Reseller: A Step-By-Step Setup Guide For Agencies, Web Developers & Freelancers

WPMU DEV’s Reseller is an end-to-end platform to sell hosting, domains, templates, SEO, and more through your own white-label portal, on your own domain. Learn how to easily set up automated Reseller for your business in this step-by-step guide.

Reseller lets you white label and resell everything WPMU DEV!

If you provide web development, web design, or digital marketing, white labeling and reselling services like web hosting and domains is a great way to add additional and automated recurring revenue streams to your business quickly and easily.

WPMU DEV’s Reseller platform provides end-to-end automated white label deployment and billing for reselling services and is exclusive to Agency members.

Not a WPMU DEV Agency member? Learn more about our most exclusive, priority access plan here.

In this quick-start guide we’ll take you step-by-step through the process of setting up Reseller in your Agency account inside your central WordPress site management tool, The Hub.

Watch the video below for a quick overview and use the jump links for step-by-step instructions on setting up Reseller.

You will learn:

How To Get Started with Reseller
Setting Up Your Reseller Account
Step 1) Set Up Client Billing and Invoicing
Step 2) Create Your Reseller Products
Step 3) Set Up Your White Label Client Portal
Step 4) Integrate Reseller with Your Site

Your Clients’ Onboarding Experience With Reseller

Getting Started with Reseller

Reselling and white labeling WPMU DEV hosting has been possible for a while now.

Reseller provides agencies and WordPress professionals with a complete suite of tools to generate recurring revenue without managing servers, dealing with downtime and other technical issues, or having to manually onboard customers.

Reseller also brings all the moving parts below seamlessly together to create an effortless and fully-automated reseller experience:

White label client billing, invoicing, and management
Reseller products, including hosting, domains (coming soon!), site templates, premium plugins, etc.
White label client portal
White label client reports
White label client support (coming soon!)

Additionally, you can add your own products and services to the mix like SEO, PPC, and more, giving you unlimited flexibility.

Simply set up Reseller to suit your business model and brand it all as your own. WPMU DEV’s all-in-one platform will run, maintain, and support everything, leaving you free to grow your business and focus exclusively on your clients.

Setting Up Your Reseller Account

Before we go through the Reseller setup process, make sure you have a Stripe account set up.

Stripe is the default payment processor for our integrated Clients & Billing client management tool and you will need this to invoice your clients and get paid.

Got your Stripe account? Great! Then log into The Hub and click on the Reseller tab in the top menu.

Click on The Hub’s Reseller tab to begin the setup process.

We recommend watching the “get started” video and following the checklist for the fastest and easiest way to set up Reseller.

Setting up Reseller is simple…just follow the checklist!

There are four main steps involved in setting up Reseller, so let’s go through these now:

Step 1) Set Up Client Billing and Invoicing

The Hub’s Client Billing and Management portal is an incredibly easy-to-use, built-in billing management platform that lets you create and sell product and service packages to your clients, process payments, set up custom plans, recurring subscriptions, branded invoices, and invite clients directly from your Hub or Hub Client plugin installed on your own site.

Clients & Billing provides all the tools you need to easily manage your clients in one place.

Setting up Clients & Billing involves two steps:

Connect your Stripe account to Clients & Billing.
Configure Clients & Billing to set up your business profile and preferences (e.g. billing currency) and add your own branding to everything, including your emails, invoices, etc.

If you need help with this step, click on the links above and follow our tutorials or refer to the Clients & Billing documentation for more detailed information.

Step 2) Create Your Reseller Products

Once you’ve decided what packages to offer (we give you a ton of different options for add-ons, services, and upgrades) and Client Billing has been set up and configured, the next step is to create and add the products and services you plan to resell to your clients.

This is as simple as adding new products, creating your plans (which connect to our hosting plans), and setting their pricing.

Click on the Reseller tab in The Hub’s main menu and you will see additional tabs inside this screen that allow you to create white label reseller hosting products, and domain reselling (coming very soon!).

Configure your white label resell products and settings in the main Reseller panel.

Additionally, in this section you will find a global settings tab, and links to reporting issues and suggestions and the Reseller Setup Guide.

Configure global settings for Reseller in The Hub.

Let’s go through an example and create a hosting reseller product using Reseller’s product setup wizard so you can see how easy this is.

