https://docs.whmcs.com/9-1/tags/clients/Recent content in clients onHugo -- gohugo.iohttps://docs.whmcs.com/9-1/clients/client-management-tutorials/add-a-client/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/add-a-client/Details three ways to create a client account: Client Area self-registration via Account > Register, creating a new account during checkout, and Admin Area creation via Clients > Add New Client with required First Name, Last Name, Email Address, and Password fields.https://docs.whmcs.com/9-1/clients/client-profile/summary-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/summary-tab/Covers the Actions toggles (Exempt From Tax, Auto CC Processing), Pay Methods management, Invoices/Billing statistics and Create Invoice/Add Funds Invoice actions, Other Actions including Merge Client Accounts, Close and Delete Account, Export Client Data, and the Services/Addons/Domains/Quotes lists with Status Filter and Bulk Actions like Invoice Selected Items and Delete Selected Items.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-the-client-area/troubleshooting-the-client-area/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-the-client-area/troubleshooting-the-client-area/Index page linking to Client Area display issue, shopping cart and store, captcha, and domain ordering troubleshooting articles.https://docs.whmcs.com/9-1/clients/users-and-client-accounts/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/users-and-client-accounts/Explains the distinction between accounts and users, account owner permissions, sending invitations via the Client Area or the Users tab, the Choose Account login screen for multi-account users, deleting users through Manage Users or client deletion, and how user actions attribute in the Activity Log and support ticket badges.https://docs.whmcs.com/9-1/clients/client-management-tutorials/add-and-associate-users/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/add-and-associate-users/Covers associating a user with a client via the Users tab’s Associate User button and Permissions checkboxes, inviting users from the Client Area’s User Management page, the Send Invite toggle behavior, and changing a client’s owner by checking Make Owner under Manage User.https://docs.whmcs.com/9-1/clients/emailing-clients/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/emailing-clients/Covers sending client, product, domain, and invoice emails from the Summary tab or invoice page using New Message or predefined templates, resending emails from the Emails tab or Email Message Log, how Contacts receive copies based on notification type, and how the client, user, or system default language determines the email language.https://docs.whmcs.com/9-1/clients/the-affiliate-system/managing-affiliates/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/the-affiliate-system/managing-affiliates/Covers the affiliate list and Manual Assign/unassign actions for orders, Affiliate Settings overrides (Commission Type, Commission Amount, Available to Withdraw Balance), and the Referrals, Referred Signups, Pending Commissions, Commissions History, and Withdrawals History tabs, including manual commission entries and withdrawal payout types.https://docs.whmcs.com/9-1/clients/client-management-tutorials/match-user-and-client-details/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/match-user-and-client-details/Explains that user and client contact details do not sync automatically, and gives steps to update each separately in the Admin Area’s Users and Profile tabs or in the Client Area’s Account Details and Your Profile pages, noting email changes also update login credentials.https://docs.whmcs.com/9-1/clients/client-profile/profile-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/profile-tab/Lists account fields (Email Address, Payment Method, Currency, Status, Client Group, Email Notifications), the Marketing Opt-In Consent History view, and per-client settings including Late Fees, Overdue Notices, Tax Exempt, Separate Invoices, Disable CC Processing, Marketing Emails Opt-in, Status Update, and Allow Single Sign-On.https://docs.whmcs.com/9-1/clients/client-groups/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-groups/Covers creating client groups with a color label, group discount, and suspension exemption, configuring domain pricing slabs per group, and assigning a client to a group via the Profile tab’s Client Group field.https://docs.whmcs.com/9-1/clients/client-email-verification/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-email-verification/Explains how to enable email verification in the Security tab of General Settings, when verification emails trigger (new registration or email address change), the 60-minute validity of verification links, how users resend expired links, and where admins view verification status on the client Summary tab.https://docs.whmcs.com/9-1/clients/banned-emails/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/banned-emails/Lists banned email domains and signup attempt counts, explains how to add a domain to the ban list under Configuration > System Settings > Banned Emails, and cross-references Spam Control for blocking individual addresses and Banned IP Addresses for IP-level blocking.https://docs.whmcs.com/9-1/clients/the-client-area/custom-fields/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/the-client-area/custom-fields/Covers creating Client, Product, and Support Department custom fields with field types (Text Box, Password, Drop Down, Checkbox), Admin Only, Required Field, Show on Order Form, and Show on Invoice options, display names, regular expression validation, searching by custom field values, and merge field syntax for displaying values in emails and pages.https://docs.whmcs.com/9-1/clients/client-management-tutorials/activate-an-affiliate/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/activate-an-affiliate/Describes activating an existing client as an affiliate: clicking Activate as Affiliate under Other Actions on the client Summary tab in the Admin Area, or clicking Activate Affiliate Account on the Affiliates page in the Client Area.https://docs.whmcs.com/9-1/payments/currency-tutorials/change-a-clients-currency/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/payments/currency-tutorials/change-a-clients-currency/Changing a client’s currency requires renaming the old client with unique values, adding a new client in the target currency using Associate with an existing user, then transferring domains and services with Recalculate on Save toggled on for each.https://docs.whmcs.com/9-1/clients/client-management-tutorials/delete-inactive-clients/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/delete-inactive-clients/Explains the Data Retention Settings option in Automation Settings that deletes clients after a set number of months of no invoice or transaction activity, including the toggle to also delete users only associated with the deleted clients.https://docs.whmcs.com/9-1/system/authentication/authentication-tutorials/enable-2fa-for-clients/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/authentication/authentication-tutorials/enable-2fa-for-clients/Walks through enabling Time-Based Token 2FA from Security Settings in the Client Area, including scanning the QR code and recording the backup code, and notes that admins can disable but not enable 2FA for users at Clients > Manage Users.https://docs.whmcs.com/9-1/clients/client-management-tutorials/export-client-data/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/export-client-data/Walks through generating a single client’s data export from Reports > Reports under Exports > Client, including searching for the client, selecting data categories via checkboxes, and downloading the resulting JSON file.https://docs.whmcs.com/9-1/clients/client-management-tutorials/require-opting-in-to-emails/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/require-opting-in-to-emails/Explains configuring Marketing Emails and Require User Opt-In in the Other tab of General Settings to control the default state of the Newsletter Opt-In toggle, and notes the Marketing Email? checkbox required when sending campaigns via Email Campaigns.https://docs.whmcs.com/9-1/clients/client-management-tutorials/require-terms-and-conditions/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-management-tutorials/require-terms-and-conditions/Gives steps to enable TOS acceptance in the Ordering tab of General Settings by checking Enable TOS Acceptance and entering a Terms of Service URL, which then requires clients to check an agreement checkbox before registering or ordering.