Guide: Launch the app for the first time

From a fresh install to a client tapping your app on their home screen.

About 15 minutes.

  1. Run setup The wizard checks HTTPS, PHP extensions and your WHMCS version before anything else, so you find out about a blocker now rather than after you have told clients about the app.
  2. Choose the API admin account Create a WHMCS administrator used only by the app. The wizard lists your existing accounts; a dedicated one is safer because you can disable it without affecting a real person.
  3. Add your logo, colour and icons Upload a 192px and a 512px square PNG and set the brand colour. This is what turns a generic portal into your app on someone's phone.
  4. Pick the sections clients see Billing, tickets, services and domains each switch on independently. Start with billing and tickets; they cover most of what people open a hosting portal to do.
  5. Generate notification keys Generate the VAPID pair and send yourself a test. Do this before launch: keys can only be regenerated by making everyone re-subscribe.
  6. Install it yourself and check Open the app URL on your own phone, add it to your home screen, sign in as a test client and pay a test invoice. Anything awkward here will be awkward for every client.