Add a client account

Every client gets their own account, called a sub-account, with its own contacts, sites, automations and wallet. Adding one creates the account, can build their site from the snapshot for their trade, and sends the owner an invitation from your brand.

Before you start

• You are an owner or admin of the agency account.
• The client's business name, the owner's name and the owner's email address.
• To put them on one of your plans: at least one plan under SaaS configurator › Plans & pricing (Resell only). See Create plans to sell to your clients.

Steps

1. Open Sub-accounts and press Add client.
2. Under How will this client pay?, choose one: - Client on one of my plans: they pay you every month through your Stripe, and their tools unlock to the plan's level. You send them the checkout link afterwards. - Client I bill myself: you pay the wholesale price for their account and invoice them however you like.
3. Press Next. Under Which snapshot does the client start with?, type their trade, for example "dentist", and pick it. Or choose No snapshot for an empty account you can build later.
4. Press Next and fill in the details. Business name, Owner's name and Owner's email are required. Business phone, Current website, Address, Facebook page, Instagram and Brand colour go straight onto their site.
5. Choose Plan they will pay for (for a plan client) or Their account level (for a client you bill yourself).
6. If you have more than one brand, choose Brand they see. Otherwise they get your default brand.
7. To build their business now, tick Build the … snapshot now. It opens the client's account and builds their site, funnel, blog, form and automations in about a minute.
8. Press Create client, or Create and build if you ticked the box.

What happens next

The account exists at once and the owner is emailed an invitation from your brand: "You have been given access to" the business name, with a link to accept. If you wrote your own welcome email under SaaS configurator › Welcome email, that is sent instead.

• If you did not build now, an Invitation ready panel shows the invite link. Copy it if you want to send it another way; it cannot be shown again and expires in 7 days.
• If you chose a plan, the Put a client on a plan box opens next. Press Create link and send the client the checkout link. It works once and expires after 24 hours.
• If you ticked Build, you are taken inside the client's account to watch the build.

The client appears in Sub-accounts with their status, plan, brand, phone and the date added. A client on one of your plans shows On your plan; otherwise the list shows their account level and "not on a plan".

For white-label agencies

The invitation email, the join page link and the sign-in page all use your brand and your app domain once it is verified. See What your clients see.

Troubleshooting

"Client created, but the invitation email could not be sent." The account is fine. In the Invitation email didn't send box, press Resend invitation. The old link cannot be recovered, so a new one is made.

"Client created on your default brand — change it in the list." The client exists but the brand could not be set. Change it in the Brand column of Sub-accounts.

"Client created, but the build could not start." Open the client and build from their Dashboard, or with Build my business.

"Only an owner or admin can manage sub-accounts" You are a member of the agency. Ask an owner or admin.

"This workspace is not an agency. Sub-accounts are an agency-tier feature." Your account is not on an agency plan. Change your plan under Billing & wallet.

Create client stays greyed out. One of the three required fields is empty, the email address is not complete, or you have plans and have not chosen one.

"No plans yet (create one in the SaaS configurator)". You chose Client on one of my plans before making a plan. Create one, or choose Client I bill myself.

The owner never got the invitation. Check the address for typos, then use Copy invite link in the client's menu to send a fresh link yourself. See Invite people to a client account.

Related

• Invite people to a client account
• Build a client from a snapshot
• Work inside a client's account
• Create plans to sell to your clients