FormGent integration in Directorist allows you to place fully customizable forms directly inside your listing pages. Instead of using a fixed contact form, you can design your own form and control what information users submit.

This turns your listings into structured data collection points, not just static pages.

Why It Matters for Directorist Users

Most directory sites rely on basic contact forms. These forms often miss important details, which leads to back-and-forth communication.

With FormGent:

• You collect exactly the information you need
• Listing owners receive more useful, structured responses
• Visitors complete clear, guided input instead of writing random messages
• You improve the overall quality of inquiries

This directly helps reduce friction and improves conversion from visitors to meaningful interactions.

Who Can Use This

• Available for all Directorist users
• Works with the free version of FormGent
• No premium requirement to get started

You can use it with the Directorist core plugin without additional cost.

Key Use Cases

1. Service Inquiry with Custom Inputs

Instead of a simple contact form, you can ask users specific questions like budget, requirements, or timeline. This helps listing owners receive more qualified inquiries.

2. Quote Requests

Visitors can submit detailed requests directly from a listing. For example, a service provider can collect project details before responding.

3. Booking or Pre-screening Forms

You can ask users for essential information before confirming availability or scheduling.

4. Feedback or Application Collection

Listing owners can collect applications, surveys, or feedback without relying on external tools.

Step-by-Step Setup Guide

Step 1: Go to Directory Builder

From your WordPress dashboard:

• Navigate to Directorist → Directory Builder

Step 2: Open Single Listing Layout

• Click on Single Page Layout
• Then select Listing Contents

Step 3: Add FormGent Field to a Section

• Create or select a section where you want the form to appear
• Drag the FormGent Form field into that section

If FormGent is not installed:

• You will see a prompt to install it
• The system will automatically install the free plugin from the WordPress repository

This removes the need for manual setup.

Step 4: Select Your Form

• Click on the FormGent field settings
• Choose your desired form from the dropdown

Make sure you have already created a form inside FormGent.

Step 5: Save Changes

• Click Update to save your layout

Once saved:

• The form will appear inside your single listing page
• Visitors can now submit responses directly from the list

You are not limited to one form or use case. You can place as many forms as you need inside one listing in different sections depending on your directory type.

How It Works for Listing Owners

Once you add a FormGent form to your listing layout, it becomes part of the live listing page. Listing owners can receive and manage responses directly from their dashboard.

Viewing the Form on Listing Page

• Open any listing from the front end of your website
• Make sure the listing belongs to the directory where you added the FormGent form
• Make sure that the listing is published, not expired. Listing owners can see their expired listing but that will not be visible to end users.

Inside the Listing Content, the form will appear in the section where you placed it.

You can:

• Fill out the form as a visitor
• Submit a test response to check how it works

After submission:

• A success message will appear on the screen
• This message comes from your FormGent confirmation settings

If you have configured:

• A custom message → it will be shown
• A redirect → users will be redirected to that page

Everything follows your FormGent form configuration.

Accessing Form Submissions (Listing Owner Dashboard)

Listing owners can view and manage responses from their dashboard.

Step 1: Go to My Listings

• Click on your Account Avatar
• Select My Listings

You will see a list of all your listings.

Step 2: Open Enquiries

• On the left side of each listing, click Enquiries
• You will see a number in parentheses

This number shows how many responses are new or unread.

Step 3: Understand the Dashboard Overview

Inside Enquiries, you will see a summary:

• Total enquiries
• New (unread) enquiries
• This week’s enquiries
• Resolved enquiries

This helps listing owners quickly understand activity and response status.

Step 4: View Individual Responses

• Each submission is listed below
• Click View to open a response

A popup window will appear showing:

• All submitted form data
• User inputs in structured format

Step 5: Manage Responses

From the response view, listing owners can:

• Delete the submission
• Send an email to the respondent

There is also a quick action menu on the right side where:

• You can directly delete a response

Step 6: Response Status

• Once a response is viewed, it is marked as resolved

This helps keep the dashboard clean and makes it easy to track which enquiries still need attention.

This workflow ensures that:

• Visitors can easily submit structured information
• Listing owners can manage everything from one place
• No external tools or inbox management is required

It keeps communication organized and directly tied to each listing.

How Directory Owners Access Form Submissions

In addition to listing owners, directory owners have full access to all form submissions from the FormGent backend. This gives a broader view of user activity and overall performance.

Access All Form Entries

From your WordPress dashboard:

• Go to FormGent → Entries

Here you will find all form submissions (entries) across your website.

You can:

• View all responses in one place
• Filter entries by specific forms
• Manage and review submitted data

Best Way to View Specific Form Data

For more focused insights:

• Go to FormGent → All Forms
• Find the form you added to your listing
• Hover over the form name
• Click on Reports

This gives you a more structured and useful view of your data.

Understanding the Report Section

Inside the report, you will see two tabs:

1. Summary

This section shows an overview of all responses.

• You can review answers to each question
• Click the Chart option beside a field to generate a visual representation

Note:

• Charts depend on the field type
• Structured inputs (like dropdowns, radio buttons, etc.) produce better visual summaries

This helps you quickly understand trends in user responses.

2. Analytics

This section provides performance insights for your form:

• Total form views
• Number of starts
• Completed submissions
• Completion rate
• Average completion time

You will also see:

• Drop-off rates for each question

This shows where users are leaving the form, helping you identify friction points and improve form design.

Directory owners get a complete overview of all collected data, while listing owners manage their own enquiries.

