Enscale - WHMCS Module - The setup wizard

D Dennis Nind 58 views

The wizard is the fastest way to go live: it connects, checks prerequisites, then creates your WHMCS products from our catalog with the prices you choose. You can re-run it any time.

What it does, step by step

  1. Connect — confirms your API URL + key are working (see Connecting to your provider).

  2. Prerequisites — checks the pieces it needs are in place (a server entry for provisioning, a product group to hold your products, and the registrar for domains) and sets up anything missing for you.

  3. Choose products — pick which of our catalog products you want to sell.

  4. Set pricing — for each product choose how to price it: a percentage markup over wholesale, or your own fixed prices, with optional rounding and which billing cycles to offer.

  5. Build — the wizard creates the products in your WHMCS, wired to the provisioning module and your pricing.

Products are created hidden and revealed automatically once they're priced, so a half-configured product is never exposed to your customers.

Pricing options explained

  • Percentage markup — e.g. wholesale + 30%. Simple and keeps margins consistent as wholesale changes.

  • Fixed price — you set the exact retail price per cycle. Full control; review it if wholesale moves.

  • Rounding — tidy prices to e.g. the nearest .00 or .99.

  • Cycles — choose which billing terms (monthly, annually, etc.) to offer.

Prices preview in your own currency before you build, using the wholesale figures from our Pricing page.

Re-running it safely

The wizard is idempotent: re-running it updates existing products rather than duplicating them, and preserves your mappings. Use it whenever you want to add products, change pricing, or re-apply setup after a module update.

You don't have to do everything at once — set up a couple of products, test an order end-to-end, then come back and add the rest.

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