documentation

📋 Requirements & Prerequisites

Autotaskclick is built for IPTV resellers who already make sales or just want to start this business. Before you begin, ensure you have the following:

✅ A WordPress website (built with Elementor or any builder)

✅ One or multiple IPTV panels (Strong 4K, Kemo, Crystal, etc.)

✅ One or more payment gateway accounts (PayPal, Stripe, Wise, Crypto, Airwallex, Whop)

✅ WhatsApp number (optional - used as fallback for payments)

✅ Business email for support & order notifications

💡 Already selling? Our plugin automates order delivery and protects your payment accounts with threshold system.

What Autotaskclick Provides:

Complete WordPress plugin for automation
Professional reseller dashboard with analytics
Automated order delivery to customer email
Payment threshold protection (anti-ban system)
Country-based panel routing
Email templates and reminder system
24/7 support via live chat

🚀 Ready to start?

Once you have all prerequisites, proceed to the Plugin Upload & Activation section to begin the setup process.

🔌 Plugin Upload & Activation

After signing up with us, you will receive an email containing the plugin ZIP file download link.

📥 Installation Steps

Download the plugin ZIP from the email you received after signup
Log in to your WordPress admin dashboard
Go to Plugins → Add New → Upload Plugin
Upload the ZIP file and click Activate
No additional plugins required — we don't need SMTP or email plugins. Our system handles all email sending automatically.

📸 Figure 1: WordPress Plugin upload screen with Autotaskclick ZIP file selected

🌍 Finding the Plugin in WordPress Admin

After activation, look for the 🌐 Earth Icon in your WordPress admin sidebar. Click it to access the plugin.

🖼️ Figure 2: WordPress admin sidebar showing the Earth icon for Autotaskclick

🔐 Login to the Plugin

Clicking the Earth icon opens a login form. Enter the same email and password you used during signup.

💡 Tip: After successful login, you'll be redirected to your professional reseller dashboard.

✅ No SMTP Needed: Unlike other plugins, Autotaskclick handles all email sending internally. You don't need to install any additional SMTP or email plugins.

✉️ Email Configuration

Once you activate the plugin and log in, go to Settings → Email Configuration. You have three options: Shop Email, Help Email, and Support Email (you can use the same email for all three options).

📧 Configuration Requirements

Name: appears on the email sent message — it's better to type your brand name, not your personal name
Host: you can keep smtp.gmail.com if you're using Gmail
Port: keep 587
Email & Passkey: use your email address and a Google App Passkey (not your regular password)
BCC Emails: add extra email addresses to forward all outgoing messages (comma separated)

🔑 How to Get a Gmail App Passkey

Make sure 2-Step Verification is ON → https://myaccount.google.com/security
Create app and copy password → https://myaccount.google.com/apppasswords

⚠️ Important: The Passkey is 16 characters and will appear with spaces between each 4 characters.
Example format: xxxx xxxx xxxx xxxx
Copy the entire passkey exactly as shown (including the spaces) and paste it into the Passkey field.

📸 Figure 3: Google AppPasswords creation screen – select "Mail" and "Other (Custom name)"

⚙️ After saving, click "Send Test Email" to verify your configuration works.

📨 BCC (Blind Carbon Copy)

The BCC Emails field allows you to specify additional email addresses that will receive a copy of every outgoing message. This is useful for:

Keeping a backup of all customer communications
Including team members in the loop
Debugging and monitoring email delivery

Format: Enter multiple email addresses separated by commas (e.g., admin@yourdomain.com, manager@yourdomain.com).

📬 The Three Email Options

Email Option	Purpose
Shop Email	Used for order confirmations and transactional emails
Support Email	Customers reply here for support inquiries
Help Email	Internal notifications and system alerts

💡 Pro Tip: You can use the same email address for all three options if you're just starting out. As your business grows, you can separate them for better organization.

⚠️ Troubleshooting: If emails are not sending, check that:

Your 2-Step Verification is enabled on your Google account
The App Passkey was copied correctly (16 characters with spaces between each 4 characters)
The host and port are set to smtp.gmail.com and 587
You clicked "Save Changes" before testing

🌐 Host & Page Configuration

After completing the email configuration, navigate to Settings → General / Pages to set up your branding and page assignments. This step ensures your customers see your brand identity and are redirected to the correct pages.

⚙️ Configuration Fields

Brand Name: Your business name (displayed on all emails and forms) — use your brand name, not a personal name
Logo URL: Direct link to your brand logo (PNG or JPG format recommended)
Login Page: Select the WordPress page where your login form will appear
Thank You Page: Select the page customers see after successful checkout
Checkout Page: Select the page where your checkout shortcode is placed

🏷️ Brand Name

The Brand Name appears in:

Email headers and footers
Login and signup forms
Customer order confirmations
Invoice and receipt templates

💡 Example: If your brand is "Premium IPTV Services", enter that exactly. Customers will see "Welcome to Premium IPTV Services" in their emails.

🖼️ Logo URL

The logo appears on login forms, signup forms, and email templates. To set it up:

Upload your logo image to your WordPress Media Library
Click on the image and copy the File URL
Paste that URL into the Logo URL field

⚠️ Recommendation: Use a transparent PNG logo with dimensions around 200x60 pixels for best display across all templates.

🖼️ Figure 4: WordPress Media Library to uploaded logo image

📄 Page Assignments

You need to create WordPress pages first, then assign them in the plugin settings:

Page Type	Required Shortcode	Purpose
Login Page	`[your store login]`	Customer login area
Thank You Page	No shortcode needed	Confirmation after successful purchase
Checkout Page	`[your checkout form]`	Order placement and payment

📝 How to Create the Required Pages

Go to WordPress Dashboard → Pages → Add New
Title: Enter a title (e.g., "Login", "Checkout", "Thank You")
Content: Paste the corresponding shortcode into the page editor
Click Publish to save the page
Return to the plugin Host & Pages settings and select the pages from the dropdown menus
Click Save Changes to apply the assignments

🖼️ Figure 5: Host & Pages settings – brand name, logo URL, and page dropdowns

🎯 Elementor Users: When building your pages with Elementor, make sure to set the page layout to Elementor Full Width (Page Settings → Elementor Canvas or Full Width) before adding the shortcode widget.

