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.
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.
A step by step on adding new clients.
How to create Packages, also commonly referred to as Products.
Manually creating and adding a new service for a client.
Step by step on creating manual invoices.
Step by step on creating, editing, and deleting Payment Accounts.
How to make and record payment, and void and refund transactions.
How to change and customize email templates.
Creating and modifying staff and client area themes.
Adding and managing widgets, selecting different dashboard layouts and more.
Adding and editing calendar events.
Step by step for creating normal and sticky client notes.
If you have an unbranded license, you may wish to remove the "Powered by Blesta" branding line. Here's how to do that.
Working with log data.
How to create Configurable Options. Configurable Options request additional information from clients when ordering packages.
How to generate reports, and create custom reports.