How do I add a client?

Agency only
  1. Click the business name at the top of the sidebar to open the client switcher.
  2. Click Add client.
  3. Fill in Business name, Website (we pull their logo, colors and fonts from it), and the Primary account holder's name and email.
  4. Click Add client.

The primary account holder gets an email to set up their login and dashboard. Your agency record page address must be connected first; if it isn't, Add client takes you to connect it.

Did this answer your question?

Related

It says "Every client brand on your plan is in use."How do I add or remove extra client brands?How do I switch between clients?What can I do from All clients?

can't find it?

Ask Pulse, our AI assistant. It answers right away, any time, and our support team is around Monday to Friday, 9 to 5 Pacific.