AgencyHandy gives you deep control over what your clients see and experience — from the very first page they land on when signing in, to which sections of the platform they can navigate after logging in. This page covers four interconnected configuration areas: the Sign-in Portal, the Sign-up Portal, Sidebar & Access controls, and Tax Rates. Together, these settings let you create a polished, role-appropriate experience for every user in your workspace.
All settings on this page require Super Admin or Admin access. Navigate to Workspace Config in the left sidebar to access each section.
Sign-in Portal
Sign-up Portal
Tax Rates
Sign-in Portal
The Sign-in Portal is the login page your clients and team members see when they access your AgencyHandy workspace. Customizing it ensures the first impression clients have is fully on-brand — complete with your agency’s imagery, headline, and messaging.What You Can Customize
| Element | Description | Limit |
|---|
| Heading | The main title displayed at the top of the login page | Max 120 characters |
| Image | A branded photo or illustration shown on the page | PNG, JPG, JPEG — max 5 MB |
| Subtext | A short message below the login fields | Max 300 characters |
Steps to Customize the Sign-in Portal
Open Sign-in Portal settings
Go to Workspace Config in the left navigation, then select Sign-in Portal from the submenu.
Enter a custom heading
Type your desired heading in the Heading field. Keep it concise and relevant — for example, “Welcome back to [Agency Name]” or “Your Client Portal.” The maximum length is 120 characters.
Upload a branded image
Click the upload area or drag and drop an image file (PNG, JPG, or JPEG, maximum 5 MB) to add a visual element to the sign-in page. This image typically appears alongside the login form.Use a high-quality image that represents your agency — a photo of your team, a clean brand illustration, or a professional background. Ensure the file size is under 5 MB to avoid upload errors.
Add subtext
In the Subtext field, write a brief message to appear below the login fields — for example, a welcome note, support contact, or a short tagline. Keep it under 300 characters.
Preview and save
Review the sign-in page layout using the preview. Once you’re satisfied, click Save (or Update) to apply the changes. Changes take effect immediately.
Resetting to Defaults
Click Reset Default Settings on the Sign-in Portal page to remove all customizations and restore the original AgencyHandy sign-in page.Resetting to defaults is irreversible. All custom headings, images, and subtext will be permanently removed. Click Cancel if you are not sure — unsaved changes are discarded and the current saved settings remain intact.
Best Practices
- Keep the heading short and welcoming — clients see it before they log in, so make it reassuring.
- Use a professional image that represents your agency. Avoid generic stock photos that feel disconnected from your brand.
- Preview on different screen sizes before saving to ensure the image and text layout looks correct.
- If the image fails to upload, confirm it meets the format (PNG, JPG, JPEG) and size (under 5 MB) requirements.
Sign-up Portal
The Sign-up Portal is the registration page new clients land on when they create an account in your workspace. Customizing it creates a consistent branded experience from the very first interaction a prospective client has with your agency’s platform.What You Can Customize
| Element | Description | Limit |
|---|
| Heading | The main title displayed at the top of the sign-up page | Max 120 characters |
| Image | A branded photo or illustration shown on the page | PNG, JPG, JPEG — max 5 MB |
| Subtext | A short message below the registration fields | Max 300 characters |
Steps to Customize the Sign-up Portal
Open Sign-up Portal settings
Go to Workspace Config in the left navigation, then select Sign-up Portal from the submenu.
Enter a custom heading
Type a heading in the Heading field that welcomes new clients. For example, “Get started with [Agency Name]” or “Create your client account.” Maximum 120 characters.
Upload a branded image
Click the upload area or drag and drop an image file (PNG, JPG, or JPEG, maximum 5 MB). This image is displayed on the sign-up page alongside the registration form.Use the same visual style and color palette on both your Sign-in and Sign-up portal images to create a cohesive experience across the two pages.
Add subtext
Write a short supporting message in the Subtext field — for example, instructions on what to expect after signing up, or a brief value proposition. Maximum 300 characters.
Preview and save
Review the sign-up page using the preview option. Click Save (or Update) to apply changes immediately.
