Add contextual guide dots to WordPress admin screens.
  • Create and manage multiple guide audiences.
  • Assign identifying colours to audiences.
  • Add multiple guides to the same admin screen.
  • Navigate between guides using Previous and Next controls.
  • View a summary of guides available on the current screen.
  • Open shared guided tours in view-only mode.
  • Edit, reposition and remove existing guides.
  • Hide guide dots without deleting their guidance.
  • Manage guides from a central admin interface.