Difference between revisions of "Setup Tasks"
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| − | <div class="docs-alert-info"><i class="fa fa-question-circle"></i>This page describes a feature in | + | <div class="docs-alert-info"><i class="fa fa-question-circle"></i>This page describes a feature in WHMCS 7.5 and later.</div> |
| − | [[File:ConfigurationSystemSettings.png|thumb|System Settings]] The '''Setup Tasks''' help guide new users through the initial setup of WHMCS. | + | [[File:ConfigurationSystemSettings.png|thumb|System Settings]] |
| + | |||
| + | The '''Setup Tasks''' help guide new users through the initial setup of WHMCS. You can see this list in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' or, prior to WHMCS 8.0, '''Setup'''. | ||
| − | You can click on any of the tasks to jump to the appropriate area of | + | You can click on any of the tasks to jump to the appropriate area of WHMCS to complete the task. |
| − | + | Below you can find a summary of each task and details of their 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. | |
| − | + | ||
| − | This task validates | + | 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]] | + | [[General_Tab|Learn more...]] |
| − | + | ==Setup Cron Automation Tasks== | |
| − | This task validates | + | 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]] | + | [[Crons|Learn more...]] |
| − | + | ==Activate Your First Payment Gateway== | |
| − | This task validates | + | 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, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. Then, choose your desired gateway from the list. |
| − | If you | + | If you don't plan to use any online payment methods, we recommend activating the '''Mail in Payment''' or '''Bank Transfer''' payment gateways. |
| − | [[Payment Gateways|Learn more]] | + | [[Payment Gateways|Learn more...]] |
| − | + | ==Activate Credit Card Payments== | |
| − | This task validates | + | 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, | + | 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]] | + | [[Payment_Gateways#Merchant_Gateways|Learn more...]] |
| − | + | ==Activate Your First Domain Registrar== | |
| − | This task validates | + | 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 | + | 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]] | + | [[Domain_Registrars|Learn more...]] |
| − | + | ==Create your first product== | |
| − | This task validates | + | This task validates whether you have created a product. This allows you to set up and configure the products and services you sell. |
| + | |||
| + | [[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/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''. | + | To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > 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]] | + | [[Products_and_Services|Learn more...]] |
| − | + | ==Create your first support department== | |
| − | This task validates | + | 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. |
| + | |||
| + | [[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'''. | 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]] | + | [[Support Departments|Learn more...]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | This task validates | + | ==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'''. | Prior to WHMCS 8.0, this task was '''Setup Notifications in HipChat and Slack'''. | ||
| − | [[Notifications|Learn more]] | + | [[Notifications|Learn more...]] |
| − | + | ==Activate sales of SSL Certificates== | |
| − | This task validates | + | 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'''. |
| − | Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, | + | 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. | ||
| − | [[SSL_Certificates_via_WHMCS_MarketConnect|Learn more]] | + | [[SSL_Certificates_via_WHMCS_MarketConnect|Learn more...]] |
| − | + | ==Activate sales of Weebly Site Builder== | |
| − | This task validates | + | 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'''. |
| − | Offering a site builder like Weebly makes it easier for your customers to build a website and create their online presence | + | 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. | ||
| − | [[Weebly_via_WHMCS_MarketConnect|Learn more]] | + | [[Weebly_via_WHMCS_MarketConnect|Learn more...]] |
| − | + | ==Activate sales of SiteLock Website Security== | |
| − | This task validates | + | 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'''. |
| − | SiteLock provides security and malware scanning, detection and removal for websites, and WAF and CDN services. | + | 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. | ||
| − | [[SiteLock_via_WHMCS_MarketConnect|Learn more]] | + | [[SiteLock_via_WHMCS_MarketConnect|Learn more...]] |
| − | + | ==Activate sales of SiteLock VPN== | |
| − | This task validates | + | 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'''. |
| − | SiteLock provides | + | 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 | + | We added this item to '''Setup Tasks''' in WHMCS 7.9. |
| − | [[SiteLock_VPN_via_MarketConnect|Learn more]] | + | [[SiteLock_VPN_via_MarketConnect|Learn more...]] |
