Product Setup Print

CREATING YOUR FIRST PRODUCT

1. In your WHMCS administration panel, go to Setup> Email Templates.
2. You will find three .txt files in the files that came with your module, Online Backup Welcome.txt, Online Backup Upgrade.txt and Online Backup Trial Ended.txt. You can use these to create the emails that are sent out for new clients, clients that upgrade and for services that have ended. Be sure to read thru and change these to suit your needs. Add hyperlinks to your client area and knowledgebase articles for instance.
3. In your WHMCS administration panel, go to Setup>Products/Services>Products/Services.
4. Click Create a New Group.
   
5. In the Create Group page enter your Group Name (i.e. Online Backup), Product Group Headline and Product Group Tagline. Select your Payment Gateways and Order Form and check if you want the group Hidden or not and click Save Changes.
   
6. In your WHMCS administration panel, go back to Setup>Products/Services>Products/Services.
7. Click Create a New Product.
   
8. In the Create Product Page enter your Product Type (Other Product/Service), Product Group (Select the group you just created) and enter the Product Name, Click Continue.
   
   
9. In the Edit product page click Module Settings. Select Account Type, Quota Size, Server Type and Default Timezone and fill these in to suit your accounts as you wish. After that, make sure you select the appropriate action as far as Product Setup (i.e. Automatically setup the product). Click Save Changes.
   
10. Next click on Details. Fill out this section how you want your package setup. Select the Welcome Email you created in the beginning. Click Save Changes.
    
11. Next click on Pricing. Setup your pricing according to your preferences.Select the Termination Email you created in the beginning. Click Save Changes.
    
12. Now that you have your first package setup you can use the Duplicate Product to create the otters. Just edit the new duplicated package to what you want.
    
13. After setting up all your packages you can go back thru each product and set the upgrade option under the Upgrades tab for each.
14. That’s It, your done and ready to start selling your backup solution. If you have questions or need help let us know. Open a ticket, send us an email. We will be happy to help.