For AI agents: visit https://docs.upmind.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
Go to upmind.com
Try Upmind for free
GitHub
Documentation
v0.60.8
Go to upmind.com
Try Upmind for free
GitHub
Documentation
v0.60.8
Documentation
How to Restrict Staff Access to Client Profiles
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
Powered by
How to Restrict Staff Access to Client Profiles
Copy Page
