3.2.1 Create Clients Profile

This feature is essential for users to onboard clients onto the AgencyHandy platform, enabling centralized communication, project management, and collaboration. By adding or inviting clients, users can enhance productivity, foster transparency, and strengthen relationships with their clients.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/Admin to add or invite clients within their account settings.

To Create a Client Profile

Steps to Use:

  • Access Client Management: Log in to your AgencyHandy account.

  • Navigate to Clients: Click on the "Clients" section in your account dashboard.

  • Create Clients: Look for an option to "+ Create Client" at the top right corner. Click on it.

  • Enter Client Information: A form will open. Provide the required information for the client, such as their name, email address, and any other relevant details.

  • Create Client Profile: After providing all the necessary information, click the Create button.

Your client profile has been successfully created.

Important Notes:

  • The Client will receive an email containing a secure login URL. Clicking the URL would create a client profile.

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