Add a New Client Account to an Agency Account

How-to Guide

1. Log into your agency account and click Add Client.
2. Enter the client company name and email address.
3. Click Add. You'll then be returned to the dashboard, where you will see the newly created account.
   
4. Click Select a plan next to your newly created client account.
5. Now choose if you want the client to pay or if you're going to be paying.
   
   

   If you need to go back and change who is paying at any time, you can click on the plan that the account is on and you can go through this process again.

6. Next, select the desired plan.
   
7. If you selected Client pays, you will be able to set a mark-up on the account if you wish. Click Save when done.
   
8. Your client account has now been created.
   
9. To finalise access for your client, click Send invitation, which will send them a link to create a profile and login (using the email address you entered for them at the start). You can also use the buttons to the right to log into or edit this account further, if required.