> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quick Start Guide for Managed Service Providers
> Fast, practical setup to automate billing, client management, and service provisioning for MSPs.
Upmind is an all-in-one billing and automation platform ideal for Managed Service Providers (MSPs), for easy management of complex service contracts, multiple brands, and client subscriptions.
This guide offers a clear, step-by-step onboarding plan focused on the most important features tailored for MSP business operations. You will need to do the following:
1. **Create and configure your Upmind account**
2. **Verify your account**
3. **Log into the admin panel**
4. **Configure your domain**
5. **Change the organisation name display**
6. **Set store currency**
7. **Define products and services**
8. **Create categories**
9. **Create products**
10. **Add product details**
11. **Upload images**
12. **Configure billing**
13. **Set up billing and payment processing**
14. **Configure provisioning**
15. **Manage client accounts and support**
16. **Launch your online store**
17. **Use analytics and reporting to optimise your business**
You can also follow this [guide](/getting-started/how-to-create-an-upmind-account) to create your own profile.
## **Create and configure your Upmind account**
1. Go to [Upmind.com](http://Upmind.com).
2. Click on **Start** for free.
3. Enter your email and sign up.
## **Verify your account**
1. Check your email (and spam) for Upmind’s verification link within 5 minutes.
2. Click the link to open your organisation’s admin dashboard. Your account is now live.
## **Log into the admin panel**
1. Visit your `Admin Panel` login page at [https://my.upmind.com/login](https://my.upmind.com/login).
2. Enter your credentials to log in.
## **Configure your domain**
1. Upmind creates a unique subdomain for your store ending with `.upmind.app`.
2. After setup, [configure your own domain](/setup-and-configuration/branding/how-to-add-a-custom-domain-name) (e.g., `yourdomain.com` or `clientarea.yourdomain.com`).
## **Change the organisation name display**
1. Go to **Settings** > **Brand Settings** under **Branding and Customisation**.
2. Enter a new name and click **Save**.
Upmind updates the [organisation](/setup-and-configuration/branding/what-is-an-organisation) name on screen, but not the domain name.
An Upmind account is an organisation that can include multiple brands configured on the brand page. If you manage several businesses under the same legal entity, use multi-brand mode within one organisation. Or you can create separate organisations for distinct legal entities.
## **Set store currency**
1. Go to **Settings** > **Business Settings** under **E-commerce Settings**.
2. Set your **Store Currency**, which will be the primary currency.
Upmind supports [multiple currencies](/using-upmind/invoicing-and-taxes/about-multi-currency), but your primary (base) currency is fixed once you record your first transaction. This base currency drives all reporting and conversions and cannot be changed afterwards, so choose it carefully.
## **Define products and services**
1. Access it `Store Catalogue` from the dashboard by clicking on **Store Catalogue**.
2. You can also click **Settings** and select the **Product Catalogue** tile under **Products and Promotions**.
## **Create categories**
Categories help you organise your products and can be edited at any time.
### **Add a new category**
1. On the `Product Catalogue` page, click **Add New**.
2. Choose the **Products category**.
3. Enter a unique category name.
4. Add a category description (visible to website visitors).
5. Click **Create**.
The new category appears in the catalogue.
## **Create products**
You can add products in two ways:
1. Click **Add New** > **Product** on the `Product Catalogue` page.
2. Or, click the three-dot menu next to a category and select **Add product**.
3. Choose **Single** product (default) or **Product** bundle.
4. Complete the product fields (name, descriptions, etc.).
5. Click **Create**.
The `Product Details` page displays the category and product name.
## **Add product details**
On the `Product Details` page, you can add or edit product info:
* **Product Description**: Detailed information about the product, such as features and benefits. Longer text supported.
* **Product Short Description**: A concise description of up to 130 characters to grab attention.
Text exceeding 293 characters in the product description is clipped automatically with a read more link.
The product excerpt displays on the **Add to Basket** page.
## **Upload images**
You can add up to 10 images per product to enhance its presentation. Click the upload area to select images. The first uploaded image becomes the default.
You can also change the default image by hovering over the thumbnail and clicking the star.
Learn about [suggested image sizes](/setup-and-configuration/other-setup-items/what-is-the-best-image-size-for-my-pictures).
## **Configure billing**
1. Select `Product billing` from the menu.
### **Create a one-off payment price**
1. Click the *One-off payment* tile.
2. Enter the price for your default currency.
3. Add prices for additional currencies. (Optional)
To remove a currency, click the X icon next to it.
