Will the system automatically charge my customers credit card once the trial period expires?
As of now, no - but we are working on a solution in the near future. When your customer's trial is expired, they will see a pop up window after logging prompting them to contact you to renew their services.
How do I choose what happens after a trial expires?
After a user's trial expires, they can either automatically convert to an active account or their account can expire. Trial expiration options: Select the Settings tab Select the Signup and Login tab Select the post-trial option you would like to ...
What types of accounts can I offer?
You can offer your users a Trial or Non-Trial account. You will set the trial status when you create the account for your user. Select Create Account. There are two options for account type: Trial Period and No Trial Period When selecting Trial ...
How do I set the length of my trial?
You can set a specific length for your users' trial period. The maximum number of days they can be in a trial is 14. Setting trial length: Select the Settings tab Select the Signup and Login tab Enter the number of days you want users to be in a ...
How do I create the product plans I will provision in WHMCS?
First, create a product group and then create a product. The products are called plans. These plans are available for your users. To create a product group, go to Setup > Product / Services > Product / Services. Select Create a New Group. Products ...
Where can I customize my Digital Report Card?
Our Digital Report Card is an assessment tool that can: Help marketing and sales teams by equipping them with insights on their lead's online presence. Help generate and collect leads. Identify opportunities where you can provide them solutions. For ...