Whitelabel Environment Setup Manual

✅ Setup Checklist

Step 1: Create or prepare your landing page

Step 2: Choose your billing solution (WHMCS, Upmind, or Manual)

Step 3: Verify payment gateway support for your region

Step 4: Set up your chosen billing platform

Step 5: Connect billing solution to License Management System

Step 6: Test the complete customer journey

Step 7: Launch marketing campaigns

📋 Overview

Setting up your whitelabel environment involves four key steps that will enable you to run your own branded platform and start selling to customers. This manual will guide you through each step of the process.

1Landing Page

Your landing page is the first impression potential customers will have of your business. It should clearly communicate your value proposition and guide visitors toward signing up or making a purchase.

Key Elements:

Clear headline describing your service
Benefits and features overview
Pricing information
Call-to-action buttons
Trust signals (testimonials, security badges)
Contact information

Options:

Build custom landing page (HTML/CSS/JavaScript)
Use website builders (WordPress, Webflow, Wix)
Use landing page platforms (Unbounce, Leadpages, Instapage)

2Billing Solution

Choose a billing solution to invoice customers and collect payments. You have three options, each with different advantages depending on your needs and budget.

Billing Options Comparison

Feature	WHMCS	Upmind	Manual Billing
Cost	Upfront license fees required	Free to start ⭐	Free (time investment)
Setup Complexity	Moderate	Easy ⭐	Simple but manual
User Experience	Good	Excellent ⭐	Basic
Automation	Full automation	Full automation	Manual process
Payment Gateways	Wide selection	Growing selection	Manual payment tracking
Best For	Established businesses	Startups & best UX ⭐	Very small operations

💡 Our Recommendation: For the best checkout experience and user interface, we recommend Upmind. However, before making your final decision, verify that your local payment gateways are supported.

Option 1: WHMCS

✓ Pros: Mature platform, extensive features, large community, many integrations

✗ Cons: Requires upfront license fees, steeper learning curve

Payment Gateway Check:

View WHMCS Payment Gateways

Option 2: Upmind (Recommended)

✓ Pros: Free to start, modern interface, excellent user experience, intuitive dashboard

✗ Cons: Newer platform, fewer payment gateways than WHMCS (but growing)

⚠️ Important: Before choosing Upmind, check if your local payment gateways are supported. This is crucial for your business operations.

Payment Gateway Check:

Check Upmind Payment Gateway Support

Option 3: Manual Billing

✓ Pros: No software costs, complete control, simple to start

✗ Cons: Time-consuming, prone to errors, not scalable, poor customer experience

Process:

Create invoices manually (using templates or accounting software)
Send invoices to customers via email
Track payments manually
Manually update license status in the License Management System

Note: Manual billing is only recommended for businesses with very few customers or as a temporary solution while setting up automated billing.

3Connect to License Management System

Once you've chosen and set up your billing solution, you need to connect it to our License Management System. This integration ensures that when a customer pays, their license is automatically activated or renewed.

Integration Process:

For WHMCS: Install the license management module and configure API credentials
For Upmind: Add the license management integration and set up webhooks
For Manual Billing: Manually create and manage licenses through the admin panel

What Gets Synchronized:

New license creation when customer purchases
License renewal when customer pays
License suspension when payment fails
License cancellation when subscription ends

📚 Documentation: Detailed API documentation and integration guides are available in your License Management System admin panel.

4Start Marketing Your Business

With your technical setup complete, it's time to attract customers and grow your business.

Marketing Channels:

Search Engine Optimization (SEO): Optimize your landing page for search engines
Content Marketing: Create blog posts, tutorials, and guides
Social Media: Build presence on relevant platforms
Paid Advertising: Google Ads, Facebook Ads, LinkedIn Ads
Email Marketing: Build and nurture your email list
Partnerships: Collaborate with complementary businesses
Referral Program: Incentivize existing customers to refer new ones

Initial Launch Checklist:

Test complete customer journey from landing page to license activation
Set up analytics (Google Analytics, etc.)
Prepare customer support channels (email, chat, help desk)
Create FAQ and documentation for customers
Announce launch on social media
Reach out to potential early customers

🎯 Quick Start Guide

Review the checklist at the top of this document
Decide on your billing solution based on budget and local payment gateway support
Set up your landing page while your billing platform is being configured
Connect your billing solution to the License Management System
Test the entire flow with a test purchase
Launch your marketing campaigns

❓ Need Help?

If you encounter any issues during setup or have questions:

Check the documentation in your License Management System admin panel
Contact our support team for technical assistance
Join our community forum to connect with other whitelabel partners

🎉 Ready to Launch? Once you've completed all steps, you're ready to start selling! Remember to continuously monitor your metrics and optimize your customer experience.