Difference between revisions of "Getting Started"

From WHMCS Documentation

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==Downloading the software==
 
==Downloading the software==
  
[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=JsqT-zvsFiA&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=22&t=0s|Watch Video Tutorial]]
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=nxd8VYu8u5s&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=2&t=0s|Watch Video Tutorial]]
  
  
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==Installing the software==
 
==Installing the software==
  
[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=JsqT-zvsFiA&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=22&t=0s|Watch Video Tutorial]]
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=nxd8VYu8u5s&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=2&t=0s|Watch Video Tutorial]]
  
  
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==First Login==
 
==First Login==
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=M_Ak62s_L1k&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=3&t=0s|Watch Video Tutorial]]
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[[File:Admin summary.png|thumb|Admin Summary Page]]
 
[[File:Admin summary.png|thumb|Admin Summary Page]]
 
Now the software is fully installed and secured you can start getting things configured. All the set up, configuration and day-to-day administration is done through the administration area. To login, visit the URL at which you installed the software, for example https://www.example.com/whmcs/admin using the username and password created during the installation process.
 
Now the software is fully installed and secured you can start getting things configured. All the set up, configuration and day-to-day administration is done through the administration area. To login, visit the URL at which you installed the software, for example https://www.example.com/whmcs/admin using the username and password created during the installation process.
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#Place some test orders on your website to check everything works as expected
 
#Place some test orders on your website to check everything works as expected
  
[[File:Videotutorial.png‎|center|link=https://www.whmcs.com/get-support/video-tutorials/|Watch Video Tutorial]]
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/playlist?list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb|Watch Video Tutorial]]
  
  
For further guidance, you can watch video tutorials we have prepared for the above tasks @ [https://www.whmcs.com/get-support/video-tutorials/ www.whmcs.com/get-support/video-tutorials/]
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For further guidance, you can watch video tutorials we have prepared for the above tasks @ [https://www.youtube.com/playlist?list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb youtube.com/whmcs]
  
 
  Detailed Configuration Instructions: [[Setup/Configuration]]
 
  Detailed Configuration Instructions: [[Setup/Configuration]]
  
 
==What's Next==
 
==What's Next==
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Click the "Setup" tab to view the Setup Tasks Checklist, this itemizes the recommended configuration steps to make the most of WHMCS.
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You may already have some clients and wish to start managing them through WHMCS, they'll need to be imported. For instructions doing so, refer to the [[Importing Data]] page.
 
You may already have some clients and wish to start managing them through WHMCS, they'll need to be imported. For instructions doing so, refer to the [[Importing Data]] page.
  
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*[[Customising WHMCS]]
 
*[[Customising WHMCS]]
 
*[[Troubleshooting]]
 
*[[Troubleshooting]]
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===Help Guides===
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[[File:Guides.png|right]]
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A range of self-help guides are available at [https://help.whmcs.com/ help.whmcs.com] assist with many common tasks in the WHMCS software, including [https://help.whmcs.com/m/setup Setup and Configuration], guiding you through the [https://help.whmcs.com/m/system System Settings] and [https://help.whmcs.com/m/payments Payments & Currency].
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There is also an extensive [https://help.whmcs.com/m/troubleshooting troubleshooting section] should you encounter any problems.
  
 
===Video Tutorials===
 
===Video Tutorials===
 
[[File:Tutorials.gif|right]]
 
[[File:Tutorials.gif|right]]
These flash '''[https://www.youtube.com/whmcs/ video tutorials]''' provide a visual step by step walk-through of all the common setup and configuration tasks you’ll need to perform when getting started with WHMCS. We recommend watching these before configuring the software.
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These Youtube '''[https://www.youtube.com/whmcs/ video tutorials]''' provide a visual step by step walk-through of all the common setup and configuration tasks you’ll need to perform when getting started with WHMCS. We recommend watching these before configuring the software.
  
 
===Community===
 
===Community===

Latest revision as of 17:44, 14 January 2020

This guide covers the basics of WHMCS; starting with ordering a licence, downloading the software, installing it and then what to do next. This page aims to provide a brief overview and will signpost you to the relevant sections in our documentation for full details on everything covered.

Buying a licence

Order Now Page

The very first thing to do is buy a licence for the WHMCS software. Simply click the Order Now link on any page of our website. We offer a range of licence options to suit all budgets but they all provide exactly the same software. You can switch between tiers at any time.

We offer a number of great addons to increase the value of WHMCS; from a fully integrated live chat solution, mobile phone apps, to a full project management system. The option to buy some of these addons will be presented during the order process, for more information and to see the full range visit the Addons Page.


Buy a license https://www.whmcs.com/pricing

Downloading the software

Watch Video Tutorial


Once a licence has been purchased, the software can be downloaded from our Members Area:
File Download Page
  1. Click the My Licenses link under the Services menu
  2. Select one of your active license keys to view the details
  3. Click the blue Download Now button to download the latest stable release.
    1. If you chose to purchase any addons which require extra files, their downloads will also appear here. Note: Not all our addons require extra files.
  4. Save the zip file to your computer.


