Tickets Management In this guide, we will focus on ticket management within WHMCS and explain how to handle tickets professionally: from creating a ticket, responding to it, splitting or merging tickets, to even transferring them between departments. The goal is for every staff member to be familiar with all available tools to enhance the customer […]
Category: 📝 WHMCS
How to use your account features.
👥 Client Area
Client Area How the Client Manages his Account EasilyThe Client Area allows you to view and manage your hosting services, domains, tickets, and invoices from a single dashboard. This guide explains the main sections and features available to clients. 🎬 Practical Video Guide 🎯 Main Features of the Client Area Client Info View and update […]
👥 Client Profile – Summary (WHMCS)
Client Profile – Summary (WHMCS) 🎬 Practical Video Guide – Service ManagementThis 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 […]
👥 CRM Guide
CRM Guide 1️⃣ Adding Contacts All contacts (existing or new potential clients) should be added to the CRM. Every client will have just one contact in CRM, which can change type depending on the current situation. 2️⃣ Interaction Tracking Notes for all client interactions should be added to their CRM contact. Attach files & offers […]
⚙️ Service & Product Management
Service & Product Management 🎬 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 […]
🛒 Orders Management
Orders Management 🔹 Adding a New Order 1️⃣ Locate the client account for which you want to add an order.2️⃣ Click on Adding New Order.3️⃣ Choose service, domain, or both if needed.4️⃣ Billing Cycle: (Monthly / Quarterly / Semiannually / Annually / ~) Note: Some services have minimum billing cycles (Dedicated servers start from 3 […]
🧾 Invoice Payment & Management
Invoice Payment & Management 🎬 Practical Video Guide – Invoice Payment This video provides a step-by-step practical demonstration of all invoice payment and management operations explained below.You will see how to verify offline and online payments, add fund invoices, issue new invoices, cancel, merge, split invoices, add taxes and payment fees, and change invoice currency […]
🌐 Domains
Domains How to deal with this domain process on the system 🎬 Practical Video Guide This video provides a step-by-step practical demonstration of all domain management operations explained below.You will see how to transfer domains, create and point name servers, update contact information, renew domains, change billing cycles, move domain ownership, send ownership certificates, and […]
⚙️👥 Account Management
Account Management 🎬 Practical Video Guide – Account Management This video provides a step-by-step practical demonstration of all account management operations explained below.You will see how to change account language and currency, reactivate accounts, reset account details, add new clients, and update client information in a real client account scenario. Note: Watching the video first […]