Installing a plugin adds a new capability to the workspace. The install is only the first step; most plugins also need settings, test data, page review, and a launch decision.

What this guide helps you do

• Install a selected plugin safely.
• Find the required settings after installation.
• Preview the customer-facing experience before announcing it.

Before you start

• Confirm the plugin supports the workflow you need.
• Know which workspace should receive the plugin.
• Have required details ready, such as prices, staff, availability, products, access rules, or event dates.

Do it manually

1. Open Plugins or Marketplace.
2. Select the plugin and review its description, required setup, and any billing notes.
3. Install or enable the plugin in the correct workspace.
4. Open plugin settings and complete required fields.
5. Create one test item or page if the plugin needs public content.
6. Preview the customer experience and review Customer 360 or Money behavior after a test action.

Ask Faster AI

• Install the right plugin for a paid consultation workflow and list required setup before anything goes public.
• After installing this plugin, create a checklist of settings I need to complete.
• Review this plugin setup and tell me what to test before launch.

Review before saving or publishing

• Do not announce a plugin until settings, pages, notifications, and payment behavior have been tested.
• Confirm the plugin is installed in the intended workspace.
• Use placeholder images and videos until real assets are approved.

Common issues and fixes

• If a plugin does not appear, refresh Plugins and confirm it was installed in this workspace.
• If public pages are blank, complete required plugin records and page settings.
• If checkout, booking, or access fails, review the related payment, availability, or permission settings.

Use it in daily operations

• Keep a short launch checklist for each installed plugin.
• Create a test record before using real customer traffic.
• Review plugin ownership so updates do not stall after install.

Team handoff

• Write down what changed, who owns the next review, and which page, customer record, campaign, or plugin record should be checked next.
• If the work affects customers, include the public URL, test result, and any unresolved placeholder media in the handoff note.
• When Faster AI helped prepare the change, ask it to summarize the draft and review checklist so a teammate can approve the work without retracing every click.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of install a plugin with private customer, payment, and workspace details blurred.
• Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything goes live.

Related help

• Choose the right plugin for a workflow
• Configure plugin settings
• Review plugin data in customer records