Adding a Client
To add a new client, go to Clients > Add New Client. You will then be presented with the Add New Client form. You can choose whether or not to send the client a welcome info email using the tick box at the bottom of the page.
Adding a Contact
To add a new contact, begin by locating the client in your WHMCS and entering their Clients Summary page and then click on the Contacts tab. If they already have existing contacts setup, the first of these will be shown - in this case, you need to choose Add New from the dropdown menu. If they don't have any contacts setup then you can just proceed with entering the details of the new contact. Clients can also manage contacts from the client area themselves.
The minimum required fields are First & Last Name and Email Address. The other fields are optional when adding a contact from the client area. You will see an Email Notifications section with 5 checkboxes for each of the five email categories that you can assign this contact to. Just tick the boxes for the email groups you want this contact to receive.
Once completed, simply click the Add Contact button to complete the process.
Setting a Billing Contact
A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different (if using a merchant gateway). A billing contact is setup in the normal way as above and then from the main profile area for that client, in the Default Billing Contact you need to select the contact which you've setup for the purpose.
Changing a Clients Status
Rather than deleting a user you would normally just change the users status for record keeping purposes. To do this, go to the Profile tab of the client you wish to change and then select the status you want in the dropdown box. Then click the Save Changes button to save the new status.
- Active - Can login and has active services
- Inactive - Can login but has no active services currently
- Closed - No active services and cannot login to the client area
Please note: The clients status does not stop invoicing if their packages status is still active