This separation ensures:

• Better control over data
• Clear ownership of responses
• Actionable insights at both listing and platform level

For deeper understanding of form behavior and reporting, refer to the FormGent documentation.

Use this feature to display only relevant fields depending on listing type, category, price model, or any custom field value.

Overview

With Conditional Logic, you can:

• Show or hide fields dynamically
• Reduce clutter in the submission form
• Improve user experience

Conditional Logic works inside the Add Listing Form Builder and applies to frontend listing submission.

Where to Find It

1. Go to Directorist → Directory Builder
2. Click on the Add Listing Form tab
3. Click on any field to edit it
4. Scroll to Conditional Logic
5. Toggle it ON

How It Works

Once enabled, you can define rules using:

• Action: Show or Hide
• Field: Select another field from the form
• Condition: Define how the value should be evaluated
• Value: Enter or select the comparison value

You can also define how multiple conditions behave using:

• All Conditions (AND)
• Any Condition (OR)

Available Conditions

Depending on the field type, you can use:

• is
• is not
• contains
• does not contain
• empty
• not empty
• greater than
• less than
• greater than or equal
• less than or equal
• starts with
• ends with

Step by Step: Create Conditional Logic in Add listing form

Step 1: Open Field Settings

Click the field where you want to apply conditional logic.

Step 2: Enable Conditional Logic

Toggle the Conditional Logic switch.

Step 3: Choose Action

Select:

• Show this field if
  or
• Hide this field if

Step 4: Select Field and Condition

1. Choose the field that will control the logic
2. Select a condition operator
3. Enter or select the value

Step 5: Update Changes

Update the form and test from the frontend Add Listing page.

Example 1: Hide Short Description/Excerpt if Long deatils is not empty

Condition:

• Hide “Short Description/Excerpt“
• If “Long Details” is not empty

Result:

If you add anything on long details field they do not need to add short description/ Excerpt.

Conditional Logic in Search Form

Conditional Logic in the Search Form allows you to dynamically show or hide search filters based on other search field values. This helps you create a cleaner and more relevant search experience.

Exact Example From Screenshot

Field: Location

Rule Configuration:

• Action: Show
• Condition:
  • Field: Search Box
  • Operator: contains
  • Value: USA
• Match: All Conditions (AND)

Result

The Location search field will only appear if the user types USA in the Search Box.

If the Search Box does not contain “USA”, the Location field will remain hidden.

The Google Calendar integration helps you automatically sync your Service and Rent bookings with your Google Calendar. It also checks for conflicts in your other calendars to prevent double bookings.

Step 1: Create Google API Credentials

• Go to Google Cloud Console and sign in with the same Google account you use for bookings.
• Create or select a project.

• Enable the Google Calendar API:
  • Navigate to APIs & Services → Enabled APIs & Services → + ENABLE APIS AND SERVICES
  • Search for “Google Calendar API” and enable it.

• Create an OAuth client ID:
  • Go to APIs & Services → Credentials → + CREATE CREDENTIALS → OAuth client ID

If asked, configure the consent screen first.

• Provide basic App information (App name, email, etc.).
• Set User Type (Audience type) to External.
• Add your contact email and agree to the Google policies.
• Click Create to continue.

• You will land in Overview section and from here click Create 0Auth Client

• Choose Web application as the application type and provide a Name.
• Add this redirect URI:https://your-site.com/wp-admin/admin-ajax.php?action=bdb_google_oauth_callback Replace your-site.com with your actual domain.

• Copy the generated Client ID and Client Secret. You’ll need them later.

• Now you have to publish the app. Go to Audience and Hit the Publish app button.

Step 2: Connect Google Calendar in Directorist Booking

• Log in to your WordPress admin dashboard.

• Open the Booking Dashboard and click Connect Google Calendar (Step 1 modal).
• Enter your Client ID and Client Secret and click Connect Calendar.

• Click Connect, then approve the permissions in the Google pop-up.

• After successful connection, the button changes to Calendar Setup, and click on that

Step 3: Calendar Setup

After connecting your Google account, the next step is to configure your calendar preferences.

1. Primary Booking Calendar
   • Choose the calendar where new bookings will be automatically added.
2. Conflict Prevention (Recommended)
   • Select calendars that should be checked for schedule conflicts before accepting a booking.
   • You can select multiple calendars.
3. Once your selections are made, click Complete Setup to save.

You can return to this screen anytime to update or disconnect your Google Calendar by clicking Disconnect at the bottom left.

Once setup is complete, your bookings will automatically appear in Google Calendar, keeping your schedule up-to-date and preventing double bookings.

Step 4: How Syncing Works

• When a Service or Rent booking is Confirmed:
  • Directorist refreshes your Google tokens if needed.
  • It checks selected calendars for time conflicts.
  • If no conflict is found, it creates the event in your Primary Calendar with guest details.
• When the booking is Cancelled, the corresponding Google Calendar event is automatically removed.
• To remove all Google data and tokens, click Disconnect Google Calendar.

Note: Google Calendar sync works only for listings with booking types Service or Rent.
Event-type listings are not synced

Enable Booking

Turn this on to activate booking for the event listing.

Booking Type

Select Event as the booking type to display all event-specific fields.

Available Tickets

Set the total number of tickets available for this event. This is the overall ticket capacity for the listing.

Display Available Tickets

Enable this toggle to show the remaining number of tickets on the frontend event page.

• When enabled, users will see the live ticket count (e.g., “50 Tickets Available”).

