Genesis: General User Manual
WordPress Child Themes (Genesis)
Please Read Before Continuing!
The following documentation assumes you've worked with the WordPress publishing platform before and have, at least, basic knowledge of it. If you want to brush up on WordPress itself please refer to the documentation found on WordPress.org.
Table of Contents
- Basic Theme Installation via Wordpress Admin
- Basic Theme Installation via FTP
- Final Installation
- Custom Styles and Functions
- Using a Custom Header Image or Site Text
- Using a Custom Homepage (if available)
- Using Page Templates
- Explanation of Child Theme Settings Page
- Using Theme Widgets
- Importing Demo Content
- Using Custom Menus
- Explanation of Portfolio Functionality (if available)
- Explanation of Photos Functionality (if available)
- Finding Category ID's
- Frequently Asked Questions
1. Basic Theme Installation via Wordpress Admin
This method is the easiest installation procedure and is recommended. If you find that this method is not working for you, move on to FTP installation (the next section).
- Log into your WordPress Dashboard, select Appearance and then select Themes.
- Select the large Install Themes tab and then select Upload.
- Click Browse, find and select the theme file you downloaded from Themedy.com, then click Install Now.
- Wait for the child theme to install, then click Activate. If you're unable to see or activate your child theme, try the FAQ for help.
- Please go to the Final Installation section.
2. Basic Theme Installation via FTP
This method is recommended if you are having issues with the method above.
- After downloading the theme zip file from Themedy.com, extract the theme folder somewhere.
- Using an FTP client access your host web server and locate the wp-content/themes directory.
- Upload the theme folder you previously extracted to the wp-content/themes directory.
- Log into your WordPress Dashboard, select Appearance and then select Themes.
- In the Available Themes section, click on the child theme title and click Activate. If you're unable to see or activate your child theme, try the FAQ for help
4. Final Installation
Although it may not be necessary, if you're using the Genesis framework you may want to reset its options to have the child theme work optimally. Check out your site and if you find some things look or act strangely follow the next few steps.
- After activating your theme in the WordPress admin as shown previously, select Genesis and then select Theme Settings.
- Click on Reset Settings and a popup will appear.
- Press OK on the popup and let the page load. You should get a notification that the reset was successful.
5. Custom Styles and Functions
Please read this article on how to add Custom CSS to your theme.
To add functions simply open custom_functions.php, write your functions and save. For a list of functions and development tools please check out the StudioPress dev site: http://dev.studiopress.com
NOTE: If you do make changes, make sure to back up the "custom" folder when updating the child theme.
6. Using a Custom Header Image or Site Text
Most themes come with a header logo or banner that can be switched out with either your own image or just plain text.
Changing the Image
You may change the logo or banner by uploading a new logo.png or banner.jpg to your child themes images folder. You have to have Image Logo selected (shown below) in order for your custom image to show up.
Switch Between Image and Text
- Log in to your WordPress admin and select Apperance and then Themedy Settings.
- Once there, under General Settings you can switch the drop down between Image Logo or Dynamic Text.
7. Using a Custom Homepage (if available)
If your theme came with a custom homepage it should take over your site's front page automatically, but you may need to do a few things to get it set up.
NOTE: If you want to set up a blog page separately, you need to use a page template. Please read the section on Using Page Templates if you're unfamiliar with them.
Disabling a Custom Homepage
If you want to use another page for the homepage you can do so via WordPress Admin.
- Log in to your WordPress admin and select Settings then Reading.
- When loaded, check A static page (select below).
- From the Front page drop down, select a page you want to use for the front page.
- Select the Save Changes button and let the page reload. You should get a notification if successful.
8. Using Page Templates
Most Themedy themes include page templates for various functionality (blog template, photo gallery, custom homepage.etc). To use a page template follow these steps:
- Log in to your WordPress admin and select Pages to either add a new page or edit a current one.
- You will find the Template drop down under Page Attributes. Click on it and select your custom page template.
- Select the Update or Publish button to save changes.
9. Explanation of Child Theme Settings Page
The following is an explanation of an basic child theme settings page. To access your child theme settings, log in to your WordPress admin and go to Appearance -> Themedy Settings. Not every theme will have all of the options below and some themes may have further options available.
- Information: The current information for your active Themedy theme.
- Slider: If your theme contains a slider (for posts, photos, portfolio items.etc) you can edit the options here. Sliders will have different options depending on the theme, but usually contain an effect drop down and fields to change different variables.
- Appearance: This part of the settings panel contains appearance related options.
- Footer: Edit the contents of your footer here or disable the custom footer altogether.
- Save Settings: Click this after making changes to save your current settings.
- Reset Settings: Click this to reset all your Themedy child theme settings to default.
- Screen Options: For accessibility purposes, use this area to change which boxes appear and how many columns to use on the current page.
