Difference between revisions of "Setup Tasks"

From WHMCS Documentation
 
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<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.5 and above</div>
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[[File:85SystemSettings.png|thumb|System Settings]]  [[File:Admin_System_Settings_Setup_Tasks_87.png|thumb|System Settings]]
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 +
<div class="docs-alert-info"><i class="fa fa-question-circle"></i>We added '''Setup Tasks''' in WHMCS 7.5.</div>
 +
 +
The '''Setup Tasks''' list helps guide new users through the initial setup of WHMCS. You can click on any task to go to the appropriate area of WHMCS and complete the task.
 +
 +
In WHMCS 8.5 and later, you can see this list at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' when you click '''Click here to view the setup tasks'''.
 +
 
 +
* In WHMCS 8.0 through 8.4, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings'''.
 +
* Prior to WHMCS 8.0, go to '''Setup'''.   
 +
 +
This list includes the following tasks and requirements:
 +
 
 +
==Set Company Name and Logo==
 +
 
 +
This task validates whether you have set the company name and logo. Your customers will see them throughout the WHMCS Client Area, on invoices, in emails, and more.
  
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[[File:Setup.png|thumb|Setup tab]]The Setup Tasks are designed to help guide new users through the initial setup of the product. The page can be accessed by clicking the '''Setup tab''' in the admin area main navigation bar.
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To set these values, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 +
 +
[[General_Tab|Learn more...]]
 +
 
 +
==Setup Cron Automation Tasks==
 +
 
 +
This task validates whether the WHMCS cron job has been successfully invoked. The cron job controls WHMCS's automation tasks. We recommend setting up the cron job to run every five minutes or as frequently as your web hosting allows.
 +
 
 +
After you have configured the cron job, allow enough time for it to be invoked for the first time. Then, WHMCS will automatically mark this task as completed.
 +
 
 +
[[Crons|Learn more...]]
 +
 
 +
==Activate Your First Payment Gateway==
 +
 
 +
This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services.
 +
 +
To set up and configure your first payment gateway:
 +
 +
# Go to the list of available payment gateway apps:
 +
#* In WHMCS 8.6 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[Apps and Integrations|Apps & Integrations]]'''.
 +
#* In WHMCS 8.0 through 8.5, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''.
 +
#* Prior to WHMCS 8.0, go to '''Setup > Payments > Payment Gateways'''.
 +
# Choose your desired gateway from the list.
 +
 
 +
If you don't plan to use any online payment methods, we recommend activating the '''[[Mail In Payment]]''' or '''[[Bank Transfer]]''' payment gateways.
 +
 
 +
[[Apps and Integrations|Learn more...]]
  
 +
==Activate Credit Card Payments==
 +
 
 +
This task validates whether you have activated a merchant payment gateway. A merchant payment gateway allows you to process credit cards directly via WHMCS and provides you with the most flexible experience for billing and payments.
 +
 
 +
If you don't have a merchant account yet, [https://www.whmcs.com/start-accepting-credit-cards we recommend EVO Payments].
 +
 
 +
[[Payment_Gateways#Merchant_Gateways|Learn more...]]
 +
 
 +
==Activate Your First Domain Registrar==
 +
 
 +
This task validates whether you have activated a domain registrar. Domain registrars enable WHMCS to automate domain registration and management.
 +
 
 +
If you do not have a domain registrar account yet, [https://www.whmcs.com/free-domain-reseller-account/ we recommend Enom]. They offer the best experience, including a large range of extensions, integrated domain namespinning, and premium domain support.
 +
 +
[[Domain_Registrars|Learn more...]]
 +
 
 +
==Create your first product==
 +
 
 +
This task validates whether you have created a product. This allows you to set up and configure the products and services you sell.
  
