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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
Getting Help from Upmind
Upgrade Your Plan
Setup & Configuration
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 to Add your Custom URL to Logo Button
How multi-language works
How to Create Client Area Templates
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 View Email Logs
How to test emails
How to BCC Trustpilot in Upmind
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
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
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
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
How to Regenerate Invoices
Invoice Numbering and Prefixes
How to Configure Proforma Invoice
Quick Invoice Guide
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
Configuring Recurring Invoice Generation, Due Dates and Automation Interval in Upmind
How to Check an Invoice Status
How to Issue Refunds & Credit Notes
How to Manage Renewal Automation Settings
About Multi-Currency
How to Add Currencies and Exchange Rates
Advanced Subscription Pricing Tools
How to Edit an Invoice PDF Template
Revenue Recognition in Upmind
How to Add Additional Information to Invoice?
A Guide to Invoice Consolidation
Invoice Shared
How to Use Credit Limit
Schedule Price Changes for Contract Products
Bulk Updates for Subscription Pricing, Billing Intervals, and Status
Payment Methods
How to Manage the Payment Interval Before Invoice Due Date
How to Make Payments in Different Currencies
How to Use Different Payment Methods
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 to Take Payments
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 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
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 Create a Setup Fee
How to Create Product Bundles
How to Create Price Lists
Subscription Settings Overview
Create Product Notifications
Configure Product Automation
How to Add Recommendations
Contract Automation Terminology
How to Edit a Product Category
How to create free trials
What If Your Product or Service is Not Showing?
Auto-Populating Catalogue Prices
How to Change Contract Product's Currency
How to Add Upgrade/Downgrade Options for Products
Provisioning
An Overview of Upmind Provisioning
Dynamic Deployment
A Guide to cPanel/WHM Provisioning Options
How to remove a provisioning configuration
Action Management Tools
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 Set Up Google Analytics with Upmind
Supported Event Types
What is Customer Lifetime Value (LTV)
What is Churn Rate?
Retention Tools (Beta)
Invoice Reporting for Accounts
Setting up Export to Amazon S3 in Upmind
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
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
Web Hosting Quick Start Guide
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 Netim with 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 Can I Offer Multiple WHM/cPanel Reseller Accounts in One Upmind Instance
How to Create Hosting Welcome Emails
How to Sell CentosWeb Panel
Website Builders
How to Integrate and Sell Basekit
How to Integrate and Sell Weebly
How to Integrate and Sell Yola
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
Email Service
How to Integrate and Sell Titan Email Products
WHMCS Comparison
Guides for Web Hosting Accounts
Link a WHM Account to Upmind
Create a Hosting Package
Understanding an Order
Developers
Webhooks
Consuming Webhooks
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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Updated 3 months ago
How to Create an Upmind Account.
