Standard Onboarding

• Configuration
• Workflow

The Standard Onboarding method gives users full control over instance creation. It is recommended for advanced users. Customers who purchase a service with this onboarding method can provide additional website details during installation.

Configuration

To offer Standard Onboarding, assign it to a plan and create a service with that plan.

1. Navigate to Configuration → Plans and press Add.
2. In the Onboarding step, select Standard Onboarding.
3. Configure the Standard Onboarding options:
   • Ask For Theme — If selected, clients choose a theme before installation. Otherwise, a default theme is used.
   • Force Using Instance Template:
     • If enabled, select a template that will be used by default.
     • If disabled, the client can pick any active instance template.
   • Additional Fields — Select which fields the end-user must provide:
     • Language
     • Database name
     • Database prefix
     • Admin username
     • Admin email
     • Admin password

Workflow

The flow below is an example. It may vary depending on the number of services, assigned plans, and their specifications.

1. The end-user purchases a service in your billing system (for example WHMCS) and is redirected to the PanelAlpha client area via SSO.

2. The client manually starts creating the website: Add New → Create New WordPress Instance → Continue.

3. The client selects a product (for example "Standard"). This step is skipped if the client owns only one service.

4. The client selects a preferred theme (if Ask for theme is enabled; otherwise a default theme is used and this step is omitted).

5. Provide required information for the website:
   • Site Name
   • Domain and Subdirectory
   • For New Clean Installation:
     • WordPress version
   • When Cloning Existing Installation:
     • Select an existing installation
   • When Creating Instance from Template:
     • Select an active template
     • Or use the default template imposed by the admin (if Force Using Instance Template is enabled)
   • Any Advanced Configuration fields specified in the plan (admin username, email, password)

6. Wait for the site installation to complete.

7. After installation on a custom domain, if Domain DNS Verification fails, the Client Area can show DNS setup guidance (for example Set DNS Records and Set Nameservers). What appears depends on the plan settings under DNS → Domain DNS Verification → Show options and the selected Verification condition. See Plans — DNS.

Important:

1. If a client has multiple services and all require a theme, the flow is: Choose theme → Select product → Provide domain → Provide instance name.
2. If a client has multiple services and only some require a theme, the flow is: Select product → Choose theme (for products that require it) → Provide domain → Provide instance name.