✅ Next Step: After completing Host & Page Configuration, proceed to Panels Linking to connect your IPTV panels.

⚠️ Troubleshooting:

Logo not showing? Make sure the URL is direct and publicly accessible (not a localhost path)
Pages not appearing in dropdown? Publish the pages first, then refresh the plugin settings page
Shortcode not working? Verify you're using the exact shortcode: [your store login] or [your checkout form]

🔌 Panels Linking (Country & Plan Routing)

Go to sidebar Panels → Add New Panel to connect your IPTV panels. All your informations are secured — the tool only has access to send orders to your panel, nothing else. No API required — just standard login credentials.

🔒 Security Guarantee: Your panel credentials are encrypted and stored securely. The system only accesses your panel to create subscriptions when orders are placed.

🗺️ Routing Rules (Critical)

Select country or countries for each panel — e.g., Strong 4K → US clients, Kemo → European clients
Select packages (plans) that belong to each panel — e.g., Strong 4K handles "12 months 1 connection" plans
Panel URL / Server address — the URL you use to access your panel
Login credentials — username and password for the panel (no API needed)

⚙️ Panel Configuration Fields

Field	Description	Example
Panel Name	A label to identify this panel in your dashboard	Strong 4K, Kemo Panel, Crystal Panel
Panel URL	The web address where your panel is hosted	`https://yourpanel.com`
Username	Your panel login username	reseller_username
Password	Your panel login password	········
Assigned Countries	Select one or more countries for routing	United States, Canada, United Kingdom
Assigned Plans	Select which plans this panel should handle	12 Months, 6 Months, 3 Months (1 connection)

📍 Routing Example

Panel Name	Assigned Countries	Assigned Plans
Strong 4K	United States, Canada	12 Months, 6 Months, 3 Months (1 connection)
Kemo Panel	Germany, France, United Kingdom, Spain, Italy	3 Months, 1 Month
Crystal Panel	Australia, New Zealand	12 Months, 6 Months, 3 Months, 1 Month

🔄 How Automatic Routing Works

Customer places an order on your website
System detects the customer's country (based on IP address)
System checks which panel is assigned to that country
System verifies the selected plan is available on that panel
System automatically creates the subscription on the correct panel
Customer receives credentials via email automatically

📸 Figure 6: Add Panel form with country selector, plan mapping, and credentials

🔐 Multiple Accounts per Panel

You can add multiple accounts for the same panel. This is useful when:

You have multiple reseller accounts on the same panel
You want to distribute load across different accounts
You need backup accounts in case one reaches its limit

💰 Credit Cost & Profit Calculation

For each panel, you can add the credit cost per plan. This allows the system to automatically calculate your estimated profit in the dashboard.

Plan	Selling Price	Panel Credit Cost	Your Profit
12 Months	$89.00	$45.00	$44.00
3 Months	$35.00	$18.00	$17.00
1 Month	$15.00	$8.00	$7.00

🔧 Testing Panel Connection

After adding a panel, the system will automatically test the connection. Look for:

Green checkmark — Connection successful, panel is ready
Red cross — Connection failed, check your URL and credentials

✅ After saving, the system will automatically route each order to the correct panel based on client country & selected plan.

📌 Next Step: After completing Panels Linking, proceed to Payment Setup & Threshold to connect your payment accounts.

⚠️ Troubleshooting

Panel Connection Failed:

Verify the panel URL is correct (including http:// or https://)
Check that your username and password are correct
Make sure your panel allows API/remote access
Try logging into the panel manually in a browser to confirm credentials work

Orders Not Being Routed Correctly:

Ensure each country is assigned to at least one panel
Ensure each plan is assigned to the panel that supports it
Check that the panel connection status shows "Connected"

💳 Payment Setup & Threshold Protection

Link your available payment options (PayPal, Stripe, Airwallex, Whop, Crypto, etc.). Most payment options require API codes for integration. For PayPal, we require a Merchant ID (Business account) or you can use Friends & Family with a personal account.

🔒 Security Note: All payment account credentials and API keys are encrypted and stored securely. The system only accesses payment gateways to verify transactions and process payments.

🏦 Supported Payment Providers

💳 Credit Cards
Stripe, Whop, Square, Braintree

💙 Digital Wallets
PayPal, Wise, Skrill, Neteller

₿ Cryptocurrencies
Bitcoin, USDT, Ethereum, Litecoin

🏦 Bank Transfer
Manual bank transfers with auto-confirmation

💙 PayPal Configuration

Option 1: Normal PayPal Checkout (Business Account)

Requires a PayPal Business account
Standard API integration with webhooks
We require your Merchant ID (found in PayPal account settings)
Supports both sandbox (testing) and live modes

Option 2: Friends & Family (Personal Account)

Use a personal PayPal account to receive payments as Friends & Family
No holds, no disputes, no limitations — ideal for IPTV businesses
System generates a unique payment link with the plan's exact price
Customer clicks and pays via Friends & Family
System tracks payment completion via email notifications
Upon confirmation, subscription credentials are sent automatically

💳 Credit Card / Stripe Configuration

To accept credit card payments via Stripe:

Create a Stripe account at stripe.com
Navigate to Developers → API Keys
Copy your Publishable Key and Secret Key
Paste them into the plugin payment settings
Set up the webhook endpoint (provided in the plugin)
Enable webhook signing secret for security

₿ Cryptocurrency Configuration

Accept Bitcoin, USDT, Ethereum, and other cryptocurrencies via:

Coinbase Commerce — Easy integration, supports multiple coins
NOWPayments — Wide cryptocurrency support
Binance Pay — Popular for crypto users

🛡️ Threshold System (Anti-Ban Protection)

The threshold system is designed to protect your payment accounts from being banned or frozen. Set a threshold amount for each payment account. When reached, the system automatically stops receiving payments and switches to a backup account.

