User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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2. Getting Started

Getting started with Agency Handy is a breeze! To kick off your journey, all you need to do is sign up. Here's how simple it is:

  1. Check your mail for login credentials on the Agency Handy website.

  2. Click the URL

  3. Provide your email ID.

  4. Provide your password,

  5. Create your account.

After completing these steps, you can enter your new Agency Handy account. It's that straightforward!

Now, you're all set to explore the wide array of features and tools Agency Handy offers. Whether you're choosing services, managing your orders and invoices, creating and sending Proposals, facilitating smooth client Onboarding, engaging in real-time Chat communication, organizing and monitoring Tasks, keeping track of important Notes, or efficiently handling file management, Agency Handy is here to streamline your projects and boost productivity.

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Last updated 25 days ago

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