New hosting account checklist Print

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Checklist

  • Confirm the domain name and service plan are correct in WHMCS.
  • Update nameservers at the registrar if DNS will be hosted on the new server.
  • Log in to cPanel from the client area or the direct cPanel URL.
  • Create required email accounts before changing MX records.
  • Upload website files or install software with Softaculous, SitePad, or WP Toolkit.
  • Issue a Let's Encrypt SSL certificate after DNS points to the server.
  • Test the site, email sending, email receiving, and contact forms.
  • Set backup expectations and confirm how restores are requested.

Before DNS changes

Lower the DNS TTL several hours before a migration when possible. Export the old DNS zone, note existing MX, SPF, DKIM, DMARC, TXT verification, and third-party records, then recreate them before changing nameservers.

Customer checklist

  • Confirm the service, domain, invoice, and contact email in the client area.
  • Save support links and understand which login is for WHMCS, cPanel, WHM, webmail, WordPress, or server root.
  • Turn on two-factor authentication where available.
  • Keep a current backup before major changes.

When to contact support

Open a ticket when you see billing errors, account access problems, migration questions, DNS uncertainty, or anything that may affect uptime.

Quick support handoff

If this article does not solve the issue, open a support ticket with the domain, service name, exact error, time the problem started, and what changed recently.


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