Setup Tasks

From WHMCS Documentation

This page describes a feature in version 7.5 and above.
System Settings
The Setup Tasks help guide new users through the initial setup of WHMCS. The page can be accessed at Configuration () > System Settings or, prior to WHMCS 8.0, Setup.

You can click on any of the tasks to jump to the appropriate area of the product to complete that task.

The Tasks

Below you will find a summary of each task and details of what you need to do for them to be considered completed.

Set Company Name and Logo

This task validates that the company name and logo have been set. To set these values, navigate to Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

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Setup Cron Automation Tasks

This task validates that the cron has been successfully invoked. We recommend setting up the cron to run every five minutes, or as frequently as your web hosting allows.

Once the cron has been configured on your web server, allow enough time for it to be invoked for the first time and this task should be automatically marked as completed.

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Activate Your First Payment Gateway

This task validates that a payment gateway has been activated. To setup and configure your first payment gateway, navigate to Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways. Then, choose your desired gateway from the list.

If you do not plan to use any online payment methods, we recommend activating the Mail in Payment or Bank Transfer payment gateways.

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Activate Credit Card Payments

This task validates that a merchant payment gateway has been activated. A merchant payment gateway allows you to process credit cards directly via WHMCS and provides you with the most flexible experience for billing and payments.

If you don't have a merchant account yet, we recommend EVO Payments. Find out more here.

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Activate Your First Domain Registrar

This task validates that a domain registrar has been activated. A domain registrar enables WHMCS to automatically register and manage domains.

If you do not have a domain registrar account yet, we recommend Enom. They offer the best experience with a large range of extensions, integrated domain namespinning, premium domains support, and more. Find out more here.

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Create your first product

This task validates that a product has been created. Creating a product is how you define the products and services you sell.

To create a product, navigate to Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services. Then, create a product group, followed by creating your product.

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Create your first support department

This task validates that a support department has been created. Support departments are what enable your customers to contact you using the WHMCS ticket system.

To create your first department, navigate to Configuration () > System Settings > Support Departments or, prior to WHMCS 8.0, Setup > Support > Support Departments. Then, click Add New Department.

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Setup Notifications in Slack

WHMCS is integrated with HipChat and Slack to allow you and your team to receive instant notifications when events and actions occur that are important to you. Through a powerful rule-based system, you can configure notification rules with a range of criteria.

This task validates that you have set up at least one notification rule. Not using HipChat or Slack? An email notification rule will also cause this task to be considered completed.

Prior to WHMCS 8.0, this task was Setup Notifications in HipChat and Slack.

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Activate selling of SSL Certificates

This task validates that you have activated selling of SSL certificates.

Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, you should be selling SSL too. WHMCS makes it quick and easy to sell SSL Certificates through the integrated MarketConnect platform.

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Activate selling of Weebly Site Builder

This task validates that you have activated selling of the Weebly Website Builder.

Offering a site builder like Weebly makes it easier for your customers to build a website and create their online presence, and makes your web hosting more accessible to a wider non-technical audience. WHMCS makes it easy to sell Weebly Site Builder through the integrated MarketConnect platform.

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Activate selling of SiteLock Website Security

This task validates that you have activated selling of SiteLock Website Security.

SiteLock provides security and malware scanning, detection and removal for websites, and WAF and CDN services. WHMCS makes it easy to sell SiteLock through the integrated MarketConnect platform.

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Activate selling of SiteLock VPN

This task validates that you have activated selling of SiteLock VPN.

SiteLock provides security and malware scanning, detection and removal for websites, and WAF and CDN services. WHMCS makes it easy to sell SiteLock through the integrated MarketConnect platform.

We added this item to the Setup Tasks in WHMCS 7.9.

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Activate selling of SpamExperts Email Security

This task validates that you have activated selling of SpamExperts Email Security.

SpamExperts offers protection against spam and malware for email along with email archiving services. WHMCS makes it easy to sell SpamExperts through the integrated MarketConnect platform.

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Activate selling of Open-Xchange App Suite

This task validates that you have activated selling of Open-Xchange's OX App Suite.

OX App Suite offers a competitive, high-quality email and productivity suite. WHMCS makes it easy to sell OX App Suite through the integrated MarketConnect platform.

We added this item to the Setup Tasks in WHMCS 8.0.

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Enable Sign-In with Google, Facebook and Twitter

This task validates that you have activated sign-in via at least one Sign-In Integration.

Sign-In Integrations allow your customers to register faster and sign in quicker using their existing accounts with Facebook, Google or Twitter.

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Enable cPanel Application Linking

This task validates that you have enabled cPanel Application Linking.

Application Links is a feature exclusive to WHMCS that integrates WHMCS directly with cPanel & WHM to provide your customers with direct access to the most commonly used areas of WHMCS from within the cPanel user interface utilising Single Sign-On technology.

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Setup automated daily backups

This task validates that you have enabled at least one automated daily backup routine.

We recommend enabling backups to protect against data loss. There are three automated daily backup options available in WHMCS: cPanel Backups (recommended for those running cPanel), FTP/SFTP Backups (recommended for non-cPanel installations), and Email Backups.

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