Knowledgebase

Order Form Templates

WHMCS allows you to customize your order forms to match your branding and improve the user experience for your clients. Here's a basic guide on how to work with order form templates in WHMCS:

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

  2. Access Order Form Templates:

    • Navigate to "Setup" > "General Settings" > "Ordering".
  3. Select a Template:

    • Under "Order Form Template", you'll find a list of available templates. Choose the one you want to customize.
  4. Customize the Template:

    • You have a few options for customization:

      • Basic HTML/CSS: You can directly edit the HTML and CSS files associated with the selected template. This allows you to make detailed changes to the appearance and layout.

      • Template Variables: WHMCS provides template variables that allow you to dynamically insert information like product names, prices, and more. Use these variables to personalize the order form.

      • Custom Fields: Add custom fields to collect additional information from clients during the ordering process.

  5. Preview Changes:

    • Use the "Preview" button to see how your changes will appear to clients.
  6. Save Changes:

    • Once you're satisfied with the modifications, save the template.
  7. Test the Order Form:

    • Place test orders to ensure that the form functions as expected and that all the information is captured correctly.
  8. Create Multiple Templates (Optional):

    • You can create multiple templates to use for different products or services. For example, you might have separate templates for web hosting, domain registration, and SSL certificates.
  9. Monitor Performance:

    • Keep an eye on conversion rates and user feedback to gauge the effectiveness of your order form.
  10. Backup Your Customizations:

    • It's a good practice to regularly back up your custom templates in case you need to revert to a previous version.

Remember to comply with any legal or regulatory requirements when customizing your order forms, especially if you're collecting sensitive information from clients.

Additionally, always refer to the WHMCS documentation and community forums for specific guidance and best practices related to order form customization.

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