Add a client

Three short steps. Your client gets an invite from your brand, never from us.

1 min read

Step by step

1. Open Clients and press Add a client.
2. 1 · Business: type the business name, industry, time zone, and the owner's name and email.
3. 2 · Setup: pick the agent they start with (for example a ready-made lead booker), whether to get a number now and its area code, a Starting credit from your agency wallet, and their prices (your defaults, or custom).
4. 3 · Invite: check the exact email they will get, in your brand. Add a personal note if you like, and tick Send me a copy to get one too.
5. Press Send invite. Nothing is charged until you do. Want to set things up first? Press Create without inviting.
6. You see “Invite sent”. Press View client or Open their account.

Managing a client later

Open the client from Clients to see usage, their balance and your profit. From there you can Open as client, Add credit (a gift, charged to you at wholesale cost), Suspend (agents stop, data is kept, undo any time with Resume) or Delete client (you type the client name to confirm).