Tickets Allowed Per Booking

Define how many tickets a single user can book in one reservation.
For example, setting this to 5 means a user can book up to five tickets at once.

Refund System

Turn on the refund system if you want to allow refund requests for booked services.

You can define:

• Refund policy description (example text is shown in the field).
• Refund days – how many days after payment a refund can be requested.
• Refund amount (%) – percentage of the booking amount that will be refunded.
• Add multiple refund rules if needed.

Users will see these rules during booking.

Additional Listing Fields

Below the booking fields, you will find:

• Short Description/Excerpt – A brief summary of the service.
• Tagline – A short motto or catchphrase for the listing.
• Pricing – Set a single price or enable price range options.

These fields help customers understand the service better and compare listings.

How to Book an Event

Users can book an event by selecting the number of tickets they want, reviewing the total cost, and clicking Book Ticket to complete the reservation.

1. Enter Ticket Quantity
   Choose how many tickets you want to book. The system will show the maximum number allowed per reservation.
2. Check Ticket Availability
   If enabled, you’ll see how many tickets are still available for the event.
3. Book Ticket
   Click Book Ticket to move forward to the confirmation or payment step and complete your reservation.

Review and confirm the booking

After clicking Request Booking, the user is taken to the Review & Confirm Booking page. They enter their personal details (name, email, phone), add optional notes, and review the booking summary showing the selected date, time, duration, and total cost.

Submit the final confirmation

The user clicks Confirm Booking to complete the reservation. Based on your settings, the booking is either confirmed instantly or sent for manual approval.

Approval and status

• If Instant Booking is enabled, the booking is confirmed immediately.
• If not, the booking goes into a pending state until the listing owner or admin approves it from the dashboard.

How Listing Owners Manage Bookings

Listing owners can manage every booking request from Dashboard → All Bookings. Bookings are organized into Approved, Pending, Cancelled, and Refund Request tabs, making it easy to navigate.

In the Pending tab, each booking card displays key information:

• Customer name and contact
• Booking date and time
• Request date
• Any booking notes

Listing owners can take quick actions using the buttons on the right:

• Approve Order to confirm the booking
• Reject to decline the request

Once an action is taken, the booking automatically moves to the appropriate status tab, keeping everything organized and easy to track.

Rental Booking Settings

Enable Booking

Turn this on to activate rental booking for the listing.

Booking Type

Select Rent to unlock all rental-specific configuration options.

Weekend Price

Enter the exact price you want to charge for weekends.

Availability Calendar

This calendar allows listing owners to control daily availability and pricing.

• Click a date to mark it as Unavailable
  (useful when the rental is already booked or not offered on certain days).
• Click the displayed price to set a custom price for that specific day
  (helpful for peak days, holidays, or promotional pricing).

The calendar automatically shows each day’s price and reflects weekend pricing rules unless overridden manually.

Reservation Fee

Set a fixed one-time fee that customers must pay when making a booking (e.g., USD 20). This is optional and can be set to 0 if no fee is required.

Maximum Number of Guests

Specify the maximum number of people allowed per booking. For example, if your service supports only 3 people per session, set this value to 3.

Enable Payment

Turn this on to allow users to pay for the booking directly. When disabled, bookings will be request-only without payment collection.

Enable Instant Booking

Enable this if you want bookings to be automatically approved without admin or listing owner review. When disabled, bookings require manual approval.

Refund System

Turn on the refund system if you want to allow refund requests for booked services.

You can define:

• Refund policy description (example text is shown in the field).
• Refund days – how many days after payment a refund can be requested.
• Refund amount (%) – percentage of the booking amount that will be refunded.
• Add multiple refund rules if needed.

Users will see these rules during booking.

Additional Listing Fields

Below the booking fields, you will find:

• Short Description/Excerpt – A brief summary of the service.
• Tagline – A short motto or catchphrase for the listing.
• Pricing – Set a single price or enable price range options.

These fields help customers understand the service better and compare listings.

How to Book a Rental Service

Users can book a rental by selecting their desired date range, choosing the number of guests, and reviewing the booking preview. The system automatically calculates the total cost based on daily prices, weekend rates, and any custom pricing set in the availability calendar.

1. Select the date range
   Choose the start and end dates for the rental period.
2. Select the number of guests
   Pick how many people will be included in the booking.

Review and confirm the booking

After clicking Request Booking, the user is taken to the Review & Confirm Booking page. They enter their personal details (name, email, phone), add optional notes, and review the booking summary showing the selected date, time, duration, and total cost.

Submit the final confirmation

The user clicks Confirm Booking to complete the reservation. Based on your settings, the booking is either confirmed instantly or sent for manual approval.

Approval and status

• If Instant Booking is enabled, the booking is confirmed immediately.
• If not, the booking goes into a pending state until the listing owner or admin approves it from the dashboard.

How Listing Owners Manage Bookings

Listing owners can manage every booking request from Dashboard → All Bookings. Bookings are organized into Approved, Pending, Cancelled, and Refund Request tabs, making it easy to navigate.

In the Pending tab, each booking card displays key information:

• Customer name and contact
• Booking date and time
• Request date
• Any booking notes

Listing owners can take quick actions using the buttons on the right:

• Approve Order to confirm the booking
• Reject to decline the request

Once an action is taken, the booking automatically moves to the appropriate status tab, keeping everything organized and easy to track.

Adding a service type booking listing

Enable Booking

Turn this option on to allow bookings for the listing. When disabled, all booking fields remain hidden, and users cannot request or schedule a service.

