Quick Onboarding

The Quick Onboarding method allows PanelAlpha end users to create new WordPress instances quickly. The entire process can be minimized to selecting a theme and entering a site name. No additional configuration is required to create a basic, fully functional website.

Try out the free trial in your billing system (like WHMCS) to boost conversion rates.

Configuration

To offer Quick Onboarding, assign it to a plan and create a service with that plan.

1. Navigate to Configuration → Plans and press Add.
2. In the Onboarding step, select Quick Onboarding.
3. Configure the Quick Onboarding options:
   • Use Template For New Sites — Select a default template. You may also let clients choose a theme. If left empty, clients cannot create websites based on an instance template.
   • Force installation for new users after login — New users are automatically prompted to create their first instance after logging in (recommended and selected by default).
   • Ask for domain — Clients are asked to provide a domain before instance creation (selected by default). If not selected, additional configuration fields appear and the domain is automatically generated:
     • Domain used for subdomains — Enter the main domain for creating subdomains. You will also need to set up a wildcard in the DNS server.
     • Automatic subdomain format:
       • Friendly name based on website name — For example john-blog.mydomain.com
       • Friendly name random combination — For example purplegoose.mydomain.com
       • Specified number — For example temp100000.mydomain.com
       • Random length — For example 4d7wg9r98x.mydomain.com

Workflow

The flow below is an example. It may vary depending on the number of services, assigned plans, and their specifications.

1. The end-user purchases a service in your billing system (for example WHMCS) and is redirected to the PanelAlpha client area via SSO.

2. If Force installation is selected, instance creation is triggered immediately. Otherwise, the client manually starts: Add New → Create New WordPress Instance → Continue.

3. The client selects a product (for example "Basic"). This step is skipped if the client owns only one service.

4. If Ask for domain is selected, the client provides a domain name. Otherwise, the client moves to the theme selection page.

5. The client provides a name for the new website. The domain is created according to the plan configuration (for example "Automatic subdomain format → Friendly name based on website name"). The domain can be changed later using the Change Domain button.

6. Wait for the site installation to complete.

Important:

1. If a client has multiple services and all require a theme, the flow is: Choose theme → Select product → Provide domain → Provide instance name.
2. If a client has multiple services and only some require a theme, the flow is: Select product → Choose theme (for products that require it) → Provide domain → Provide instance name.