Product Guides January 10, 2025 Admin

Clients Field Manager: Registration Form Automation

Clients Field Manager: Registration Form Automation

Clients Field Manager: Registration Form Automation

The Clients Field Manager module automates registration form customization, allowing you to show or hide optional fields to improve conversion rates and streamline client onboarding.

How Registration Form Automation Works

The module provides an intuitive interface to control which fields appear during client registration, automatically applying changes without modifying core WHMCS files.

Automation Workflow

  1. Module Installation: Install Clients Field Manager module
  2. Field Configuration: Select which fields to show or hide
  3. Automatic Application: Changes applied automatically to registration form
  4. Real-Time Updates: Registration form updates immediately
  5. Client Registration: Clients see only selected fields

Controllable Fields

You can show or hide:

  • Company name
  • Phone number
  • Address line 1 and 2
  • City, state, postal code
  • Country selection
  • Tax ID/VAT number
  • Other optional fields

Automation Features

  • One-Click Configuration: Easy field visibility toggling
  • Automatic Form Updates: Changes applied instantly
  • No Core File Edits: Safe and upgrade-friendly
  • Real-Time Preview: See changes immediately
  • Full WHMCS Compatibility: Works with all WHMCS versions

Benefits for Conversion

Improving registration conversion:

  • Reduced form friction
  • Faster registration process
  • Lower abandonment rates
  • Better user experience
  • Higher completion rates

Setup and Configuration

  1. Install Clients Field Manager module
  2. Navigate to module settings
  3. Toggle field visibility as needed
  4. Save configuration
  5. Test registration form

Use Cases

Perfect for:

  • Streamlining registration for IPTV services
  • Reducing form complexity
  • Improving mobile registration experience
  • Customizing registration for specific business needs

Benefits for Businesses

  • Improved conversion rates
  • Faster client onboarding
  • Better user experience
  • Reduced registration abandonment
  • Customized registration process
  • No technical knowledge required

Conclusion

The Clients Field Manager module provides simple yet powerful automation for registration form customization. With one-click configuration and automatic form updates, it helps improve conversion rates while streamlining client onboarding.