Quick Start Guide for Managed Service Providers

Upmind is an all-in-one billing and automation platform ideal for Managed Service Providers (MSPs), for easy management of complex service contracts, multiple brands, and client subscriptions.

This guide offers a clear, step-by-step onboarding plan focused on the most important features tailored for MSP business operations. You will need to do the following:

1. Create and configure your Upmind account

2. Verify your account

3. Log into the admin panel

4. Configure your domain

5. Change the organisation name display

6. Set store currency

7. Define products and services

8. Create categories

9. Create products

10. Add product details

11. Upload images

12. Configure billing

13. Set up billing and payment processing

14. Configure provisioning

15. Manage client accounts and support

16. Launch your online store

17. Use analytics and reporting to optimize your business

You can also follow this guide to create your own profile.

Create and configure your Upmind account

1. Go to Upmind.com

2. Click on Start for free.

3. Enter your email and sign up.

Verify your account

1. Check your email (and spam) for Upmind’s verification link within 5 minutes.

2. Click the link to open your organization’s admin dashboard. Your account is now live.

Log into the admin panel

1. Visit your Admin Panel login page at https://my.upmind.com/login.

2. Enter your credentials to log in.

Configure your domain

1. Upmind creates a unique subdomain for your store ending with .upmind.app.

2. After setup, configure your own domain (e.g., yourdomain.com or clientarea.yourdomain.com).

Change the organisation name display

1. Go to Settings > Brand Settings under Branding and Customisation.

2. Enter a new name and click Save.

Upmind updates the organisation name on screen, but not the domain name.

Set store currency

1. Go to Settings > Business Settings under E-commerce Settings.

2. Set your Store Currency, which will be the primary currency.

Upmind supports multiple currencies, but your primary (base) currency is fixed once you record your first transaction. This base currency drives all reporting and conversions and cannot be changed afterward, so choose it carefully.

Define products and services

1. Access it Store Catalogue from the dashboard by clicking on Store Catalogue.

2. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

Create categories

Categories help you organise your products and can be edited at any time.

Add a new category

1. On the Product Catalogue page, click Add New.

2. Choose the Products category.

3. Enter a unique category name.

4. Add a category description (visible to website visitors).

5. Click Create.

The new category appears in the catalogue.

Create products

You can add products in two ways:

1. Click Add New > Product on the Product Catalogue page.

2. Or, click the three-dot menu next to a category and select Add product.

3. Choose Single product (default) or Product bundle.

4. Complete the product fields (name, descriptions, etc.).

5. Click Create.

The Product Details page displays the category and product name.

Add product details

On the Product Details page, you can add or edit product info:

• Product Description: Detailed information about the product, such as features and benefits. Longer text supported.

• Product Short Description: A concise description of up to 130 characters to grab attention.

Upload images

You can add up to 10 images per product to enhance its presentation. Click the upload area to select images. The first uploaded image becomes the default.

You can also change the default image by hovering over the thumbnail and clicking the star.

Configure billing

1. Select Product billing from the menu.

Create a one-off payment price

1. Click the One-off payment tile.

2. Enter the price for your default currency.

3. Add prices for additional currencies. (Optional)

4. Click Save.

Configure the multi-currency option

If a product doesn’t have a set price in a specific currency (for example, it’s only priced in your primary currency), you can control how Upmind handles it.

By default, it follows your brand’s multi-currency settings, but you can override this per product by choosing one of three options.

• Omit product: Product unavailable in that currency.

• Make available: Automatically convert price using current exchange rates.

• Inherit brand default: Use your brand’s global multi-currency setting.

Set up recurring payments

1. Click the Recurring payment tile.

2. Scroll to the pricing section and click Add new term.

3. Choose a billing term from the dropdown menu (monthly, yearly, etc.).

• If a customer chooses Package A with a monthly term, the next payment will be charged the following month.

• If a customer chooses Package B with an annual term, a single payment covers the full year, and the next payment will be charged on the renewal date the following year.

4. For custom plans, select Custom and enter the number of months.

5. Add prices for each currency accordingly.

6. Add more terms if needed.

7. To delete a term, click Delete next to it.

8. Click Save.

Select the default payment term

When multiple subscription options exist, you can set which term displays by default to customers.

At the bottom of the billing page, select the default.

Set up billing and payment processing

1. Go to Settings > Payment Providers under E-commerce Settings.

2. Click Add payment provider and configure payment gateways like Stripe, PayPal, or offline payment methods.

Configure provisioning

Here, we will use Servers with Virtualizor provisioning as an example.

1. Go to Settings > Provision Configurations under Provisioning.

2. Click on Add New Configuration.

3. Select Servers from the dropdown and choose Virtualizor.

4. Fill in the details (Hostname, Port, API Key, API Password, Location type).

For more details, see this guide.

5. Select Provisioning from the menu of your product.

6. Select Server as your blueprint and choose Virtualizor.

7. Choose your Provider Configuration.

8. You can keep the Setup Functions as Default, and Order Setup Fields as Inherit from Category.

9. Under Provision Fields, you need to configure your Virtualization Type, Server Location, Server Image, Server Size, Server CPU Cores, Server Memory MB, and Server Disk MB. You can get all the details (for example, disk space, monthly bandwidth limit, etc.) from your panel.

Manage client accounts and support

1. Add clients manually under Clients > Add New.

2. Associate clients with hosting packages and contracts to trigger correct billing and provisioning.

3. You can configure email piping for support tickets by going to Settings > Support Departments under Branding and Customisation.

You can get more information on support departments in this guide.

4. You can also implement Upmind’s built-in ticketing system to handle customer inquiries or technical support. Tickets link to client records for holistic case management.

Launch your online store

1. List hosting packages and additional services for customer self-service ordering.

2. Customise pricing, offers, and promotions to attract new customers.

3. Configure checkout flow, payment options, and communication templates.

4. You can check the customer journey by impersonating a client and seeing the purchase process.

Use analytics and reporting to optimize your business

1. Review Insights and Reports to track sales, client growth, revenue by product, churn, and LTV.

2. Monitor billing performance and customer payment behavior from the Admin Dashboard.

3. Use Google Analytics and Tag Manager integrations to gain website and portal insights.

4. Adjust pricing, marketing, or support strategies based on data.