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Documentation
v0.60.8

Go to upmind.comTry Upmind for freeGitHubUpmind
Documentation
v0.60.8Documentation

Getting Started

  • How to Create an Upmind Account.
  • What Does Upmind Do?
  • Admin Area vs. Client Area

Managing Your Account

  • How to Manage Your Admin Profile
  • How to Change Your Admin Password
  • How to Close your Upmind Account
  • How to Manage Account Security as an Admin/Staff
  • Admin Area Dashboard
  • Getting Help from Upmind
  • Upgrade Your Plan

Setup & Configuration

  • Branding
    • What is an Organisation?
    • How to Add Brands
    • How to Configure Your Brand Settings
    • How to Configure Business Settings
    • How to Add a Custom Domain Name
    • User Interface Overview
    • How to Set the Landing Page
    • How to Add Your Custom URL to the Logo Button
    • How Multi-language Works
    • How to Create Client Area Templates
    • How to Reset Brand Data
  • Staff Users
    • How to Create Staff Users
    • How to Create User Groups
    • Staff Login & Account Access
    • How to Restrict Staff Access to Client Profiles
  • Notifications
    • Notifications Overview
    • How to Integrate with Slack
    • About Default Notification Templates
    • How to Create & Disable Notifications
    • How to Send a Test Notification
    • How to Send Admin Emails for New Orders
    • How to Get Email Notification When a Client Open Support Ticket
  • Email Configuration and Sending Emails
    • How does Email work in Upmind
    • Email Messages vs Notifications
    • How to Format Email Templates
    • How to Create and Send Client Bulk Email Messages
    • How to Create and Send Product & Service Bulk Email Messages
    • How to Email a Client
    • How to BCC Trustpilot in Upmind
    • How to Test Emails
    • How to View Email Logs
    • Email Template Twig Variables Overview
  • Importing Data
    • Importing from WHMCS
    • Importing Tickets from SupportPal
    • How the Import System Works
    • Importing CSV Data
  • Orders & Services
    • Order Options Overview
    • How to Review Orders
    • FraudMind™ Fraud Prevention and Security
    • How to Add Custom Fields to a Basket
    • How to Enable Guest Checkout
    • How to Manage the Basket
  • Other Setup Items
    • What's and How Parent & Child Accounts Work in Upmind
      • How to Set Up Parent Client Branding
    • How to Create Terms and Conditions
    • What is the Best Image Size for My Pictures?
    • Custom Cancellation Fields
    • How to Show Reason and Custom Cancellation Fields at the End of the Billing Term

