How to configure General Settings in WHMCS?

Majority of WHMCS’s general settings are configured via the General Settings page. This tutorial is created to discuss these setting so follow along! Watch the demo video tutorial on Configuring General Settings in WHMCS

  1. Log into your WHMCS admin panel and click on Setup from the top tabs listed.setup-from-whmcs
  2. Click on General Settings from the drop down menu.click-on-general-setup-link
  3. On this first tab, you can change your company name, email address, domain and more.general-settings-main-interface
  4. Scroll down to make some changes on the Templates section.change-current-values
  5. Here we will change the current template style used in our WHMCS account.change-the-current-template-style
  6. Click Save Changes.click-on-save-changes
  7. Now, click on the Localisation tab to change your default country and language.localisation-tab-of-general-settings
  8. Next, the ordering tab. This is where you can change your ordering options. select-the-ordering-tab
  9. If you dislike the default order form template, try them all until you find the one you like the best.available-templates-in-general-settings
  10. More web hosts will probably want to require their clients’ acceptance of the terms of service. Be sure to enter the URL to your TOS page in the box below.enable-terms-of-service-acceptance
  11. Customize any other options then scroll back up.
  12. Click on the Domains tab to set your domain. The defaults should be fine for most purposes.click-on-the-domains-tab
  13. As you can see, you can set default name servers, and default client details. After you all done, go scroll top. domin-features-to-changeavailable-name-servers
  14. Next, click on the Mail tab.click-on-the-mail-tab
  15. On this page, you can set up your mail and SMTP settings.change-current-values-of-mail-tab-smtp-values
  16. Now click on the Support tab.click-on-support-tab
  17. WHMCS allows you to install Support Modules that integrate it with a standalone support solution such as Kayako. This is where you choose the support module you wish to use.change-support-module-settings
  18. Look over the other tabs and change any options you want, then click Save Changes.

That’s it! You now know how to configure general settings in WHMCS.

Configuring General Settings in WHMCS