Knowledgebase

Adding Clients

Adding clients in WHMCS is a straightforward process. WHMCS is a web hosting automation platform, and adding clients allows you to manage their accounts, services, and billing information. Here are the steps to add a new client in WHMCS:

  1. Login to WHMCS:

    • Log in to your WHMCS administrator dashboard using your credentials.
  2. Navigate to Clients:

    • From the main menu, go to "Clients" or "Clients > View/Search Clients."
  3. Add a New Client:

    • Click on the "Add New Client" button. This will take you to a page where you can enter the client's information.
  4. Enter Client Details:

    • Fill in the required fields for the new client. These typically include:
      • First Name: The client's first name.
      • Last Name: The client's last name.
      • Email: The client's email address. This will also be used as their login.
      • Password: Set a password for the client's account.
      • Status: Set the client's status (e.g., Active, Inactive, Closed).
      • Language: Select the preferred language for the client's account.
      • Client Group: Assign the client to a specific group if applicable.
      • Address, City, State, Country, Phone, etc.
  5. Additional Client Information (Optional):

    • You can also enter additional information like company name, tax ID, and custom fields if required.
  6. Save Client:

    • Once you've entered all the necessary information, click "Save Changes" or "Save Client."
  7. View and Manage Client Details:

    • You'll be redirected to the client's profile page where you can view and manage their details, services, and invoices.
  8. Send Welcome Email (Optional):

    • You can choose to send a welcome email to the client. This email typically contains login information and important details about their account.
  9. Set Up Products/Services (Optional):

    • If you want to associate products or services with the client, you can do so by navigating to the "Products/Services" tab on the client's profile page.
  10. Configure Billing Details (Optional):

    • You can set up billing details such as payment methods, invoices, and billing preferences for the client.
  11. Assign Domains or Subdomains (Optional):

    • If the client has domain names, you can associate them with their account in the "Domains" tab.
  12. Configure Support and Tickets (Optional):

    • Set up support preferences, ticketing options, and notification settings in the "Support" tab.
  13. Save Changes:

    • After making any additional configurations, remember to save your changes.

That's it! You have successfully added a new client to your WHMCS system. They will now be able to log in using the provided credentials and access their account information and services.

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