Account Name	Threshold Amount	Current Balance	Status
PayPal Business #1	$5,000	$4,200	🟢 Active
PayPal Friends & Family #2	$2,000	$2,000	🔴 Threshold Reached
Stripe Account #1	$10,000	$3,500	🟢 Active

⚙️ How the Threshold System Works

Set a threshold amount for each payment account (e.g., $5,000)
System tracks the current balance of each account
When balance reaches the threshold, the system automatically marks the account as unavailable
System automatically switches to a backup account for new payments
You receive a notification when an account reaches its threshold
After withdrawing funds, click Mark as Sold Out to reactivate the account

💰 Mark as Sold Out (Wallet Icon)

After you withdraw funds from an account that reached its threshold:

Go to the account settings in the payment configuration page
Look for the wallet icon in the top-right corner of the account card
Click it and select Mark as Sold Out
Confirm the action — the system will reactivate the account to receive payments again
The balance counter will reset to zero

⚠️ Important: Always click Save Changes after editing any payment settings! Don't forget to set a threshold for each account.

🖼️Figure 7: Payment account settings showing: threshold field, API key fields, and wallet icon

📋 Setup-Payment Management (Per Plan)

After linking accounts, go to Payment Management → assign which payment methods appear for each plan. You will find the plans separated by panels.

Panel / Plan	Assigned Payment Methods
Strong4K – 3 months / 1 connection	PayPal Friends & Family Account A, Stripe
Kemo – 12 months	Stripe + Crypto + PayPal Business
Crystal – 1 Month	PayPal Business #2, Bank Transfer, Crypto

🖼️Figure 8: Payment Management – plans grouped by panel with payment method selection

📱 WhatsApp Fallback Number

Set a WhatsApp number that customers will see if all payment methods fail. This ensures you never lose a client — they can contact you directly via WhatsApp to complete the payment manually.

+1234567890 — Include the country code (e.g., +1 for US/Canada)

🌍 Country-Based Payment Protection

To avoid spy from competitors, you can set different payment options and WhatsApp numbers for different countries.

Customers from the US see PayPal US accounts
Customers from Europe see different payment methods
Competitors from other regions see fake or limited payment options
Protects your real payment accounts from being flagged or reported

👁️ Important: Always check the eye icon on payment methods. If there's an error or warning, something is missing in your configuration. Click the eye icon to see exactly what's missing.

📌 Next Step: After completing Payment Setup, proceed to Shortcodes & Embed Methods to integrate checkout forms on your website.

⚠️ Troubleshooting

Payment Method Not Showing:

Check that the payment account is properly connected (no red error icon)
Verify the payment method is assigned to the specific plan
Check if the threshold has been reached for that account
Make sure API keys are correct and webhooks are configured

PayPal Friends & Family Not Working:

Ensure you're using a personal PayPal account (not Business)
Check that email notifications are properly configured
Verify the payment link generation is working

Stripe Webhook Not Working:

Verify the webhook URL is correct in your Stripe dashboard
Make sure the webhook signing secret is properly configured
Check that the webhook is set to receive all relevant events
Test the webhook endpoint using Stripe's test feature

📄 Shortcodes & 3 Embed Methods (Final Step)

After completing all previous steps (Email Configuration, Host & Pages, Panels Linking, and Payment Setup), you are ready to integrate checkout and login forms on your website. We provide 3 different methods to embed forms on your WordPress site.

🎉 Congratulations! You're in the final step. Once you complete this, you'll be ready to receive orders automatically.

🔐 Available Shortcodes

Inside the plugin dropdown (after clicking the Earth icon), go to Shortcodes to find three ready-to-use shortcodes:

🛒 Checkout Page Shortcode
[your checkout form]

Displays the payment and order form

🔐 Login Form Shortcode
[your store login]

Displays customer login form

📝 Sign Up Form Shortcode
[your store signup]

Displays customer registration form

🎯 Important Note for Elementor Users

When using Elementor, make sure to set your page to Elementor Full Width from the page settings (Page Settings → Elementor Canvas or Full Width), then add a Shortcode widget and paste the code.

📝 Method 1: Using Shortcodes (WordPress Classic Editor)

Create a new WordPress page (e.g., "Checkout", "Login", "My Account")
In the page editor, paste the desired shortcode (e.g., [your checkout form])
Publish the page
The shortcode will automatically display a dropdown of your available plans (configured in your dashboard)

🔗 Method 2: Direct Public URLs

Every form has a unique public URL that you can use anywhere — no WordPress shortcode needed.

Copy the public link from the Shortcodes section in the plugin
Use it on any website, social media, email, or anywhere else
Example format: https://yourdomain.com/?autotaskclick_checkout=1

📜 Method 3: Script Embed (For Any Website)

This method works on any website, not just WordPress. Perfect for embedding forms on custom HTML sites or landing pages.

In the Shortcodes section, generate your unique embed script
Copy the generated script code
On your page, add an HTML widget (Elementor) or paste directly into your HTML code
The form will appear exactly where you placed the script

🔐 Unique Embed Token

Inside the Shortcodes section, you will find your unique Embed Token. After generating it, the token will be integrated on every link you use (public URLs, shortcodes, and scripts). This token ensures that only your authorized websites can display the forms.

📸 Figure 9: Embed Token generator with Provider Type and Plan Reference dropdowns

🎛️ Preselect a Specific Plan (Dropdowns)

When generating your embed code (whether shortcode, public URL, or script), you will find 2 dropdowns:

Dropdown	Purpose
Provider Type	Select which panel/provider this form should use
Plan Reference	Select which plan should be preselected by default on the checkout form

💡 Pro Tip: Use the Plan Reference dropdown to create different checkout pages for different offers. For example, a "Special 12-Month Deal" page can have the 12-month plan preselected.

