Difference between revisions of "Getting Started"
From WHMCS Documentation
m (→First Login) |
(→Configuring WHMCS) |
||
| (39 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | This guide covers the basics of WHMCS | + | This guide covers the basics of WHMCS starting with ordering a licence, downloading the software, installing it, and getting started using it. |
| − | ==Buying a | + | ==Buying a Licence== |
| − | |||
| − | |||
| − | + | First, buy a licence for the WHMCS software. To do this, click [http://www.whmcs.com/order-now/ Order Now]. We offer a range of licence options to suit all budgets. You can switch between tiers at any time. | |
| + | We offer many great addons to increase the value of WHMCS, from a fully-integrated live chat solution to a mobile phone app to a full project management system. To see all of these options, see our [http://www.whmcs.com/addons/ Addons] list. | ||
| + | Buy a license https://www.whmcs.com/pricing | ||
| − | + | ==Downloading the Software== | |
| + | <html><a href="https://www.youtube.com/watch?v=nxd8VYu8u5s&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=2&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html> | ||
| − | + | After you purchase a license, download WHMCS from the [https://www.whmcs.com/members/ WHMCS Members Area]: | |
| − | + | #Select '''My Licenses''' in the '''Services''' menu. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | # | ||
#Select one of your active license keys to view the details | #Select one of your active license keys to view the details | ||
| − | # | + | #Click '''Download Now''' to download the latest stable release. If you chose to purchase any addons that require extra files, their downloads will also appear here. |
| − | #Save the | + | #Save the ZIP file to your computer. |
| − | |||
| − | |||
| − | |||
| − | |||
| + | Download the software: https://www.whmcs.com/members/ | ||
==Installing the software== | ==Installing the software== | ||
| − | + | <html><a href="https://www.youtube.com/watch?v=nxd8VYu8u5s&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=2&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html> | |
| + | Next, install WHMCS on your server, making sure that your server meets the [[System Requirements]]. | ||
| − | + | * You can use several different methods to do this. | |
| + | * Depending on your server access level, you may need to consult your system administrator or hosting provider for assistance. | ||
| − | Installing WHMCS | + | Detailed installation instructions: [[Installing WHMCS]] and [[Install On The Command Line]] |
| + | <html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Need help with installation?</b> Check our available services.</small></em><span class="button">Services</span></a></html> | ||
| − | + | ==Further Security Steps== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | Your WHMCS installation will contain sensitive data. We recommend taking extra precautions to ensure your server and its software are secure. | |
| + | Steps to secure your server: [[Installing WHMCS]] and [https://help.whmcs.com/m/installation/l/1075203-securing-your-whmcs-installation Securing Your Installation] | ||
| − | == | + | ==First Login== |
| − | + | <html><a href="https://www.youtube.com/watch?v=M_Ak62s_L1k&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=3&t=0s" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html> | |
| − | + | [[File:82Dashboard.png|thumb|Admin Summary Page]] | |
| + | After installation, you can begin configuring WHMCS through the WHMCS Admin Area. To log in and get started, visit the URL at which you installed the software (for example, <tt>https://www.example.com/whmcs/admin</tt>) using the username and password you created during the installation process. | ||
| − | + | When you log in, you will immediately see the Admin Area Dashboard, from which you can access all of the needed tools and settings. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | Administration Area Documentation: | + | Administration Area Documentation: [[Admin Area]] |
==Configuring WHMCS== | ==Configuring WHMCS== | ||
| − | + | <html><a href="https://www.whmcs.com/services#installation?utm_medium=docs" class="docs-video-tutorial"><em><small><b>Configuration Service:</b> Have our team configure WHMCS for you.</small></em><span class="button">Services</span></a></html> | |
| − | + | After you complete installation, we recommend that you configure WHMCS in the following order: | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | [[ | + | # Perform the recommended [[Further Security Steps]]. |
| − | + | # Configure your general settings ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''). | |
| + | # Set up your payment gateways ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[Apps and Integrations|Apps & Integrations]]'''). | ||
| + | # Set up your products and services ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]'''). | ||
| + | # Configure your domain pricing ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]'''). | ||
| + | # Set up your support ticket departments ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]'''). | ||
| + | #Set up [[Email Piping|email piping]] to manage tickets using the WHMCS Support Desk. | ||
| + | # Create and configure the WHMCS cron job and its automated tasks ('''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''). | ||
| + | # Place some test orders on your website to check your setup. | ||
| − | + | For help, watch [https://youtube.com/whmcs video tutorials]. | |
| + | Detailed Configuration Instructions: [[Setup/Configuration]] | ||
==What's Next== | ==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 | + | |
| − | + | The '''Setup Tasks''' checklist itemizes the recommended configuration steps to make the most of WHMCS. 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'''. | |
| − | Make sure you are up-to-date with all the latest fixes, updates and features | + | |
| − | + | * 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'''. | ||
| + | |||
| + | You may already have some clients and wish to start managing them through WHMCS. If so, they'll need to be imported. For instructions, see [[Importing Data]]. | ||
| + | |||
| + | Make sure you are up-to-date with all the latest fixes, updates, and features 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. | 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: | + | Learn to use WHMCS: [[Using WHMCS and Howtos]] |
| − | |||
==Where do I get help?== | ==Where do I get help?== | ||
===Documentation=== | ===Documentation=== | ||