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You can click on any of the tasks to jump to the appropriate area of the product to complete that task.
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=sUpr2dHOUrg|Watch Video Tutorial]]
 +
 
 +
To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''. Create a product group and then create your product.
 +
 
 +
[[Products_and_Services|Learn more...]]
 +
 
 +
==Create your first support department==
 +
 
 +
This task validates whether you have created a support department. Support departments allow your customers to contact you using the WHMCS support ticket system. You must add at least one support department to your WHMCS installation.
  
−
==The Tasks==
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[[File:Videotutorial.png‎|center|link=https://youtu.be/uJLvEfLUXIc|Watch Video Tutorial]]
 +
 
 +
To create your first department, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments'''. Then, click '''Add New Department'''.
 +
 
 +
[[Support Departments|Learn more...]]
 +
 
 +
==Setup Notifications in Slack==
  
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Below you will find a summary of each task and details of what you need to do for them to be considered completed.
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This task validates whether you have set up at least one notification rule. WHMCS's integration with Slack allows you and your team to receive instant notifications when important events and actions occur. Through a powerful rule-based system, you can configure notification rules with a range of criteria.
  
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'''Set Company Name and Logo'''
+
If you aren't using Slack, an email notification rule will also mark this task as completed.
 +
 +
Prior to WHMCS 8.0, this task was '''Setup Notifications in HipChat and Slack'''.
 +
 
 +
[[Notifications|Learn more...]]
 +
 
 +
==Activate sales of SSL Certificates==
 +
 
 +
This optional task validates whether you have activated sales of SSL certificates at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 
 +
Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, we strongly recommend selling SSL certificates too. You'll be able to offer certificates from RapidSSL, GeoTrust, and DigiCert, with automatic installation on cPanel and fully-automated DV SSL issuing.
  
−
This task validates that the company name and logo have been set. To set these values, navigate to Setup > General Settings.
+
When you enable SSL certificate sales through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SSL certificates in under five minutes.
 +
 
 +
[[SSL_Certificates_via_WHMCS_MarketConnect|Learn more...]]
 +
 
 +
==Activate sales of Weebly Site Builder==
 +
 
 +
This optional task validates whether you have activated sales of the Weebly Website Builder at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 
 +
Offering a site builder like Weebly makes it easier for your customers to build a website and create their online presence. It also makes your web hosting more accessible to a wider non-technical audience. You'll be able to offer four separate Weebly plans to let your customers build websites, create custom forms, use SEO tools, and many other things.  
  
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'''Setup Cron Automation Tasks'''
+
When you enable SSL certificate sales through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling Weebly Site Builder in under five minutes.
 +
 
 +
[[Weebly_via_WHMCS_MarketConnect|Learn more...]]
 +
 
 +
==Activate sales of SiteLock Website Security==
  
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This task validates that the cron has been successfully invoked. We recommend setting up the cron to run every five minutes, or as frequently as your web hosting allows.
+
This optional task validates whether you have activated sales of SiteLock Website Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 
 +
SiteLock Website Security provides security for customers' websites and for your business's reputation as a secure web host. Your customers will be able to purchase enhanced security capabilities like malware scanning, detection and removal for websites, and WAF and CDN services, all from within WHMCS.  
  
−
Once the cron has been configured on your web server, allow enough time for it to be invoked for the first time and this task should be automatically marked as completed.
+
When you enable products through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling Sitelock Website Security in under five minutes.
 +
 
 +
[[SiteLock_via_WHMCS_MarketConnect|Learn more...]]
 +
 +
==Activate sales of SiteLock VPN==
 +
 +
<div class="docs-alert-info">
 +
SiteLock discontinued SiteLock VPN in May 2022 and does not accept new orders.
 +
</div>
  
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[[Crons|Learn more]]
+
This optional task validates whether you have activated sales of SiteLock VPN at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 
 +
SiteLock VPN provides a VPN (Virtual Private Network) to secure customers' online traffic. VPN also protects against censorship and geo-restrictions.
  
−
'''Activate Your First Payment Gateway'''
+
When you enable products through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SiteLock VPN in under five minutes.
 +
 +
We added this item to '''Setup Tasks''' in WHMCS 7.9.
 +
 
 +
[[SiteLock_VPN_via_MarketConnect|Learn more...]]
  
