What do I need?
WordPress 6.9 or later and PHP 7.4 or later. Canvasly Pro also needs Canvasly 0.12.73 or newer, and it shows a notice instead of loading when that is not true.
Answers below come from the plugin screens and readme. Items marked TODO are questions a site owner is likely to ask that the code does not answer.
WordPress 6.9 or later and PHP 7.4 or later. Canvasly Pro also needs Canvasly 0.12.73 or newer, and it shows a notice instead of loading when that is not true.
Open the page and choose Edit with Canvasly, or use the admin-bar link. Posts and Pages are editable immediately. Other public types are off until you enable them under Settings → General.
Canvasly → Settings covers post types, maps, reCAPTCHA, CSS, fonts, performance, tools, and experiments. Colors and breakpoints are under Design System. See the settings page.
Under Settings → Advanced, set Editor loader to Iframe. Under Settings → Tools, turn on Safe mode for your account. Safe mode loads the editor without other plugins and without the theme.
Units Manager can disable a type or hide it from your role. Nested Tabs, Accordion, and Toggle, Collection Loop, and Grid container can also be switched off under Settings → Features. Shop units are absent unless WooCommerce is active. Pro units are absent unless Canvasly Pro has started.
Right-click a Container or Grid and choose Save as Template. Place it later with the Template unit, the shortcode [canvasly_lite_template id="42"], the Canvasly Template block, or the Canvasly Template sidebar widget.
Roles you exclude still see the live site. Administrator is excluded by default. Coming soon keeps a normal response. Maintenance uses HTTP 503. Visitors see the template you pick, or a built-in page if you pick none.
The files do not name a plugin they refuse to run beside. On the normal WordPress editing screen, Canvasly does not load its full editor. The Template block and the Edit with Canvasly launcher still appear. You can also turn off Canvasly’s default colors and fonts so the theme keeps those.
TODO: No control, menu, or stylesheet in the Canvasly or Canvasly Pro source uses the name “pink tab.” The settings panel tabs in the code are Content, Style, and Advanced. Confirm with a screenshot which control you mean before this answer is written.
Use Canvasly → Settings → Tools → Replace URL. Run Dry run first. The replacement cannot be undone from that screen.
TODO: The Form unit can use reCAPTCHA when that feature and the keys are set. Pro can store submissions when “Save form submissions” is on, and can export a CSV. The code path for email recipients was not fully traced for this page. Check the form’s own Content settings on a test form and record who receives the message.
Popup templates print in the footer, hidden, and open from load, scroll, click, exit, and inactivity triggers. Frequency uses a cookie from this site. A link action can open a popup.
Settings → Tools keeps previous plugin zips. The default is to keep 3, and you can keep from 1 to 10. The rollback list is on that tools screen when a zip has been stored.
TODO: The exact button label visitors of the tools screen use to restore a zip should be confirmed on a site that already has a stored zip. The code adds the rollback tools screen there.
Design System and the editor’s Site Settings are for people with Full access in Role Manager. Content-only users can edit page content and do not see Style and Advanced. Administrators always have Full access.