Plugins add focused capabilities such as bookings, commerce, courses, webinars, memberships, and marketplace page components. Choose based on the customer workflow you need, not just the feature name.

What this guide helps you do

• Compare plugins by business outcome.
• Understand what data, pages, payments, or customer records the plugin may touch.
• Avoid installing a plugin before the workflow is clear.

Before you start

• Write down the customer action you need to support.
• Know whether the workflow needs checkout, scheduling, access control, forms, or follow-up.
• Review which team member will own setup and maintenance.

Do it manually

1. Open Plugins or the marketplace area.
2. Search or browse by business workflow.
3. Open the plugin details and review what it adds to the workspace.
4. Check required settings, public pages, payment needs, and customer data behavior.
5. Install only after you know how it will be tested and launched.

Ask Faster AI

• Help me choose between bookings, courses, webinars, and memberships for a paid workshop offer. Ask for missing details before recommending.
• Review this business workflow and tell me which plugin fits best, what setup is required, and what I should test.
• Create a plugin launch checklist for [workflow] with placeholder media and approval steps.

Review before saving or publishing

• Check whether the plugin creates public pages or customer-facing forms.
• Confirm payment, availability, access, and notification settings before launch.
• If the plugin stores customer activity, review how it appears in Customer 360.

Common issues and fixes

• If two plugins seem similar, compare the customer action they are designed for.
• If a plugin is installed but unused, disable it until the workflow is ready.
• If setup feels too complex, ask Faster AI for a smaller first version to test.

Use it in daily operations

• Treat plugins as business workflow extensions, not decorative add-ons.
• Assign an owner for each installed plugin.
• Review plugin performance after the first real customer interaction.

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 choose the right plugin for a workflow 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

• Configure plugin settings
• Review plugin data in customer records