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User Guide

Client Area Guide

What your customers see and do: sign-up, the dashboard, services, domains, invoices and payments, tickets, affiliates, licences and languages.

These chapters come from the CoreInto manual and update by themselves whenever it changes.

TemplatesThe client area comes in two templates, chosen under General Settings, "Client area template". Both start with the same pages, features and texts; the shell around the pages differs. Guide LayoutEvery page starts with a thin strip. On the left it shows the company email address and, when "Company phone" is set, the phone number. On the right: the cart with its number of items, the light/dark switch and, when signed in, a bell with the account's notices and a menu under the person's initial… Guide Home/ opens with the heading and text set on the Store tab, a domain search box and a Transfer button, then four quick links . Hosting Plans shows a card per product group that is not hidden, with its headline, the first features of its cheapest plan, the "From" price in the visitor's currency and the… Guide Registration and sign-in/register exists when "Visitors may create an account without ordering" is on; otherwise it sends the visitor to the store, where an account is made at checkout. The form asks for the client's details , the custom fields marked "Ask at sign-up and checkout", a password typed twice , the marketing t… Guide Dashboard/client/ greets the person by name, with the time of their last sign-in and, when invoices are unpaid, a Pay now button with the amount due. Four tiles link to the lists: Services , Domains , Open Tickets and Unpaid Invoices with the amount due . Notices follow when something needs attention: overd… Guide The account menu/client/details is the account's profile, in cards: Billing details , More details , the Language choice when the language button is available, and Emails you receive with switches. The sidebar's Your Account block shows the account number, status badge, member-since date, currency, credit and last… Guide Services/client/services opens with three tiles and, when a service is suspended, a notice with a button to the unpaid invoices. The table lists product and domain, price and term, next due date, a status badge and a Manage button. The Current tab shows pending, active and suspended services; "All, includi… Guide Domains/client/domains opens with tiles for active domains, domains expiring within 30 days and pending ones, and a notice when something expires soon. The table lists each domain with registration and expiry dates , whether auto renew is on, a status badge and a Manage button. Current hides cancelled, fr… Guide Billing/client/invoices opens with three tiles: unpaid invoices with the amount due, overdue ones, and what was paid this year. The invoices follow, 25 a page, with tabs All, Unpaid , Paid, Cancelled and Refunded, each row with number, issue date, due date , total, a status badge and Pay or View. The side… Guide Support/client/tickets opens with tiles for open tickets, tickets awaiting the client's reply and closed ones, and a notice when replies are waiting. The table lists subject and number, department, last update and a status badge; Open shows those not closed, All shows every ticket. A ticket with a staff r… Guide Affiliates/client/affiliates appears in the account menu when the affiliate programme is on . A client who has not joined sees the commission rate, the sign-up bonus when there is one, and Join the affiliate programme. A member sees: Guide LicencesLicence products show their licence on the service page : the key, its status, what it is bound to and the last check. Reissue Licence clears the binding so the software can be moved; the licence binds again at its next check-in. The software checks in at /license/check, a public address that answe… Guide Contact form/contact exists when "Show the contact form" is on. The form on the left asks for a name, email address, subject and message, and a captcha when set; a signed-in person's name and address are filled in, and they are reminded that a support ticket is faster. The message is emailed to the address und… Guide LanguageWhen more than one language is installed and "Clients may choose their language" is on, the top bar of every public and client page has a language button that opens a window of every installed language . The choice is kept in the browser for a year; for a signed-in person it is also saved on their… Guide