Cancellation Center For WHMCS
|Cancellation Center For WHMCS allows for quick and effortless supervision of all cancellation requests submitted by your customers. |
The module will empower you to design short questionnaires that will help you collect targeted feedback from clients cancelling chosen products.
- Client Area Features:
|✔ Fill In Prepared Surveys With Questions On Product/Service Cancellation Requests|
- Admin Area Features:
|✔ View Dashboard Summary:|
|✔ Cancellation Requests Per Product|
|✔ Create Questionnaire Groups:|
|✔ Provide Group Name And Description|
|✔ Provide Message Displayed To Clients While Filling Out The Survey|
|✔ Create And Assign Questions To Groups|
|✔ Choose Question Type:|
|✔ Add Available Answer Options To Questions|
|✔ Assign Created Question Groups To Products/Services|
|✔ Choose Whether The "End Of Billing Period" Option Should Be Disabled Until Specified Time|
|✔ View Submitted Cancellations And Answers Given By Clients|
|✔ Move On To Submitted Answers Directly From WHMCS Cancellation Requests List|
- General Info:
|✔ Multi-Language Support|
|✔ Supports PHP 7.1 Up To PHP 7.3|
|✔ Supports WHMCS Template Six|
|✔ Supports WHMCS V7.8 And Later|
|✔ Easy Module Upgrade To Open Source Version|
|This tutorial will show you how to successfully install and configure Cancellation Center For WHMCS. |
We will guide you step by step through the whole installation and configuration process.
|1. Log in to our client area and download the module.|
|2. Upload and extract the extension into the main WHMCS directory.|
Extracted files in your WHMCS directory should look like this:
|3. When you install Cancellation Center For WHMCS for the first time, you have to rename the 'license_RENAME.php' file.|
This file is located in 'modules/addons/cancellationCenter/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.
|4. In order to configure your license key, you have to edit the previously renamed 'license.php' file. |
Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.
|5. In the next step, set up the 'storage' folder as recursively writable.|
This folder is available at 'your_whmcs/modules/addons/cancellationCenter/' .
|6. Now you have to activate the module in your WHMCS system.|
Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'Cancellation Center' and press the 'Activate' button.
|7. In the next step you need to permit access to this module.|
To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.
|8. You have just successfully installed Cancellation Center For WHMCS!|
You can access your module at 'Addons' → 'Cancellation Center'.
Configuration and Management
|Cancellation Center For WHMCS allows you to create simple forms with questions and possible answers that will be displayed when a customer submits a cancellation request.|
Additionally, in the module you can see summaries of the number of submitted requests and view the answers given.
|In the dashboard you can find the summary graphs of recently submitted product cancellations. |
The first graph shows the summary of cancellation requests in particular days from the past month. The second one shows cancellation requests per product submitted in the last 7 days.
Configuration of Groups
|Before you start adding questions and answers, you need to create a questionnaire group first.|
The Groups are created in order to assign them to individual products at a later date. With the groups you can create different sets of questions for different products.
Go to the 'Groups' section and click the 'Add Group' button.
|Next, give the group a name and provide a description. You can also enter a message for clients that will appear above the survey in a blue frame.|
Press 'Add Group' when ready.
Configuration of Questions and Answers
|When you create a new question group, you will be automatically redirected to the page where questions can be formed. |
You can also access this page by clicking on the 'Questions' icon for the chosen record in the groups list.
|Now click the 'Add Question' button.|
|Enter the first question you want to ask clients and select its type. You can choose between the following types:
|After creating the question you will be automatically redirected to the page where you can formulate available answer options (except for the 'Text' question type). |
You will also be able to access this page by clicking the 'Options' icon for the chosen record in the questions list.
|Next press the 'Add Option' button and create as many answer options as you need for your question.|
|Repeat the above steps until you create the desired number of questions and answers.|
|If you need to create more question groups with questions and answers that are similar to the existing ones, you can speed up the process by using the 'Clone' option.|
|Enter the new name and description of the group. All previously created questions and answers will be automatically added to the new group, which you will now be able to modify independently.|
|Once you have created a group (or groups) of questions, in the 'Product Relations' section you can choose which services you want to assign them to. |
Only after assigning a questionnaire group to a product or products, the survey will be displayed in client area when submitting a cancellation request.
Press 'New Relation' to start.
|Select the question group and the products to which you want to assign it.|
Optionally, you can also toggle the 'Hide End Of Billing Period' option, which will allow you to define how many days before client's product due date the option 'End Of Billing Period' will become available.
|After creating the relation to selected products, you will be able to manage each of them separately, including the option to view the current status of relation. You can also delete many relations at once using mass actions.|
|In the 'Cancellations' section you will find a list of submitted product cancellation requests along with customer answers to the prepared sets of questions.|
Click on the 'Questions & Answers' icon to see the filled-in survey for the given request.
|You will see a preview of the questions asked, their type, and the answers given by the client.|
|The module also integrates with the WHMCS built-in list of cancellation requests. |
If the request for cancellation sent by the customer also contains a submitted survey, the active 'Show' button will appear in the table. Press this button to be transferred directly to the completed questionnaire.
|For products that have been assigned a relation with a particular question group, the given survey form will be included in the 'Request Cancellation' section.|
Please note that clients will be required to answer each of the prepared questions, before they will be able to submit the cancellation request.
| 1. Please note that in the current version of the module, the customer has to answer all created and assigned questions to the product before submitting the cancellation request. |
Therefore, we do not recommend creating questions which seem to be optional.
|Essential guidance through the process of updating the module is offered here.|
Please keep in mind that there is a quick and easy option in our client area that lets you upgrade the license of your module to an open source version at any time - and at a lower price!
|1. In case of connection problems, please check whether your SELinux or firewall does not block ports.|