Blesta White-Label Client Portal Configuration (Onboarding)

Blesta White-Label Client Portal Configuration (Onboarding)

1. 01

   Access the Settings > Company > General tab and set your agency name, logo, and contact details.

   This ensures the client portal displays your branding instead of Blesta defaults.

2. 02

   Navigate to Settings > Company > Branding and upload your logo, set primary colors, and customize the email templates.

   The Unbranded plan at $20.95/month allows removal of the 'Powered by Blesta' footer, so confirm your license tier before proceeding.

3. 03

   Go to Settings > Company > Currencies and configure your default currency and payment gateways.

   Blesta supports 30+ payment gateways; select the ones that match your client's region and preferred payment methods.

4. 04

   Under Settings > Company > Modules, enable the provisioning modules for cPanel, Plesk, or DirectAdmin.

   This integration automates account creation when a client orders a hosting package, reducing manual setup time.

5. 05

   Create a new package under Billing > Packages, defining service name, pricing, billing cycle, and associated module.

   Set up recurring invoices and payment reminders to automate the billing cycle for your client.

6. 06

   In the client portal, test the order flow by placing a test order and verifying the provisioning automation.

   Ensure the order-to-active workflow works end-to-end, including invoice generation and account creation.

7. 07

   Document the configuration in your internal SOP and train your delivery team on managing client billing and support tickets.

   This handoff ensures your team can operate the portal independently and handle client requests efficiently.