You will be given the possibility to choose from over ten different SMS gateways, define SMS templates in various languages and manage bulk text messaging.
The module will also allow you to verify new clients and orders as well as enable SMS codes as part of two-factor authentication while logging in to your system.
Finally, your customers will be enabled to decide whether they wish to receive certain notifications or not.

We will guide you step by step through the whole installation and configuration process.

Note: If you are still using any versions of SMS Center For WHMCS prior to v3.x, read about it here.

Note: You can check the current PHP version in your WHMCS. To do so, proceed to 'Utilities' → 'System' → 'PHP Info'.

The content of your PHP version files should look like this.

The file is located in 'modules/addons/sms_center/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

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'.

This folder is available at 'yourWHMCS/modules/addons/sms_center/' .

Log in to your WHMCS admin area and proceed to 'Setup' → 'Addon Modules'.
Afterwards, find 'SMS Center' and press the 'Activate' button.

To do so, click on the 'Configure' button and select the admin roles which should have access to the module.

php -q /yourWHMCS/modules/addons/sms_center/cron/cron.php Tasks

This will allow the module to send text messages.
Important: Make sure that the 'exec' function is not blocked in your PHP configuration.


Note: Once the cron is executed, it operates continuously.
If you stop the cron processes manually, please also delete the entire content of the '/yourWHMCS/modules/addons/sms_center/storage/crons/' folder or execute the below command:

rm -r /yourWHMCS/modules/addons/sms_center/storage/crons/*

This will allow you to run the cron process again next time. Do not forget to replace 'yourWHMCS' with your WHMCS root location.

Press the first one 'SMS Gateways' to configure and check connection with SMS gateways.

Press 'Simple Configuration' next to a gateway you wish to use.

Apart from connection details, you may here also enable debug mode to log API requests and responses.

Press 'Enable' next to the gateway to activate it.

This feature can prove useful when you want to use a single gateway submodule with configurations from accounts dedicated to various countries.

To start, to go to 'Configuration' → 'General' , enable the 'Advanced Settings' option and save changes.

Now you will be redirect to the new section, where you can add multiple configurations for a chosen gateway.
Simply press the 'Add Settings' button to add a new configuration option.

Note: You can have as many configurations as you want. You will determine which configuration will be used in which case later on, in the rules section.

Then, in the newly opened window you will be able to select one of your saved configurations and perform a connection test.

Here you can choose who exactly will receive particular SMS notifications.
Follow the steps described below to configure staff notifications properly.

Find the 'Administrator Notifications' section under the 'Configuration' menu. Next, press 'Edit' next to the chosen administrator.

1. Fill in the administrator's country code and phone number to which text messages with notifications will be sent.
2. Choose which of the available admin messages shall be sent to this particular administrator.
3. Choose addons, products and domains whose ordering will result in sending a notification to the specified administrator.
4. Select ticket priorities to send notifications to the administrator whenever a ticket with such priority is opened.
5. Decide if you want to receive clients login notifications (you can select these clients in the 'Tools' ' → 'Clients' section).
Confirm changes.

Repeat these steps for every administrator you wish to receive individual admin notifications.

You can find them under the 'Configuration' → 'Rules' menu. To add a rule, press 'Edit' next to the chosen gateway configuration.

Note: Make sure that you have already your SMS gateways configured and enabled. Otherwise, the rules will not show up.

Note: Only one rule can be set as default. If you want the gateway to be used only when other rules are not met, set it as 'Default' and leave the 'Countries' field empty.

You can also toggle the advanced settings used for advanced gateway configuration.
Choose a country code prefix that will be automatically added to the client's SMS number if it had not been specified.
If you want to use a dedicated custom field for your client's SMS number, you can enable this feature here.
Otherwise, the default phone number from the client's profile will be used for sending SMS notifications.
Note: If you enable this feature, do not forget to select which custom fields from the 'Custom Fields' box you wish to use specifically.

Determine time intervals for sending tokens and maximum number of attempts to resend a token.

