Creating a new product or service in WHMCS involves several steps. Here's a step-by-step guide:
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Log in to WHMCS Admin Panel:
- Open your web browser and navigate to the WHMCS admin login page.
- Enter your admin username and password to log in.
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Access the Product/Service Setup:
- Once logged in, go to the "Setup" tab in the top navigation menu.
- Under the "Products/Services" group, select "Products/Services."
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Create a New Group (if needed):
- If you want to organize your products/services into groups, you can create a new group first.
- Click on the "Create a New Group" button, enter the details, and save.
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Add a New Product/Service:
- In the "Products/Services" page, click on the "Create a New Product/Service" button.
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Fill in Product/Service Details:
- Complete the form with details such as product name, description, and other relevant information.
- Choose the product group (if applicable whmcs order form templates).
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Pricing and Billing Cycle:
- Set the pricing for the product/service. Specify the setup fee, recurring amount, and billing cycle (monthly, annually, etc.).
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Module Settings (if applicable):
- If the product/service is associated with a module (e.g., hosting), configure module settings.
- This may include server details, resource allocation, etc.
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Custom Fields (if needed):
- Add any custom fields if required. For example, you might want additional information from the customer during the order process.
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Link to Domain (if applicable):
- If the product involves domain registration, configure domain settings. This might include linking to a registrar or setting pricing.
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Welcome Email and Module Commands:
- Configure the welcome email settings that customers will receive upon ordering.
- If applicable, set up any module commands or automation associated with the product.
- Save Changes:
- After entering all the necessary details, scroll down to the bottom of the page.
- Click the "Save Changes" button to create the new product/service.
- Test the Order Process:
- To ensure everything is set up correctly, go to your client area and test the order process for the new product/service.
By following these steps, you can successfully create a new product or service in WHMCS and make it available for ordering through the order form.