| − | + | ==Activate sales of SpamExperts Email Security== | |
| − | This task validates | + | 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'''. |
| − | SpamExperts offers protection against spam and malware | + | 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. | ||
| − | [[SpamExperts_via_WHMCS_MarketConnect|Learn more]] | + | [[SpamExperts_via_WHMCS_MarketConnect|Learn more...]] |
| − | + | ==Activate sales of Open-Xchange App Suite== | |
| − | This task validates | + | 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'''. |
| − | OX App Suite offers a competitive, high-quality email and productivity suite. | + | 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 | + | We added this item to '''Setup Tasks''' in WHMCS 8.0. |
| − | [[OX_App_Suite_via_WHMCS_MarketConnect|Learn more]] | + | [[OX_App_Suite_via_WHMCS_MarketConnect|Learn more...]] |
| − | + | ==Enable Sign-In with Google, Facebook and Twitter== | |
| − | This task validates | + | 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 | + | Sign-In Integrations allow your customers to register accounts and log in faster using their existing accounts with Facebook, Google, or Twitter. |
| − | [[Sign-In_Integrations|Learn more]] | + | [[Sign-In_Integrations|Learn more...]] |
| − | + | ==Enable cPanel Application Linking== | |
| − | This task validates | + | This optional task validates whether you have enabled cPanel Application Linking and only applies for cPanel & WHM servers. |
| − | Application | + | 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. |
| − | [[Application Links and cPanel Quick Start Guide|Learn more]] | + | [[Application Links and cPanel Quick Start Guide|Learn more...]] |
| − | + | ==Setup automated daily backups== | |
| − | This task validates | + | 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. | |
| − | [[Backups|Learn more]] | + | [[Backups|Learn more...]] |
Revision as of 18:56, 28 April 2021
The Setup Tasks help guide new users through the initial setup of WHMCS. You can see this list in Configuration () > System Settings or, prior to WHMCS 8.0, Setup.
You can click on any of the tasks to jump to the appropriate area of WHMCS to complete the task.
Below you can find a summary of each task and details of their requirements:
Contents
- 1 Set Company Name and Logo
- 2 Setup Cron Automation Tasks
- 3 Activate Your First Payment Gateway
- 4 Activate Credit Card Payments
- 5 Activate Your First Domain Registrar
- 6 Create your first product
- 7 Create your first support department
- 8 Setup Notifications in Slack
- 9 Activate sales of SSL Certificates
- 10 Activate sales of Weebly Site Builder
- 11 Activate sales of SiteLock Website Security
- 12 Activate sales of SiteLock VPN
- 13 Activate sales of SpamExperts Email Security
- 14 Activate sales of Open-Xchange App Suite
- 15 Enable Sign-In with Google, Facebook and Twitter
- 16 Enable cPanel Application Linking
- 17 Setup automated daily backups
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.
To set these values, navigate to Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.
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.
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, navigate to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways. Then, 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.
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.
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.
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.
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.
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.
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.
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.
Activate sales of SSL Certificates
This optional task validates whether you have activated sales of SSL certificates at Configuration () > System Settings > 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.
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.
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.
Activate sales of SiteLock Website Security
This optional task validates whether you have activated sales of SiteLock Website Security at Configuration () > System Settings > 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.
Activate sales of SiteLock VPN
This optional task validates whether you have activated sales of SiteLock VPN at Configuration () > System Settings > 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.
Activate sales of SpamExperts Email Security
This optional task validates whether you have activated sales of SpamExperts Email Security at Configuration () > System Settings > 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.
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.
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.
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.
Enable cPanel Application Linking
This optional task validates whether you have enabled cPanel Application Linking 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.
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.