−
This task validates that a payment gateway has been activated. To setup and configure your first payment gateway, navigate to Setup > Payment Gateways and choose your desired gateway from the list.
+
==Activate sales of NordVPN==
 +
 
 +
This optional task validates whether you have activated sales of NordVPN at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]'''.
 +
 
 +
NordVPN provides a VPN (Virtual Private Network) to secure customers' online traffic. VPNs also protect against censorship and location-specific restrictions.
 +
 +
When you enable products through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy: you could be selling NordVPN in under five minutes.
 +
 
 +
We added this item to '''Setup Tasks''' in WHMCS 8.7.
 +
 +
[[NordVPN_via_WHMCS_MarketConnect|Learn more...]]
  
−
If you do not plan to use any online payment methods, we recommend activating the Mail in Payment or Bank Transfer payment gateways.
+
==Activate sales of SpamExperts Email Security==
 +
 
 +
This optional task validates whether you have activated sales of SpamExperts Email Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 
 +
SpamExperts Email Security offers email archiving services and protection against emailed spam and malware. Your customers will be able to purchase incoming or outgoing email filtering as well as email archiving.  
  
−
[[Payment Gateways|Learn more]]
+
When you enable products through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SpamExperts Email Security in under five minutes.
 +
 
 +
[[SpamExperts_via_WHMCS_MarketConnect|Learn more...]]
 +
 +
==Activate sales of Open-Xchange App Suite==
 +
 
 +
This optional task validates whether you have activated sales of Open-Xchange's OX App Suite at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 +
 +
OX App Suite offers a competitive, high-quality email and productivity suite. In addition to email features, your customers will be able to benefit from collaboration tools, spam protection, cloud storage, productivity apps, and more.
  
−
'''Activate Credit Card Payments'''
+
When you enable products through the integrated [[MarketConnect]] platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, and product descriptions. Getting started is fast and easy; you could be selling OX App Suite in under five minutes.
−
 
+
−
This task validates that a merchant payment gateway has been activated. A merchant payment gateway allows you to process credit cards directly via WHMCS and provides you with the most flexible experience for billing and payments.
+
We added this item to '''Setup Tasks''' in WHMCS 8.0.
−
 
+
 
−
If you don't have a merchant account yet, we recommend EVO Payments. Find out more at https://www.whmcs.com/start-accepting-credit-cards
+
[[OX_App_Suite_via_WHMCS_MarketConnect|Learn more...]]
−
 
+
 
−
[[Payment_Gateways#Merchant_Gateways|Learn more]]
+
==Enable Sign-In with Google, Facebook and Twitter==
−
 
+
 
−
'''Activate Your First Domain Registrar'''
+
This optional task validates whether you have activated logging in via at least one Sign-In Integration.
−
 
+
 
−
This task validates that a domain registrar has been activated. A domain registrar enables WHMCS to automatically register and manage domains.
+
Sign-In Integrations allow your customers to register accounts and log in faster using their existing accounts with Facebook, Google, or Twitter.
−
 
+
 
−
If you do not have a domain registrar account yet, we recommend Enom for the best experience with a large range of extensions, integrated domain namespinning, premium domains support and more. Find out more at https://www.whmcs.com/free-domain-reseller-account/
+
[[Sign-In_Integrations|Learn more...]]
−
 
+
 
−
'''Create your first product'''
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==Enable cPanel Application Linking==
−
 
+
 
−
This task validates that a product has been created. Creating a product is how you define the products and services you sell.
+
This optional task validates whether you have enabled [[Application Links]] and only applies for cPanel & WHM servers.
−
 
+
 
−
To create a product, navigate to Setup > Products/Services > Products/Services and begin by creating a product group, followed by creating your product.
+
cPanel Application Linking is exclusive to WHMCS. It integrates WHMCS directly with cPanel & WHM using Single Sign-On, allowing access to the most commonly-used areas of WHMCS from within the cPanel interface.
−
 