Booking Type

Choose Service as the booking type to access the fields shown in this section. Other types—Event and Rent—have their own separate configuration.

Timing Type

Define how customers choose their appointment time:

• Time Slot – Allows fixed start/end time slots (e.g., 10:00 AM–12:00 PM).
• Time Picker – Lets users select custom times.*

*You can also toggle Display availability text and customize the availability label shown to users. The time picker will automatically display available times.

Configure Time Slots

This is where you set your weekly availability. You can configure availability for each day of the week:

• Toggle each weekday on or off.
• Set start time and end time.
• Choose the number of slots available for that time.
• Use the icons to:
  • Duplicate a slot,
  • Add a new slot,
  • Delete a slot.

These settings let you define exactly when customers can book your service.

Reservation Fee

Set a fixed one-time fee that customers must pay when making a booking (e.g., USD 20). This is optional and can be set to 0 if no fee is required.

Maximum Number of Guests

Specify the maximum number of people allowed per booking. For example, if your service supports only 3 people per session, set this value to 3.

Enable Payment

Turn this on to allow users to pay for the booking directly. When disabled, bookings will be request-only without payment collection.

Enable Instant Booking

Enable this if you want bookings to be automatically approved without admin or listing owner review. When disabled, bookings require manual approval.

Refund System

Turn on the refund system if you want to allow refund requests for booked services.

You can define:

• Refund policy description (example text is shown in the field).
• Refund days – how many days after payment a refund can be requested.
• Refund amount (%) – percentage of the booking amount that will be refunded.
• Add multiple refund rules if needed.

Users will see these rules during booking.

Additional Listing Fields

Below the booking fields, you will find:

• Short Description/Excerpt – A brief summary of the service.
• Tagline – A short motto or catchphrase for the listing.
• Pricing – Set a single price or enable price range options.

These fields help customers understand the service better and compare listings.

How to book a service

The service booking options you configure in the admin panel or individually within a listing directly control what customers see on the single listing page. The availability schedule, timing type, number of slots, reservation fee, and maximum number of guests all shape how users select their date, choose a time slot, and submit a booking request. This ensures the booking experience is always aligned with the rules defined by the listing owner.

How to Book a Service (User Flow)

1. Open the listing
   The visitor goes to the single listing page and scrolls to the Booking section.
2. Select a date
   They click inside the Select date field and choose a date from the date picker.
   • Only dates with available time slots (based on your schedule) are bookable.
3. Choose an available slot
   Under Available slot, all time slots for the selected date are listed.
   • The user selects one slot (for example, 12:15 am – 12:10 am | 1 Slot Available).
4. Review booking summary
   A summary card shows:
   • Service provider name
   • Selected date and time (with duration)
   • Total Cost based on your price and reservation fee.
5. Submit the booking request
   The user clicks Request Booking to send the booking.

Review and confirm the booking

After clicking Request Booking, the user is taken to the Review & Confirm Booking page. They enter their personal details (name, email, phone), add optional notes, and review the booking summary showing the selected date, time, duration, and total cost.

Submit the final confirmation

The user clicks Confirm Booking to complete the reservation. Based on your settings, the booking is either confirmed instantly or sent for manual approval.

Approval and status

• If Instant Booking is enabled, the booking is confirmed immediately.
• If not, the booking goes into a pending state until the listing owner or admin approves it from the dashboard.

How Listing Owners Manage Bookings

Listing owners can manage every booking request from Dashboard → All Bookings. Bookings are organized into Approved, Pending, Cancelled, and Refund Request tabs, making it easy to navigate.

In the Pending tab, each booking card displays key information:

• Customer name and contact
• Booking date and time
• Request date
• Any booking notes

Listing owners can take quick actions using the buttons on the right:

• Approve Order to confirm the booking
• Reject to decline the request

Once an action is taken, the booking automatically moves to the appropriate status tab, keeping everything organized and easy to track.

The Directorist Booking & Reservation Extension enables administrators and listing owners to accept and manage online bookings directly from the dashboard and admin panel. It enables visitors to check availability, schedule appointments and make reservations seamlessly.  The extension has been fully revamped with a modern, intuitive interface designed to deliver a seamless user experience. 

This makes it ideal for service-based businesses such as Hotels & accommodation providers, Salons & Wellness Centres, Event Venues, Rental Agencies, Tour & travel operators, Consultants and service professionals. 

Key Features

• Seamless Booking Management: Admins and listing owners can manage appointments and reservations directly from the dashboard.
  
• Real-Time Availability: Visitors can check available slots and book services or rentals instantly.
  
• Multiple Booking Types: Supports Service and Rental/Event bookings, with the flexibility to enable one or both types.
  
• Guest Booking Option: Allow users to book without creating an account, or restrict bookings to registered users.
  
• Commission Management: Set a commission percentage for the site owner on each booking.
  
• Booking Visibility Control: Choose to enforce or allow hiding of booking functionality per listing type.
  
• Customizable Labels: Rename fields such as Booking Type, Booking Hiding, Weekend Price, and Calendar Labels.
  
• Booking Widgets: Add booking forms to listing sidebars for easy access.
  
• Instant Booking: Enable automatic booking confirmation without manual approval.
  
• Single Listing Integration: Fully integrated with listing pages, both frontend and backend, for a smooth user experience.
  
• Flexible Form Builder: Customise the Add Listing Form and Single-Page Layout (Contents) to match your site’s requirements.