Download the software: https://www.whmcs.com/members/

Installing the software

Watch Video Tutorial


Next the WHMCS software must be installed on your server. Please check with your server admin/hosting provider that your server meets the System Requirements.

Installing WHMCS is as simple as installing many other web-based scripts (Wordpress, Joomla, phpBB etc). This is a very brief overview of the installation process. More detailed installation instructions are available.

Installing WHMCS
  1. Upload the WHMCS zip file to your server
  2. Extract the zip file and move the WHMCS files your desired location (popular directory names include members, clients, secure or billing)
  3. Create a new MySQL Database and assign a database user to it.
  4. Visit the installation script at /install/install.php and to run the installer process.
  5. Follow the on-screen instructions to complete the installation process.
  6. When complete, delete the install folder from your web server and CHMOD the configuration.php file back to 644.
Detailed installation instructions: Installing WHMCS


Further Security Steps

The WHMCS software will contain some sensitive data, and whilst security is always our number one priority, it is sensible to take extra precautions to ensure your server and the software installed upon it is as secure as possible. To that end, we have some suggestions for further securing a WHMCS installation at Further Security Steps.

 Detailed Further Security Steps: Further Security Steps


First Login

Watch Video Tutorial
Admin Summary Page

Now the software is fully installed and secured you can start getting things configured. All the set up, configuration and day-to-day administration is done through the administration area. To login, visit the URL at which you installed the software, for example https://www.example.com/whmcs/admin using the username and password created during the installation process.

Upon login you will be see the Admin Summary page; this page provides an overview of all your company operations. At the top of the page are the Income statistics and the Attention Items - these are items requiring your action. The summary page is made up of "Widgets", each staff member can arrange them however they like simply by clicking and dragging. They can be closed by clicking the "-" icon and disabled entirely in the Administrator Role.

Administration Area Documentation: Admin Area


Configuring WHMCS

After installation is completed, we recommend that you go through and configure your new WHMCS system in the following order:

  1. Login to the Admin Area and configure your General Settings (Setup > General Settings)
  2. Setup your Payment Gateways (Setup > Payment Gateways)
  3. Add your servers to WHMCS (Setup > Products/Services > Servers)
  4. Setup your Products & Services (Setup > Products/Services > Products and Services)
  5. Enter your domain registrar account details (Setup > Products/Services > Domain Registrars)
  6. Configure your Domain Pricing (Setup > Domain Pricing)
  7. Setup your Support Ticket Departments (Setup > Support Departments)
  8. Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the Email Piping article
  9. Ensure the WHMCS Cron Job is setup and configure automated tasks (Setup > Automation Settings)
  10. Place some test orders on your website to check everything works as expected
Watch Video Tutorial


For further guidance, you can watch video tutorials we have prepared for the above tasks @ youtube.com/whmcs

Detailed Configuration Instructions: Setup/Configuration

What's Next

Click the "Setup" tab to view the Setup Tasks Checklist, this itemizes the recommended configuration steps to make the most of WHMCS.

You may already have some clients and wish to start managing them through WHMCS, they'll need to be imported. For instructions doing so, refer to the Importing Data page.

Make sure you are up-to-date with all the latest fixes, updates and features introduced in your version of WHMCS by reading the Release Notes.

We use a licensing system to ensure that only those who have paid for the software may use it. Learn more about this works and what you need to do if you wish to move your WHMCS installation on the Licensing page.

Learn to use WHMCS: Using WHMCS and Howtos


Where do I get help?

Documentation

Docs.gif

Our documentation is comprehensive and covers every aspect of the WHMCS software. If you're unsure about any of the options on a given page simply click the yellow "Help" link in the top-right corner to be taken directly to the relevant section. You can also search the documentation using the Search box in the top-right corner of this page. Some useful sections are:

Help Guides

Guides.png

A range of self-help guides are available at help.whmcs.com assist with many common tasks in the WHMCS software, including Setup and Configuration, guiding you through the System Settings and Payments & Currency.

There is also an extensive troubleshooting section should you encounter any problems.

Video Tutorials

Tutorials.gif

These Youtube video tutorials provide a visual step by step walk-through of all the common setup and configuration tasks you’ll need to perform when getting started with WHMCS. We recommend watching these before configuring the software.

Community

Community.gif

Our Community is home to a very active community of experienced WHMCS users that are always willing to help and discuss new ideas. These forums are primarily a place for discussion between customers and so you should not expect to receive a response from staff here.

Support Ticket

Submitticket.gif

You should submit a support ticket when you are unable to find answers to your questions using any of the above resources. If you have a monthly license you are entitled to support at any time but if on an owned license, you may be required to renew your support and upgrades before help can be provided.

Getting Help: https://www.whmcs.com/support/