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Try Upmind for free
Community
Documentation
Changelog
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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
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