Installation 

Follow the steps below to install and activate the Booking & Reservation Extension:

1. Install the Extension

1. Navigate to Directory Listings > Themes & Extensions.
   
2. Locate “Appointment & Booking” in the extensions list.
   
3. Click Install, and once completed, select Activate

2. Enable the Extension

1. Go to Directory Listings > Settings > Extensions > Extension General.
   
2. Toggle Booking to enable the extension.

Click Save Changes to apply the settings.

Configuration 

After activating the Booking & Reservation Extension, Directorist automatically creates a Booking Confirmation page containing the shortcode:
[directorist_booking_confirmation] 

This page is required to process and display booking confirmation details.

Assign the Confirmation Page

To ensure proper functionality, verify that the page is correctly assigned:

1. Navigate to WP Admin Dashboard ➝ Directory Listings ➝ Settings.
   
2. Go to Page Setup ➝ Pages, Links & Views.
   
3. Locate the Booking Confirmation Page setting.
   
4. Select the page containing the shortcode.
   
5. Click Save Changes.

Setting the Sidebar

To enable users to initiate bookings directly from a single listing page, you must add the Directorist – Booking widget to the listing sidebar.

Add the Booking Widget

Follow the steps below:

1. Navigate to Appearance → Widgets in your WordPress admin panel.
   
2. Locate the widget named Directorist – Booking.
   
3. Drag and drop it into the Directorist – Listing Right Sidebar area.
   

This widget provides the booking form and simplifies the process for users to schedule services, appointments, or events.

After adding the booking widget, it will appear in the single listing page “Directorist Listing Right Sidebar” 

Additional Notes

To ensure the booking widget appears on the Single Listing Page, navigate to the Directory Builder and adjust the following layouts as needed:

• Add Listing Form 
• Single Page Layout

Booking Settings

This helps you set global booking preferences, labels, and behavior for all listings across your directory. These settings ensure consistency while giving you the flexibility to customize how booking fields appear on the Add Listing form. After completing the configuration, listing owners can fine-tune their own booking options with confidence.

Path: Directory Listings > Settings > Extensions > Booking

Note: These settings only reflect on the add listing form.

Guest Booking Option: This option allows you to enable and disable the guest booking option.

Commission Rate: You can set and define the commission percentage of using the option. If the percentage is 10%, that means 10 of 100 will get the site owner and the rest 90 will get the listing owner.

Booking Type
Choose which booking types are available for your listings.

• Service Booking – for services or appointments.
• Event Booking – for event-based reservations.
• Rental Booking – for rentals or time-based bookings.

Booking Type Label
Customize the label text that appears on the form for booking type selection.

Booking Timing Type
Enable this if you want to allow time-based bookings (e.g., hourly, daily).

Payment Type
Select the payment system to be used for bookings. By default, it uses Directorist default system.

Service Fields

This section allows you to customize the label text used for service-based bookings. These settings only change the wording shown on the Add Listing form. They do not affect the booking logic or functionality.

Available Label Options

• Timing Type Label – Update the label for the timing selection field.
• Enable Instant Booking Label – Customize the text for the instant booking toggle.
• Maximum Guests Label – Change the label for the field where listing owners define the maximum number of guests allowed per booking.

Event Fields

Customize the labels shown on the Add Listing form: Available Ticket Label (total tickets available) and Tickets Allowed Per Booking Label (maximum tickets a user can book per reservation).

Rent Fields

Customize the labels shown on the Add Listing form: Weekend Price Label, Availability Calendar Title Label, and Availability Calendar Description Label used to guide listing owners when setting rental availability

Single Listing

Customize the labels shown on the listing details page: Request Booking Label, Book Ticket Label, Login for Booking Label, and Reservation Fee Label used to control booking-related text on single listing pages.

Confirmation Page

Enable or disable showing a refund policy on the confirmation page, and customize the Refund Policy Label to control how the refund policy text appears to users.

After updating your settings or labels, click Save Changes to apply all modifications.

The Directorist Analytics extension brings powerful insights and reporting features to your directory platform. You can monitor platform activity, understand visitor behavior, and track listing performance all from within your WordPress dashboard. The system collects and visualizes data on views, clicks, searches, referrals, and user actions, helping you make informed decisions to grow your directory.

The extension includes two dedicated analytics interfaces:

• Admin Dashboard – a global analytics hub for site owners to track platform-wide performance, user engagement, and top-performing listings.
• Listing Owner Dashboard Analytics – Phase 2 (Coming soon*)

Key Features

• Admin Dashboard: Get a complete overview of your directory — total listings, reviews, active authors, and recent activities in one place.
• Listing Performance Tracking: Monitor key metrics such as listing views, search appearances, clicks, contact form usage, and website link visits.
• Visitor & Traffic Insights: Identify visitor locations, referral sources, browsers, and devices to understand audience behavior.
• Listing Owner Analytics: Each listing owner can view detailed performance data for their own listings, compare results, and improve visibility.
• Reports & Data Export: Generate reports by custom date range and export them in CSV or PDF formats for easy sharing or record keeping.

Installation & Configuration

1. Navigate to Directory Listings > Themes & Extensions
2. Find “Directorist Analytics” and click Install and then Activate.
3. A new menu will appear at Directory Listings > Analytics

For detailed installation and setup instructions, please visit the Installation Guide for Directorist Analytics page.

Overview Tab

The Overview tab in Directorist Analytics provides a quick summary of your directory’s overall performance. It highlights total listings, reviews received, active authors, and total website clicks — giving you a clear snapshot of platform activity at a glance.