📸 Figure 10: Embed Token generator showing Provider Type and Plan Reference dropdowns

🖌️ How to Add Shortcode in Elementor

Edit your page with Elementor
Drag a Shortcode widget onto your page
In the Shortcode field, paste [your short code]
Update/Publish the page

📸 Figure 11: Elementor editor showing the Shortcode widget with the checkout shortcode pasted

🔗 External Link Option

The third option in the plugin dropdown provides an external link that redirects to our main Autotaskclick website for additional resources, updates, and support documentation.

🎉 Congratulations! You're ready to receive orders!

Orders will be delivered automatically to your client's email. You can now customize email templates, login/signup forms, create promo codes, and manage channels from the dashboard.

📌 What's Next?

After completing the setup, you can explore these additional features:

Email Templates: Customize order activation, renewal, and pending payment messages
Login/Signup Forms: Clone and customize with your logo, colors, and CSS
Promo Codes: Create discount codes with usage limits
Channels Editor: Modify channel lineup without touching your panel
Reminders: Configure automatic email reminders for expiring subscriptions

⚠️ Troubleshooting

Shortcode Not Working?

Make sure the plugin is activated
Verify you're using the exact shortcode: [your checkout form]
Check that you're logged into the plugin (Earth icon)
Ensure all previous setup steps (panels, payments) are completed

Form Shows No Plans?

Go to Plans & Pricing and make sure you have created at least one plan
Verify that each plan is assigned to a panel in Panels Linking
Check that payment methods are assigned to the plans

Script Embed Not Displaying?

Make sure you copied the entire script code (including the <script> tags)
Check if your website allows JavaScript embeds
Verify your Embed Token is still valid (regenerate if needed)
Test on a different page to isolate the issue

📦 Orders Management

The Orders page in your dashboard contains a complete table with all order information. You can view, manage, and take action on every order from this central location.

📊 Orders Table Overview

Order ID	Order Date	Client Email	Plan	Payment Method	Paid Price	Status	Actions
#1001	2026-04-15	john@example.com	Premium 12 Months	PayPal	$89.00	Active	👁️ 📧 🔄 🔴
#1002	2026-04-14	sarah@example.com	Basic 3 Months	Stripe	$35.00	Active	👁️ 📧 🔄 🔴
#1003	2026-04-10	mike@example.com	Premium 1 Month	Crypto	$15.00	Expired	👁️ 📧 🔄 🟢
#1004	2026-04-05	anna@example.com	Premium 6 Months	Bank Transfer	$55.00	Pending	👁️ 📧 🔄 🟢

📸 Figure 12: Full orders table showing Order ID, Date, Client Email, Plan, Payment Method ..

🔍 Filter Orders

Use the filter section at the top of the Orders page to narrow down your orders:

📅 Order Date Range
Filter by specific date period

🔢 Order ID
Search by specific order number

📧 Client Email
Filter by customer email address

📋 Plan Name
Filter by subscription plan

💳 Payment Method
Filter by PayPal, Stripe, Crypto, etc.

📊 Status
Filter by Active, Expired, Pending, Disabled

🔍 Tip: Use the filter criteria at the top of the Orders page to quickly find specific orders. Click "Search" after setting your filters.

📸 Figure 13: Filter options including order Date Range, order ID, Client Email, Plan Name, Payment Method, and Status

👁️ Order Details (Click Eye Icon)

Click the eye icon next to any order to view detailed information. The order details modal shows:

👤 Client Details:

Client Name
Client Email Address
Client Phone Number (if provided)
Client Country

📋 Subscription Details:

Plan Name and Duration
Subscription Expiring Date
M3U Link (for IPTV players)
Panel Login Credentials (Username/Password)
Number of Connections and more

📸 Figure 14: Showing Client Details and Subscription Details (Plan, Expiry Date, M3U Link, Credentials)

⚡ Actions Column - Available Actions

📧 Send Activation Email
Send subscription credentials to customer email

🔄 Renew & Extend Subscription
Extend the subscription period (manual renewal)

🔄 Sync with Provider
Sync order status with the panel provider

⏰ Send Reminder
Manually send expiry reminder to customer

🔴 Disable Subscription
Temporarily disable customer access

🟢 Enable Subscription
Re-enable a disabled subscription

📸 Figure 15: Showing dropdown with actions: Send Activation Email, Renew & Extend Subscription, Sync with Provider, and more

📧 Send Activation Email

If a customer loses their credentials or didn't receive the initial email:

Find the order in the Orders table
Click the Actions button next to the order
Select Send Activation Email from the dropdown
Confirm the action
The customer will receive a new email with their subscription credentials (M3U link, panel URL, username/password)

🔄 Renew & Extend Subscription

To renew an existing subscription (manually or after customer payment):

Locate the existing order in the Orders table
Click the Actions button next to the order
Select Renew & Extend Subscription from the dropdown
Select the new plan duration (if changing)
Confirm the renewal
The system will extend the subscription expiry date on the panel
A renewal confirmation email will be sent to the customer

🔄 Sync with Provider

Use this action to manually synchronize the order status with your IPTV panel provider. This is useful when:

The panel created the subscription but the system didn't update
You need to refresh the subscription status
Troubleshooting synchronization issues

⏰ Send Reminder

Manually send an expiry reminder to the customer. This is useful when:

The automatic reminder system is disabled for this order
The customer requested a reminder
You want to send a custom reminder message

➕ Create New Order (External Orders)

If you receive an order through WhatsApp, phone, email, or any external source, you can manually create an order in the system:

1 Click the + Add New Order button at the top of the Orders page
2 Enter customer details (Name, Email, Phone - optional)
3 Select the Plan purchased
4 Select Payment Method used
5 Enter the amount paid
6 Click Create Order — the system will automatically create the subscription on the panel and send credentials to the customer

💡 Tip: Manual orders are perfect for customers who prefer bank transfer, cash, or any payment method not integrated with the system.