You can also accept the SMS agreements, but it is not required to receive the account activation token through SMS.

If the administrator enables such possibility, the client may request sending the token again by pressing the 'Resend Token' button.

As an administrator you can also verify the client's account manually.
To do so, go to your client's profile and click the 'Verify' button:

Once an order is placed, a client will receive a text message with a token, which must be then used to complete the order.
Here you can also define how many times within one hour a client will be allowed to ask for a token to be sent again.
Note: This option does not support order upgrades!

Depending on the settings, you may allow clients to ask for resending the token.
If such option is enabled, your client will simply need to press the 'Resend Token' button and they will receive another text message.

Determine time intervals between next resending attempts and the total number of messages that can be sent in one attempt.
Finally, choose the time period when text messages will be sent to clients.
Note: Time intervals are based on your current WHMCS server time.

Detailed information on this function is provided here.

Please note that allowed set of characters used for generating a token may contain chars from the following range only:

1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz

Any other special characters like: ", &, >, < or similar may cause unpredictable errors.

Note: Choose only if you had enabled the 'Use Custom Number' from the 'General Settings', because otherwise the default WHMCS number will be used and any additional custom fields will not be required.

Any of these messages can be enabled/disabled by the 'Status' toggle or using the mass actions feature.
Every enabled template in admin area will then be also visible in the client area, where your clients can decide whether or not they want to receive chosen SMS notifications.

Note: Titles of the message templates can be translated in the module language file.

First, choose the message category from the tabs above, and then press 'Edit' next to the chosen template.

In order to prepare a message in an additional language, press 'Add New Template Language' as shown on the following screen.

Select the desired language from the dropdown menu and add your translated massage.

Module template supports merge fields which can be easily inserted into messages.
Simply click on the desired merge field and it will be added into the currently edited version of the message.

Note: Language of a sent message is based on the client's language. If you do not define a message in your client's language, the default message will be sent instead.

Specific details on messages that can be sent in one attempt are specified in the 'General' section.
If SMS queues are enabled, every single message (except activation tokens) is placed on this list before being sent. With every cron run a previously set up number of messages is sent.
If message sending fails (because the number is incorrect, there are problems with gate, no funds etc.), such SMS remains on the list until the next attempt.
After three failed attempts its status is changed to 'Aborted'.

1. Start - send message manually.
2. Refresh - use when status has changed to 'Aborted' to bring it back to the queue.
3. Delete - remove message form the list.

To start with, choose a group to which the template will be connected and then press 'Add New Template' .

Start by adding new settings.

• 'Client Filters' filtering
• filtering according to 'Addons', 'Domains' or 'Products'.
  
  

Each filter type configuration differs slightly, but there are some general settings available for each type. These are:

• Custom Fields - enable available custom fields

  'Marketing SMS' is a default addon custom field. If you enable it, the message will be sent only to customers who have given their agreement for SMS marketing.

• Client Group - select which of your client groups will receive the text message
• Client Status - you may choose clients to receive messages depending on their status in your system
• Language - select default language for the messages
  

All above sections are available for 'General' client filter.

Client Filter - Addon

• select purchased addon
• select addon status

• select domain status

• select products from the list of purchased ones
• select product status
• select assigned server
  

If you want to save this filter for later use, click 'Save Filters' .

If everything is correct, press 'Send' to start sending massages to the clients.

Simply type in your message, choose the client's default phone or SMS number from the list and choose which of your gateway configurations you want to use to send this message.

When the message is ready, press the 'Send' button which will add it to the 'SMS Queue' .

From here you can easily manage the verification status as well as toggle SMS notifications for administrators to receive when a specified customer logs in to the client area.

As you can see on the following screen, here you can find detailed information on each message sent automatically to a client notifying about certain actions.

Type in the message content into the text field like on the screen below and press 'Send'.

Note: You can edit the description of these rules in your 'WHMCS' → 'Setup' → 'Custom Client Fields' section.

Important: The 'Accept SMS' field will be enabled by default for the already existing clients when you install the module for the first time.