How customers open their Care Reports in WHMCS

Category - PD Care Reports

Articles

How to choose which WHMCS care plans receive monthly reports
Select which WHMCS care plans receive PD Care Reports, review active-service eligibility and verify the generation scope.
How to generate and review a monthly Care Report in WHMCS
Generate and preview a monthly PD Care Reports draft in WHMCS; check its service, month, measured sections and saved note.
How to add a monthly work summary to a WHMCS Care Report
Add an accurate monthly work summary to a PD Care Reports draft in WHMCS, save it and preview the customer-facing result.
How to brand WHMCS Care Reports with your logo and colours
Brand PD Care Reports in WHMCS with a logo, colour, opening paragraph and sign-off; understand effects on older report views.
How to interpret Care Report measurements and missing sections in WHMCS
Interpret PD Care Reports availability, security, speed, support and renewal information in WHMCS, including missing sections.
How to add PageSpeed Insights results to WHMCS Care Reports
Add Google PageSpeed Insights to PD Care Reports in WHMCS; check key setup, mobile lab results, missing sections and repeated requests.
How to send and resend a Care Report to a WHMCS customer
Send or resend a reviewed PD Care Report in WHMCS; verify recipients, draft state, bulk limits and email outcomes.
How to schedule monthly Care Reports in WHMCS
Schedule PD Care Reports in WHMCS for automatic email or client-area publication, with cron, retry and batch checks.
How customers open their Care Reports in WHMCS
Help WHMCS customers find their existing Care Reports, understand private email links and check missing or unavailable reports.
PD Care Reports for WHMCS: branded monthly service reports
Learn how PD Care Reports works in WHMCS, what to prepare and how to check your first setup.

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