Standard Onboarding

The Standard Onboarding method gives users full control over instance creation. It is recommended for advanced users. Customers who purchase a service with this onboarding method can provide additional website details during installation.

Configuration

To offer Standard 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 Standard Onboarding.
3. Configure the Standard Onboarding options:
   • Ask For Theme — If selected, clients choose a theme before installation. Otherwise, a default theme is used.
   • Force Using Instance Template:
     • If enabled, select a template that will be used by default.
     • If disabled, the client can pick any active instance template.
   • Additional Fields — Select which fields the end-user must provide:
     • Language
     • Database name
     • Database prefix
     • Admin username
     • Admin email
     • Admin password

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. The client manually starts creating the website: Add New → Create New WordPress Instance → Continue.

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

4. The client selects a preferred theme (if Ask for theme is enabled; otherwise a default theme is used and this step is omitted).

5. Provide required information for the website:
   • Site Name
   • Domain and Subdirectory
   • For New Clean Installation:
     • WordPress version
   • When Cloning Existing Installation:
     • Select an existing installation
   • When Creating Instance from Template:
     • Select an active template
     • Or use the default template imposed by the admin (if Force Using Instance Template is enabled)
   • Any Advanced Configuration fields specified in the plan (admin username, email, password)

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.