# AgencyHandy User Guide - For Agency

Manage Clients, Teams & Invoices In Your Digital Agency

Welcome to the AgencyHandy User Guide. This User Manual includes all the necessary information to use the system application AgencyHandy. This manual outlines the system functions and capabilities, contingencies, different modes of operation, and step-by-step approaches for system application access and use in descriptive form. This manual contains and uses actual app-based graphical photos for easy understanding. Select any photos and click on them. You will see the original image with much more details. This user guide format is an ongoing process and adds more information daily. It may be altered if another format is more suitable for the project. ### Table of Contents:
1Introduction of AgencyHandyClick Here
1.1 Why should you choose Agency Handy?Click Here
1.2 Who is it for?Click Here
1.3 What are the benefits?Click Here
1.4 How does it differentiate itself from others?Click Here
1.5 Plans & PricingClick Here
2Getting StartedClick Here
2.1 Sign UpClick Here
2.2 Account VerificationClick Here
2.3 Log inClick Here
2.4 Accessing the Main InterfaceClick Here
2.5 Workspace ConfigClick Here
2.5.1 Setup General SettingsClick Here
2.5.2 Setup AppearanceClick Here
2.5.3 Setup Custom DomainClick Here
2.5.3.1 AgencyHandy Hosting with CloudeflareClick Here
2.5.4 Setup Sign-in PortalClick Here
2.5.5 Setup EmailsClick Here
2.5.5.1 Setup Email AddressClick Here
2.5.5.2 Setup DKIM & SPFClick Here
2.5.5.3 Setup SMTPClick Here
2.5.5.4 Setup Email Template ConfigurationClick Here
2.6 Resetting PasswordClick Here
3Managing DashboardClick Here
3.1 ServicesClick Here
3.1.1 Create a ServiceClick Here
3.1.2 Edit/Update a ServiceClick Here
3.1.3 Delete a ServiceClick Here
3.2 ClientsClick Here
3.2.1 Create Clients ProfileClick Here
3.2.2 Import ClientsClick Here
3.2.3 Edit a Client ProfileClick Here
3.2.4 Delete a Client ProfileClick Here
3.2.5 Manage Client's Recent OrderClick Here
3.2.6 Manage Client's Recent TicketClick Here
3.2.7 Manage Client's Recent InvoicesClick Here
3.3 OrdersClick Here
3.3.1 Order DashboardClick Here
3.3.1.1 Create an OrderClick Here
3.3.1.2 Edit/Update an OrderClick Here
3.3.1.3 Create Tasks in an OrderClick Here
3.3.1.3.1 Task Modal/Activity Page ManageClick Here
3.3.1.3.2 Edit Task in an OrderClick Here
3.3.1.3.3 Delete Task from an OrderClick Here
3.3.1.4 Delete an OrderClick Here
3.4 ProposalClick Here
3.4.1 Proposal DashboardClick Here
3.4.1.1 Send a ProposalClick Here
3.4.1.2 Accept a ProposalClick Here
3.4.1.3 Reject a ProposalClick Here
3.5 TeamsClick Here
3.5.1 Team DashboardClick Here
3.5.1.1 Invite & Add a Team MemberClick Here
3.5.1.2 Set Role & Permission for Team MembersClick Here
3.5.1.3 Remove Team MemberClick Here
3.6 TicketsClick Here
3.6.1 Ticket DashboardClick Here
3.6.1.1 Create a TicketClick Here
3.6.1.2 Edit a TicketClick Here
3.6.1.3 Delete a TicketClick Here
3.7 InvoicesClick Here
3.7.1 Invoice DashboardClick Here
3.7.1.1 Create an InvoiceClick Here
3.7.1.2 Edit an InvoiceClick Here
3.7.1.3 Delete an InvoiceClick Here
3.7.1.4 Download/Print an InvoiceClick Here
3.7.1.5 Send an Invoice to a ClientClick Here
3.8 IntegrationClick Here
3.8.1 Integrating StripeClick Here
3.9 FilesClick Here
3.9.1 Manage Files in Order TaskClick Here