🖨️ Printable Legal Receipt

To generate a printable legal receipt/invoice for any order:

1 Locate the Legal Receipt section at the top of the Orders page
2 Copy or type the Order ID into the input field
3 Click the Print button
4 A printer-friendly receipt will open in a new tab
5 Print or save as PDF for your records or to send to the your payment gateway for verification

Each order automatically generates a detailed receipt including Order ID, date, customer name and email, payment method, and total amount paid. The receipt displays multiple items with adjusted quantities to match the exact order value, creating a structured and realistic purchase summary. This helps support payment verifications (such as PayPal or Stripe reviews) and presents your business as a legitimate eCommerce operation with properly itemized transactions.

📸 Figure 16: Legal receipt section at the top of the page showing Order ID input field and Print button

🔴 Disable / 🟢 Enable Subscriptions

You can temporarily disable a customer's access without deleting their subscription:

Disable (🔴): Immediately revokes access to the service. Useful for non-payment or policy violations.
Enable (🟢): Restores access for a disabled subscription. The original expiry date remains unchanged.

💡 Tip: Disabled subscriptions still appear in your orders list with a "Disabled" status. You can enable them at any time from the Actions menu.

⚠️ Troubleshooting

Order Not Showing in Table?

Check if you have any active filters enabled
Clear any search terms or date range filters
Click the "Reset Filters" button
Refresh the page

Sync with Provider Failed?

Verify the panel connection is still active
Check that the panel credentials are correct
Try the sync action again after a few minutes

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

👥 Customers List

The Customers page in your dashboard displays all your clients with their basic account information. You can manage customer access from this central location.

📊 Customers Table

Email	First Name	Last Name	Password	Details
jamayyss8899@gmail.com	Jawdi	kedss	many7nkj	️details
smartchoice@gmail.com	adams	hoss	MuEfg2W	️details
reda340ghazal@gmail.com	Tesstt	bb	VWQISK76	details
freepalestine@gmail.com	Admin	1	12345678	️details
movhomed23dmifrahil@gmail.com	smail	kodsi	12345678	details

📸 Figure 17: Showing columns: Email, Name, Password, Free Trial Allowed (dropdown), Details (️eye icon)

🎁 Free Trial Allowed Column

The Free Trial Allowed column contains a dropdown menu with two options:

YES

Customer is eligible for free trial offers. Can access trial plans.

Customer cannot access free trial offers. Prevents trial abuse.

⚙️ How to Change Free Trial Status

1 Locate the customer in the Customers table
2 Click the dropdown in the Free Trial Allowed column
3 Select YES to allow free trial or NO to restrict
4 The change saves automatically — no need to click a separate save button

Details Column

Click the (eye) icon in the Details column to view more information about the customer:

Customer's complete profile information
List of orders placed by this customer (next version)
Active subscriptions with expiry dates (next version)
M3U links and panel credentials (next version)

🔍 Search Customers

Use the search bar at the top of the Customers page to find specific customers:

Search by Email, First Name, or Last Name

⚠️ Troubleshooting

Customer Not Showing in List?

Clear the search bar and click "Clear" to reset filters
Refresh the page
Check if the customer has completed registration

Free Trial Dropdown Not Saving?

The change not saves automatically so don't forgate to save after each edit
Refresh the page to confirm the change was applied
Check your browser console for any errors

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

📋 Plans & Pricing (Package Management)

The Plans page allows you to manage all your subscription packages. You can configure plan names, images, costs, prices, and visibility from this central location.

🔄 Automatic Sync: Plans are automatically added when you link your panel. The system pulls all available packages from your panel. You only need to add the cost, package price, and image. You cannot add new packages manually — they come from your panel.

🔍 Filter Criteria

Search by Package Name or Public Reference

📊 Package Management Table

Public Reference	Package Cost	Status	Actions
REF_STRONG_001	$2.94	Visible	👁️ 📋
REF_KEMO_002	$9.60	Visible	👁️ 📋
REF_KEMO_003	$12.00	Hidden	👁️ 📋
REF_STRONG_004	$8.82	Visible	👁️ 📋

📸 Figure 18: Package Management Table showing columns: Public Reference, Plan Name, Plan Image, Credits Cost, Package Price and Status

📋 Table Columns Explained

🔤 Public Reference

Unique identifier from your panel. Not editable — comes from the panel.

✏️ Plan Name

Editable display name for the package.

🖼️ Plan Image

URL or path to the package image/icon.

💰 Credits

Number of credits this package costs YOU. Enter just the number.

💵 Package Cost (USD)

Auto-calculated based on Credits × Credit Cost (Credit Cost set in Settings).

💲 Package Price

Selling price to customers in USD. Editable.

👁️ Status

Visible or Hidden. Hidden packages don't appear on checkout.

⚙️ Actions

👁️ (Show/Hide) and 📋 (Duplicate).

💰 How Package Cost is Calculated

The Package Cost (USD) is automatically calculated using this formula:

            Package Cost = Credits × Credit Cost (configured in Settings)
        

Example: If 1 credit = $0.80 and a package uses 3 credits, Package Cost = $2.40 automatically.

💡 Note: You only enter the number of credits. The USD amount is calculated automatically based on your credit cost setting. Update credit cost in Settings to see all package costs update.

✏️ How to Edit a Package

You have two ways to edit package details:

Method 1: Inline Editing (Directly in Table)

Click inside any editable field (Plan Name, Credits, Package Price, Plan Image)
Type your changes directly
Click outside or press Enter to save automatically

Method 2: Details Popup (Complete Edit)

Click on the eye icon or a "Details" to open the popup
Edit all fields including Plan Name, Credits, Package Price, Image URL, and visibility status
Click Save Changes to apply

⚠️ Note: Hiding a package does NOT affect existing subscribers. They will continue their service normally. New customers simply won't see the hidden package as an option.

📋 How to Duplicate a Package

1 Click the 📋 (duplicate icon) in the Actions column
2 A new package will be created with the same settings
3 Edit the duplicated package (change name, price, credits, etc.) as needed

💾 Saving Your Changes

⚡ Tip: Changes are saved automatically when editing inline (click outside). Use the "Save Changes" button to ensure all updates are committed.

