Add a Client

Manually add clients during checkout, in the Client Area, or in the Admin Area. Each customer must have a client account in WHMCS.

Summary Tab

The 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 Area

Issues in the Client Area or your online store can hurt customers' ability to purchase your products or access their purchased services.

Users and Client Accounts

The user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.

Add and Associate Users

Add users manually, associate them with existing clients, and change the client account owner. Users own and manage client accounts.

Emailing Clients

After purchases or other events, the system sends a message to the client using an email template. You can also email clients manually.

Managing Affiliates

Admins can manage affiliates, assign orders to them, pay commissions, and view referral and payout history in the WHMCS Admin Area.