This tutorial assumes you've already logged in to your WHMCS admin panel
Now let's learn how to manage clients
1) Go to the Clients menu and click View/Search Clients
2) To view a client's profile, click on the client's name
This page will show you the client's information and stats. The right column will show you a list of shortcuts to actions that can be performed such as adding a new order for this client
Here we can see other information about the client and even send an email
Here we can see a list of products/services, addons, and domains this client has purchased
3) Click the Profile tab
This is where you can edit the client's information
4) Make some changes then scroll down
5) Click Save Changes
6) Now click Contacts
On this page, you can add a contact for the client
7) Go to Products/Services
This is where you can edit the client's products and services
8) Go to Domains
Here we can see the domains this client has purchased and edit information about each one
9) Click Billable Items
If this client has been billed for additional items, they will show up on this page
10) Go to Invoices
Any invoices this client has received will show up below
11) Go to Quotes
Any quotes you have given to this client will show up here
12) Click Transactions
If this client has sent a payment, it will show up below
13) Click Emails
Any emails this client has received in WHMCS will show up here
14) Go to Notes
Here you can add notes about the client
That's it! You now know how to manage clients in WHMCS