Click on the Hosting Reseller tab and then click on Add New Product to bring up the first screen of the Product Setup wizard.

Set up your whitelabel hosting products in the Hosting Reseller section.

Product Setup

The product info you enter here (i.e. product name, image, description, and features list) will be added to the pricing table made visible to your clients, so it’s important to fill this in correctly.

Enter your product info and click ‘Next’ to continue.

Enter the information about your new product that you want customers to see in the Product Setup screen.

Reseller Configurations

Next, configure your product by selecting the hosting plan you will resell as your own.

Configure your hosting product settings.

Note: With each product that you create, you can also specify additional customization options.

These include:

WordPress User Role

Select the user role you would like to assign to clients when this product is purchased.

Reseller lets you choose from various roles, including Super Admin (for managing Multisite site templates). This is useful if you don’t want users to have complete control of all WordPress functions on their newly purchased site.

So, if you want to restrict users from being able to install plugins and themes on their site, for example, you can associate a hosting plan with the role of Editor or a role with even less permissions (e.g. Author, Contributor, Subscriber).

Associate user roles with each hosting product you create.

Client Role

You can choose to keep the default client role as set in The Hub > Reseller > Settings or change the client role after the product has been purchased.

Configure the client role behavior for each of your hosting reseller products.

Note: Client Role is different from the WordPress User Role set above and affects access to features in The Hub.

Learn more about Client Roles.

Site Templates

Under the Site Templates setting, you have the option of allowing clients to choose a site template, forcing a selected template on new sites, or disabling templates.

Enable or disable site templates for your hosting products.

If template-based options are selected, you can then choose to use your own client site template(s), and/or any of the pre-configured site templates from our library.

A sample of the site templates you can offer your clients.

Reseller Tip: Site templates allow you to sell fully white-labeled websites to your clients. To do this, simply create custom templates from one or more white-labeled sites in your account (Hub > Site Templates > Create Template), then make only those templates available to your clients.

Create white label sites with custom templates.

Learn more about site template options.

Auto Suspension

With Reseller, you’ll never lose sleep over unpaid client invoices!

Reseller lets you configure whether or not to automatically suspend sites if an invoice has not been paid after a specified number of days. You can also disable the option altogether, and specify whether or not to automatically unsuspend sites when pending invoices are paid.

Reseller can automatically suspend sites with unpaid invoices.

Learn more about Auto Suspension.

Auto Deletion

As an additional feature of its powerful automation capabilities, Reseller gives you the option of automatically deleting sites with unpaid invoices.

Reseller can automatically delete unpaid sites…or not! You decide.

You can choose to not auto delete sites, or delete them where invoices remain unpaid after a specific time period set by you.

Note that the number of days you specify to trigger auto deletion must be greater than the number of days you have set for auto suspension to take effect.

If the client has not paid their invoice after a grace period, Reseller can automatically delete their site. No pay…bye bye!

Learn more about Auto Deletion.

Pricing

The last step is to set up your hosting product’s pricing.

The Pricing screen allows you to create different plans, set your subscription terms, and charge whatever amount you want on top of your wholesale purchase pricing.

Click the Continue button when done to create your product.

Set up pricing variations for your hosting product.

Your first hosting product is now done and the product details will display in your Hosting Reseller screen.

Congratulations…your first hosting reseller product is ready!

After adding a product, you can perform additional functions such as viewing or editing it, add a pricing plan, duplicate it to easily create a new product variation, and even archive it if it’s no longer being used.

Click on the ellipsis to view additional options.

Rinse and repeat the above steps by clicking on the Add New Product button to continue adding all of the hosting products you plan to resell.

Add your products, create bundled plans, and set your pricing/subscription terms.

If you need help with this step, see our documentation.

Step 3) Set Up Your White Label Client Portal

This is where all the magic happens for your clients.

The client portal is your white labeled branded version of our Hub site management interface. It’s powered by The Hub Client plugin, which is needed for Reseller and included with the Agency membership, and runs on your own WordPress website on your own domain.

It’s your dedicated portal where clients will sign-in when they buy from you to manage their account details, pay you, and purchase services including hosting and more, directly from your site…all fully controlled and customized by you.

Create a branded portal where clients can log in and manage their sites.

Portal creation is instant as it’s a copy of your existing Hub interface, and there are numerous design, branding, and customization options.

