🔌 Plugin Upload & Activation

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

📥 Installation Steps

1. 1 Download the plugin ZIP from the email you received after signup
2. 2 Log in to your WordPress admin dashboard
3. 3 Go to Plugins → Add New → Upload Plugin
4. 4 Upload the ZIP file and click Activate
5. 5 No additional plugins required — we don't need SMTP or email plugins. Our system handles all email sending automatically.

🌍 Finding the Plugin in WordPress Admin

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

🔐 Login to the Plugin

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

✉️ 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

🔑 How to Get a Gmail App Passkey

1. 1 Make sure 2-Step Verification is ON → https://myaccount.google.com/security
2. 2 Create app and copy password → https://myaccount.google.com/apppasswords

📨 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

🌐 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

The Brand Name appears in:

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

🖼️ Logo URL

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

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

📄 Page Assignments

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

📝 How to Create the Required Pages

1. 1 Go to WordPress Dashboard → Pages → Add New
2. 2 Title: Enter a title (e.g., "Login", "Checkout", "Thank You")
3. 3 Content: Paste the corresponding shortcode into the page editor
4. 4 Click Publish to save the page
5. 5 Return to the plugin Host & Pages settings and select the pages from the dropdown menus
6. 6 Click Save Changes to apply the assignments

🔌 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.

🗺️ Routing Rules (Critical)

⚙️ Panel Configuration Fields

📍 Routing Example

🔄 How Automatic Routing Works

1. 1 Customer places an order on your website
2. 2 System detects the customer's country (based on IP address)
3. 3 System checks which panel is assigned to that country
4. 4 System verifies the selected plan is available on that panel
5. 5 System automatically creates the subscription on the correct panel
6. 6 Customer receives credentials via email automatically

🔐 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.

🔧 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

⚠️ Troubleshooting

💳 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.

🏦 Supported Payment Providers

💙 PayPal Configuration

💳 Credit Card / Stripe Configuration

To accept credit card payments via Stripe:

1. Create a Stripe account at stripe.com
2. Navigate to Developers → API Keys
3. Copy your Publishable Key and Secret Key
4. Paste them into the plugin payment settings
5. Set up the webhook endpoint (provided in the plugin)
6. 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.

⚙️ How the Threshold System Works

1. 1 Set a threshold amount for each payment account (e.g., $5,000)
2. 2 System tracks the current balance of each account
3. 3 When balance reaches the threshold, the system automatically marks the account as unavailable
4. 4 System automatically switches to a backup account for new payments
5. 5 You receive a notification when an account reaches its threshold
6. 6 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:

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

📋 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.

📱 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.

🌍 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

⚠️ Troubleshooting

📄 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.

🔐 Available Shortcodes

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

🎯 Important Note for Elementor Users

📝 Method 1: Using Shortcodes (WordPress Classic Editor)

1. 1 Create a new WordPress page (e.g., "Checkout", "Login", "My Account")
2. 2 In the page editor, paste the desired shortcode (e.g., [your checkout form])
3. 3 Publish the page
4. 4 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.

1. 1 In the Shortcodes section, generate your unique embed script
2. 2 Copy the generated script code
3. 3 On your page, add an HTML widget (Elementor) or paste directly into your HTML code
4. 4 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.

🎛️ Preselect a Specific Plan (Dropdowns)

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

🖌️ How to Add Shortcode in Elementor

1. 1 Edit your page with Elementor
2. 2 Drag a Shortcode widget onto your page
3. 3 In the Shortcode field, paste [your short code]
4. 4 Update/Publish the page

🔗 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.

📌 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

📦 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

🔍 Filter Orders

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

👁️ Order Details (Click Eye Icon)

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

⚡ Actions Column - Available Actions

📧 Send Activation Email

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

1. Find the order in the Orders table
2. Click the Actions button next to the order
3. Select Send Activation Email from the dropdown
4. Confirm the action
5. 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):

1. Locate the existing order in the Orders table
2. Click the Actions button next to the order
3. Select Renew & Extend Subscription from the dropdown
4. Select the new plan duration (if changing)
5. Confirm the renewal
6. The system will extend the subscription expiry date on the panel
7. 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. 1 Click the + Add New Order button at the top of the Orders page
2. 2 Enter customer details (Name, Email, Phone - optional)
3. 3 Select the Plan purchased
4. 4 Select Payment Method used
5. 5 Enter the amount paid
6. 6 Click Create Order — the system will automatically create the subscription on the panel and send credentials to the customer

🖨️ Printable Legal Receipt

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

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

The receipt includes: Order ID, Order Date, Customer Name & Email, Plan Details, Price Paid, Payment Method, Transaction ID, and Subscription Expiry Date.

🔴 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.

⚠️ Troubleshooting