Knowledgebase

Getting Started

The WHMCS software will contain some sensitive data, and whilst security is always our number one priority, it is sensible to take extra precautions to ensure your server and the software installed upon it is as secure as possible. To that end, we have some suggestions for further securing a WHMCS installation at Further Security Steps.

 Detailed Further Security Steps: http://docs.whmcs.com/Further_Security_Steps

 

First Login

Admin Summary Page

Now the software is fully installed and secured you can start getting things configured. All the set up, configuration and day-to-day administration is done through the administration area. To login, visit the URL at which you installed the software, for example http://www.yourdomain.com/whmcs/admin using the username and password created during the installation process.

Upon login you will be see the Admin Summary page; this page provides an overview of all your company operations. At the top of the page are the Income statistics and the Attention Items - these are items requiring your action. The summary page is made up of "Widgets", each staff member can arrange them however they like simply by clicking and dragging. They can be closed by clicking the "-" icon and disabled entirely in the Administrator Role.

Administration Area Documentation: http://docs.whmcs.com/Admin_Area

 

Configuring WHMCS

After installation is completed, we recommend that you go through and configure your new WHMCS system in the following order:

  1. Login to the Admin Area and configure your General Settings (Setup > General Settings)
  2. Setup your Payment Gateways (Setup > Payment Gateways)
  3. Add your servers to WHMCS (Setup > Products/Services > Servers)
  4. Setup your Products & Services (Setup > Products/Services > Products and Services)
  5. Enter your domain registrar account details (Setup > Products/Services > Domain Registrars)
  6. Configure your Domain Pricing (Setup > Domain Pricing)
  7. Setup your Support Ticket Departments (Setup > Support Departments)
  8. Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the Email Piping article
  9. Ensure the WHMCS Cron Job is setup and configure automated tasks (Setup > Automation Settings)
  10. Place some test orders on your website to check everything works as expected
Watch Video Tutorial


For further guidance, you can watch video tutorials we have prepared for the above tasks @ www.whmcs.com/get-support/video-tutorials/

Detailed Configuration Instructions: http://docs.whmcs.com/Setup/Configuration

What's Next

You may already have some clients and wish to start managing them through WHMCS, they'll need to be imported. For instructions doing so, refer to the Importing Data page.

Make sure you are up-to-date with all the latest fixes, updates and features introduced in your version of WHMCS by reading the Release Notes.

We use a licensing system to ensure that only those who have paid for the software may use it. Learn more about this works and what you need to do if you wish to move your WHMCS installation on the Licensing page.

Learn to use WHMCS: http://docs.whmcs.com/Using_WHMCS_and_Howtos

 

Where do I get help?

Documentation

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Our documentation is comprehensive and covers every aspect of the WHMCS software. If you're unsure about any of the options on a given page simply click the yellow "Help" link in the top-right corner to be taken directly to the relevant section. You can also search the documentation using the Search box in the top-right corner of this page. Some useful sections are:

  • Setup/Configuration
  • Using WHMCS and Howtos
  • Customising WHMCS
  • Troubleshooting

Video Tutorials

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These flash video tutorials provide a visual step by step walk-through of all the common setup and configuration tasks you’ll need to perform when getting started with WHMCS. We recommend watching these before configuring the software.

Community Forums

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Our forums are home to a very active community of experienced WHMCS users that are always willing to help and discuss new ideas. The forums are primarily a place for discussion between customers and so you should not expect to receive a response from staff here.

Support Ticket

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You should submit a support ticket when you are unable to find answers to your questions using any of the above resources. If you have a monthly license you are entitled to support at any time but if on an owned license, you may be required to renew your support and upgrades before help can be provided.

Getting Help: http://www.whmcs.com/get-support/

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