+
 
−
[[Products/Services|Learn more]]
+
[[Application Links and cPanel Quick Start Guide|Learn more...]]
−
 
+
 
−
'''Create your first support department'''
+
==Setup automated daily backups==
−
 
+
 
−
This task validates that a support department has been created. Support departments are what enable your customers to contact you using the WHMCS ticket system.
+
This task validates whether you have enabled at least one automated daily backup routine. We recommend enabling backups to protect against data loss.
−
 
+
 
−
To create your first department, navigate to Setup > Support > Support Departments and click the Add New Department button.
+
There are three automated daily backup options available in WHMCS: cPanel backups (recommended for those running on cPanel), FTP/SFTP backups (recommended for non-cPanel installations), and email backups.
−
 
+
 
−
[[Support Departments|Learn more]]
+
[[Backups|Learn more...]]
−
 
 
−
'''Setup Notifications in HipChat and Slack'''
 
−
 
 
−
WHMCS is integrated with HipChat and Slack to allow you and your team to receive instant notifications when events and actions occur that are important to you. Through a powerful rule based system, you can configure notification rules with a range of criteria.
 
−
 
 
−
This task validates that you have setup at least one notification rule. Not using HipChat or Slack? An email notification rule will also cause this task to be considered completed.
 
−
 
 
−
[[Notifications|Learn more]]
 
−
 
 
−
'''Activate selling of SSL Certificates'''
 
−
 
 
−
This task validates that you have activated selling of SSL Certificates.
 
−
 
 
−
Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, you should be selling SSL too. WHMCS makes it quick and easy to sell SSL Certificates through the integrated [[MarketConnect]] platform.
 
−
 
 
−
[[SSL_Certificates_via_WHMCS_MarketConnect|Learn more]]
 
−
 
 
−
'''Activate selling of Weebly Site Builder'''
 
−
 
 
−
This task validates that you have activated selling of the Weebly Website Builder.
 
−
 
 
−
Offering a Site Builder such as Weebly makes it easier for your customers to build a website and create their online presence, and makes your web hosting more accessible to a wider non-technical audience. WHMCS makes it easy to sell Weebly Site Builder through the integrated [[MarketConnect]] platform.
 
−
 
 
−
[[Weebly_via_WHMCS_MarketConnect|Learn more]]
 
−
 
 
−
'''Activate selling of SiteLock Website Security'''
 
−
 
 
−
This task validates that you have activated selling of the SiteLock Website Security.
 
−
 
 
−
SiteLock provides security and malware scanning, detection and removal for websites along with WAF and CDN services. WHMCS makes it easy to sell SiteLock through the integrated [[MarketConnect]] platform.
 
−
 
 
−
[[SiteLock_via_WHMCS_MarketConnect|Learn more]]
 
−
 
 
−
'''Activate selling of SpamExperts Email Security'''
 
−
 
 
−
This task validates that you have activated selling of the SpamExperts Email Security.
 
−
 
 
−
SpamExperts offers protection against spam and malware for email along with email archiving services. WHMCS makes it easy to sell SpamExperts through the integrated [[MarketConnect]] platform.
 
−
 
 
−
[[SpamExperts_via_WHMCS_MarketConnect|Learn more]]
 
−
 
 
−
'''Enable Sign-In with Google, Facebook and Twitter'''
 
−
 
 
−
This task validates that you have activated sign-in via at least one of the Sign-In Integrations.
 
−
 
 
−
Sign-In Integrations allow your customers to register faster and sign in quicker using their existing accounts with Facebook, Google or Twitter.
 
−
 
 
−
[[Sign-In_Integrations|Learn more]]
 
−
 
 
−
'''Enable cPanel Application Linking'''
 
−
 
 
−
This task validates that you have enabled cPanel Application Linking.
 
