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UpmindGo to upmind.comTry Upmind for freeCommunity
DocumentationChangelog
Go to upmind.comTry Upmind for freeCommunityUpmind
DocumentationChangelog

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
  • Getting Help from Upmind
  • Assisted Setup Service

Setup & Configuration

  • First Steps
  • Branding
    • What is an Organisation?
    • How to Configure Your Brand Settings
    • How to Configure Business Settings
    • How to Add Brands
    • How to Add a Custom Domain Name
    • How to Set the Landing Page
    • How multi-language works
    • How to Create Client Area Templates
  • Staff Users
    • How to Create Staff Users
    • How to Create User Groups
  • Notifications
    • Notifications Overview
    • How to Integrate with Slack
    • About Default Notification Templates
    • How to Create Notifications
  • 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 Email a Client
    • How to View Email Logs
    • How to test emails
  • Importing Data
    • Importing from WHMCS
    • Importing Tickets from SupportPal?
    • How the Import system works
  • 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
    • How to Create Terms and Conditions
    • What is the Best Image Size for My Pictures?

Using Upmind

  • Client Management
    • How to Add & Manage Clients
    • How to Create Client Notes
    • How Do Delegates Work?
    • How to Add Client Custom Fields
    • 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
  • 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 a Ticket
    • How to Create Ticket Delegates
    • How Do My Clients Create Tickets
    • How to Enable a Support PIN
  • 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 change the renewal date of a subscription
  • Invoicing and Taxes
    • How to Regenerate Invoices
    • Payment Options Overview
    • How to Set up Automatic Payments
    • How to Configure Subscription Options
    • How to Set Sales Taxes (e.g. VAT, GST)
    • How to Configure Invoice Settings
    • How to Check an Invoice Status
    • How to Issue Refunds & Credit Notes
    • How to Manage Renewal Automation Settings
    • About Multi-Currency
    • Advanced Subscription Pricing Tools
    • How to Edit an Invoice PDF Template
  • Payment Methods
    • How to Add Payment Gateways
    • GoCardless Webhooks
    • How to Take Payments
    • How to Add Stripe as a Payment Method
    • How to Add PayPal as a Payment Method
    • How to Add Bank Transfer as a Payment Method
    • How to Add Offline 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 GoCardless as a Payment Method
    • How to Add Offline as a Payment Method
  • Product Management
    • How to Create Products
    • How to Add Product Billing
    • How to Add Product Attributes
    • How to Add Product Options
    • How to Create Product Bundles
    • How to Create Price Lists
    • Subscription Settings Overview
    • Create Product Notifications
    • Configure Product Automation
    • How to Add Recommendations
    • How to create a free trial
    • Contract Automation Terminology
    • How to Edit a Product Category
    • How to create free trials
  • Provisioning
    • An Overview of Upmind Provisioning
    • Dynamic Deployment
    • How to remove a provisioning configuration
  • 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
  • Reporting
    • About Insights and Reports
    • Exports
    • How to Set Up Analytics
    • What is Customer Lifetime Value (LTV)
    • What is Churn Rate?
  • 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?
  • Ordering
    • Place a 'Rapid' order (experimental)

Client Self-Service

  • Client Area
    • How Do My Clients Register and Log in
    • How Do My Clients Change Account Settings
    • 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 custom JS / live chat
    • Creating Sales Websites

For Web Hosts

  • Web Hosting Quick Start Guide
  • Domain Names
    • How to Sell Domain Names
    • Managing TLDs
    • Recommended TLD billing settings
    • Using Multiple Registrars
    • How to add a Domain Availability Checker widget to your website
    • How to Add a TLD
  • 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 Input Domain Settings
  • Sell web hosting
    • * Hosting Integrations
    • Managing cPanel Servers
    • * How to Manage Multiple Webservers
    • How can I offer multiple WHM/cPanel reseller accounts in one Upmind instance
    • How to sell 20i & StackCP Hosting with Upmind
    • How to create hosting welcome emails
    • How to add Enhance webserver
    • How to add a Plesk Server
  • Website Builders
    • How to Integrate and Sell Basekit
  • Servers
    • How to add Linode products
  • WHMCS Comparison

Guides for Web Hosting Accounts

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

Legal and Information

  • Information Security
    • ISMS 5: Third Party Suppliers Policy
    • ISMS 8: Major Incident Management Procedure
    • ISMS 10: Anti-malware Security Standard
    • ISMS 21: Internal Audit Procedure
  • Terms and Conditions
  • Privacy Policy
  • Upmind IP Addresses
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Updated about 1 year ago