Reviewing your hosting packages in the client portal

WHMCS 5 end-user series

4. Reviewing your hosting packages in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to review our hosting packages.

1) You can get product/services details in two different ways. Click my services in quick links

Number in brackets indicates number of active items. In this case we have 1 active service.

Another way of getting list of hosting packages is, click on my products & services in top navigation.

Ok this is the hosting packages page where we can view all of our packages and options.

2) Click view details.

Here is your package details, including date, package name, doman etc.

Scroll down.

3) If we ever want to cancel this service, we can do so by clicking the request cancellation button here.

In WHMCS 5, You will also get option of changing password within WHMCS!

4) Click back.

This is the end of the tutorial. You now know how to review your hosting packages in the client portal.

How to update your billing information in the client portal

WHMCS 5 end-user series

3. How to update your billing information in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to update our billing information.

1) Click the my details link.

Here we see our details including Name, Address and Phone number. In order to for payments to be properly processed this information must be valid. Please confirm all details.

Now check bottom of this page.

You can set here your payment method, whichever is available by seller, Just choose them from first drop down menu. You can also select your current contact address as default billing contact  or you can create new address and select it from the second drop down shown here.

2) Let’s select first payment method.

Seller has currently only one payment method, Paypal. Let’s select that for now.

3) Now let’s check default billing contact.

We haven’t add any other contact address so just select the default contact.

4) Then click save changes.

This is the end of the tutorial. You now know how to update your billing information in the client portal.

How to update your personal details in the client portal

WHMCS 5 end-user series

2. How to update your personal details in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to update your personal details.

Here you can preview your details.

1) Click the my details link.

This is the personal details page where we can modify our name, address and more.

Let’s go ahead and make some changes.

2) When finished, click save changes.

That’s it! Our personal details have now been modified.

3) Click the client area link.

Our new updated personal details can be seen here.

This is the end of the tutorial. You now know how to edit your personal details in the client portal.

How to change your password in the client portal

WHMCS 5 end-user series

10. How to change your password in the client portal

This tutorial assumes you’ve already logged in to the client portal.

Now let’s learn how to change our password.

1) Click my details link.

2) Click change password.

3) Type your exisiting password.

4) Enter a new password here.

5) Re-enter your new password here.

6) Then click save changes.

That’s it! Our password has been changed.

Remember that you should change your password often, for security reasons.

7) Click client area link.

After changing your password, you will need to log in again. Let’s do that now.

This is the end of the tutorial. You now know how to change your client portal password.