User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For Agency
  • en-us
    • 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
      • Account Verification
      • Sign Up
      • 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 Sign-Up Portal
        • Set Up Emails
          • Setup Email Address
          • Setup SMTP
          • Email Template Configuration
          • Sending a Test Email
        • Tax Rates
        • SEO Portal
      • 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
          • Time Tracking
        • Manual Order Create for Unpublished Services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
  • French
    • Guide d'utilisation d'AgencyHandy – Pour les agences
      • PrĂ©sentation d’AgencyHandy
        • Pourquoi choisir AgencyHandy ?
        • Ă€ qui s’adresse AgencyHandy ?
        • Quels sont les avantages d’AgencyHandy ?
        • Qu’est-ce qui distingue AgencyHandy des autres solutions ?
        • Plans et Tarifs – AgencyHandy
      • Inscription – AgencyHandy
      • VĂ©rification de compte – AgencyHandy
      • Connexion – AgencyHandy
      • Accès Ă  l’interface principale – AgencyHandy
      • Configuration de l’Espace de Travail – AgencyHandy
        • Configurer les Paramètres GĂ©nĂ©raux – AgencyHandy
        • Configurer l’Apparence – AgencyHandy
        • Configurer un Domaine PersonnalisĂ© – AgencyHandy
          • HĂ©bergement d’AgencyHandy avec Cloudflare – Guide Complet
          • HĂ©bergement d’AgencyHandy avec Namecheap – Guide Complet
        • Gestion des Taux de Taxe
      • Configurer le Portail de Connexion – AgencyHandy
      • Configurer les Emails – AgencyHandy
        • Configurer une Adresse Email dans AgencyHandy – Guide Étape par Étape
        • Configurer SMTP dans AgencyHandy – Guide Complet
        • Configurer les Modèles d’Email – AgencyHandy
        • Envoyer un Email de Test – AgencyHandy
      • RĂ©initialiser le mot de passe – AgencyHandy
      • CrĂ©er et GĂ©rer Plusieurs Espaces de Travail – AgencyHandy
        • CrĂ©er un Nouvel Espace de Travail dans AgencyHandy – Guide Étape par Étape
        • Supprimer un Espace de Travail dans AgencyHandy – Guide Complet
      • FonctionnalitĂ© “Services” – AgencyHandy
        • CrĂ©er un Service avec Plusieurs Forfaits, Tâches Par DĂ©faut & FAQ – Guide Complet (AgencyHandy)
        • Modifier/Mise Ă  jour d’un Service
        • Supprimer un Service
        • Configuration des Add-ons dans les Services – AgencyHandy
        • Options de Tarification Multiple & Forfaits Multiples – Guide Complet (AgencyHandy)
        • CrĂ©er un Groupe de Services Multiples – AgencyHandy
        • Configuration des Services – AgencyHandy
        • DĂ©finir une PĂ©riode d’Essai pour un Service – AgencyHandy
        • DĂ©finir des Tâches Par DĂ©faut pour un Service – AgencyHandy
        • Configurer des Frais de Mise en Service (Setup Fee) – AgencyHandy
        • Système de Coupons – AgencyHandy
        • FonctionnalitĂ© Portfolio – AgencyHandy
        • FonctionnalitĂ© Avis Utilisateur (User Review) – AgencyHandy
      • FonctionnalitĂ© CRM – AgencyHandy
        • FonctionnalitĂ© Clients – AgencyHandy
          • CrĂ©er un Profil Client – AgencyHandy
          • Importer des Clients – AgencyHandy
          • Exporter des Clients – AgencyHandy
          • Configuration Client – AgencyHandy
          • Modifier un Profil Client – AgencyHandy
          • Supprimer un Profil Client – AgencyHandy
          • GĂ©rer les Commandes RĂ©centes d’un Client – AgencyHandy
          • GĂ©rer les Tickets RĂ©cents d’un Client – AgencyHandy
          • GĂ©rer les Factures RĂ©centes d’un Client – AgencyHandy
          • CrĂ©er un Groupe de Clients – AgencyHandy
        • Gestion des Prospects (Lead Management) – AgencyHandy
      • Commandes (Orders) – AgencyHandy
