👥 Client Profile – Summary (WHMCS)

Client Profile – Summary (WHMCS)

🎬 Practical Video Guide – Service Management
This video provides a step-by-step practical demonstration of all service management operations explained below.
You will see how to link services, reset and send passwords, change service information, issue invoices, suspend/unsuspend services, make exceptions, cancel, transfer ownership, and recreate services in a real client account scenario.

Overview

The Client Profile Summary page in WHMCS is the main dashboard for each client.
From here, you can quickly access all the client’s details — contact info, invoices, services, tickets, and administrative actions.

This page is your go-to place to understand a client’s overall account status before taking any support or billing action.

Navigation Tabs

At the top, you’ll find several tabs:
Summary / Profile / Users / Contacts / Products/Services / Domains / Billable Items / Invoices / Quotes / Transactions / Tickets / Emails / Notes / Log.
Each tab opens a different section of the client’s data — the Summary tab gives the full overview at a glance.

Client Information

Displays the client’s:

  • First/Last Name

  • Company Name

  • Email Address

  • Address and Country

  • Phone Number

🟢 Tip: Always double-check the contact email and phone number before processing sensitive changes (like ownership transfers or billing updates).
Record any manual updates in Admin Notes for transparency.

Invoices / Billing

Shows key financial data:

  • Paid, Draft, Unpaid/Due, Cancelled, Refunded, and Collections

  • Gross Revenue, Client Expenses, Net Income, and Credit Balance

🟢 Tip: Before creating or modifying invoices, check the Credit Balance and Auto CC Processing status.
If auto billing is enabled, confirm the client’s payment method is valid to avoid failed payments.

Products / Services

Lists all services linked to the client:

  • Shared Hosting

  • Reseller Hosting

  • VPS / Servers

  • Domains

  • Support Tickets and Affiliate Signups

🟢 Tip: If a client reports an issue, check their active services here first to confirm the service status before escalating to technical support.

Contacts & Users

Used to manage additional contacts or linked users for the account.
For business clients, you can add billing, technical, or administrative contacts.

🟢 Tip: Assign clear permissions for each contact — for example, “Billing only” or “Support only” to avoid confusion.

Other Actions

Provides quick admin shortcuts:

  • View Projects

  • View Account Statement

  • Open / View Support Tickets

  • Merge Client Accounts

  • Activate as Affiliate

  • Close or Delete Account

  • Export Client Data

⚠️ Warning: Deleting a client account is permanent. Always ensure backups or approvals are in place before deletion.

Files & Recent Emails

  • Files: Displays any uploaded files related to the client.

  • Recent Emails: Shows the latest system emails sent to the client (invoice confirmations, reminders, etc.).

🟢 Tip: If a client claims they didn’t receive an email, check this section to confirm delivery and timestamp.

Admin Notes

This field is for internal use — document any manual actions, verifications, or client communications here.

🟢 Best practice: Use a consistent format for notes, e.g.:
[Date] – [Action Taken] – [Admin Name]

Example:
2025-10-05 – Verified client identity via email confirmation – John D.

Status Flags (Top Right)

You’ll see account flags like:

  • Exempt from Tax: Yes/No

  • Auto CC Processing: Yes/No

  • Send Overdue Reminders: Yes/No

  • Apply Late Fees: Yes/No

🟢 Tip: These affect automated billing behavior — confirm settings before changing them to match company billing policies.

Recommended Support Workflow

When opening a client’s profile:

  1. Verify the client’s identity before making sensitive changes.

  2. Check the invoice and credit balance status.

  3. Review their active services and open tickets.

  4. Record any actions in Admin Notes.

  5. Use Login as Owner only when authorized, and log your session in Notes or Logs.

Extra Tips

  • Link this page to your company’s Privacy / Data Policy when referencing account deletion.

  • Include a standard Admin Notes template for your support team.

  • Keep the training video at the top for quick visual reference.