⚠️ Troubleshooting

Package Not Showing on Checkout?

Check if the package status is "Visible"
Verify that payment methods are assigned to this package
Check that the panel is still connected and active
Clear your browser cache and refresh the checkout page

Package Cost Not Calculating Correctly?

Go to Settings and verify your Credit Cost is set correctly
Package Cost = Credits × Credit Cost
Changes to Credit Cost will update all package costs automatically

Can't Find a Package?

Packages are automatically synced from your panel — wait a few minutes
Try refreshing the page
Check the "Sync with Provider" option in the panel settings
Verify your panel connection is active

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

📺 Channels List Customization

The Channels page allows you to manage and customize the channels. Changes made here reflect instantly without needing to modify your panel. You can hide/unhide bouquets, edit stream/movie/series counts, and control visibility directly from your dashboard.

📡 Source: Channels are synced from your connected panel. Bouquets/Categories are organized as they appear in your panel. Changes apply instantly to customer playlists.

🚀 Coming Soon: Custom channel lists, drag-and-drop reordering, custom categories, and advanced filtering options are in development!

🔍 Filter Bouquets

Total Bouquets: 12 | Showing: 12

📊 Bouquets / Categories

	Bouquet Name	Streams	Movies	Series	Stations	Status	Actions

📸 Figure 19: Bouquets table showing Streams, Movies, Series, Stations counts, Status, and Actions

📋 What You Can Edit

📡 Streams

Number of live TV channels in this bouquet

🎬 Movies

Number of VOD movies in this category

📺 Series

Number of TV series episodes

📻 Stations

Number of radio stations (if available)

👁️ Visibility

Show or hide entire bouquet from customers

📝 How to Manage Bouquets

1 Select a Bouquet/Category from the table or search using the filter
2 Edit the Streams, Movies, Series, or Stations numbers if there's a mismatch with your provider
3 Click the 👁️ eye icon to see more detailsor hide/unhide the entire bouquet from customer playlists
4 Use bulk select to select multiple bouquets at once
5 Click Save Changes to apply all modifications — changes apply instantly to customer playlists

💡 Tip: Hidden bouquets will not appear in customer M3U files. Changes are applied immediately — no need to sync with your panel.

⚠️ Troubleshooting

Bouquets Not Loading?

Make sure your panel is connected and synced
Click "Load" after selecting a bouquet
Refresh the page and try again
Verify your panel credentials are correct

Changes Not Applying to Customers?

Click "Save Changes" to commit your modifications
Customers may need to refresh their playlist
Clear your browser cache if changes don't appear
Check if the bouquet is hidden vs visible

Numbers Don't Match Provider?

You can manually edit Streams, Movies, Series, and Stations counts
These numbers are for reference and don't affect actual content
Use them to track what's available to your customers

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

🔌 Panels Management

The Panels page allows you to connect and manage all your IPTV panels. We support multiple panels and multiple accounts per panel. No API required — just standard login credentials. All your credentials are encrypted and stored securely.

🔒 Security Guarantee: Your panel credentials are encrypted and stored securely. The system only accesses your panel to create subscriptions when orders are placed. No API required.

🔍 Filter Panels

Search by Panel Name or URL

📊 Connected Panels

Panel Name	Panel URL	Username	Assigned Countries	Status	Actions
Strong 4K	`https://strong4k-panel.com`	reseller_user1	United States, Canada	Connected	✏️ 🔄 🗑️
Kemo Panel	`https://kemo-panel.com`	reseller_kemo	Germany, France, UK, Spain, Italy	Connected	✏️ 🔄 🗑️
Crystal Panel	`https://crystal-panel.com`	reseller_crystal	Australia, New Zealand	Disconnected	✏️ 🔄 🗑️
Strong 4K (Backup)	`https://strong4k-panel.com`	reseller_user2	United States, Canada	Testing	✏️ 🔄 🗑️

📸 Figure 20: Connected panels table showing Panel Name, URL, Username, Assigned Countries, Status, and Actions

➕ Add New Panel / Edit Panel

Panel Name *

Panel URL *

Username *

Password *

Assigned Countries

Hold Ctrl/Cmd to select multiple countries

Credit Cost (per credit)

Used for profit calculation

⚙️ Panel Configuration Fields

Field	Description	Required
Panel Name	A label to identify this panel in your dashboard	Yes
Panel URL	The web address where your panel is hosted	Yes
Username	Your panel login username	Yes
Password	Your panel login password	Yes
Assigned Countries	Select countries that will be routed to this panel	No (but recommended)
Credit Cost	Cost per credit for profit calculation	No

🔐 Multiple Accounts per Panel

You can add multiple accounts for the same panel. This is useful when:

You have multiple reseller accounts on the same panel
You want to distribute load across different accounts
You need backup accounts in case one reaches its limit
Different accounts have different credit costs or country availability

💡 Tip: The system automatically distributes orders across multiple accounts based on availability and routing rules.

🗺️ Routing Rules Summary

Route by Country: Each country's clients get subscriptions from a specific panel
Route by Plan: Each plan can be assigned to a specific panel
If multiple panels match, the system uses the one with available credits
Fallback panels can be configured if primary panel is down

💰 Credit Cost & Profit Calculation

For each panel, you can add the credit cost per credit. This allows the system to automatically calculate your estimated profit in the dashboard.

Plan	Credits Used	Credit Cost	Panel Cost	Selling Price	Your Profit
12 Months	12	$0.80	$9.60	$89.00	$79.40
3 Months	3	$0.80	$2.40	$35.00	$32.60
1 Month	1	$0.80	$0.80	$15.00	$14.20

⚠️ Troubleshooting

Panel Connection Failed?

Verify the panel URL is correct (including http:// or https://)
Check that your username and password are correct
Make sure your panel allows API/remote access
Try logging into the panel manually in a browser to confirm credentials work
Check if your panel is currently down or under maintenance

Orders Not Being Routed Correctly?

