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 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 login to the client portal

WHMCS 5 end-user series

1. How to login to the client portal

1) This is main page for WHMCS. To get login page, click client area link.

This is the login page for the client portal. Now let’s learn how to login.

2) Enter your email address here.

3) Then enter your password here.

4) Click login.

That’s it! We are now logged in to the client portal and can begin managing our hosting services, invoices, etc.

5) When finished, click the logout link here.

We are now logged out of the client portal.

6) Click the click here to continue link.

This is the end of the tutorial. You now know how to login to the client portal