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:
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Login to WHMCS:
- Log in to your WHMCS administrator dashboard using your credentials.
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Navigate to Clients:
- From the main menu, go to "Clients" or "Clients > View/Search Clients."
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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.
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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.
- Fill in the required fields for the new client. These typically include:
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Additional Client Information (Optional):
- You can also enter additional information like company name, tax ID, and custom fields if required.
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Save Client:
- Once you've entered all the necessary information, click "Save Changes" or "Save Client."
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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.
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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.
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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.
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Configure Billing Details (Optional):
- You can set up billing details such as payment methods, invoices, and billing preferences for the client.
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Assign Domains or Subdomains (Optional):
- If the client has domain names, you can associate them with their account in the "Domains" tab.
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Configure Support and Tickets (Optional):
- Set up support preferences, ticketing options, and notification settings in the "Support" tab.
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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.