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 | + | <div class="docs-alert-info"><i class="fa fa-question-circle"></i>This page describes a feature in version 7.5 and above.</div> |
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| − | [[File:Setup.png|thumb|Setup tab]]The Setup Tasks | + | [[File:Setup.png|thumb|Setup tab]] The Setup Tasks help guide new users through the initial setup of WHMCS. The page can be accessed at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' in the admin area main navigation bar. |
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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. | 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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==The Tasks== | ==The Tasks== | ||
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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. | 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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'''Set Company Name and Logo''' | '''Set Company Name and Logo''' | ||
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This task validates that the company name and logo have been set. To set these values, navigate to Setup > General Settings. | This task validates that the company name and logo have been set. To set these values, navigate to Setup > General Settings. | ||
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'''Setup Cron Automation Tasks''' | '''Setup Cron Automation Tasks''' | ||
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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 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. | ||
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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. | 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. | ||
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[[Crons|Learn more]] | [[Crons|Learn more]] | ||
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'''Activate Your First Payment Gateway''' | '''Activate Your First Payment Gateway''' | ||
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| − | This task validates that a payment gateway has been activated. To | + | This task validates that a payment gateway has been activated. To setup and configure your first payment gateway, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' and choose your desired gateway from the list. |
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| − | If you do not plan to use any online payment methods, we recommend activating | + | If you do not plan to use any online payment methods, we recommend activating '''Mail in Payment''' or '''Bank Transfer''' payment gateways. |
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[[Payment Gateways|Learn more]] | [[Payment Gateways|Learn more]] | ||
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'''Activate Credit Card Payments''' | '''Activate Credit Card Payments''' | ||
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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. | 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. | ||
| − | If you don't have a merchant account yet, we recommend EVO Payments. Find out more | + | |
| − | + | If you don't have a merchant account yet, we recommend EVO Payments. Find out more [https://www.whmcs.com/start-accepting-credit-cards here]. | |
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[[Payment_Gateways#Merchant_Gateways|Learn more]] | [[Payment_Gateways#Merchant_Gateways|Learn more]] | ||
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'''Activate Your First Domain Registrar''' | '''Activate Your First Domain Registrar''' | ||
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This task validates that a domain registrar has been activated. A domain registrar enables WHMCS to automatically register and manage domains. | This task validates that a domain registrar has been activated. A domain registrar enables WHMCS to automatically register and manage domains. | ||
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| − | 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 | + | 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 [https://www.whmcs.com/free-domain-reseller-account/ here]. |
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'''Create your first product''' | '''Create your first product''' | ||
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This task validates that a product has been created. Creating a product is how you define the products and services you sell. | This task validates that a product has been created. Creating a product is how you define the products and services you sell. | ||
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| − | To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings | + | To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Products/Services''' and begin by creating a product group, followed by creating your product. |
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[[Products/Services|Learn more]] | [[Products/Services|Learn more]] | ||
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'''Create your first support department''' | '''Create your first support department''' | ||
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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 that a support department has been created. Support departments are what enable your customers to contact you using the WHMCS ticket system. | ||
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| − | To create your first department, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings | + | To create your first department, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support > Support Departments''' and click '''Add New Department'''. |
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[[Support Departments|Learn more]] | [[Support Departments|Learn more]] | ||
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| − | '''Setup Notifications in Slack''' | + | '''Setup Notifications in HipChat and Slack''' |
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| − | WHMCS is integrated with 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 | + | 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. |
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| − | This task | + | 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. |
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[[Notifications|Learn more]] | [[Notifications|Learn more]] | ||
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'''Activate selling of SSL Certificates''' | '''Activate selling of SSL Certificates''' | ||
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This task validates that you have activated selling of SSL Certificates. | This task validates that you have activated selling of SSL Certificates. | ||
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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. | 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. | ||
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[[SSL_Certificates_via_WHMCS_MarketConnect|Learn more]] | [[SSL_Certificates_via_WHMCS_MarketConnect|Learn more]] | ||
