Adding a new client account Follow

To add a new client in your agency account, click the green 'add client' button : 


01.PNG


You can click the 'See how it's done' link to watch a video of this process.

Once you click the button, you will be shown a dialogue box to enter a few details about the new client account : 


02.PNG


After you have filled these out, you're taken back to the dashboard, where you will see the newly created account : 


03.PNG

 

By clicking on the N/A , you're able to pre-select the plan that this client will go onto, prior to upgrading to a paid account.  First you choose if you want the client to pay or if you're going to be paying : 


04.PNG


Next, you choose the plan : 



05.PNG


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.

When you select, 'Client pays' you're able to set a markup on the account if you wish : 


06.png


You can 'upgrade', 'log in to' and 'edit' this account with the corresponding 3 buttons on the right hand side of where this new account is shown.

Clicking on the clients email address will allow you to send the client an invitation email to access the account.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request