Using Upmind

  • Client Management
    • How to Add & Manage Clients
    • How to Create Account Notes and Secrets
    • How Do Delegates Work?
    • A Guide to Account Level Delegates
    • How to Add Client Custom Fields
    • How to Add Delegates in Your Admin and Client Area
    • How to Manage Client Settings
    • How Impersonating a Client Works
    • How Does the Affiliate System Work
    • How to Add Client Tags
    • Storing Client Notes and Secrets
    • Automation Overrides on Client Level
    • Client Number Setting
    • How to Transfer Ownership and Merge Client's Accounts
    • How to Manage Leads
  • Service Desk
    • About Upmind's Service Desk Features
    • How to Open and Assign Client Tickets
    • How to Customise the Ticket & Support System
    • How to Create Support Department
    • How to Create a Ticket
    • How to Manage Spam Tickets
    • How to Create Ticket Delegates
    • How Do My Clients Create Tickets
    • How to Enable a Support PIN
    • Ticket Scheduling
    • How to Lock a Ticket
    • Managing Ticket Flows and Optimizations
    • How to Add Signatures on Ticket Messages
  • Manage Client Services
    • How to Modify a Subscription Contract
    • How to Cancel a Subscription
    • How to Change Subscription Invoice Settings
    • How to Change a Subscription Service Level
    • How to Use Order Templates
    • Add an existing product or service
    • How to Add Existing Domain Names to an Upmind Client Account.
    • How to change the renewal date of a subscription
  • Invoicing and Taxes
    • Quick Invoice Guide
    • How to Configure Invoice Settings
    • Invoice Numbering and Prefixes
    • How to Configure Proforma Invoice
    • How to Set Sales Taxes (e.g. VAT, GST)
    • About Multi-Currency
    • How to Add Currencies and Exchange Rates
    • How to Configure Subscription Options
    • Advanced Subscription Pricing Tools
    • Configuring Recurring Invoice Generation, Due Dates, and Automation Interval
    • Bulk Operations for Subscription Pricing, Billing Intervals, and Status
    • Schedule Price Changes for Contract Products
    • How to Check an Invoice Status
    • How to Regenerate Invoices
    • How to Issue Refunds & Credit Notes
    • A Guide to Invoice Consolidation
    • How to Edit an Invoice PDF Template
    • How to Add Additional Information to an Invoice
    • Invoice Shared
    • How to Use Swap Payment in an Invoice
    • How to Use Credit Limit
    • How to Manage Renewal Automation Settings
    • Revenue Recognition
  • Payment Methods
    • Payments in Upmind
      • Available Payment Gateways
    • How to Take Manual Payments
    • Payment Options Overview
    • Differences Between Stored Payment Methods and One-Time Payment Methods
    • How to Set up Automatic Payments
    • How to Manage the Payment Interval Before Invoice Due Date
    • How to Make Payments in Different Currencies
    • How to Use Different Payment Methods
    • How to Add Payment Gateways
      • How to Add Offline as a Payment Method
      • How to Add Bank Transfer as a Payment Method
      • How to Add Stripe as a Payment Method
      • How to Add BitPay as a Payment Method
      • How to Add CoinGate as a Payment Method
      • How to Add Flutterwave as a Payment Method
      • How to Add GoCardless as a Payment Method
      • How to Add PayFast as a Payment Method
      • How to Add Opayo as a Payment Method
      • How to Add Paysafecard as a Payment Method
      • How to Add Paystack as a Payment Method
      • How to Add PayU as a Payment Method
      • How to Add Openpay as a Payment Method
      • How to Add PesaPal as a Payment Method
      • How to Add RazorPay as a Payment Method
      • How to Add RazorPay Checkout as a Payment Method
      • How to Add dLocal as a Payment Method
      • How to Add Blockonomics as a Payment Method
      • How to Add Braintree as a Payment Method in Upmind
      • How to Add Micropayment as Payment Gateway
      • How to Add MercadoPago as a Payment Method
      • How to Add Paytm as a Payment Method in Upmind
      • How to Add SSLCOMMERZ as a Payment Method
    • Using PayPal with Upmind
      • How to Add PayPal Billing Agreement as a Payment Method
      • How to Add PayPal Express as a Payment Method
      • How to Add PayPal Legacy Subscription (Callbacks) as Payment Method
      • How to Add PayPal Pro as a Payment Method
      • How to Add PayPal Subscription Agreement as a Payment Method
      • How to Add PayPal Pro (REST) as a Payment Method
    • GoCardless Access Token & Webhooks
      • Manually Adding GoCardless Mandate Tokens in Upmind
    • How Staff Can Top Up Account Credit
  • Product Management
    • How to Create Products
    • How to Add Product Billing
    • How to Add Product Attributes
    • How to Add Product Options
    • How to Set Up Preselected Product Options/Attributes
    • How to Edit a Product Category
    • How to Create Product Bundles
    • How to Create Price Lists
    • Subscription Settings Overview
    • How to Create Free Trials
    • How to Create a Setup Fee
    • Auto-Populating Catalogue Prices
    • How to Add Upgrade/Downgrade Options for Products
    • How to Change Contract Product's Currency
    • How to Use Contract Product Tags
    • Create Product Notifications
    • Configure Product Automation
    • Contract Automation Terminology
    • How to Add Recommendations
    • What If Your Product or Service is Not Showing?
    • Split Bulk Orders into Separate Contract Products
  • Provisioning
    • What is Provisioning?
    • How Does Provisioning Work?
    • What are the Benefits of Provisioning?
    • Provision Configurations
      • Provision Categories in Upmind
    • Dynamic Deployement
    • Provisioning Options for Web Hosting
    • A Guide to cPanel/WHM Provisioning Options
    • How to Remove a Provisioning Configuration
    • Contract Product Provision Management
    • Brand Provisioning Fields
    • Provisioning Settings
    • Upmind Marketplace
    • Product Notes and Secrets
  • Marketing Tools
    • How to Create a Basic Promotion Code
    • How to Create a Promo Code for a Group of Items
    • How to Create an Advanced Promo Code
    • Free Trials
  • Reporting
    • About Insights and Reports
    • How to Set Up Google Tag Manager with Upmind
    • How to Get the GTM Script URL
    • How to Set Up Google Analytics with Upmind
    • Supported Event Types
    • Analytics and Tracking
    • What is Churn Rate?
    • Retention Tools (Beta)
    • Invoice Reporting for Accounts
    • Setting up Export to Amazon S3 in Upmind
    • What is Customer Lifetime Value (LTV)
  • Affiliates
    • Create an Affiliate System
    • Create an Affiliate Tier
    • How do My Clients Create and Manage Affiliate Sales
    • What are Affiliate Links and How do they work?
    • Affiliate: Enable and Request Manual Commission Withdrawals
  • Ordering
    • Place a 'Rapid' order (experimental)

