What to record per client.
WHAT TO RECORD
Domain and where it is registered, with renewal date cPanel username and account details Which package they are on and what they pay What applications are installed, with versions Database names and users Any non-default configuration Their contact details, including a secondary Backup arrangement What is included in their plan
WHY
You will not remember in six months, and with twenty clients you certainly will not.
During an incident you need it immediately.
WHERE TO KEEP IT
Not on the hosting account. A document you can reach if that account is unavailable.
Credentials in a password manager, not in the document.
WHAT THIS ENABLES
Answering a client's question without logging in to check Handing over to someone else Recovering after a disaster Knowing when domains renew
THE RENEWAL CALENDAR
Track every client's domain renewal. A client domain expiring on your watch is a serious failure, even when it was their responsibility.
UPDATING IT
When anything changes. A document describing last year's setup misleads.
