User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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  • Pre-conditions:
  • Steps to Use: Registration
  • Important Notes:

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  1. 2. Getting Started

2.1 Sign Up

Previous2. Getting StartedNext2.2 Account Verification

Last updated 15 days ago

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The Signup feature in Agency Handy enables new users to register an account, create a workspace, and begin managing their agency effectively. Signup is necessary to gain access to Agency Handy’s tools and services. It allows users to create a personalized workspace tied to their agency for streamlined management.

Pre-conditions:

  • A valid email address for registration and confirmation.

  • A strong password that meets the platform's security requirements.

  • Agreement to Agency Handy’s Data Privacy Policy.

Steps to Use: Registration

  1. Access the Website:

    • Visit the Agency Handy webpage.

  2. Start the Signup Process:

    • Click on the Get Started for Free button.

  3. Fill in Registration Details:

    • Enter the following mandatory details:

      • Email ID (valid email address)

      • First Name

      • Last Name

      • Password: Password must have at least 8 characters, an uppercase, a lowercase, a number, a special character and cannot contain whitespace.

      • Workspace Name: Workspace name should contain only lower case characters, numbers, hyphens (must have at least 3 characters.)

  4. Agree to the Privacy Policy:

    • Tick the box to agree to the Data Privacy Policy.

  5. Submit the Form:

    • Click the Sign-Up button to complete the registration.

  6. Account Verification:

    • Locate the verification email sent to your registered email address.

    • Open the email and find the unique verification code provided.

    • Return to the verification page on our platform and input the code into the designated field.

    • Submit the code to finalize your account activation.

  7. Set Up Agency Details:

    • Choose your agency type (e.g., marketing, design, etc.).

    • Answer questions related to your agency's usage of Agency Handy.

  8. Specify Team Size:

    • Select the number of people on your team.

  9. Indicate Referral Source:

    • Choose how you found Agency Handy from the available options.

  10. Complete Signup:

  11. Click Next, and you’ll be redirected to the Company Home Dashboard.

Important Notes:

  • Ensure your workspace name accurately represents your agency, which will be part of the sub-domain of your company.

  • Use a strong password for enhanced account security.

  • A confirmation mail with a code will be sent to your email. Check your mailbox to verify your account.

  • If you don’t receive a confirmation email, check your spam folder or verify the email address provided.

  • The onboarding steps help customize your Agency Handy experience based on your agency’s needs.

  • Choose the type of your agency.

  • Answer the question related to agency usage. Click the Next button.

  • Choose how many people are on your team.

  • Select an option of how you find AgencyHandy.

  • Voila! You are signed up successfully. You will be taken to the Company Home Dashboard.

Sign up Page