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'''Activate selling of Weebly Site Builder''' | '''Activate selling of Weebly Site Builder''' | ||
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This task validates that you have activated selling of the Weebly Website Builder. | This task validates that you have activated selling of the Weebly Website Builder. | ||
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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. | 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. | ||
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[[Weebly_via_WHMCS_MarketConnect|Learn more]] | [[Weebly_via_WHMCS_MarketConnect|Learn more]] | ||
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'''Activate selling of SiteLock Website Security''' | '''Activate selling of SiteLock Website Security''' | ||
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| − | This task validates that you have activated selling of | + | This task validates that you have activated selling of SiteLock Website Security. |
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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 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. | ||
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[[SiteLock_via_WHMCS_MarketConnect|Learn more]] | [[SiteLock_via_WHMCS_MarketConnect|Learn more]] | ||
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'''Activate selling of SpamExperts Email Security''' | '''Activate selling of SpamExperts Email Security''' | ||
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| − | This task validates that you have activated selling of | + | This task validates that you have activated selling of SpamExperts Email Security. |
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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 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. | ||
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[[SpamExperts_via_WHMCS_MarketConnect|Learn more]] | [[SpamExperts_via_WHMCS_MarketConnect|Learn more]] | ||
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'''Enable Sign-In with Google, Facebook and Twitter''' | '''Enable Sign-In with Google, Facebook and Twitter''' | ||
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| − | This task validates that you have activated sign-in via at least one | + | This task validates that you have activated sign-in via at least one Sign-In Integration. |
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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 allow your customers to register faster and sign in quicker using their existing accounts with Facebook, Google or Twitter. | ||
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[[Sign-In_Integrations|Learn more]] | [[Sign-In_Integrations|Learn more]] | ||
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'''Enable cPanel Application Linking''' | '''Enable cPanel Application Linking''' | ||
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This task validates that you have enabled cPanel Application Linking. | This task validates that you have enabled cPanel Application Linking. | ||
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| − | Application Links is a feature exclusive to WHMCS that integrates WHMCS directly with | + | Application Links is a feature exclusive to WHMCS that integrates WHMCS directly with cPanel & WHM 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. |
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[[Application Links and cPanel Quick Start Guide|Learn more]] | [[Application Links and cPanel Quick Start Guide|Learn more]] | ||
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'''Setup automated daily backups''' | '''Setup automated daily backups''' | ||
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This task validates that you have enabled at least one automated daily backup routine. | This task validates that you have enabled at least one automated daily backup routine. | ||
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| − | We recommend enabling backups to protect against data loss. There are | + | 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 cPanel), FTP/SFTP Backups (recommended for non-cPanel installations), and Email Backups. |
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[[Backups|Learn more]] | [[Backups|Learn more]] | ||
Revision as of 13:16, 4 August 2020
You can click on any of the tasks to jump to the appropriate area of the product to complete that task.
The Tasks
Below you will find a summary of each task and details of what you need to do for them to be considered completed.
Set Company Name and Logo
This task validates that the company name and logo have been set. To set these values, navigate to Setup > General Settings.
Setup Cron Automation Tasks
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.
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.
Activate Your First Payment Gateway
This task validates that a payment gateway has been activated. To setup and configure your first payment gateway, navigate to Configuration () > System Settings > Payment Gateways and choose your desired gateway from the list.
If you do not plan to use any online payment methods, we recommend activating Mail in Payment or Bank Transfer payment gateways.
Activate Credit Card Payments
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.
If you don't have a merchant account yet, we recommend EVO Payments. Find out more here.
Activate Your First Domain Registrar
This task validates that a domain registrar has been activated. A domain registrar enables WHMCS to automatically register and manage domains.
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 here.
Create your first product
This task validates that a product has been created. Creating a product is how you define the products and services you sell.
To create a product, navigate to Configuration () > System Settings > Products/Services > Products/Services and begin by creating a product group, followed by creating your product.
Create your first support department
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.
To create your first department, navigate to Configuration () > System Settings > Support > Support Departments and click Add New Department.
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.
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.
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.
Activate selling of SiteLock Website Security
This task validates that you have activated selling of 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.
Activate selling of SpamExperts Email Security
This task validates that you have activated selling of 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.
Enable Sign-In with Google, Facebook and Twitter
This task validates that you have activated sign-in via at least one Sign-In Integration.
Sign-In Integrations allow your customers to register faster and sign in quicker using their existing accounts with Facebook, Google or Twitter.
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 cPanel & WHM 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.
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 three 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.