Client Onboarding Pro transforms ordinary WHMCS customer registration into a structured, measurable onboarding journey.
Create multi-step onboarding forms, collect relevant customer information, apply conditional questions, calculate lead scores, assign customer segments and trigger automated actions—all from a professional WHMCS administration interface.
Give customers a clean, responsive onboarding experience directly inside the WHMCS client area.
Administrators can choose whether onboarding begins on the first login, continues on every login until completion or remains manually accessible.
Build onboarding journeys using supported question types including:
Each question can have its own title, description, answer options, step, validation rules, required status, display conditions, score weight and answer-specific score mapping.
Show customers only the questions relevant to their previous answers.
Conditional display rules and branching help shorten the onboarding journey while allowing different customer types to follow appropriate paths.
Assign weights to questions and scores to individual answers.
Client Onboarding Pro calculates a lead score from the customer's responses, allowing administrators to identify higher-value customers and prioritise follow-up activities.
Lead scores are intended as internal prioritisation signals and should not be treated as credit, fraud or financial-risk assessments.
Automatically assign completed onboarding sessions to configurable customer segments based on their resulting lead score.
Example segments can include:
Administrators can define their own segment names, score ranges and status.
Create rules using supported onboarding events, optional conditions and automated actions.
Supported trigger events include:
Available actions include:
Administrators can review onboarding sessions and filter them using:
Session details include submitted answers, progress, score, segment and available activity information.
Review onboarding performance from the administration dashboard and export available information for authorised business use.
Supported export formats include:
Exported customer data must be handled according to your organisation's privacy and data-retention policies.
Send onboarding events to external systems using HTTPS webhooks.
When a webhook secret is configured, payloads are protected using HMAC-SHA256 signatures so receiving applications can verify authenticity.
Client Onboarding Pro includes:
The licensing endpoint, product identity and RSA public key are embedded in the module.
Administrators enter only the licence key issued through the AngleModules customer portal. Signed licence responses are bound to the product, domain, installation and request nonce, with a controlled signed offline grace period.
Enabling forced onboarding can prevent incomplete customers from accessing most WHMCS client-area pages. Test the complete onboarding process using a normal non-administrator customer account before enabling forced completion in production.
Only collect information that your business genuinely requires. File uploads and submitted answers may contain personal data and should be protected by appropriate privacy, staff-access and retention policies.
Be the first to review Client Onboarding Pro for WHMCS.
The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
Protect your business from fraud, chargebacks, and high-risk transactions
Order Assistant helps you to automate order management process. It can automatically accept Pending Orders; send an email or open a ticket with client; and cancel the order if no payment is made still.
Accurate risk analysis for orders & users to prevent fraud and minimize chargebacks.
