Knowledgebase

Managing Your Value-Added Services

Managing value-added services in WHMCS involves integrating and offering additional services or products that enhance the value of your hosting offerings. These can include services like SSL certificates, backups, security services, and more. Here's how you can manage value-added services in WHMCS:

  1. Log into WHMCS: Access your WHMCS admin panel using your username and password.

  2. Navigate to Products/Services:

    • Click on "Setup" in the top navigation menu and select "Products/Services".
  3. Product/Service Setup:

    • Here, you can set up new products or edit existing ones. To add a value-added service, click "Create a New Group" or select an existing product group.
  4. Add a New Product/Service:

    • Click on "Create a New Product" within the product group you selected.
  5. Product Type:

    • Choose the product type, e.g., "Hosting Account", "SSL Certificate", "Backup Service", etc.
  6. Product Name and Description:

    • Enter a name and description for the value-added service.
  7. Pricing and Billing:

    • Set the pricing, billing cycle, and any promotional offers if applicable.
  8. Module Settings:

    • If the value-added service requires integration with a third-party service (e.g., SSL certificate provider), configure the module settings accordingly.
  9. Custom Fields:

    • Add any custom fields if needed to collect specific information from clients during the order process.
  10. Link to Servers/Services:

    • If applicable, link the value-added service to a server or service. For example, linking SSL certificates to a specific server.
  11. Configurable Options:

    • Define any configurable options for the service, allowing clients to choose specific features or options.
  12. Welcome Email:

    • Set up the welcome email that will be sent to clients when they purchase this value-added service.
  13. Save Changes:

    • Once you've configured all the settings, save the changes.
  14. Promote and Market:

    • Create marketing materials, promotions, or highlight the value-added service on your website to attract clients.
  15. Monitor and Manage:

    • Keep track of orders and client subscriptions for the value-added service. Provide support and assistance as needed.

Remember to regularly review and update your value-added services to ensure they align with your clients' needs and industry trends. Additionally, refer to WHMCS documentation and resources for specific details and best practices related to managing value-added services.

  • 0 Users Found This Useful
Was this answer helpful?