A time filter at the top right lets you view data from different periods (e.g., last 7, 30, or custom days).

Key Sections

• Total Listings: Displays the total number of published listings on your site.
• Total Reviews Received: Shows how many reviews users have submitted.
• Active Authors: Indicates the number of users actively posting or managing listings.
• Total Website Clicks: Tracks how many times visitors clicked website links from listings.

Search & View Trends

This chart visualizes how often listings appear in search results and how many times they are viewed over a selected period. You can easily compare trends between Views and Search Appearances to identify performance spikes.

Recent Activities

Shows a list of the latest actions such as new listings, user signups, or reviews. When no recent events are available, it displays a “No Activity Yet” message until interactions occur.

Listing Performance Tab

The Listing Performance tab provides detailed insights into how individual listings are performing on your directory. It helps administrators owners understand visibility, engagement, and user interaction trends.

Key Sections

• Search Appearances
  Displays how often each listing appears in search results over time. The graph shows performance trends for all listings, helping identify which ones gain more exposure.
• Top Listings by Views
  Lists your most viewed listings for the selected period. You can track both views and clicks, making it easier to identify high-performing or underperforming listings.
• Contact Form Uses
  Shows how many times users reached out via the listing’s contact form. This helps you measure engagement and lead generation from each listing.

Each data section can be expanded for more detailed analytics, and the time range filter at the top right allows viewing performance for specific periods.

Traffic & Sources Tab

The Traffic & Sources tab gives you a clear view of where your visitors come from and how they find your listings. It helps you understand the geographical reach of your directory and the channels that drive the most traffic.

Note: The Traffic & Sources data is collected based on single listing page views.
To track views from logged-in users as well, go to Directory Listings → Settings → Listings → General and enable “Include Logged-In User Views.”

Key Sections

• Top Countries by Visitors
  Displays a world map and a ranked list of countries with the highest number of visitors. You can quickly see your top-performing regions along with their percentage share of total traffic.
• Top Search Engines
  Shows which search engines (e.g., Google, Bing, Yahoo) are sending users to your directory. This data helps identify how well your listings are performing in organic search.
• Top Referral Sources by Visitors
  Lists external websites and platforms (like Facebook, Google, YouTube, or partner sites) that refer visitors to your directory. This helps you recognize valuable traffic sources and optimize promotional strategies.

Each chart includes traffic counts, share percentages, and visual indicators for easy comparison.

To view complete analytics and deeper insights for each section, click the “See more insights” button.

Tech Stats Tab

The Tech Stats tab provides technical insights into how visitors access your directory. It helps you understand which browsers, operating systems, and screen resolutions your audience uses, allowing you to optimize your site for better performance and compatibility.

Note: The Tech Stats tab data is collected based on single listing page views.
To track views from logged-in users as well, go to Directory Listings → Settings → Listings → Badges and enable “Include Logged-In User Views.”

Key Sections

• Top Browsers
  Shows which browsers (e.g., Chrome, Safari, Firefox) visitors use most often. This helps identify the primary environments your directory should be optimized for.
• Visitors by Operating Systems
  Displays the distribution of visitors based on their devices and operating systems, such as Android, Windows, macOS, and iOS.
• Screen Resolutions
  Visualizes the screen sizes most commonly used by visitors. This helps ensure your directory layout remains responsive and visually consistent across devices.

Authors Tab

The Authors tab provides insights into all registered listing authors on your directory. It helps administrators track user activity, monitor engagement levels, and identify active or inactive contributors.

Key Sections

• Author List
  Displays a complete list of authors along with their profile photo and name for quick identification.
• Number of Listings
  Shows how many listings each author has published, helping admins assess user contribution levels.
• Registration Date
  Indicates when each author first registered on the platform.
• Last Access
  Displays the most recent login date and time, allowing admins to monitor user activity and retention.
• Access Frequency
  Counts how many times each author has logged into their account, providing insights into engagement and participation.

You can sort or review the table to quickly identify your most active or inactive listing authors.

Reports & Export Tab

The Reports & Export tab allows you to generate detailed analytics reports for listings, authors, or the entire directory. You can define the time range, select data intervals, and choose the specific metrics you want to include in your report.

Key Sections

• Date Range
  Set the start and end dates to define the period for your analytics report.
• Interval
  Choose how you want the data grouped — for example, daily, weekly, or monthly — to analyze performance trends over time.
• Scope
  Select what the report should focus on:
  • Per Listing: Generate analytics for individual listings.
  • All Listings: View combined performance across all listings.
  • Per Author: Track engagement and activity for specific authors.
• Export Metrics
  Pick the types of data to include in the report, such as listing views, clicks, search appearances, referrals, contact form usage, and technical stats (browser, OS, screen resolution).
• Export Options
  Once configured, you can download the report in CSV or PDF format for sharing, record-keeping, or client reporting.

Settings Tab

The Settings tab lets administrators manage data privacy, tracking preferences, and data retention policies for Directorist Analytics. These options ensure compliance with privacy laws while maintaining full control over how analytics data is collected and stored.

Key Sections

• Data Protection
  Enable privacy and GDPR compliance by activating Data Protection. When turned on, the system automatically limits data collection based on common data protection standards.
• Tracking Preferences
  Fine-tune what kind of data gets tracked:
  • Respect Do-Not-Track: Honors browser-based privacy preferences.
  • Include Admin Visits: Counts visits from logged-in administrators (useful for testing).
  • Anonymize IPs: Masks visitors’ IP addresses to enhance user privacy.
• Auto-Delete Raw Logs
  Automatically delete detailed event data after a set number of days. Summary reports remain intact for long-term analysis.
  • You can set the number of retention days (default: 30 days).
  • Use Delete raw logs now to instantly remove all stored raw data. (This action is irreversible.)