        • CrĂ©er une Commande – AgencyHandy
        • Modifier / Mettre Ă  jour une Commande – AgencyHandy
        • CrĂ©er des Tâches dans une Commande – AgencyHandy
          • Gestion de la FenĂŞtre Modale de Tâche / Page d’ActivitĂ© – AgencyHandy
          • Modifier une Tâche dans une Commande – AgencyHandy
          • Supprimer une Tâche d’une Commande – AgencyHandy
        • CrĂ©er une Commande Manuelle pour des Services Non PubliĂ©s – AgencyHandy
        • CrĂ©ation de Tâche par le Client – AgencyHandy
        • Prise en charge des modules complĂ©mentaires dans les commandes manuelles
        • Supprimer une commande
      • Abonnement
        • Gestion des abonnements & facturation rĂ©currente dans Agency Handy
        • Cas d’usage communs — Gestion des abonnements dans Agency Handy
        • GĂ©nĂ©ration Automatique de Factures
        • Filtrage, Recherche et Tri des Abonnements
        • Rappel d’Abonnement dans AgencyHandy
        • Comment Stripe GĂ©nère les Paiements d’Abonnement pour Agency Handy
        • Comment PayPal GĂ©nère les Paiements d’Abonnement pour Agency Handy
      • Formulaires
        • Formulaire de Commande
        • Formulaire de Prise d'Informations (Intake Form)
        • Formulaires Publics
      • Proposition
        • Tableau de bord des propositions
          • Envoyer une proposition
          • Accepter une proposition
          • Rejeter une proposition
        • Envoyer une proposition avec un forfait spĂ©cifique
      • Tickets
        • Tableau de bord des tickets
          • CrĂ©er un ticket
          • Modifier un ticket
          • Supprimer un ticket
      • Équipes
        • Tableau de bord de l’équipe
          • Inviter et Ajouter un Membre de l’Équipe
          • DĂ©finir les RĂ´les et Permissions pour les Membres de l’Équipe
        • Supprimer un Membre de l'Équipe
      • Facturation & Gestion des Factures
        • Tableau de Bord des Factures
          • Paramètres des Factures
            • PrĂ©fixe de Facture
          • CrĂ©er une Facture
          • Modifier une Facture
          • Supprimer une Facture
          • TĂ©lĂ©charger / 🖨️ Imprimer une Facture
          • Envoyer une Facture Ă  un Client
          • Exporter des Factures
        • Support de Wise dans les Factures d’Abonnement Manuel
        • Rappel de Facture
      • IntĂ©gration
        • IntĂ©gration de Stripe
        • Configuration de PayPal
        • Gestion des Webhooks
          • Comment crĂ©er et utiliser un Webhook
          • Authentification des Webhooks
          • Tester un ÉvĂ©nement Webhook
      • Applications IntĂ©grĂ©es dans Agency Handy
      • Fichiers
        • GĂ©rer les fichiers dans les tâches liĂ©es Ă  une commande
        • Commentaires sur les Fichiers
      • Paramètres
        • Configuration du Profil
        • GĂ©rer l’Abonnement
          • Voir le RĂ©sumĂ© du Plan
        • Utiliser un Code Promotionnel
  • FAQ
    • Workspace Config - Set up General Settings
    • Workspace Config - Appearance Settings
    • Workspace Config - Custom Domain Setup
    • Workspace Config - Sign-In Portal Customization
    • Workspace Config - Sign-Up Portal Customization
    • Workspace Config - Email Configuration
    • Tax Rates
    • SEO Portal
    • Multiple Workspaces
    • Creating a Service with Multiple Packages
    • Creating a Service with Multiple Packages, Default Tasks
    • Edit/Update a Service in AgencyHandy
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Groups
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
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On this page
  • 1. Terms of Use
  • 2. Ownership and Intellectual Property
  • 3. Use of Services
  • 4. Prohibited Activities
  • 5. Monitoring and Third-Party Services
  • 6. Warranties, Privacy, and Indemnification
  • 7. Legal Aspects
  • 8. Miscellaneous