Ensure each country is assigned to at least one panel
Ensure each plan is assigned to the panel that supports it
Verify that the panel has enough credits for the order

Can't Delete a Panel?

Make sure no active orders are using this panel
Transfer active subscriptions to another panel first
You can disable the panel instead of deleting it

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

🎟️ Promo Codes

The Promo Codes page allows you to create and manage discount codes for your subscription plans. You can set discount percentages, assign codes to specific plans, and control usage limits to manage your promotional campaigns.

💡 How it works: Customers enter the promo code at checkout to receive a discount. You can track usage and set expiration dates to control availability.

🔍 Filter Promo Codes

📊 Promo Codes List

Code	Discount	Assigned Plans	Usage / Limit	Expiry Date	Status	Actions
`WELCOME20`	20% OFF	All Plans	45 / 100	2026-12-31	Active	✏️ 🔴 🗑️
`SUMMER30`	30% OFF	12 Months, 6 Months	12 / 50	2026-08-31	Active	✏️ 🔴 🗑️
`FLASH15`	15% OFF	1 Month Only	48 / 50	2026-05-15	Near Limit	✏️ 🔴 🗑️
`NEWYEAR25`	25% OFF	All Plans	200 / 200	2026-01-15	Expired	🗑️
`TEST10`	10% OFF	Test Plan Only	0 / 10	2026-12-31	Disabled	✏️ 🟢 🗑️

📸 Figure 21: Promo codes table showing Code, Discount, Assigned Plans, Usage Limit, Expiry Date and Status

➕ Create / Edit Promo Code

Promo Code *

Unique code customers will enter (uppercase letters & numbers only)

Discount Value *

e.g., 20 for 20% or $20 off

Maximum Usage Limit

Leave empty for unlimited

Expiry Date

Leave empty for no expiry

Status

Assign to Plans *

All Plans 12 Months 6 Months 3 Months 1 Month

Select which plans this promo code applies to

📖 How Promo Codes Work

1 Create Promo Code

Set the code, discount value, applicable plans, usage limits, and expiry date.

2 Customer Enters Code at Checkout

The promo code field appears on the checkout page for customers to enter.

3 System Validates Code

Checks if code exists, is active, not expired, within usage limit, and applicable to the selected plan.

4 Discount Applied

The discount is applied to the order total before payment.

5 Usage Counter Increments

Each successful use increases the usage counter until the limit is reached.

💡 Best Practices

🎯 Limited Time Offers

Create urgency by setting expiry dates. Flash sales work well for boosting conversions.

📊 Track Performance

Monitor usage metrics to see which codes are most effective. Disable underperforming codes.

🎁 Welcome Discounts

Use first-time customer codes to encourage trial signups and reduce churn.

🔄 Renewal Incentives

Send exclusive promo codes to expiring customers to encourage renewal.

⚠️ Troubleshooting

Promo Code Not Working?

Check if the code is active and not expired
Verify the code applies to the selected plan
Check if the usage limit has been reached
Ensure the customer is entering the exact code (case-sensitive)

Discount Not Applying Correctly?

Check that the discount value is positive
Ensure the plan price is valid

Can't Delete a Promo Code?

Disable the promo code instead of deleting it
Deleting removes usage history — disable is recommended
Only delete codes that were never used

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

⏰ Reminders System

The Reminders System allows you to configure automatic email reminders for your customers. You can set up multiple reminder messages (before and after subscription expiry) with custom offsets and templates. The system sends emails automatically based on your configuration.

🤖 How it works: The system automatically sends reminder emails based on the offset period you configure. You can set reminders to be sent days or hours before or after subscription expiry.

📧 4 Default Messages: The system comes with 4 pre-configured reminder templates. You can edit, replace, or upload your own HTML templates.

🔍 Filter Reminders

📊 Reminders List

Message Type	Offset Period	Subject	Status	Actions
📧 1 Day Before Expiry	`1d` (1 day before expiry)	Your subscription expires tomorrow!	Active	✏️ 📧 🔴
⏰ 2 Hours Before Expiry	`2h` (2 hours before expiry)	Your subscription expires in 2 hours!	Active	✏️ 📧 🔴
⚡ 10 Minutes Before Expiry	`10m` (10 minutes before expiry)	Final reminder: subscription ending soon!	Active	✏️ 📧 🔴
🔄 1 Day After Expiry	`1d` (1 day after expiry)	Your subscription has expired - renew now!	Disabled	✏️ 📧 🟢

📸 Figure 22: Reminders table showing Message Type, Offset Period, Subject, Status, and Actions

✏️ Create / Edit Reminder Template

Message Type *

Offset Period *

Format: 1d 2h 10m 20s (days, hours, minutes, seconds)

Direction *

Status

Email Subject *

Email Content (HTML) *

You can use HTML tags. Available reserved fields below.

📋 Reserved Fields (Use in Templates)

{client_name}

Customer's full name

{client_email}

Customer's email address

{plan_name}

Subscription plan name

{expiry_date}

Subscription expiry date

{order_id}

Order ID number

{m3u_link}

Customer's M3U playlist link

{panel_url}

Panel access URL

{renewal_link}

Direct renewal link

🔄 How the Reminder System Works

1 Configure Reminder Settings
Set the offset period (when to send), direction (before/after expiry), and customize the email template.
2 System Monitors Subscriptions
The system continuously checks all active subscriptions against your reminder rules.
3 Automatic Email Sending
When a subscription matches the offset criteria, the system sends the configured email automatically.
4 Track Sent Reminders
All sent reminders are logged in the dashboard for your reference.

📤 Upload HTML Template

You can download existing emails as HTML, edit them externally using your preferred editor, and upload them back to the system.

📤 Upload HTML

Download the current template, edit with your HTML editor, then upload the modified version.

✅ Pro Tip: You can download emails as HTML, edit them externally, and upload them back. Don't forget to use the reserved fields!

