Websites and hosting

Websites & Hosting is your register of client websites. Each record links a website to its client and server, and holds the domain and hosting expiry dates. Those dates feed Renewals, so you get a renewal cycle before anything expires. Open it from the sidebar: Domains & Infra → Websites & Hosting.

The list

• Columns: Website, Description, Client, Server, Provider, Domain expiry, Domain price, Hosting expiry, Hosting price and Status. Provider comes from the website’s server.
• Search (callout 2) matches the website, client or provider. Status filters active or inactive records, or shows Archived ones.
• The four date fields limit the list to domains or hosting expiring in a range, for example everything that expires this quarter.
• Click any column heading except Description to sort. Clear filters resets everything.

Add a website

1. Click Add record (callout 1).
2. Type the Name. Use the domain, for example cedar-sage-bakery.example; AgencyOS also stores it as the website address.
3. Optionally add a Description.
4. Choose the Client, or leave it as NA / unassigned.
5. Choose the Server it runs on, or N/A / domain only if you only manage the domain. Servers come from Infrastructure.
6. Enter the Domain expiry date and Hosting expiry date you manage. Leave either empty if you don’t manage it.
7. If you can manage pricing, enter the Domain renewal price and Hosting renewal price: what you charge the client each year.
8. Leave Status as Active and click Save.

Each expiry date you enter becomes a yearly domain or hosting service for the client, with that date as its next renewal date. The renewal shows up in Renewals about 45 days before it’s due, and the client’s View services list in Clients includes it.

Edit a website

Click Edit on the row, change what you need in Edit record and click Save. Changing an expiry date here moves the next renewal date of that domain or hosting service.

Archive and restore

• Click Archive on a row to hide a website you no longer manage.
• To archive several at once, tick their checkboxes (or the header checkbox for the whole page) and click Archive selected. The bar states exactly how many rows on this page are selected; Clear selection unticks them.
• To bring one back, set Status to Archived and click Restore.

See Deleting and restoring.

Export

Click Export to download every record as a CSV, with one row per website: name, description, client, server, provider, domain and hosting expiry and price, and status.

Import domains

1. Click Import.
2. Click Download sample CSV and fill it in: domain_name, client_name, registrar, renewal_date and status.
3. Under Select CSV, choose your file and click Import. AgencyOS checks the file and imports the valid rows, then tells you how many it added.

Each row needs a domain, a client that already exists (matched by company or name) and a renewal date. Rows whose domain already exists are flagged as duplicates. An imported domain becomes a domain service for the client, with its registrar added to Providers if needed; it appears in Renewals and the client’s services rather than as a website row. Column details: CSV templates.