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  1. en-us
  2. AgencyHandy User Guide - For Agency

User Policy of AgencyHandy

Welcome to AgencyHandy! This User Policy outlines the terms and conditions governing your use of our software and services. By accessing AgencyHandy, you agree to comply with the following guidelines.

1. Terms of Use

  1. Changes to Terms: AgencyHandy reserves the right to modify the Terms of Use at any time. Users are responsible for staying updated with the latest version.

  2. Account Security: Users must maintain the security of their accounts and passwords. AgencyHandy is not liable for any losses due to negligence in this regard.

  3. Account Information: Users must provide accurate information during signup and ensure it remains current. Each login is for individual use only.

2. Ownership and Intellectual Property

  1. Content Ownership: All content and services provided by AgencyHandy are owned by the company and protected by intellectual property laws.

  2. License: Users are granted a limited, non-transferable license to use the site and services for personal, enterprise, and limited commercial purposes.

3. Use of Services

  1. Acceptance: Users can access and use AgencyHandy's services within the defined guidelines by accepting the Terms of Use.

  2. Discontinuation: AgencyHandy reserves the right to discontinue services or the website with or without prior notice.

4. Prohibited Activities

  1. Compliance: Users must comply with all Terms of Use (using all trademarks, trade names, service marks, and logos of this website) and refrain from engaging in prohibited activities outlined by AgencyHandy.

  2. Termination: Breaching the Terms will result in account suspension without prior notice.

  3. Activities: Agencyhandy is dedicated to fostering a safe and compliant environment for all users. To maintain the integrity of our platform and adhere to legal standards, we strictly prohibit the following activities and content: Regulated or Illegal Products and Services: Agencyhandy does not permit any products or services that are regulated by law or considered illegal in the jurisdiction where they are being offered. This includes: Adult Content: pornography and any visual content depicting explicitly sexual acts. Services of Sexual Nature: Business activities such as webcam shows, live chats, prostitution, escorts, and establishments like massage parlors, strip clubs, or gentleman’s clubs are not allowed. Alcohol Businesses: Agencyhandy does not support payments for selling alcohol to retail customers. Tobacco Products: The sale of tobacco products is prohibited. Cannabis and CBD Products: Products related to the legal marijuana trade, including cannabis and CBD products, are not allowed. Controlled Substances: Any substances or products that present a risk to consumer safety, including smart drugs, nootropic supplements, and substances providing similar effects as illegal drugs like kratom or khat, are prohibited. Anabolic Steroids and Peptides: The sale or promotion of anabolic steroids and peptides is not permitted. Drug Paraphernalia: Equipment, products, or materials intended for making, using, or concealing drugs are strictly prohibited. Pharmaceuticals: This includes nutraceuticals, pseudo-pharmaceuticals, and other products making unreasonable health claims not approved or verified by the applicable regulatory body. Online pharmacies and the sale of prescription-only pharmaceutical drugs are also prohibited. Chemicals: Commodity chemicals and any substances posing a risk to safety or regulatory compliance are not allowed. Counterfeit or Unauthorized Goods: The unauthorized sale of designer and/or brand products and counterfeit or illegally imported/exported goods is prohibited. Gambling: Lotteries, fantasy sports with cash prizes, games of chance with cash prizes, and sales of in-game currencies by unauthorized vendors are not allowed. Additionally, any type of gambling payments or businesses related to specific jurisdictions (Turkey, the United States, Canada, the United Arab Emirates, or Singapore) are strictly prohibited, as well as any other gambling-related businesses at Agencyhandy's discretion. Intellectual Property or Proprietary Rights Infringement: Any product or service that directly infringes or facilitates infringement upon the copyright, patent, trademark, trade secrets, proprietary, or privacy rights of any third party is prohibited. Legal Compliance: Products and services offered on Agencyhandy must comply with all applicable laws and regulations in the jurisdictions where they are offered.