Setting up a white-labeled client portal will enable your clients to not only manage their subscriptions and invoices, but also purchase reseller products directly from you and automatically create sites hosted with WPMU DEV.

Client’s view of your branded hub.

You have complete control over setting up your clients’ experience in the portal.

To set up a client portal with your own branding, simply install and activate The Hub Client plugin on your site, configure settings for branding, navigation, login, and signup, and add the products you created in the previous step.

For detailed instructions on installing and using the plugin refer to The Hub Client plugin documentation.

Step 4) Integrate Reseller With Your Site

The final step to complete the automation process is to activate and set up Reseller on your client portal with information about your products and services.

To do this, make sure you have installed The Hub Client plugin on your site, then go to “The Hub Client > Reseller” page and activate Hosting Reseller.

Activate Reseller in The Hub Client

Next, add/import the products you created in Step 2 into The Hub Client by clicking either on the Add Product or Import all products buttons.

Note: Editing products in The Hub will automatically update the information in your pricing tables for existing products, so you won’t need to reimport the product in The Hub Client.

Add or import your resell products into The Hub Client.

Clicking on the Add Product button allows you to select a product and pricing variations, and configure visibility settings for its pricing table.

And a product and configure its pricing and visibility options.

Alternatively, you can import all products you have created in The Hub by clicking on the Import all products button…

Import your products into Reseller.

After importing, a table will display information about each of your added products.

Note: If you have not added any products, you will see the option to add a product or import all products below the Hosting Products table. After adding a product, the Import all products button will be replaced with the Customize pricing table button.

Hosting Products table

Click on the down arrow to view more details about each product (or click on the up arrow to hide this information).

Click on the up/down arrows to expand or hide product information.

After adding your products, click on the Customize pricing table button to create and customize a pricing table with your Hosting Reseller products to match your site and brand.

Customize your pricing table to match your own branding.

Note: An alternative option to using The Hub Client’s pricing table is to copy and add checkout links generated by Reseller to your existing setup where you’d like customers to purchase your products.

Don’t want to use the pricing table? No problem…add a checkout link to your site instead.

Once your billing, products, and portal are ready, you can easily embed your new products and pricing table on your site via shortcode or Gutenberg block where clients can access the information and purchase your products and services.

Easily embed pricing plans on your site/portal or connect to your existing setup.

You’re now ready to resell WPMU DEV!

Your Clients’ Onboarding Experience With Reseller

Now that you know how to set up Reseller, let’s take a look at the ‘turn-key’ client onboarding experience:

A new user selects a hosting plan from your site…

Your pricing table is live and ready for new clients to buy.

They’ll create a new account and log in to your portal…

Secure and easy account sign-in for your new customers.

Then create a site, choose a template, set up site credentials, server location, and securely check out…

The site setup process for new clients is super simple.

Your clients can easily create a new site with or without templates, depending on how you have configured your product packages…

Have clients choose one of your templates, or one of our 27 pre-configured options.

The client will be presented with your fully-branded payment screen as the last step of the process. Once payment is made, their site will then be automatically created.

Clients can securely purchase your hosting products via your own branded checkout.

After payment is successfully processed, Reseller will do its magic and create a brand new, fully configured site on an optimized hosting plan in just a few minutes.

Once the site is done, your clients will then have immediate access to their sites, via your client portal.

Your client’s site will be ready faster than you can spell instant gratification.

It’s all 100% automated, white-labeled under your own brand, and completely hands-off if you want it to be.

Welcome to your new WPMU DEV reseller business!

Want Ka-Ching? Then Reseller’s Your Thing!

As mentioned earlier, Reseller is only available with our Agency plan, which includes unlimited site licenses and tools, Pro plugin suite, free yearly hosting credit, and exclusive access to our lowest hosting prices. The plan also includes a full 30-day money-back guarantee, so you can try it completely risk-free today.

Become a WPMU DEV Reseller today and start automating your existing agency setup, or tap into a wealth of potential new revenue streams selling niche hosting services.

If you are already an Agency member, what are you waiting for? Jump in, take a look, and get started right now.

Also, watch this space, we have big plans to continue building additional ways (and improving) how our platform can help WordPress professionals drive recurring revenue without the hassle.

PS: Domain reseller automation is up next! Adding yet another source of income to your business, and value to your clients.

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