For Digital Agencies

Simplified setup to automate billing, project management, and client support.

Quick Start Guide for Digital Agencies

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Getting Started

Your guide to finding answers, learning the platform, and getting the most out of Upmind's documentation resources.

How to Use Upmind's Knowledge Base

How to Create an Upmind Account

Upmind is the all-in-one business solution for any online business. Billing automation, Client management, Online Store, Customer support you name it, Upmind has it.

What Does Upmind Do?

Upmind lets you have a separate Admin Area for management and staff, and a Client Area for clients, so things can be managed smoothly and don't tie up.

Admin Area vs. Client Area

Managing Your Account

Add or change your admin information, such as name, address, email, avatar, etc, as you want.

How to Manage Your Admin Profile

Follow these steps to change your Upmind account password. You can also enable two-factor authentication to add a layer of security to your Upmind e-commerce account.

How to Change Your Admin Password

You can close it very easily in minutes, no questions asked.

How to Close Your Upmind Account

Security Management is important for any Account. Manage account security for your Upmind account and secure your complete automation platform account.

How to Manage Account Security as an Admin/Staff

Detailed overview for monitoring your business health and activity.

Admin Area Dashboard

If you're stuck or having questions, confusion, or any kind of help, Upmind is always available with its superior and dedicated team of support to help you.

Getting Help from Upmind

Get more, do more, achieve more with Upmind. Upgrade your plan and move forward faster and better than before. See how to upgrade your current plan with Upmind.

Upgrade Your Plan

Managing 2FA (Two-Factor Authentication) in Upmind

Enable, disable, enforce, and manage two-factor authentication for your admin or staff account.

How to Manage Two-Factor Authentication (2FA) as an Admin/Staff

Enable, disable, and manage two-factor authentication on your Upmind client account.

How to Manage Two-Factor Authentication (2FA) as a Client

Setup & Configuration

Branding

Understand your Upmind account structure.

What is an Organisation?

Upmind makes it easy to add, manage, and customise brand settings on an e-commerce platform.

How to Add Brands

Start today with your brand and excel. Upmind makes your business easier and faster.

How to Configure Your Brand Settings

Gives you a window and automates your business in many ways so you can focus on other important tasks.

How to Configure Business Settings

Brand your site with a unique URL. Point a unique domain to your default Upmind web address and learn how to add a custom domain name.

How to Add a Custom Domain Name

Customise the client area experience, from appearance and behaviour to registration and checkout.

User Interface Overview

The Upmind e-commerce platform gives you three options: login page, restoration page, or store page.

How to Set the Landing Page

Your navigation is now a little easier with the addition of the custom URL.

How to Add Your Custom URL to the Logo Button

Setup your e-commerce store with a multilingual feature and start global.

How Multi-language Works

Start with your client area for your business to provide a separate dashboard.

How to Create Client Area Templates

With Upmind's branding feature, you can rest brand data after you see what you can do with Upmind. For every client or new one, you can always reset information.

How to Reset Brand Data

Staff Users

Add unlimited team members to your organisation and manage what they can do. You can also impersonate them when needed.

How to Create Staff Users

Control what happens on an e-commerce store by setting user permissions. Create a user group with specific permissions and assign a user to the group.

How to Create User Groups

People can access according to their user permissions and work on the same dashboard.

Staff Login & Account Access

How to Restrict Staff Access to Client Profiles

Notifications

Notifications Overview

How to Integrate with Slack

Pre-generated notifications for your business.

About Default Notification Templates

Automate notifications with triggers and discover several ways to disable them.

How to Create & Disable Notifications

Preview results while creating a message.

How to Send a Test Notification

How to Send Admin Emails for New Orders

How to Get Email Notification When a Client Open Support Ticket

Email Configuring & Sending

How incoming/outgoing email works in Upmind to configure your web host to send email messages with the Upmind name and branding.

How does Email work in Upmind

Use email templates to save time and automate messaging for important triggers.

Email Messages vs Notifications

Upmind makes formating email templates easier for you so you can work with ease.

How to Format Email Templates

Save time by reusing templates or creating new ones.

How to Create and Send Client Bulk Email Messages

Notify customers about product or service changes in bulk.

How to Create and Send Product & Service Bulk Email Messages

With a few clicks, you can now send organized and informative emails to your clients easily.

How to Email a Client

Automatically copy emails to external services for reviews or archiving.

