This section is designed to cover the most common tasks performed in Blesta and is a good starting point after Installing Blesta. For tasks and information not listed here, see Configuration.
Important Settings
There are some settings, post-install that you may want to change. These are the most common, and should be reviewed and adjusted as necessary.
Creating Clients
A step by step on adding new clients.
Creating Packages
How to create Packages, also commonly referred to as Products.
Adding Services
Manually creating and adding a new service for a client.
Creating Invoices
Step by step on creating manual invoices.
Creating Quotes
Creating Payment Accounts
Step by step on creating, editing, and deleting Payment Accounts.
Making Payment
How to make and record payment, and void and refund transactions.
Customizing Emails
How to change and customize email templates.
Changing the Theme
Creating and modifying staff and client area themes.
Customizing the Layout
Uploading a custom logo and re-organizing the client cards.
Customizing the Dashboard
Adding and managing widgets, selecting different dashboard layouts and more.
Using the Calendar
Adding and editing calendar events.
Creating Notes
Step by step for creating normal and sticky client notes.
Internationalization and Languages
Removing Branding
If you have an unbranded license, you may wish to remove the "Powered by Blesta" branding line. Here's how to do that.
Viewing Logs
Working with log data.
Creating Configurable Options
How to create Configurable Options. Configurable Options request additional information from clients when ordering packages.
Configurable Option Logic
Generating Reports
How to generate reports, and create custom reports.
Previewing Themes & Templates
It's possible to preview client area themes and templates without switching to the theme or template.