Guides & TutorialsGetting Started InstallationFirst Login and the Setup Wizard

First Login and the Setup Wizard

Logging In

Now that you have installed WHMCS and configured the automation cron job, you can log in to the admin area and start configuring WHMCS.

First, navigate to yourdomain.com/whmcs/admin, replacing yourdomain.com with your path to the WHMCS installation.

To log in, use the administrator details you provided during the installation wizard, and then click Login.

Setup Wizard

When you log in, you will see the Getting Started Wizard. Follow the steps it provides to start configuring your WHMCS installation.

You can return to this interface at any time by going to Help > Setup Wizard.

When you finish the steps in the Getting Started Wizard, click Finish

The WHMCS Dashboard will appear.

Administration Area

The Dashboard is part of the admin area. From here you can manage every aspect of WHMCS.

There are some common elements to every page throughout the admin area:

The top-left of each page has quick links to the admin area home and client area, and to let you take notes, manage your admin account, and log out.

Next are some quick statistics, allowing for monitoring of key metrics from any page in the admin area: Pending Orders, Overdue Invoices and Ticket(s) Awaiting Reply.

Below that are tabs to the main navigation links, like Clients, Orders, and Billing. Hover over each tab to view the menu items.

You can click some tabs to display unique pages:

  • Click the Support tab to view the Support Overview page.
  • Click the Addons tab to view the Apps & Integrations page.
  • Click the Setup tab to view the Setup Tasks page.

Dashboard

When you log in to the admin area, the Dashboard will display. This provides an overview of automation, support, and business operations in a customizable visual layout.

At the top of the page are the Badges. These display important statistics and items that may require your attention. Click a badge to see the items in question.

The Dashboard page is comprised of widgets. These widgets are customizable units that each contain a particular piece of information about WHMCS and your business operation.

You can drag and drop widgets into new positions, minimize them, and manually refresh them by clicking the buttons in the widget heading.

You can hide widgets entirely by clicking the cog icon in the top-right corner:

General Settings

Further Configuration

There are many WHMCS features that you can configure. For a list, see the Setup Tasks checklist. Click the Setup tab to see which areas you haven't configured yet.

Next, we will look at some recommended steps you can take to further secure WHMCS.