Start Troubleshooting

If you do not know the cause of a problem, troubleshooting helps you learn more about it. We recommend trying basic steps to gather information before you contact WHMCS support.




Set Up a Test Environment

To prevent problems, we recommend testing updates and customizations in a test environment before applying them to your production server.


Add a Panel to Specific Pages

Add a panel to the sidebar. This example adds a support information panel to the sidebar for support-related pages of the Client Area.


Add a Promotional Offer Panel

Add a Client Area Homepage panel. This example adds a customized promotional panel with a clickable button to the Client Area Homepage.


Create a New Order Form Template

Create a new order form template for the Client Area shopping cart. This process requires creating a new template folder and creating or updating the theme.yaml file and desired template files.


Create Customizations with Git

To customize a default WHMCS theme or template, copy the provided Git™ repository on GitHub™. Using this method helps make updating your customizations for future WHMCS versions quicker and easier.