📧 Test Your Reminder

Click the Test Send button (📧 icon) in the Actions column or the "Test Send" button in the edit form to send a test email to your own address. This helps you verify the template looks correct before going live.

💡 Tip: Always test your reminders before activating them to ensure the reserved fields are working correctly and the email design looks good.

⚠️ Troubleshooting

Reminders Not Sending?

Check that the reminder is set to "Active" status
Verify your email configuration (SMTP settings)
Check that the offset period is correctly formatted
Ensure there are active subscriptions that match the criteria
Test the reminder using the Test Send button

Reserved Fields Not Working?

Use exact spelling: {client_name}, not {Client Name}
Ensure curly braces { } are used, not parentheses
Test the email to see the actual replaced values

Offset Format Not Working?

Use correct format: 1d 2h 10m 20s (space between each value)
Examples: 1d, 2h, 30m, 1d 12h
Negative offsets not allowed (use direction field to specify before/after)

📞 Need Help? Contact our support agents via live chat in your dashboard — we respond within 2 hours, 7 days a week.

Template Name	Subject	Status	Actions
✅ Order Activation	Your subscription is now active!	Active	✏️ 📧 🔄
🔄 Renew Message	Your subscription has been renewed	Active	✏️ 📧 🔄
⏳ Pending Payment	Action required: Complete your payment	Active	✏️ 📧 🔄
⏰ 1 Day Expiry Reminder	Your subscription expires tomorrow!	Active	✏️ 📧 🔄

Error Type	Common Cause	Quick Fix
Payment Method Missing	Not assigned to plan or threshold reached	Check Payment Management settings
Panel Disconnected	Wrong URL or credentials	Verify panel URL and login details
Emails Not Sending	SMTP configuration error	Test email settings, check passkey格式
Wrong Payment Options	Timezone blacklisted (anti-spy)	Change location in DevTools Sensors
Orders Not Routing	Country or plan not assigned to panel	Check panel routing rules

Panel / Plan	Assigned Payment Methods	Status
Strong4K – 3 months / 1 connection	PayPal Friends & Family Account A, Stripe	Active
Kemo – 12 months	Stripe, Crypto, PayPal Business	Active
Crystal – 1 Month	PayPal Business #2, Bank Transfer, Crypto	Active
All Plans – Bank Transfer	Manual Bank Transfer (Fallback for all plans)	Active

Provider	Account Name	Account ID / Email	Threshold	Status	Actions
💙 PayPal	PayPal Business #1	merchant@business.com	$5,000	Active	✏️ 🔄 👁️
💙 PayPal	PayPal F&F #2	personal@gmail.com	$2,000	Threshold Reached	✏️ 💰 👁️
💳 Stripe	Stripe Account #1	acct_123456789	$10,000	Active	✏️ 🔄 👁️
₿ Crypto	Coinbase Commerce	api_key_xxxxx	$15,000	Active	✏️ 🔄 👁️
🏦 Bank Transfer	Bank Account #1	IBAN: DE89370400440532013000	$25,000	Active	✏️ 🔄 👁️

Autotaskclick Reseller Platform

📋 Requirements & Prerequisites

What Autotaskclick Provides:

🔌 Plugin Upload & Activation

📥 Installation Steps

🌍 Finding the Plugin in WordPress Admin

🔐 Login to the Plugin

✉️ Email Configuration

📧 Configuration Requirements

🔑 How to Get a Gmail App Passkey

📨 BCC (Blind Carbon Copy)

📬 The Three Email Options

🌐 Host & Page Configuration

⚙️ Configuration Fields

🏷️ Brand Name

🖼️ Logo URL

📄 Page Assignments

📝 How to Create the Required Pages

🔌 Panels Linking (Country & Plan Routing)

🗺️ Routing Rules (Critical)

⚙️ Panel Configuration Fields

📍 Routing Example

🔄 How Automatic Routing Works

🔐 Multiple Accounts per Panel

💰 Credit Cost & Profit Calculation

🔧 Testing Panel Connection

⚠️ Troubleshooting

💳 Payment Setup & Threshold Protection

🏦 Supported Payment Providers

💙 PayPal Configuration

💳 Credit Card / Stripe Configuration

₿ Cryptocurrency Configuration

🛡️ Threshold System (Anti-Ban Protection)

⚙️ How the Threshold System Works

💰 Mark as Sold Out (Wallet Icon)

📋 Setup-Payment Management (Per Plan)

📱 WhatsApp Fallback Number

🌍 Country-Based Payment Protection

⚠️ Troubleshooting

📄 Shortcodes & 3 Embed Methods (Final Step)

🔐 Available Shortcodes

🎯 Important Note for Elementor Users

📝 Method 1: Using Shortcodes (WordPress Classic Editor)

🔗 Method 2: Direct Public URLs

📜 Method 3: Script Embed (For Any Website)

🔐 Unique Embed Token

🎛️ Preselect a Specific Plan (Dropdowns)

🖌️ How to Add Shortcode in Elementor

🔗 External Link Option

📌 What's Next?

⚠️ Troubleshooting

📦 Orders Management

📊 Orders Table Overview

🔍 Filter Orders

👁️ Order Details (Click Eye Icon)

⚡ Actions Column - Available Actions

📧 Send Activation Email

🔄 Renew & Extend Subscription

🔄 Sync with Provider

⏰ Send Reminder

➕ Create New Order (External Orders)

🖨️ Printable Legal Receipt

🔴 Disable / 🟢 Enable Subscriptions

⚠️ Troubleshooting

👥 Customers List

📊 Customers Table

🎁 Free Trial Allowed Column

⚙️ How to Change Free Trial Status

Details Column

🔍 Search Customers

⚠️ Troubleshooting

📋 Plans & Pricing (Package Management)

🔍 Filter Criteria

📊 Package Management Table

📋 Table Columns Explained

💰 How Package Cost is Calculated

✏️ How to Edit a Package

📋 How to Duplicate a Package

💾 Saving Your Changes

⚠️ Troubleshooting