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 Setup Wizard. Follow the steps it provides to start configuring your WHMCS installation.

You can return to this interface at any time by going to Configuration > Setup Wizard (Help > Setup Wizard in WHMCS 7.10 and earlier).

When you finish the steps in the Setup 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. This document describes the Dashboard in WHMCS 8.0 and later.

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

At the top-left of each page, click the plus icon (+) to add a new client, order, invoice, quote, or ticket.

The menus to the right of the plus icon (+), like Clients, Orders, and Billing, let you access WHMCS's main features. You can click some of them to display unique pages:

  • Click Support to view the Support Overview page.
  • Click Addons to view the Apps & Integrations page.
  • Click the gear icon to view the Automation Status page.

The Account menu (displaying a user icon in the top-right of the page) has quick links to manage your admin account, take notes, access the client area, and log out.

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 Configuration > System Settings (Setup in WHMCS 7.10 and earlier) to see which areas you haven't configured yet.

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