[[File:Docs.gif|right]] | [[File:Docs.gif|right]] | ||
| − | Our '''[ | + | Our '''[https://docs.whmcs.com 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 '''[[Admin Area|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]] | *[[Setup/Configuration]] | ||
| Line 99: | Line 94: | ||
*[[Customising WHMCS]] | *[[Customising WHMCS]] | ||
*[[Troubleshooting]] | *[[Troubleshooting]] | ||
| + | |||
| + | ===Help Guides=== | ||
| + | [[File:Guides.png|right]] | ||
| + | A range of self-help guides are available at [https://help.whmcs.com/ help.whmcs.com] assist with many common tasks in the WHMCS software, including [https://help.whmcs.com/m/setup Setup and Configuration], guiding you through the [https://help.whmcs.com/m/system System Settings] and [https://help.whmcs.com/m/payments Payments & Currency]. | ||
| + | |||
| + | There is also an extensive [https://help.whmcs.com/m/troubleshooting troubleshooting section] should you encounter any problems. | ||
===Video Tutorials=== | ===Video Tutorials=== | ||
[[File:Tutorials.gif|right]] | [[File:Tutorials.gif|right]] | ||
| − | These | + | These Youtube '''[https://www.youtube.com/whmcs/ 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 | + | ===Community=== |
[[File:Community.gif|right]] | [[File:Community.gif|right]] | ||
| − | '''[ | + | '''[https://whmcs.community/ Our Community]''' is home to a very active community of experienced WHMCS users that are always willing to help and discuss new ideas. These forums are primarily a place for discussion between customers and so you should not expect to receive a response from staff here. |
===Support Ticket=== | ===Support Ticket=== | ||
[[File:Submitticket.gif|right]] | [[File:Submitticket.gif|right]] | ||
| − | You should submit a '''[ | + | You should submit a '''[https://www.whmcs.com/support/ 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: | + | Getting Help: https://www.whmcs.com/support/ |
Latest revision as of 13:45, 19 April 2023
This guide covers the basics of WHMCS starting with ordering a licence, downloading the software, installing it, and getting started using it.
Contents
Buying a Licence
First, buy a licence for the WHMCS software. To do this, click Order Now. We offer a range of licence options to suit all budgets. You can switch between tiers at any time.
We offer many great addons to increase the value of WHMCS, from a fully-integrated live chat solution to a mobile phone app to a full project management system. To see all of these options, see our Addons list.
Buy a license https://www.whmcs.com/pricing
Downloading the Software
Watch the video tutorial for this feature 
After you purchase a license, download WHMCS from the WHMCS Members Area:
- Select My Licenses in the Services menu.
- Select one of your active license keys to view the details
- Click Download Now to download the latest stable release. If you chose to purchase any addons that require extra files, their downloads will also appear here.
- Save the ZIP file to your computer.
Download the software: https://www.whmcs.com/members/
Installing the software
Watch the video tutorial for this feature
Next, install WHMCS on your server, making sure that your server meets the System Requirements.
- You can use several different methods to do this.
- Depending on your server access level, you may need to consult your system administrator or hosting provider for assistance.
Detailed installation instructions: Installing WHMCS and Install On The Command Line
Need help with installation? Check our available services.
Further Security Steps
Your WHMCS installation will contain sensitive data. We recommend taking extra precautions to ensure your server and its software are secure.
Steps to secure your server: Installing WHMCS and Securing Your Installation
First Login
Watch the video tutorial for this feature
After installation, you can begin configuring WHMCS through the WHMCS Admin Area. To log in and get started, visit the URL at which you installed the software (for example, https://www.example.com/whmcs/admin) using the username and password you created during the installation process.
When you log in, you will immediately see the Admin Area Dashboard, from which you can access all of the needed tools and settings.
Administration Area Documentation: Admin Area
Configuring WHMCS
Configuration Service: Have our team configure WHMCS for you.
After you complete installation, we recommend that you configure WHMCS in the following order:
- Perform the recommended Further Security Steps.
- Configure your general settings (Configuration () > System Settings > General Settings).
- Set up your payment gateways (Configuration () > Apps & Integrations).
- Set up your products and services (Configuration () > System Settings > Products/Services).
- Configure your domain pricing (Configuration () > System Settings > Domain Pricing).
- Set up your support ticket departments (Configuration () > System Settings > Support Departments).
- Set up email piping to manage tickets using the WHMCS Support Desk.
- Create and configure the WHMCS cron job and its automated tasks (Configuration () > System Settings > Automation Settings).
- Place some test orders on your website to check your setup.
For help, watch video tutorials.
Detailed Configuration Instructions: Setup/Configuration
What's Next
The Setup Tasks checklist itemizes the recommended configuration steps to make the most of WHMCS. 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.
You may already have some clients and wish to start managing them through WHMCS. If so, they'll need to be imported. For instructions, see Importing Data.
Make sure you are up-to-date with all the latest fixes, updates, and features 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: Using WHMCS and Howtos
Where do I get help?
Documentation
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:
Help Guides
A range of self-help guides are available at help.whmcs.com assist with many common tasks in the WHMCS software, including Setup and Configuration, guiding you through the System Settings and Payments & Currency.
There is also an extensive troubleshooting section should you encounter any problems.
Video Tutorials
These Youtube 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
Our Community is home to a very active community of experienced WHMCS users that are always willing to help and discuss new ideas. These forums are primarily a place for discussion between customers and so you should not expect to receive a response from staff here.
Support Ticket
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: https://www.whmcs.com/support/