Scheduling

In WHMCS, scheduling primarily revolves around automated tasks that are executed at specific intervals using cron jobs. These tasks help automate various aspects of your hosting business, such as invoicing, domain renewals, and more. Here's a guide on how to set up and manage scheduling in WHMCS:

  1. Understanding Cron Jobs:

    • Before setting up scheduling in WHMCS, ensure that you have a cron job configured on your server. This cron job will trigger WHMCS to perform automated tasks at specified intervals.
  2. Setting Up the Cron Job:

    • Log in to your hosting control panel or connect to your server via SSH.

    • Open the cron job manager and add the command to run the WHMCS cron file. This command will typically look like:

      bash
      php -q /path_to_whmcs_cron/cron.php
    • Set the frequency at which you want the cron job to run (e.g., every 5 minutes).

    • Save and activate the cron job.

  3. Configuring Automation Tasks:

    • Log in to your WHMCS administrator dashboard.

    • Go to "Setup" > "Automation Settings".

    • Configure settings for various automation tasks like invoice generation, late fee application, domain renewals, etc.

    • Ensure that the tasks you want to automate are enabled and set up according to your preferences.

  4. Invoice Automation:

    • In "Automation Settings", under "Invoice Settings", you can configure how invoices are generated and sent to clients.
  5. Domain Renewal Automation:

    • In "Automation Settings", under "Domain Renewal Settings", you can set up when and how domain renewal reminders are sent to clients.
  6. Testing Automation Tasks:

    • Once you've configured your automation settings, it's important to perform tests to ensure that the automated tasks are functioning as expected.
  7. Monitoring Automation Logs:

    • Keep an eye on the automation logs in WHMCS to check for any errors or issues related to automated tasks.
  8. Customizing Automation with Hooks (Optional):

    • For advanced users, WHMCS provides hooks that allow you to customize and extend the automation processes.
  9. Regular Review and Adjustments:

    • Periodically review your automation settings to ensure they align with your business requirements. Adjust settings as needed.

Remember that the proper setup of cron jobs is crucial for scheduling and automating tasks in WHMCS. If you encounter any issues, refer to WHMCS documentation or seek support from your hosting provider. Additionally, always keep backups of your data before making significant changes to your WHMCS setup.

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