Set up your agency with the Launchpad

Agency home is the first screen of your agency account. Its Launchpad tab is a checklist of nine steps that take you from a new account to clients who see your brand and pay you. Each step says why it matters and has one button that takes you to the right place.

Before you start

• An agency account (Unlimited or Resell).
• Your logo as a PNG or SVG with a transparent background.
• A domain you control, and access to its DNS settings.
• A Stripe account, or the details to create one.

Steps

1. In the sidebar, under Agency, press Agency home. The page opens on Launchpad and shows Setup progress as a percentage.
2. Read the box that starts Next:. It is always the first step not yet done. Press its button.
3. Work through Make it yours: - Add your logo (Upload logo): your logo replaces the default one on the app, the sign-in page and the emails your clients get. - Name your app (Create a brand): the name, colours and support address your clients see. - Put the app on your own domain (Connect a domain): clients sign in at an address such as app.northwind.studio. - Verify a sending domain (Add sending domain): mail goes out from your own domain.
4. Work through Get paid: - Connect Stripe: your clients pay you directly. This step is ticked only once Stripe says your account can take payments. - Create a plan to sell (Create a plan): your price on top of the wholesale price.
5. Work through Bring clients in: - Build a business for yourself (Build one): see exactly what a client gets. - Add your first client (Add client). - Put a client on a plan (Choose client and plan): pick the client and the plan and you get a payment link to send them.
6. Come back to Agency home after each step. Finished steps are ticked and crossed through, with an Open button if you need to go back.

What happens next

When all nine are done, the page says "Everything is set up. Your clients see your brand, pay you in your Stripe, and the first one is on a plan." From then on Agency home opens on Dashboard:

• Clients waiting for your approval, at the top.
• Clients, Monthly recurring revenue, Your margin a month (retail minus wholesale) and Wallet balance.
• Clients gained over the last six months and Revenue by plan.
• Reselling: what each client pays and costs: each client's plan price beside what their usage took from your wallet in the last 30 days.
• Newest clients, with buttons to Texting across your clients and All clients.

The Snapshots tab holds the ready-made businesses you build clients from (see Build a client from a snapshot).

In your own agency account the sidebar shows agency tools only. To use contacts, sites and the other business tools for your own agency, press Show next to Your own business.

For white-label agencies

The first four steps are your white label. Until they are done, clients may see a shared address or a shared sender. See What white label covers.

Troubleshooting

Agency home says "This screen is only available to agency accounts." You are inside a client's account, or your account is not an agency account. Press Back to my account in the bar at the top, or check your plan under Billing & wallet.

Connect Stripe stays unticked after I connected. Stripe has not finished checking your account, so it cannot take payments yet. Finish any steps Stripe asks for in its own dashboard, then come back.

Put the app on your own domain stays unticked. The domain is added but its DNS record is not in place yet. See Put the app on your own domain.

"Couldn't load your agency overview. Refresh to try again." The numbers did not load. Refresh the page.

Related

• Add a client account
• Create plans to sell to your clients
• Create a brand
• Your agency's billing and wallet