That’s all for the Directorist Analytics extension overview and feature guide. Need help setting up? Contact our support team for assistance.

The Listings Slider & Carousel extension allows you to display your directory listings in a stylish slider or carousel layout anywhere on your website. This helps attract more attention to your listings and provides a modern, dynamic browsing experience.

Installation:

Firstly, Navigate to this Directory Listings > Themes & Extensions > Sign in And install and activate the plugin.

Settings: 

Navigate to this Directory Listings > Settings > Extensions > Listing Slider & Carousel path. Users will get multiple customization options here.

The settings option is divided into three parts, which are explained below:

1. General settings:

Display By: Users can set the display type to either ‘Slider’ or ‘Carousel’ from here.

Listing Type: Users can select the listing type to display from here.

Total Number of Listings:  Users can determine the total number of listings.

2. Listing Slider Settings:

Slider Image Cropping: If the slider images are not in the same size, it helps automatically resize.

Custom Width & Height: Users can change the height and width of the listings slider from here.

Display Title: Users can show or hide the title of the listing.

Excerpt Words Limit: Users can set the word limit from here.

Display the Thumbnail on the Slider and the number of Thumbnail Columns, Navigation: Users have the option to display the thumbnail on the slider and determine the number of thumbnails that will be displayed and also have the option to hide/show the navigation icon.

Display Slider Navigation: Users have the option to hide/show the navigation icon.

Autoplay & Autoplay Speed: Users can turn off/on the Autoplay feature and also determine the autoplay speed.

3. Listings Carousel Settings:

Carousel Image Cropping: If the slider images are not in the same size, it helps automatically resize.

Custom Width & Height: Users can change the height and width of the listings Carousel from here.

Display Title: Users can show or hide the title of the listing.

Display Publish Date & Category: Users have the option to display the publish date and category of the listing. 

Custom Height: Users can determine the number of columns on the desktop view and it will adjust the hide automatically.

Number of Columns on Tab: Users can determine the number of columns on the Tab view.

Number of Columns on Mobile: Users can determine the number of columns on the Mobile view.

Display Carousel Navigation & Position: Users have the option to hide/show the navigation icon and also can set the position.

Autoplay & Autoplay Speed: Users can turn off/on the Autoplay feature and also determine the autoplay speed.

Page Setup:

Navigate to this Pages > All Pages path, activate the edit mode of any existing page, and insert the following shortcode in the suitable position: [directorist_slider_carousel].

On the other hand, users can create a new page and use the following shortcode: [directorist_slider_carousel]. 

Shortcodes:

There are numerous shortcodes are available to display the listing slider & carousel.

• display_by: Display all listings by slider or carousel view. The default is slider. Example: [directorist_slider_carousel display_by=”carousel”].
• listing_type: Options available : a_to_z, z_to_a, latest_listings, oldest_listings, popular_listings, price_low_high, price_high_low, random_listings. (Default is latest_listings) Example [

Settings can be found going Directory Settings >> Extensions Settings >> Listing Slider & Carousel. The [directorist_slider_carousel] shortcode can be used to display listing slider & caorusel.

Shortcode Attributes for Slider

• display_by: Display all listing by slider or carousel view. Default is slider. Example: [directorist_slider_carousel display_by="slider"].
• listing_type: Options available : a_to_z, z_to_a, latest_listings, oldest_listings,popular_listings,price_low_high,price_high_low,random_listings. (Default is latest_listings) Example [directorist_slider_carousel listing_type='latest_listings'].
• number_of_listing : [directorist_slider_carousel number_of_listing='10']
• slider_cropping:[directorist_slider_carousel slider_cropping='yes']
• slider_image_width:[directorist_slider_carousel slider_image_width='668']
• slider_image_height:[directorist_slider_carousel slider_image_height='419]
• display_slider_title:[directorist_slider_carousel display_slider_title='yes']
• display_slider_excerpt:[directorist_slider_carousel display_slider_excerpt='yes'].
• excerpt_words_limit : [directorist_slider_carousel excerpt_words_limit='35']
• display_thumbnail : [directorist_slider_carousel display_thumbnail='yes']
• slider_thumbnail_columns: [directorist_slider_carousel slider_thumbnail_columns='4']
• slider_navigation: [directorist_slider_carousel slider_navigation='yes']
• categories: Display specific category by category slug. (Example [directorist_all_listing categories='food,travel,medical'])
• tags: Display specific tag by tag slug. (Example [directorist_all_listing tags='car,book,medicine'] ).
• locations: Display specific location by location slug. ( Example: [directorist_all_listing locations='new-york,michigan'])
• ids: Display specific listing by listing id. ( Example: [directorist_all_listing ids='1,2,5']
• featured: Display listing on slider with featured. It has two options ( ‘yes’ & ‘no’) default is [directorist_slider_carousel feature='yes'].

