Knowledgebase

Create a Client Group

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Response 1

To create a client group in WHMCS, you can follow these steps:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Client Groups:

    • Go to "Setup" in the top menu.
    • Click on "Client Groups" in the "General Settings" section.
  3. Create a New Client Group:

    • On the "Client Groups" page, you'll see a list of existing client groups.
    • To create a new client group, click the "Create New Group" button.
  4. Fill in Group Details:

    • You'll be presented with a form to fill out the details of your new client group. Here are some key fields to consider:

      • Group Name: Enter a name for the client group (e.g., "Platinum Clients").
      • Group Color: You can choose a color to help visually identify this group (optional).
      • Credit Limit: Set a credit limit for clients in this group (optional).
      • Auto Suspension: Choose whether clients in this group should be automatically suspended for non-payment.
      • Apply Tax: Specify whether taxes should be applied to invoices for this group.
    • You can configure other settings as well, depending on your specific needs.

  5. Save Changes:

    • Once you've filled out the group details, click the "Save Changes" button to create the new client group.

Your new client group is now created, and you can start assigning clients to it. This allows you to apply different settings, pricing, and permissions to clients based on their group membership, helping you tailor your services and offerings to specific segments of your client base.

Response 2

Creating a client group in WHMCS is a straightforward process. Here are the steps to create a new client group:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Client Groups:

    • Go to "Setup" > "Client Groups."
  3. Create a New Client Group:

    • Click on the "Create New Group" button.
  4. Fill in Group Details:

    • Provide the following information for the new client group:

      • Group Name: Enter a descriptive name for the client group.
      • Group Colour (optional): You can choose a color for visual differentiation in the WHMCS interface. This is purely for visual organization and does not affect functionality.
      • Credit Limit: Set a credit limit for clients in this group (optional).
      • Auto Suspension: Toggle this option if you want clients in this group to be automatically suspended if they reach their credit limit.
  5. Permissions (Optional):

    • You can set group-specific permissions for this client group. This can be useful if you want to restrict certain actions or access levels for clients in this group.
  6. Save Changes:

    • Click the "Save Changes" button to create the new client group.

Once saved, the new client group will be available for assignment to clients. You can use this group to categorize and manage clients based on specific criteria, and apply different settings, pricing, and permissions as needed.

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