Video: How to Configure the General Settings in WHMCS


This video tutorial provides Step-by-Step instructions for configuring the General Settings of your WHMCS installation.

Below is a transcript from the video above:

"How to Configure the General Settings in WHMCS"

This tutorial assumes you've already logged into your WHMCS Admin panel. Now, let's learn how to configure our general settings.

Click the "Setup" tab, then click "General Settings". There are several tabs you should go through to set up WHMCS the way that works best for you.

The "General" tab is where you can set your company name, email address, domain, and more. Let's make a few changes. When finished, click "Save Changes".

Click the "Localisation" tab. This is where you can change your default country and language and date format.

The "Ordering" tab is where you go to set your ordering options including the order form templates you wish to use.

The "Domains" tab is where you define whether or not you are going to sell domain registrations or allow domain transfers.

The "Mail" tab is where you can set up your mail and SMTP settings.

Click the "Support" tab. WHMCS allows you to install support modules that integrate with a standalone support solution, such as Kayako. But you can also choose to use the built-in support ticketing system that comes with WHMCS.

You can set your invoicing options here and set your credit options here. WHMCS has a built-in affiliate system, which you can set up here allowing you to pay commissions for referrals.

There are some security settings you can tweak here as well as social settings you can set here. Once you're finished making all the changes you want, don't forget to click "Save Changes".

This is the end of the tutorial. You now know how to configure your general settings in WHMCS.

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