Dev License: This installation of WHMCS is running under a Development License and is not authorized to be used for production use. Please report any cases of abuse to abuse@whmcs.com

How to set frequency of client reminders in the Eternal Pro Dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard:

Login to your Eternal Dashboard
Click Eternal Pro, then Eternal Wizard
Follow the steps until you reach the "Do you want to set automatic reminders" question
Select from the available options - Quarterly, Biannual, Annual, or Disable

How to set or change the primary Eternal Pro logo?

You can set or change the primary logo in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard The first page is the "Upload your...

How to set or change the boilerplate language for the estate documents in the Eternal Pro dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard...

How to add a new firm administrator user in the Eternal Pro Dashboard?

To add a new administrator user within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the [Firm Name] Clients button in the top Nav bar Click Users,...

How to delete a user from the Eternal Pro Dashboard?

To remove any user or administrator within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the Your Firm Name Clients button in the top Nav bar Click...

How to remove a firm administrator in the Eternal Pro Dashboard?

To remove an administrator from your Eternal Pro Dashboard: Login to your Eternal Dashboard as a Super Admin Click the Admins link in the left nav bar Hover over the...