Help Center

Agency

Run client accounts, sell your own plans, resell usage and keep every client on track from one agency account.

• Set up your agency with the LaunchpadWork through the nine setup steps on Agency home, from your logo and domain to your first paying client, then use the Dashboard to watch clients and revenue.
• Add a client accountCreate a sub-account for a client, choose whether they pay you on one of your plans or you bill them yourself, build their business from a snapshot and invite the owner in one go.
• Invite people to a client accountInvite a client's owner or staff, send a fresh link when the first one was lost, and know what the person you invite will see.
• Work inside a client's accountOpen a client's account to build and fix things for them without their password, see what they see, and get back to your agency.
• Approve, suspend or remove a clientApprove or reject new signups, put a client's account on hold and restore it, read a client's report, and remove a client for good.
• Build a client from a snapshotPick a client's trade from the snapshot library, see exactly what will be built, and build it in a new client's account or your own, then copy your own sites and funnels across.
• Find prospects and win them as clientsAudit a local business's website, send them a branded report that ends with the site you would build, follow up, and turn them into a client.
• Create plans to sell to your clientsSet up the plans you sell under your own name, with your price, a free trial, included credit and AI, a snapshot built on signup, and a sale link clients pay you through.
• Set subscription rules, approvals, the welcome email and taxDecide what happens when a client's payment fails, what clients may change themselves, what AI they start with, what email they get, and whether tax is added at checkout.
• Resell usage to your clients at your own priceSet your markup on texts, email, WhatsApp, calls, numbers, AI and add-ons, choose which clients pay for their usage and which you cover, and see what each client costs and brings in.
• Manage texting across your clientsSee every client's numbers, US texting registration, sending level and delivery in one table, move a number between clients, and set the texting rules new clients start with.
• Your agency's billing and walletSee your agency plan, top up the wallet that pays for your clients, understand what it is charged for, and keep clients from being put on hold.
• Move a client to another brandChange which of your brands a client sees, without rebuilding anything, and tell them the address to sign in at.