4. Click **Save**.
### **Configure the multi-currency option**
If a product doesn’t have a set price in a specific currency (for example, it’s only priced in your primary currency), you can control how Upmind handles it.
By default, it follows your brand’s [multi-currency](/using-upmind/invoicing-and-taxes/about-multi-currency) settings, but you can override this per product by choosing one of three options.
* **Omit product**: Product unavailable in that currency.
* **Make available**: Automatically convert price using current exchange rates.
* **Inherit brand default**: Use your brand’s global multi-currency setting.
### **Set up recurring payments**
1. Click the **Recurring payment** tile.
2. Scroll to the pricing section and click **Add new term**.
3. Choose a billing term from the dropdown menu (monthly, yearly, etc.).
The term defines how often automatic payments occur. Recurring charges continue for the length of the customer’s plan and will renew at the end of the term unless cancelled.
* If a customer chooses Package A with a monthly term, the next payment will be charged the following month.
* If a customer chooses Package B with an annual term, a single payment covers the full year, and the next payment will be charged on the renewal date the following year.
4. For custom plans, select **Custom** and enter the number of months.
5. Add prices for each currency accordingly.
6. Add more terms if needed.
7. To delete a term, click **Delete** next to it.
8. Click **Save**.
### **Select the default payment term**
When multiple subscription options exist, you can set which term displays by default to customers.
At the bottom of the billing page, select the default.
## **Set up billing and payment processing**
1. Go to **Settings** > **Payment Providers** under **E-commerce Settings**.
2. Click **Add payment provider** and configure [payment gateways](/using-upmind/payment-methods/payments-in-upmind/available-payment-gateways) like Stripe, PayPal, or offline payment methods.
## **Configure provisioning**
Here, we will use **Servers** with **Virtualizor** provisioning as an example.
1. Go to **Settings** > **Provision Configurations** under **Provisioning**.
2. Click on **Add New Configuration**.
3. Select **Servers** from the dropdown and choose **Virtualizor**.
4. Fill in the details (Hostname, Port, API Key, API Password, Location type).
For more details, see this [guide](/for-web-hosts/servers/how-to-add-virtualizor-products).
5. Select `Provisioning` from the menu of your product.
6. Select **Server** as your blueprint and choose **Virtualizor**.
7. Choose your **Provider Configuration**.
8. You can keep the `Setup Functions` as **Default**, and `Order Setup Fields` as **Inherit from Category**.
9. Under `Provision Fields`, you need to configure your **Virtualization Type**, **Server Location**, **Server Image**, **Server Size**, **Server CPU Cores**, **Server Memory MB**, and **Server Disk MB**. You can get all the details (for example, disk space, monthly bandwidth limit, etc.) from your panel.
## **Manage client accounts and support**
1. Add clients manually under **Clients** > **Add New**.
2. Associate clients with hosting packages and contracts to trigger correct billing and provisioning.
3. You can configure [email piping](/setup-and-configuration/email-configuring-and-sending/how-does-email-work-in-upmind) for support tickets by going to **Settings** > **Support Departments** under **Branding and Customisation**.
You can get more information on support departments in this [guide](/using-upmind/service-desk/how-to-create-support-department).
4. You can also implement Upmind’s built-in ticketing system to handle customer enquiries or technical support. [Tickets](/using-upmind/service-desk/how-to-create-a-ticket) link to client records for holistic case management.
## **Launch your online store**
1. List hosting packages and additional services for customer self-service ordering.
2. Customise pricing, offers, and promotions to attract new customers.
3. Configure checkout flow, payment options, and communication templates.
4. You can check the customer journey by [impersonating a client](/using-upmind/client-management/how-impersonating-a-client-works) and seeing the purchase process.
## **Use analytics and reporting to optimise your business**
1. Review [Insights and Reports](/using-upmind/reporting/about-insights-and-reports) to track sales, client growth, revenue by product, churn, and LTV.
2. Monitor billing performance and customer payment behaviour from the **Admin Dashboard**.
3. Use [Google Analytics](/using-upmind/reporting/how-to-set-up-google-analytics-with-upmind) and [Tag Manager](/using-upmind/reporting/how-to-set-up-google-tag-manager-with-upmind) integrations to gain website and portal insights.
4. Adjust pricing, marketing, or support strategies based on data.