−
 
 
−
Application Links is a feature exclusive to WHMCS that integrates WHMCS directly with the cPanel control panel to provide your customers with direct access to the most commonly used areas of WHMCS from within the cPanel user interface utilising Single Sign-On technology.
 
−
 
 
−
[[Application Links and cPanel Quick Start Guide|Learn more]]
 
−
 
 
−
'''Setup automated daily backups'''
 
−
 
 
−
This task validates that you have enabled at least one automated daily backup routine.
 
−
 
 
−
We recommend enabling backups to protect against data loss. There are 3 automated daily backup options available in WHMCS - cPanel Backups (recommended for those running cPanel), FTP/SFTP Backups (recommended for non-cPanel installations) and Email Backups.
 
−
 
 
−
[[Backups|Learn more]]
 

Latest revision as of 21:50, 26 January 2023

System Settings
System Settings
We added Setup Tasks in WHMCS 7.5.

The Setup Tasks list helps guide new users through the initial setup of WHMCS. You can click on any task to go to the appropriate area of WHMCS and complete the task.

In WHMCS 8.5 and later, you can see this list at Configuration () > System Settings when you click Click here to view the setup tasks.

  • In WHMCS 8.0 through 8.4, go to Configuration () > System Settings.
  • Prior to WHMCS 8.0, go to Setup.

This list includes the following tasks and requirements:

This task validates whether you have set the company name and logo. Your customers will see them throughout the WHMCS Client Area, on invoices, in emails, and more.

To set these values, navigate to Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Learn more...

Setup Cron Automation Tasks

This task validates whether the WHMCS cron job has been successfully invoked. The cron job controls WHMCS's automation tasks. We recommend setting up the cron job to run every five minutes or as frequently as your web hosting allows.

After you have configured the cron job, allow enough time for it to be invoked for the first time. Then, WHMCS will automatically mark this task as completed.

Learn more...

Activate Your First Payment Gateway

This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services.

To set up and configure your first payment gateway:

  1. Go to the list of available payment gateway apps:
    • In WHMCS 8.6 and later, go to Configuration () > Apps & Integrations.
    • In WHMCS 8.0 through 8.5, go to Configuration () > System Settings > Payment Gateways.
    • Prior to WHMCS 8.0, go to Setup > Payments > Payment Gateways.
  2. Choose your desired gateway from the list.

If you don't plan to use any online payment methods, we recommend activating the Mail In Payment or Bank Transfer payment gateways.

Learn more...

Activate Credit Card Payments

This task validates whether you have activated a merchant payment gateway. A merchant payment gateway allows you to process credit cards directly via WHMCS and provides you with the most flexible experience for billing and payments.

If you don't have a merchant account yet, we recommend EVO Payments.

Learn more...

Activate Your First Domain Registrar

This task validates whether you have activated a domain registrar. Domain registrars enable WHMCS to automate domain registration and management.

If you do not have a domain registrar account yet, we recommend Enom. They offer the best experience, including a large range of extensions, integrated domain namespinning, and premium domain support.

Learn more...

Create your first product

This task validates whether you have created a product. This allows you to set up and configure the products and services you sell.

Watch Video Tutorial

To create a product, navigate to Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services. Create a product group and then create your product.

Learn more...

Create your first support department

This task validates whether you have created a support department. Support departments allow your customers to contact you using the WHMCS support ticket system. You must add at least one support department to your WHMCS installation.

Watch Video Tutorial

To create your first department, navigate to Configuration () > System Settings > Support Departments or, prior to WHMCS 8.0, Setup > Support > Support Departments. Then, click Add New Department.

Learn more...

Setup Notifications in Slack

This task validates whether you have set up at least one notification rule. WHMCS's integration with Slack allows you and your team to receive instant notifications when important events and actions occur. Through a powerful rule-based system, you can configure notification rules with a range of criteria.

If you aren't using Slack, an email notification rule will also mark this task as completed.

Prior to WHMCS 8.0, this task was Setup Notifications in HipChat and Slack.

Learn more...

