Premium Onboarding Wizard
Give customers a polished, responsive multi-step onboarding experience inside WHMCS.
FEATUREDWHMCS 8.10 and 9.x · PHP 8.1–8.3
ANGLEMODULES / CLIENT-ONBOARDING-PRO
Client Onboarding Pro
Create premium multi-step customer onboarding experiences inside WHMCS with dynamic questions, lead scoring, segmentation, conditional flows, automation rules and detailed client progress tracking.
MODULE OVERVIEW
Built for serious WHMCS operations.
Client Onboarding Pro by AngleModules transforms the standard WHMCS registration experience into a structured, professional customer onboarding journey.
Build multi-step onboarding forms using ten supported question types, including text, dropdown, radio, checkbox, multi-select, rating, date, number and file-upload questions. Questions can include validation rules, conditional visibility, scoring values, required fields and configurable step placement.
Customers receive a polished, responsive onboarding interface inside the WHMCS client area. Their answers and progress are saved so incomplete sessions can be resumed later.
Administrators can monitor every onboarding session, review submitted answers, measure completion rates, identify abandoned sessions, assign customer segments and prioritize customers using configurable lead scoring.
The automation engine can respond to onboarding events by sending WHMCS email templates, creating support tickets, adding client notes, assigning managers, changing segments, sending signed webhooks and recording administrator or upsell notifications.
Redirect behavior can be configured for first login, every login until completion or manual onboarding. An optional Force Required mode can prevent customers from accessing most WHMCS client-area pages until onboarding is completed.
The module includes secure AngleModules licence validation. Customers enter only their licence key; the licensing endpoint, product identity and RSA public key are embedded in the release.
Build multi-step onboarding forms using ten supported question types, including text, dropdown, radio, checkbox, multi-select, rating, date, number and file-upload questions. Questions can include validation rules, conditional visibility, scoring values, required fields and configurable step placement.
Customers receive a polished, responsive onboarding interface inside the WHMCS client area. Their answers and progress are saved so incomplete sessions can be resumed later.
Administrators can monitor every onboarding session, review submitted answers, measure completion rates, identify abandoned sessions, assign customer segments and prioritize customers using configurable lead scoring.
The automation engine can respond to onboarding events by sending WHMCS email templates, creating support tickets, adding client notes, assigning managers, changing segments, sending signed webhooks and recording administrator or upsell notifications.
Redirect behavior can be configured for first login, every login until completion or manual onboarding. An optional Force Required mode can prevent customers from accessing most WHMCS client-area pages until onboarding is completed.
The module includes secure AngleModules licence validation. Customers enter only their licence key; the licensing endpoint, product identity and RSA public key are embedded in the release.
Compatibility
- Current version
- 1.2.1
- Platform
- WHMCS 8.10 and 9.x · PHP 8.1–8.3
- Requirements
- • WHMCS 8.10 or WHMCS 9.x
• PHP 8.1, 8.2 or 8.3
• PHP cURL, OpenSSL and fileinfo extensions
• MySQL 5.7+ or MariaDB 10.3+
• HTTPS-enabled WHMCS installation
• Correct WHMCS System URL
• Working WHMCS daily cron
• Writable upload and temporary report directories
• Browser access to required interface scripts
• Valid AngleModules licence
PRODUCT TOUR
See the module in action.
Product screenshots are being prepared.
CAPABILITIES
Everything included.
Dynamic Question Builder
Create, edit, organize and reorder onboarding questions without modifying WHMCS core files.
Ten Question Types
Collect information using text, textarea, radio, checkbox, dropdown, multi-select, rating, date, number and file-upload fields.
Conditional Questions
Display relevant questions according to answers provided earlier in the onboarding journey.
Save and Resume Progress
Preserve submitted answers and let customers continue an incomplete onboarding session later.
Lead Scoring
Assign configurable scores to questions and answers to prioritize customer opportunities.
Automatic Segmentation
Place completed customers into configurable segments according to their final lead score.
Customer Session Management
Search and filter onboarding sessions by customer, company, status, segment and score.
Automation Rules
Run actions when answers, steps, scores, segments, completion or abandonment events occur.
WHMCS Workflow Actions
Send email templates, create tickets, add client notes, assign managers and record notifications.
Signed Webhooks
Send onboarding events to external HTTPS endpoints with HMAC-SHA256 payload signing.
