David Hamilton has written 21 articles

How To Setup Custom Client Fields In WHMCS

WHMCS provides support for creating your own custom fields for input and display on a client’s profile. This article goes over the Custom Client Fields options and how to add a custom field.   To access the Custom Client Fields options, simply navigate to Setup -> Custom Client Fields.     This page will list all…

How To Setup Client Groups in WHMCS

WHMCS provides support to assigning you clients into different groups to more easily differentiate between your customers and what policies, options, or promotions may apply to them. This article goes over the Client Groups options of WHMCS and how to manage them.   To access the Client Groups options, simply navigate to Setup -> Client Groups.…

How To Setup WHMCS OpenID Connect

WHMCS provides support for single sign-on through the use of OpenID Connect. Single sign-on is a method to allow users to login without the need to enter a password each time, and instead uses some form of a unique key to verify users. OpenID Connect is a new standard for single sign-on and utilizes JSON…

How To Setup WHMCS Application Links

The Application Links configuration allows you to give your clients easy access to aspects of their WHMCS/client profile from within third party applications. This page lists all supported third party applications currently setup on the system.     To enable application links in a specific third party application, simply toggle the on/off slider on the…

How To Setup and Configure WHMCS Support

WHMCS gives you a wide variety in options for the support you provide to your clients. This article goes over the options and some basic setup of the support options available in WHMCS.   The support options can be found under Setup -> Support -> and then the sub category you want to access.     Support…

How To Setup Products & Services In WHMCS

WHMCS provides you with many options in adding and managing the products and services you plan to sell through the system. This article goes over the options available and how to perform some basic tasks regarding products and services in WHMCS.   To view the Product/Services options in WHMCS, simply navigate to Setup -> Products/Services and…

How To Setup Configure Payments In WHMCS

WHMCS provides the ability to customize the options and experience of order processing and payment. This article goes over the options available in the Setup > Payments menu.   To access payment options, simply go to Setup > Payments > and then the payment section you wish to access.     Currencies This section lets you specify what currencies you…

How To Setup WHMCS and Manage Staff

WHMCS provides support for staff accounts, and the Staff Management page is where you can add, remove, and otherwise manage these staff accounts. This article will be going over the options available and the process in managing staff accounts in WHMCS.   The Staff Management page can be found through Setup -> Staff Management where you…

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