Activate sales of SSL Certificates

This optional task validates whether you have activated sales of SSL certificates at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, we strongly recommend selling SSL certificates too. You'll be able to offer certificates from RapidSSL, GeoTrust, and DigiCert, with automatic installation on cPanel and fully-automated DV SSL issuing.

When you enable SSL certificate sales through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SSL certificates in under five minutes.

Learn more...

Activate sales of Weebly Site Builder

This optional task validates whether you have activated sales of the Weebly Website Builder at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

Offering a site builder like Weebly makes it easier for your customers to build a website and create their online presence. It also makes your web hosting more accessible to a wider non-technical audience. You'll be able to offer four separate Weebly plans to let your customers build websites, create custom forms, use SEO tools, and many other things.

When you enable SSL certificate sales through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling Weebly Site Builder in under five minutes.

Learn more...

Activate sales of SiteLock Website Security

This optional task validates whether you have activated sales of SiteLock Website Security at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

SiteLock Website Security provides security for customers' websites and for your business's reputation as a secure web host. Your customers will be able to purchase enhanced security capabilities like malware scanning, detection and removal for websites, and WAF and CDN services, all from within WHMCS.

When you enable products through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling Sitelock Website Security in under five minutes.

Learn more...

Activate sales of SiteLock VPN

SiteLock discontinued SiteLock VPN in May 2022 and does not accept new orders.

This optional task validates whether you have activated sales of SiteLock VPN at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

SiteLock VPN provides a VPN (Virtual Private Network) to secure customers' online traffic. VPN also protects against censorship and geo-restrictions.

When you enable products through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SiteLock VPN in under five minutes.

We added this item to Setup Tasks in WHMCS 7.9.

Learn more...

Activate sales of NordVPN

This optional task validates whether you have activated sales of NordVPN at Configuration () > System Settings > MarketConnect.

NordVPN provides a VPN (Virtual Private Network) to secure customers' online traffic. VPNs also protect against censorship and location-specific restrictions.

When you enable products through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy: you could be selling NordVPN in under five minutes.

We added this item to Setup Tasks in WHMCS 8.7.

Learn more...

Activate sales of SpamExperts Email Security

This optional task validates whether you have activated sales of SpamExperts Email Security at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

SpamExperts Email Security offers email archiving services and protection against emailed spam and malware. Your customers will be able to purchase incoming or outgoing email filtering as well as email archiving.

When you enable products through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, promotions, upsells, and product descriptions. Getting started is fast and easy; you could be selling SpamExperts Email Security in under five minutes.

Learn more...

Activate sales of Open-Xchange App Suite

This optional task validates whether you have activated sales of Open-Xchange's OX App Suite at Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

OX App Suite offers a competitive, high-quality email and productivity suite. In addition to email features, your customers will be able to benefit from collaboration tools, spam protection, cloud storage, productivity apps, and more.

When you enable products through the integrated MarketConnect platform, you'll take advantage of fully-automated built-in integration, ready-to-use product landing pages, and product descriptions. Getting started is fast and easy; you could be selling OX App Suite in under five minutes.

We added this item to Setup Tasks in WHMCS 8.0.

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Enable Sign-In with Google, Facebook and Twitter

This optional task validates whether you have activated logging in via at least one Sign-In Integration.

Sign-In Integrations allow your customers to register accounts and log in faster using their existing accounts with Facebook, Google, or Twitter.

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Enable cPanel Application Linking

This optional task validates whether you have enabled Application Links and only applies for cPanel & WHM servers.

cPanel Application Linking is exclusive to WHMCS. It integrates WHMCS directly with cPanel & WHM using Single Sign-On, allowing access to the most commonly-used areas of WHMCS from within the cPanel interface.

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Setup automated daily backups

This task validates whether you have enabled at least one automated daily backup routine. We recommend enabling backups to protect against data loss.

There are three automated daily backup options available in WHMCS: cPanel backups (recommended for those running on cPanel), FTP/SFTP backups (recommended for non-cPanel installations), and email backups.

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