Shortcode Attributes for Carousel

• display_by: Display all listing by slider or carousel view. Default is slider. Example: [directorist_slider_carousel display_by="carousel"].
• listing_type: Options available : a_to_z, z_to_a, latest_listings, oldest_listings, popular_listings, price_low_high, price_high_low, random_listings. (Default is latest_listings) Example [directorist_slider_carousel listing_type='latest_listing'].
• number_of_listing : [directorist_slider_carousel number_of_listing='10']
• categories: Display specific category by category slug. (Example [directorist_all_listing categories='food,travel,medical'])
• tags: Display specific tag by tag slug. (Example [directorist_all_listing tags='car,book,medicine'] ).
• locations: Display specific location by location slug. ( Example: [directorist_all_listing locations='new-york,michigan'])
• ids: Display specific listing by listing id. ( Example: [directorist_all_listing ids='1,2,5']
• featured: Display listing on slider with featured. It has two options ( ‘yes’ & ‘no’) default is [directorist_slider_carousel feature='yes'].
• featured_only: Display only featured listing. It has two options ( ‘yes’ & ‘no’) default is [directorist_slider_carousel featured_only='no'].
• carousel_cropping: [directorist_slider_carousel carousel_cropping='yes']
• carousel_image_width: [directorist_slider_carousel carousel_image_width='213']
• carousel_image_height: [directorist_slider_carousel carousel_image_height='160']
• display_carousel_title: [directorist_slider_carousel display_carousel_title='yes']
• display_carousel_publish_date: [directorist_slider_carousel display_carousel_publish_date='yes']
• display_carousel_category: [directorist_slider_carousel display_carousel_category='yes']
• carousel_columns_desktop: [directorist_slider_carousel carousel_columns_desktop='4']
• carousel_columns_tab: [directorist_slider_carousel carousel_columns_tab='2']
• carousel_columns_mobile: [directorist_slider_carousel carousel_columns_mobile='1']
• carousel_navigation: [directorist_slider_carousel carousel_navigation='yes']
• carousel_navigation_position: Options available : top,middle,bottom. (Default is middle) Example [directorist_slider_carousel carousel_navigation_position=middle]

Setting Up the Stripe Payment Gateway

Step 1: Sign up for a Stripe Account

To use the Directorist Stripe Payment Gateway extension, you need to have the plugin installed and activated on your WordPress website.
Before you can start using the Stripe Payment Gateway with Directorist, you must have a Stripe account. If you don’t have one yet, follow these steps to sign up:

1. Go to the Stripe website (https://stripe.com) and click on the “Sign Up” button.
2. Fill in the required details, including your email address and password, to create an account.
3. Follow the account setup process, providing the necessary information about your business and bank account.

Step 2: Obtain Stripe API Credentials

After signing up for a Stripe account, you’ll need to obtain the API credentials to connect your Stripe account with Directorist. Here’s how you can do it:

1. Log in to your Stripe account.
2. In the Dashboard, navigate to “Developers” > “API keys.”
3. You will find your “Publishable Key” and “Secret Key”. Keep these credentials safe, as you’ll need them in the next step.

Step 3: Configure Stripe in Directorist

Now that you have your Stripe API credentials, you can configure the Stripe Payment Gateway in Directorist:

In your WordPress admin dashboard, go to “Directorist” > “Settings” > “Monetization” > “Stripe Gateway”. Here you will find the options to add a stripe Live publishable key and Live secret key. Also, you can have the option to add a Test publishable key and a Test secret key for testing purposes. 

During the process of adding listings, users will encounter the convenient option of making payments through Stripe on the checkout page. To get a visual understanding of how this payment experience unfolds and how all elements appear, please refer to the attachment. With Stripe seamlessly integrated, users can enjoy a smooth and secure payment process while adding their listings, enhancing their overall experience on the platform.

Accepting Payments with Directorist Stripe Gateway

Supported Currencies

Directorist Stripe Payment Gateway supports processing payments in over 135+ currencies, allowing you to accept payments from users all around the world. This wide range of supported currencies ensures that you can capture the attention of a global audience and enable users from various countries to make payments seamlessly.

Wide Range of Supported Payment Types

Users can make payments using various methods, including credit cards, debit cards, international cards, Amex Checkout, Masterpass by MasterCard, Visa Checkout, WeChat Pay, AliPay, Apple Pay, Google Pay, ACH credit and debit, SEPA direct debit, and more.

3D Secure Payments

The Stripe Payment Gateway supports 3D Secure payments, adding an extra layer of security for online transactions. 3D Secure helps prevent fraudulent transactions and provides reassurance to both you and your customers during the payment process.

Low Transaction Fees

With the Directorist Stripe Payment Gateway, you can benefit from low transaction fees. Stripe offers competitive rates, enabling you to keep more of your earnings from each transaction.

Global Coverage

As Stripe supports a wide range of countries and currencies, you can accept payments from users all around the world. This global coverage maximizes your reach and allows you to cater to an international audience.

Recurring Payments

The Directorist Stripe Payment Gateway supports recurring payments, giving you the option to charge your users on every recurrence of a chosen duration. This feature is particularly useful for subscription-based services, allowing you to generate consistent revenue and maximize earnings throughout the year.

PCI and International Security Standard Compliance

Directorist Stripe Payment Gateway Extension adheres to the latest PCI standard and international security standards, ensuring that all payment transactions are secure and protected.

The Directorist Stripe Payment Gateway extension provides a robust and feature-rich solution for processing online payments on your directory website. With support for 135+ currencies, 3D Secure payments, low transaction fees, and the ability to offer multiple payment options, this extension enables you to provide a seamless payment experience to your users worldwide. Additionally, the support for recurring payments allows you to generate steady revenue and enhance your directory’s earning potential.