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After you complete installation, we recommend completing your configuration by setting up the products you'll sell, the way you'll receive payments, and how you'll offer quality support to your customers.

Go through the list of steps below to get everything set up quickly and easily.

Installing WHMCS

The first step toward using WHMCS is installing the software on the server that will host it. You can use several different methods to do this, and it's quick and easy regardless of the method you choose.

As you install WHMCS, you'll also need to take steps to properly configure your system.

To get started installing WHMCS, see Installing WHMCS.

Security

Your WHMCS installation will store sensitive information for you and your customers. We take steps as we develop each WHMCS version to help ensure a secure system.

To go even further in protecting against security issues, we recommend taking a series of additional steps to secure your installation.

To learn more about the steps you can take, see More Ways to Secure Your WHMCS Installation.

Setting Up Your System

Servers host the domains and hosting packages that you sell to your customers.

If you plan to offer hosting packages, you will need to add at least one server to WHMCS, and most WHMCS users will configure several servers for the products they offer.

To set up your first server, choose the hosting control panel your server runs:

  • Creating Your First cPanel Server
  • Creating Your First Plesk Server
  • Creating your First DirectAdmin Server
  • Creating your First non-cPanel, Plesk, or DirectAdmin Server

Products are the offerings you sell to your customers through WHMCS. They might include hosting accounts, domains, software licenses, design services, support plans, our exciting MarketConnect services, or even physical goods.

When you configure products, you'll be able to choose the associated provisioning modules, the details that display in your store, the addons customers can choose when they make a purchase, and more.

To get started creating your product offerings, see Configuring Products.

Domain registrations are easy to set up once you sign up with one of our many supported domain registrars.

In WHMCS, you can choose which TLDs you want to offer, set up pricing, and fine-tune the domain suggestions your customers see when they check for availability.

To start selling domain registrations, choose your domain registrar and set up your extensions and pricing:

  • Setting Up Your Domain Registrar
  • Configuring the Enom Registrar
  • Configuring the ResellerClub Registrar
  • Configuring Domain Extensions (TLDs)

Payment gateways process payments for you. Many of our supported payment gateways can also handle recurring payments, refunds, or unique checkout methods.

You will need to set up at least one payment gateway before you can start selling in WHMCS.

To configure your payment options, see Configuring Payment Gateways.

Support departments are the first step to setting up your support system in WHMCS.

You will need to configure at least one department, and most WHMCS users have several departments to separate tickets by type.

To set up your first support department, see Configuring Support Departments.

Next Steps

The steps above will produce a WHMCS system that's ready to accept and provision your sales and help you meet your customers' needs.

WHMCS has many more features that can help you fine-tune your system, making day-to-day operations easier and helping you grow your business. We encourage you to explore the many additional options available.

To start, try these next steps:

  • Configuring Admins
  • Activating MarketConnect in WHMCS
  • Configuring Invoice Settings
  • Configuring Email Piping
  • Configuring your Update Channel
  • Configuring a Lookup Provider
  • Configuring WordPress Hosting

 

The End! should you have any inquiries, we encourage you to reach out to the Vercaa Support Center without hesitation.

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