Add a New Client Account to an Agency Account

Details

When adding a new client account (sometimes also referred to as a 'sub account') to your agency account, we give you the option to select whether you, or they, pay for it. This can also be configured differently on a per-account basis, to suit your needs.

Further, when selecting the 'Client can pay' option, you will also be able to set the mark-up percentage for each account - allowing you to charge your clients different amounts based on the functionality they need, or any other add-on services you may choose to bundle with email & SMS marketing.

How-to Guide

1. Log into your agency account and click Add Client.
2. Enter the client's company name, as well as your contact's name and email address.
3. Next, select how you'd like to pay for this account. You can select either I will pay (where we will charge you monthly and YOU invoice your client), or Client can pay (where WE charge them monthly and pay you your share).
   • If selecting I will pay: Choose the plan you wish to assign to this client (eg. 'Starter', 'Business' or 'Pro-Marketer'), then click Add Client. Your client account has now been created.
   • If selecting Client can pay: Adjust the mark-up percentage as required, then choose the plan you wish to assign to this client (eg. 'Starter', 'Business' or 'Pro-Marketer'). When done, click Add Client. Your client account has now been created.
4. 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) - though you don't have to do this straight away. If you prefer, you can log into the account to upload lists, prepare automations, connect integrations or do anything else you might need to do before inviting your client in. You can also use the buttons to the right to log into or edit this account further, if required.
   

Billing commences once the client upgrades their account.