Start Troubleshooting

If you do not know the cause of a problem, troubleshooting helps you learn more about it. We recommend trying basic steps to gather information before you contact WHMCS support.


Set Up a Test Environment

To prevent problems, we recommend testing updates and customizations in a test environment before applying them to your production server.

Add a Panel to Specific Pages

Add a panel to the sidebar. This example adds a support information panel to the sidebar for support-related pages of the Client Area.

Add a Promotional Offer Panel

Add a Client Area Homepage panel. This example adds a customized promotional panel with a clickable button to the Client Area Homepage.

Create a New Order Form Template

Create a new order form template for the Client Area shopping cart. This process requires creating a new template folder and creating or updating the theme.yaml file and desired template files.

Create Customizations with Git

To customize a default WHMCS theme or template, copy the provided Git™ repository on GitHub™. Using this method helps make updating your customizations for future WHMCS versions quicker and easier.

Customize Quick Shortcuts

Custom templates can alter the icons for the Client Area's Quick Shortcuts section. This section displays for Plesk and cPanel services.


Rearrange Menu Items

Rearrange the Client Area navigation menus. This example customizes the display order of the items in the Client Area navigation menu.

Update Customizations with Git

Easily update your Git™-managed customizations with each new release's changes to default themes and templates. This method often removes the need for manual updates to apply changes.