Add a ClientManually add clients during checkout, in the Client Area, or in the Admin Area. Each customer must have a client account in WHMCS.
Summary TabThe Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.
Troubleshooting the Client AreaIssues in the Client Area or your online store can hurt customers' ability to purchase your products or access their purchased services.
Users and Client AccountsThe user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.
Add and Associate UsersAdd users manually, associate them with existing clients, and change the client account owner. Users own and manage client accounts.
Emailing ClientsAfter purchases or other events, the system sends a message to the client using an email template. You can also email clients manually.
Managing AffiliatesAdmins can manage affiliates, assign orders to them, pay commissions, and view referral and payout history in the WHMCS Admin Area.
Match User and Client DetailsMake sure the details for a user and an associated client match by updating them manually. These details do not automatically sync.
Profile TabThe Profile tab in the Client Profile lists the client's contact details and account options.
Client GroupsClient groups allow you to categorize your clients. You can use client groups to set domain pricing slabs, apply discounts, and more.
Client Email VerificationEmail verification ensures that a client's registered email address is valid after client creation or changes to the email address.
Banned EmailsBan email from an entire domain to prevent client signups using free or unwanted email services, reduce spam orders, and view attempted signups by banned domains.
Custom FieldsCustom fields collect additional information from or about your clients. You can set them as admin-only or make them visible to clients.
Activate an AffiliateAfter you enable and configure the Affiliate system, you can convert existing clients into affiliates in the Client Area or Admin Area.
Change a Client's CurrencyChange a client's currency by creating a new identical client with and transferring invoices, services, and transactions to them.
Delete Inactive ClientsConfigure WHMCS to automatically delete data for inactive clients after they have terminated all services and a period of time has lapsed.
Enable 2FA for ClientsConfigure two-factor authentication (2FA) for Client Area logins. 2FA enhances security by adding a second step to the login process.
Export Client DataExport an individual client's data as a downloadable JSON file. You can use this to fulfill clients' requests for their own data.
Require Opting-In to EmailsOffer clients the choice to opt in or out of your marketing email list during checkout or in their account details in the Client Area.
Require Terms and ConditionsRequire all new customers to read and agree to your Terms of Service before they can place an order for your products or services.