10. Using Theme Widgets
Many Themedy themes use widgetized sidebars and may add various other widget areas. Some themes will also have custom widgets available for the homepage or other pages. To see your widget areas and available widgets follow the steps below:
- Log in to your WordPress admin and select Appearance then Widgets.
- You will find your available widgets on the left. Click and drag widgets from here to the available widget areas on the right.
- When you drop a widget you will be able to edit any options it has available.
11. Importing Demo Content
If your theme has the demo content available you can import it over to your own site.
If you want to use the demo content, you can read this article on how to do so.
12. Using Custom Menus
Use the WordPress built in menu options for your sites.
- Log in to your WordPress admin and select Appearance and then select Menus.
- Click the "+" button to create a new menu and name in in the Menu Name area.
- Add items from the left areas (Custom Links, Pages, or Categories) by selecting them and clicking Add to Menu in each area.
- Click Save Menu to save your new menu.
- Assign your menu by using the drop down in the Theme Locations box to select your menu name and hit Save.
13. Explanation of Portfolio Functionality (if available)
If your theme is a portfolio type theme, it comes with unique new functionality explained in this section
Portfolio Post Type
Once the theme is activated you will find a new menu item in your WordPress admin called Portfolio. Here you can add/remove/edit portfolio items (like you would normal posts). Make sure you set a Featured Image (How to Set a Featured Image) to have it show up in the slider and portfolio page.
Setting up the Portfolio Page
- To set up the portfolio page, login to your WordPress admin and create a new page by clicking Pages > Add New.
- In the edit screen to that page, on the right hand side under Page Attributes find the Template drop down option. From the drop down select "Portfolio". Note: This page should not be named Portfolio or you will get 404 errors, use something like Work, My Work, My Portfolio etc.
- Make sure to name your page then click Update or Publish. That page will now list all of your portfolio items.
You can also have your portfolio page show a specific category by using the drop down under Portfolio Category.
Single Portfolio Items
If you're having issues with the single portfolio items pages not showing up, try going to Settings > Permalinks on the left hand side of your WordPress admin and hitting Save Changes.
14. Explanation of Photos Functionality (if available)
If your theme is a photo type theme, it comes with unique new functionality explained in this section
Photo Post Type
Once the theme is activated you will find a new menu item in your WordPress admin called Photos. Here you can add/remove/edit photo items (like you would normal posts). Make sure you set a Featured Image (How to Set a Featured Image) to have it show up in the slider and photos page.
Setting up the Photos Page
- To set up the photos page, login to your WordPress admin and create a new page by clicking Pages > Add New.
- In the edit screen to that page, on the right hand side under Page Attributes find the Template drop down option. From the drop down select "Photos".
- Make sure to name your page then click Update or Publish. That page will now list all of your photo items.
Galleries are used the same way as tags. When you are editing a photo item, you can add gallery tags by using the Galleries box to the right of the post editor (under Publish).
Galleries are used to group similar photos for both you on the back end and visitors on the front end. They also have other uses depending on the theme (sliders, slideshows.etc).
Single Photo Items
If you're having issues with the single photo items not showing up, try going to Settings > Permalinks on the left hand side of your WordPress admin and hitting Save Changes.
15. Finding Category ID's
If your theme has a slider it may ask you to enter IDs if you want to limit slides.
Where is the Categoy ID?
If you don't know how to find a ID of a category, page etc you should install the WP Show IDs plugin this will add a new column to your list of categories / pages with the IDs
Finding IDs of different types (activate the plugin above first)
- Posts: Create a category and assign it to the posts you want to show up in the slider then goto Posts -> Categories to get the ID
- Pages: Go to Pages -> All Pages and get the page IDs of the pages you want to show up in your slider.
- Portfolio: Create a category and assign it to the portfolio items you want to show up in the slider then goto Portfolio -> Portfolio Categories (or Portfolio -> Categories) to get the ID.
Note: You don't need to enter IDs into the Themedy Settings page, if you don't the slider will just select all the recent items from that category. If you have any issues with the slider it's probably due to not having the right IDs - double check them.
16. Frequently Asked Questions
"Some features or options aren't working"
Firstly, some features are exclusive to certain themes while other features should work across all themes. For example, only a couple themes have portfolio functionality while every theme should include custom shortcodes.
If you still find a feature not working, make sure your theme is up to date. Go to the downloads page and compare your version to the newest available version. Some features may have been added after you downloaded your theme. Update if necessary.
"Thumbnails or other post images are not sized correctly"
Make sure you have large enough images for the areas you want before adding featured images. Some areas, like sliders, require larger sized images so make sure you note that before uploading anything.
If you're installing a theme on a site that already has multiple featured images and thumbnails, those images will need to be re-cropped for the new theme sizes. The easiest way to do that is with a plugin called Regenerate Thumbnails available here: http://wordpress.org/extend/plugins/regenerate-thumbnails/.
Thank you for purchasing and using our themes. We hope you enjoy using them as much as we enjoy making them!