Client Self-Service

  • Client Area
    • How Do My Clients Register and Log in
    • Overview of the Client Area Dashboard
    • How Do My Clients Change Account Settings
    • How to Find Support PIN in Client Area
    • How Do My Clients Add a Payment Method
    • How Do My Clients Place an Order
    • How Do My Clients Cancel a Recurring Payment
    • How Do My Clients Manage Tickets
    • How Do My Clients Review Billings
    • How Do My Clients Check Their Account Balance
    • How Do My Clients Create Contract Delegates
    • How Do My Clients Turn off Auto-Renew
  • Customisation
    • Adding JS / Live Chat Widget
    • Creating Sales Websites
    • Customising Behaviour

For Web Hosts

  • Quick Start Guide for Hosting Companies or Resellers
  • Domain Names
    • How to Sell Domain Names
    • Recommended TLD billing settings
    • How to Add a TLD
    • How to Input Domain Settings
    • Why Your TLD isn’t Showing in the Store?
    • Domain Transfer Setup
    • Using Multiple Registrars
    • How to add a Domain Availability Checker widget to your website
  • Registrar Guides
    • How to Link Enom with Upmind
    • How to Link ResellerClub Domains with Upmind
    • How to Link NetEarthOne with Upmind
    • How to Link Hexonet with Upmind
    • How to Link OpenSRS with Upmind
    • How to Link Nominet with Upmind
    • How to Link LogicBoxes with Upmind
    • How to Link ConnectReseller with Upmind
    • How to Link Resell.biz with Upmind
    • How to Link OpenProvider with Upmind
    • How to Link NameSilo with Upmind
    • How to Link Realtime Register with Upmind
    • How to Link GoDaddy with Upmind
    • How to Link InterNetX with Upmind
    • How to Link EuroDNS with Upmind
    • How to Link InternetBS with Upmind
    • How to Link Namecheap with Upmind
    • How to Link Domain Name API to Upmind
    • How to Link UG Registry with Upmind
    • How to Link CentralNic Reseller with Upmind
    • How to Link EURid with Upmind
    • How to Link TPP Wholesale with Upmind
    • How to Link Synergy Wholesale with Upmind
    • How to Link Netim with Upmind
    • How to Link Moniker to Upmind
    • How to Link Netistrar to Upmind
    • How to Link BD Reseller to Upmind
    • How to Link OpusDNS to Upmind
  • Sell web hosting
    • How to sell WHM/cPanel hosting
    • How to sell 20i & StackCP hosting
    • How to sell Enhance hosting
    • How to sell Plesk hosting
    • How to sell Direct Admin hosting
    • How to Sell CentosWeb Panel
    • How to Sell PanelAlpha Hosting
    • How to Sell Webuzo Hosting
    • How to Sell SPanel Hosting
    • How Can I Offer Multiple WHM/cPanel Reseller Accounts in One Upmind Instance
    • How to Create Hosting Welcome Emails
  • Website Builders
    • How to Integrate and Sell Basekit
    • How to Integrate and Sell Weebly
    • How to Integrate and Sell Yola
    • How to Integrate and Sell Duda
  • Servers
    • How to add Linode products
    • How to add Virtualizor products
    • How to add VirtFusion products
    • How to add Manual Server products
  • SEO
    • Integrating Marketgoo to Upmind: A Step-by-Step Guide
    • Integrating Ranking Coach to Upmind
  • Email Service
    • How to Integrate and Sell Titan Email Products
  • WHMCS Comparison
  • Software Licenses
    • How to Sell ispmanager Licensing
    • How to Sell Pax8 M365 Licensing

Guides for Web Hosting Accounts

  • Link a WHM Account to Upmind
  • Create a Hosting Package
  • Understanding an Order

For Digital Agencies

  • Quick Start Guide for Digital Agencies

For Managed Service Providers

  • Quick Start Guide for Managed Service Providers

Developers

  • Webhooks
    • Consuming Webhooks
    • Webhook Events with Client Triggers
    • Webhook Events with Client Address Triggers
    • Webhook Events with Contract Product Triggers
    • Webhook Events with Invoice Triggers
    • Webhook Events with Invoice Payment Triggers
    • Webhook Events with Provision Result Triggers
    • Webhook Events with Ticket Triggers
    • Webhook Events with Ticket Message Triggers
  • Stripe SDK (Payment Flow)
  • API Tokens
    • Upmind API Guide: Generating API Tokens

Legal and Information

  • Information Security
  • Terms and Conditions
  • Privacy Policy
  • Upmind IP Addresses
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How Do My Clients Register and Log in

Your customers follow these steps

Updated about 1 year ago


Place a 'Rapid' order (experimental)
Overview of the Client Area Dashboard