Introduction

The Monarx Upsell Program enables WHMCS (admins) to provide their customers with a freemium version of Monarx, along with helpful marketing and call-to-action prompts to encourage them to upgrade to the paid version. This guide is designed to assist admins in setting up the Monarx Upsell Program via WHMCS.
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​Step 1: Sign up for Monarx

To get started, admins can visit the website and sign up for Monarx. They will be required to provide some basic information about their company. Once the information is provided, admins will be granted access to the Monarx Web App.

Step 2: Download the WHMCS Upsell Module by Monarx

After signing up, admins can begin the setup process within WHMCS by connecting to the Monarx API. This process involves enrolling existing clients, configuring the shopping cart, and setting up pricing.