5. Monitoring and Third-Party Services

  1. User Content: AgencyHandy has the authority to monitor the user content posted or uploaded to this software. This is done to ensure that the content adheres to the Terms and conditions set by us and to comply with any operating rules and regulations laid down by the authorities. Such monitoring may be carried out to fulfill any legal obligation or to respond to an authorized government request. However, this monitoring is not an obligation on our part.

  2. Third-Party Vendors: The company depends on third-party vendors for essential technology components, like hardware, software, and storage. They work with reliable vendors that can meet their specific requirements and maintain high performance and security. The company maintains close relationships with its vendors to ensure timely delivery of necessary technology and prompt issue resolution.

6. Warranties, Privacy, and Indemnification

  1. Warranties: Services are provided on an "as is" basis, and AgencyHandy disclaims any warranties over content and functions.

    Please take note of the following information. The use of this website is entirely at your discretion. All of our services and products are provided on an "as is," "as available," and "with all faults" basis. AgencyHandy explicitly disclaims any warranties, expressed or implied, over the content and functions of this website. If any part of its services is defective, you bear the full consequences and costs associated with that defect.

  2. Indemnification: If you violate these Terms of Use and, as a result, infringe upon the rights of a third party, you agree to protect and compensate AgnecyHnady, as well as its officers, owners, partners, directors, employees, agents, subsidiaries, and affiliates against any claims, damages, costs, liabilities, and expenses that are brought against AgencyHandy.

7. Legal Aspects

  1. Jurisdiction: International treaty provisions and other applicable laws will govern these Terms of Use. AgencyHandy reserves the right to initiate legal proceedings related to your use of our website and services in the courts of the country where you reside.

  2. Refund Policy: If a user has purchased a service but has not used it within 30 days, they can request a refund. The refund request will be processed as long as the service has not been used and the request is made within the specified time period.

8. Miscellaneous

  1. Incorrect Pricing: AgencyHandy has the authority to cancel any transaction that contains inaccurate or incorrect pricing. This means that if the price of a product or service is listed incorrectly, the transaction may be canceled by AgencyHandy. In such cases, the customer will be notified of the cancellation and given an opportunity to correct the pricing information before the transaction is reprocessed.

  2. Liabilities: The company cannot be held responsible for any financial, material, or other losses resulting from using its services or the inability to use them. This includes but is not limited to direct or indirect damages, lost profits, and any other damages caused by the service's performance, interruption, or termination. It is important to note that the company strives to provide reliable and high-quality services. Still, it cannot guarantee that its services will always be error-free and uninterrupted. Therefore, users are advised to carefully review the terms and conditions before using the company's services to understand the limitations of liability fully.

  3. No waiver

    In the event that any user violates the Terms of Use, it is important to note that our failure to take immediate action does not waive our right to pursue corrective measures at a later time. We reserve the right to take any necessary actions to address the breach, which may include but are not limited to suspension or termination of the user's account, legal action, or pursuit of damages. This provision is intended to ensure that we can enforce our rights and protect our platform's integrity while also allowing users to address any issues and remedy any violations before more serious consequences are imposed.

  4. Severability

    In the event that any provision of these Terms of Use is determined to be illegal, unenforceable, or otherwise invalid by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. This means that the invalid provision will be deemed severed from the Terms of Use, while the remaining provisions will remain in effect and enforceable to the fullest extent permitted by law.

  5. Using your business name for promotions

    When you sign up for our services and start using them, you are giving us explicit permission to use your business name and logo for the sole purpose of promoting our services. This means that we may display your business name and logo on our website, social media platforms, and other promotional material that we may create. We promise to use your business name and logo in a respectful and professional manner, and we will never use it in a way that could harm your business reputation. If you have any concerns about how we use your business name and logo, please do not hesitate to contact us; we will be happy to address them.

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Privacy Policy: At AgencyHandy, we value your privacy and do not engage in the sale or rental of your personal information. We strictly adhere to the guidelines set forth in our when using your personal information. By creating an account with AgencyHandy and utilizing our services, you consent to our 's terms. If you disagree with our , we kindly ask that you discontinue using our website and services immediately.

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