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We recommend installing Wordpress on your root domain (public_html) and WHMCS in a sub-directory (such as public_html/clients/). - How to move WHMCS location

If you have any issues installing your theme please contact us, we will be happy to provide assistance and can even install the theme for you for free. Let's get started with the installation.

1. Unzip The Folder

WHMCS template package
A screenshot of the theme download contents once unzipped.

Once you have downloaded the files unzip your theme file (Wordpress Theme - Name - Version.zip) and move the folder named "Wordpress Theme - Name - Version" to your desktop.

2. Active Theme

Your theme can be installed in one of two ways. We recommend uploading via Wordpress as this is the quickest way to install a theme, uploading via FTP is recommended only if using Wordpress fails (for example if your hosting company has a upload file size limit).

 

Upload via Wordpress

Login to your Wordpress admin panel and navigate to appearance (left menu) > themes.

Click on the Add New button at the top of this page, then click on Upload Theme. Navigate to your desktop > Wordpress Theme - Name - Version > select the theme_upload.zip file and click on the Install Theme button. On the next page you should see that the theme has been installed successfully.

Click on the Activate link to select this as your active theme.

Now your theme has been activated you should install the demo content


Upload via FTP

FTP left
A screenshot of the left (local) side you should see (inside the upload folder).
FTP right
A screenshot of the right (remote) side you should see (WordPress directory).
 

To install via FTP first download FileZilla which is a free FTP program for both Windows and Mac. Open up FileZilla and login to your web hosting account as normal (your web hosting provider will be able to provide you your login details). On the left side (your local computer's files) navigate to desktop > Wordpress Theme - Name - Version > upload > wp-content > themes > Select the theme directory (e.g prosper, glaze, mono). On the right side (your web hosting account) navigate to the themes directory of your WordPress files (wp-content > themes). Right click on the theme directory on the left and click on upload. This will upload the theme files to the correct place within Wordpress.

Once the files have finished uploading navigate to your Wordpress admin > click on the themes link on the left menu under Appearance. On this page you will see all of your available themes within Wordpress. You should see your new theme listed here, click on the Activate link below the theme to activate it.

Now your theme has been activated you should install the demo content

3. Install Demo Content

Now your theme has been activated we recommend setting up the demo content, this will allow you to easily edit the theme to your needs.

1. Import the demo content

This step will add the pages, posts & menus from the theme demo.

Navigate to Wordpress admin > import (under the tools menu) > on this page under Wordpress click on Run Importer (or Install Now). On the next page click on the Browse button and navigate to desktop > Wordpress Theme - Name - Version > Content import > select the theme-import.xml file then click on the Upload file and import button. Select your Wordpress admin username under "or assign posts to an existing user" and below that select the "Download and import file attachments" option then click on the Submit button. You should now see that the data has been imported successfully.

2. Set the menus

Now the pages and menus have been imported it's time to assign each menu within the theme.

Wordpress theme menus
A screenshot of the WordPress menu assignment.

Navigate to Wordpress admin > menus (under appearance) > Manage Locations > set each menu to the corresponding location (as shown above) and click save.

3. Set the footer and sidebar widgets

The footer and sidebar within the theme are editable using Wordpress widgets under Wordpress admin > widgets (under appearance).

To which widgets to set and how to match the demo content open desktop > Wordpress Theme - Name - Version > Content import > widgets > README.txt. There is also screenshots within this directory showing the widgets in detail.


Finished

Your Wordpress theme installation is now complete. When visiting the front-end of Wordpress you should now see the theme up and running and looking exactly like the demo. If you purchased just the theme then you have finished installation. If you also purchased the WHMCS sync integration you will need to complete the installation guide below.

4. Install WHMCS Sync

Now your Wordpress theme has been installed it's time to install the WHMCS template that automatically syncs with your theme.

1. Activate the Wordpress plugin

The Wordpress plugin is used to make data available to WHMCS from your theme.

Login to your Wordpress admin panel and navigate to plugins.

Click on the Add New button at the top of this page, then click on Upload Plugin. Navigate to your desktop > Wordpress Theme - Name - Version > select the plugin_upload.zip file and click on the Install Now button. On the next page you should see that the plugin has been installed successfully.

Click on the Activate Plugin link.

2. Install the WHMCS sync files

The next step is to upload the WHMCS sync files via FTP.

WHMCS sync FTP left
A screenshot of the left (local) side you should see (inside the upload folder).
WHMCS sync FTP right
A screenshot of the right (remote) side you should see (WHMCS directory).

To install via FTP first download FileZilla which is a free FTP program for both Windows and Mac. Open up FileZilla and login to your web hosting account as normal (your web hosting provider will be able to provide you your login details). On the left side (your local computer's files) navigate to desktop > Wordpress Theme - Name - WHMCS Integration > Upload > Open the folder of the version of WHMCS you have installed (e.g WHMCS v7.6) > Select the modules and templates directories. On the right side (your web hosting account) navigate to your root WHMCS directory (e.g if WHMCS is installed at domain.com/clients/ the path would be public_html/clients/). Right click on the modules and templates directories on the left and click on upload.

Wordpress theme whmcs sync module
A screenshot of the WHMCS sync module configuration.

Once the files have finished uploading head to WHMCS admin > setup > addon modules. Scroll down to the bottom of this page and you will see the Wizard Panel Wordpress module. Click on activate and then scroll down once again. Click on the configure button next to the module. Here you will need to set your Wordpress URL (this is the URL to the front-end of Wordpress) and your license key (you will find this in your Zomex Wordpress theme confirmation email). Next select full administrator under Access control and click the Save changes button.

Next navigate to WHMCS admin > addons > Wizard Panel Wordpress > On this page you should simply see the text "License Status: Active".

It's now time to activate your WHMCS template. To do this navigate to WHMCS admin > setup > general settings > Under template select your theme-wordpress template and click Save changes.

Your WHMCS integration is now complete. To confirm everything is working view the front-end of WHMCS, you should see the matching website and clicking on the hosting pages within the main menu should take you to the page within Wordpress.

3. Final tweaks

The final step is to tweak the links to WHMCS and your sync settings within the theme.

Head over to Wordpress admin > Wizard Panel (big link on the left menu) > WHMCS Sync > If WHMCS Sync is set to off set it to on and save. Next set your WHMCS URL (this is your front-end WHMCS URL with the trailing slash e.g https://yourdomain.com/clients/) and click save.

Next we need to edit some WHMCS sample links within the theme to link to your WHMCS. Head to Wordpress admin > Menus (under appearance) > Select each of the menus one by one (Toolbar & Toolbar logged-in contain most of the WHMCS links) and edit all of the custom links that start with ?page_id=136# this part of each link needs to be replaced with your WHMCS path. Once done these links will go to the correct pages within WHMCS. For example click on the down arrow to the right of the Contact link of the Toolbar menu.

Change the URL from:

Wordpress theme WHMCS link before
WHMCS sample link before

to:

Wordpress theme WHMCS link after
WHMCS sample link after

Repeat this step for all links starting with ?page_id=136#


Finished

Your WHMCS sync installation is now complete. When visiting the front-end of WHMCS and Wordpress they should both match and link together correctly.

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