User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • AgencyHandy User Guide - For Agency
  • Introduction of AgencyHandy
    • Why should you choose Agency Handy?
    • Who is it for?
    • What are the benefits?
    • How does it differentiate itself from others?
    • Plans & Pricing
  • Sign Up
  • Account Verification
  • Log in
  • Accessing the Main Interface
  • Workspace Config
    • Set up General Settings
    • Set Up Appearance
    • Set Up Custom Domain
      • AgencyHandy Hosting with Cloudflare
      • Agency Handy Hosting with Namecheap
    • Set Up Sign-In Portal
    • Set Up Emails
      • Setup Email Address
      • Setup SMTP
      • Email Template Configuration
      • Sending a Test Email
  • Resetting Password
  • Setting Multiple Workspace
    • Create a new Workspace in AgencyHandy
    • Deleting a Workspace in AgencyHandy
  • Services
    • Create a Service with Multiple Packages, Default Tasks & FAQs
    • Edit/Update a Service
    • Delete a Service
    • 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
  • CRM
    • Clients
      • Create Clients Profile
      • Import Clients
      • Export Clients
      • Client Configuration
      • Edit a Client Profile
      • Delete a Client Profile
      • Manage Client's Recent Order
      • Manage Client's Recent Ticket
      • Manage Client's Recent Invoices
      • Create Client Group
    • Lead Management
  • Orders
    • Create an Order
    • Edit/Update an Order
    • Create Tasks in an Order
      • Task Modal/Activity Page Manage
      • Edit Task in an Order
      • Delete Task from an Order
    • Manual Order Create for Unpublished Services
    • Client Task Creation
    • Add-On Support in Manual Orders
    • Delete an Order
  • Subscription
    • Subscription Management & Recurring Billing in Agency Handy
    • Common Subscription Use Cases
    • Automatic Invoice Generation
    • Subscription Filter, Search, and Sorting
    • Reminder on Subscription
    • How Stripe Generates Subscription Payments for Agency Handy
    • How PayPal Generates Subscription Payments for Agency Handy
  • Forms
    • Order Form
    • Intake Form
    • Public Forms
  • Proposal
    • Proposal Dashboard
      • Send a Proposal
      • Accept a Proposal
      • Reject a Proposal
    • Sending a Proposal with Specific Package
  • Tickets
    • Ticket Dashboard
      • Create a Ticket
      • Edit a Ticket
      • Delete a Ticket
  • Teams
    • Team Dashboard
      • Invite & Add a Team Member
      • Set Role & Permission for Team Members
      • Remove Team Member
  • Invoices
    • Invoice Dashboard
      • Invoice Settings
        • Invoice prefix
      • Create an Invoice
      • Edit an Invoice
      • Delete an Invoice
      • Download/Print an Invoice
      • Send an Invoice to a Client
      • Export Invoice
    • Wise Support in Manual Subscription Invoices
    • Reminder on Invoice
  • Integration
    • Integrating Stipe
    • Setting up PayPal
    • Webhook Management
      • How to use/create Webhook
      • Authenticating Webhooks
      • Testing Webhook Event
  • Embedded Applications in Agency Handy
  • Files
    • Manage Files in Order Task
    • File Feedback
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
  • API Integration Guide
    • 🚀 Create a New Lead Using API
    • 👨‍🔬Create a New Client
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