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v0.60.8

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v0.60.8Documentation

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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 as an Admin/Staff
Admin Area Dashboard
Getting Help from Upmind
Upgrade Your Plan

Setup & Configuration

Branding
Staff Users
Notifications
Email Configuration and Sending Emails
Importing Data
Orders & Services
Other Setup Items

Using Upmind

Client Management
Service Desk
Manage Client Services
Invoicing and Taxes
Payment Methods
Product Management
Provisioning
Marketing Tools
Reporting
Affiliates
Ordering
- Place a 'Rapid' order (experimental)

Client Self-Service

Client Area
Customisation

For Web Hosts

Quick Start Guide for Hosting Companies or Resellers
Domain Names
Registrar Guides
Sell web hosting
Website Builders
Servers
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

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
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 to Add Additional Information to an Invoice

Adding notes, fields, or custom info

Updated 6 months ago

How to Edit an Invoice PDF Template