# Quick Onboarding
Among the current onboarding methods, "Quick Onboarding" is utilized for the swift establishment of a service based on a predefined plan. The "Quick Installation" provides a rapid setup experience, encompassing the selection of a name and theme for swift configuration.
Explore the details of this method below.
# "Quick" onboarding method
It is specifically designed to deliver an exceptional user experience, similar to web-builder products, ensuring optimal satisfaction for end-users. The end-customer can place an order for a basic service in your WHMCS, even without requiring a domain. Upon completion of the order, they can log in to PanelAlpha, where they will be presented with a selection of templates to proceed with.
- To enhance the overall experience, you can integrate it with a pre-installed website builder plugin for WordPress, enabling users to enjoy a seamless and high-quality experience.
- Utilize the free trial feature within WHMCS, which can effectively increase conversion rates.
# Admin Area - plan configuration
Within PanelAlpha, "plans" are set up to create service options for customers, offering different features, resources and limits. To create a plan, navigate to the admin panel: Configuration → Plans and press Add button. The second step of plan configuration is dedicated to instance onboarding, that is a method of installation. One of the available methods is Quick onboarding.
Below are described the configuration details that allow to craft an almost ready to install instance for your customers:
- Force installation for new users after logging in - enabling this option is highly recommended.
- Ask for domain - when selected, clients will be required to provide a domain alongside the site name when creating an instance.
If Ask for domain option is not marked, additional configuration fields will appear. The domain will be automatically generated based on the configuration below:
- Domain used for subdomains - enter the main domain to allow creating subdomains. You will also need to set up a wildcard in the DNS server to ensure that the pages are correctly accessible.
- Automatic subdomain format:
- Friendly name based on website name - The subdomain will be generated based on the provided website name, for example: john-blog.mydomain.com
- Friendly name random combination - The subdomain will be randomly generated, for example: purplegoose.mydomain.com
- Specified number - Enter description and the next number based on which a subdomain will be generated, for example: "temp{number}", "100000": temp100000.mydomain.com
- Random Length - Enter the number of signs to generate a subdomain, for example: "10": 4d7wg9r98x.mydomain.com
# Client Area - creating new instance
Now that a plan is ready, let us show you how it is used in practice.
- The client aims to create a new instance. To do so, they log into the client area and navigate to "Add New Instance" → "Create New WordPress Instance" → "Continue."
- They then select a theme of their preference.
- Next, the client selects a product (in our case, "Basic" for Quick Onboarding illustration).
- The client provides a name for their new website.
It's important to note that the domain will be created according to the Plan configuration, specifically with "Automatic subdomain format" → "Friendly name based on website name" in our example.
The the domain can be easily changed later on after the site is installed by using the "Change Domain" button in the instance details.
- The client patiently waits until the site installation is successfully completed. This process might take a while.
The client can go back to their dashboard to check the progress of the installation.