How to BCC Trustpilot in Upmind

Send test emails to confirm configuration and template appearance.

How to Test Emails

Track sent, failed, and queued emails with search and filtering.

How to View Email Logs

Introduction to Twig variables in Upmind email templates.

Email Template Twig Variables Overview

Overview of emails, actions, and triggers.

Email Triggers and Actions

Importing Data

Import your WHMCS data, files, and all other necessary information.

Importing from WHMCS

Importing tickets from SupportPal has never been easier with Upmind. It gives you an automated system to import all your support tickets in a few steps.

Importing Tickets from SupportPal

Upmind automates your information and business so you can import your important data easily.

How the Import System Works

CSV for all fields and sample data needed to import the necessary information.

Importing CSV Data

Orders Services

You can customise invoices and the client view as you like. With Upmind, the options are limitless.

Order Options Overview

Review orders and quickly survey e-commerce transaction activity. Check unpaid invoices, review open baskets, and more.

How to Review Orders

Customise settings to protect your e-commerce business. If needed, you can block access to the e-commerce store.

FraudMind™ Fraud Prevention and Security

Know more about guest checkout, to require an account login before completing a purchase.

How to Enable Guest Checkout

Customise the online store, choose the home currency, contact details, and more.

How to Manage the Basket

Other Setup Items

Parent And Child Accounts In Upmind

Create the terms and conditions page for your Upmind e-commerce. It should describe the terms and conditions to help buyers and protect sellers.

How to Create Terms and Conditions

Find out all about images and visuals for your business site with Upmind.

What is the Best Image Size for My Pictures?

Using Upmind

Client Management

How to Add & Manage Clients

Securely save important remarks and information.


How to Create Account Notes and Secrets

Clients share access to their products and support tickets

How Do Delegates Work?

A Guide to Account Level Delegates

How to Add Client Custom Fields

How to Add Delegates in Your Admin and Client Area

How to Manage Client Settings

Experience your store from the client perspective


How Impersonating a Client Works

How Does the Affiliate System Work

How to Add Client Tags

Storing Client Notes and Secrets

Automation Overrides on Client Level

Client Number Setting

Consolidate and simplify client data and management

How to Transfer Ownership and Merge Client's Accounts

Capture and manage prospective client relationships efficiently

How to Manage Leads

Service Desk

Learn about Upmind's  service desk features designed for e-commerce customer support tools and ticket system so you can manage customers efficiently. Check Now!

About Upmind's Service Desk Features

Read, assign, and respond to client tickets

How to Open and Assign Client Tickets

Create unique departments, add message forwarding, and more

How to Customise the Ticket & Support System

How to Create Support Department

Admins and other users can manage tickets

How to Create a Ticket

How to Manage Spam Tickets

How to Create Ticket Delegates

Learn how to my clients can create support tickets for your e-commerce store. Create info when you onboard new clients. Setup for your clients. Check Now!

How Do My Clients Create Tickets

How to Enable a Support PIN

Ticket Scheduling

How to Lock a Ticket

Managing Ticket Flows and Optimizations

How to Add Signatures on Ticket Messages

Manage multiple client tickets at once without going one by one.

Bulk Support Ticket Updates

Manage Client Services

Adjust subscription terms, pricing, and reactivate products

How to Modify a Subscription Contract

Edit due dates, payment methods, and more

How to Change Subscription Invoice Settings

How to Change a Subscription Service Level

How to Use Order Templates

If the customer already has an existing product or service that isn't yet billed in Upmind, this guide will explain how to add it to their account

Add an existing product or service

If the customer already has a product or service that hasn't been billed in Upmind, this guide will show you how to add it to their account. Because domains have specific expiry dates and renewal dates, we'll guide you on synchronizing the due dates after the import.

How to Add Existing Domain Names to an Upmind Client Account.

How to change the renewal date of a subscription

Invoicing & Taxes

Introduction to creating and sending invoices.

Quick Invoice Guide

Default invoice options, templates, and preferences.

How to Configure Invoice Settings

Invoice Numbering and Prefixes

How to Configure a Proforma Invoice

How to Set Sales Taxes (e.g., VAT, GST)

About Multi-Currency

Customise the exchange rate from the base currency.

How to Add Currencies and Exchange Rates

How to Configure Subscription Options

Managing complex recurring subscription pricing.

Advanced Subscription Pricing Tools

Automating billing cycles and due dates at brand, product, and contract product levels.