Abandoned Session Detection
Identify inactive onboarding sessions automatically through the WHMCS daily cron.
Analytics and Exports
Monitor completion performance and export supported session, answer, score and segment data.
Configurable Redirect Modes
Start onboarding on first login, every login until completion or through manual access.
Secure Commercial Licensing
Protect the installation with signed, domain-bound AngleModules licence validation and offline grace.
LICENSING
Choose how you want to own it.
Monthly
INR 499.00- 1 production installation(s)
- 0 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Annual
INR 2,999.00- 1 production installation(s)
- 0 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Lifetime
INR 7,999.00- 1 production installation(s)
- 1 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Monthly
USD 4.99- 1 production installation(s)
- 0 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Annual
USD 29.99- 1 production installation(s)
- 0 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Lifetime
USD 79.99- 1 production installation(s)
- 1 staging installation(s)
- Plan-defined updates
- Customer portal downloads
Support
An active licence includes technical support for installation, licence activation and reproducible problems caused by the unmodified module on a supported WHMCS and PHP version.
Support does not include WHMCS installation, server administration, custom onboarding design, custom questions or automations, third-party integrations, webhook receiver development, email-template creation, theme conflicts or unsupported module modifications.
Customers are responsible for maintaining a functioning WHMCS cron, valid email templates, correct support department IDs, secure webhook endpoints and sufficient server permissions for file uploads.
Refund policy
Because this is digitally delivered software, refunds are handled according to the AngleModules Refund Policy. Customers must review the product requirements and compatibility information before purchasing.
A verified defect that prevents the unmodified module from performing its documented core functionality must first be reported to support with sufficient diagnostic information and reasonable time for investigation.
Refund eligibility does not cover incompatible environments, installation mistakes, third-party conflicts, custom theme problems, incorrect automation configuration, external webhook failures, missing server extensions, licence violations or a change of mind.
Nothing in this policy limits rights that cannot legally be excluded.
Secure licensing
RSA-signed validation, domain-bound activations and an offline grace period protect both your installation and the product.
YOUR QUESTIONS
Frequently asked questions.
What is Client Onboarding Pro?
Client Onboarding Pro is a WHMCS addon that collects structured customer information through a configurable multi-step onboarding wizard.
Does it replace WHMCS registration?
No. Customers continue registering and signing in through WHMCS. The onboarding process begins after the customer account exists.
Which question types are supported?
The module supports text, textarea, radio, checkbox, dropdown, multi-select, file upload, rating, date and number questions.
Can customers save and resume their progress?
Yes. Onboarding sessions and answers are stored so customers can return to an incomplete onboarding process later.
Can questions be shown conditionally?
Yes. Questions can use conditional display rules based on answers submitted earlier in the onboarding journey.
How do lead scoring and segmentation work?
Administrators assign scores to questions and answers. After onboarding is completed, the resulting score can place the customer into a configured segment.
Which automation actions are supported?
Rules can send WHMCS email templates, create support tickets, add client notes, assign managers, change segments, send webhooks and record administrator notifications.
Can it send emails through our SMTP provider?
Email actions use the normal WHMCS email system and existing WHMCS email templates. Your SMTP provider must be configured separately in WHMCS.
What does Force Required mode do?
Force Required redirects incomplete customers away from most client-area pages until onboarding is completed. Test it with a non-admin customer before enabling it in production.
How are abandoned sessions detected?
The WHMCS daily cron marks an in-progress session as abandoned after it remains inactive beyond the configured number of days.
Are webhooks secured?
When a webhook secret is configured, payloads are signed using HMAC-SHA256. The receiving application is responsible for verifying the signature.
Which report formats are available?
The module provides CSV exports, Excel-compatible XML Spreadsheet downloads and printable HTML report views. Version 1.2.1 does not generate native XLSX or PDF files.
Does the module modify WHMCS core files?
No. It installs as a standard WHMCS addon and uses supported WHMCS hooks, sessions and API functions.
What happens when the module is deactivated?
Deactivation retains onboarding history and the signed licence cache. It does not intentionally delete the module database tables.
Which WHMCS and PHP versions are supported?
Client Onboarding Pro 1.2.1 supports WHMCS 8.10 and WHMCS 9.x running PHP 8.1, 8.2 or 8.3.
READY TO DEPLOY?