Resetting to Defaults
Click Reset Default Settings on the Sign-up Portal page to remove all customizations and restore the original AgencyHandy sign-up page.This action cannot be undone. All custom heading, image, and subtext configurations will be permanently erased.
Best Practices
- Match the tone of the sign-up heading to your overall client communication style — professional, friendly, or both.
- Keep subtext focused: tell new clients what happens after they register (e.g., “Once you sign up, our team will send you a welcome email within 24 hours.”).
- Test the sign-up flow yourself after saving changes to confirm the page looks and behaves as expected.
Tax Rates
The Tax Rates feature lets you create, manage, and apply tax configurations across your services, subscriptions, and invoices. You can set up multiple tax types — VAT, GST, Sales Tax, and others — with country-specific and state-specific rates, support for both inclusive and exclusive pricing models, and automatic application at checkout based on client location.Only Super Admins and Admins can create, edit, or delete tax configurations.
Tax Concepts at a Glance
| Concept | Definition |
|---|
| Exclusive | Tax is added on top of the listed price at checkout (e.g., 100+10110 total) |
| Inclusive | Tax is already included in the price shown to the customer (e.g., $110 total already includes tax) |
| Tax ID | Your agency’s business tax identification number, shown on invoices |
Step 1: Create a Tax Rate
Open Tax Rates
Go to Workspace Config, then click the Tax Rates tab.
Click + New Tax
Click the + New Tax button. A form appears.
Fill in the tax details
Complete the following fields:
- Title / Tax Type (required): Enter a descriptive name, e.g., Standard VAT, Reduced GST, or US Sales Tax. Maximum 255 characters.
- Tax ID (optional): Your agency’s business tax identification number. Maximum 20 characters.
- Home Country: Select the primary country this tax applies to.
- Home Country General Tax Rate % (optional): The default rate for your home country.
- Country-Specific Rates (optional): Add per-country rates with optional state, ZIP code, and percentage. This is useful for agencies serving clients in multiple tax jurisdictions.
Set the status
Toggle the tax to Active to make it immediately available for use in services and invoices. Set it to Inactive to save the configuration without applying it to new purchases yet.
Save
Click Save. The tax appears in your Tax Rates list and is now available to link to services.
You can support up to 4 decimal places in tax rate percentages. A 0% tax rate is valid — use it for zero-rated items or compliance scenarios where tax must be listed but amounts to zero.
Step 2: Link Taxes to Services
Open the service for editing
Navigate to Services and create a new service or edit an existing one.
Go to the Additional Info section
Proceed to Step 3 (Additional Info) of the service setup wizard.
Add taxes to the service
Click Add Tax and select one or more tax types from your configured list. Choose whether taxes apply as inclusive or exclusive for this service. This setting applies to all linked taxes on the service, including setup fees and add-ons.
Step 3: How Taxes Are Applied
Taxes can be applied automatically during checkout or manually on invoices:Automatic (Checkout)
- Taxes linked to a service are automatically calculated based on the client’s billing location.
- The client must provide their country, state, and ZIP code at checkout for location-based tax to apply.
- For Stripe India accounts, full location information (country, state, ZIP) is mandatory.
Manual (Invoice)
- When creating an invoice manually, click Add Taxes to choose which taxes to apply.
- Billing address fields populate automatically.
- Only exclusive taxes can be applied to manual invoices — inclusive taxes are not supported in this flow.
Invoice Tax Display
Every invoice that includes a tax shows the following details:
- Tax Name — the label you entered (e.g., VAT, GST)
- Tax Percentage — the applied rate (e.g., 15%)
- Tax Amount — the calculated amount charged
Managing Existing Tax Rates
- Edit a tax: Click the tax entry in the list to update its title, rate, or country rules. Updates apply to future invoices and purchases only.
- Delete a tax: Deleted taxes no longer apply to new purchases or subscriptions, but existing invoices that included them are unaffected.
- Deactivate a tax: Set a tax to Inactive to stop applying it to new purchases without deleting the configuration.
Important Notes
- Coupon discounts apply before tax: When a client uses a discount coupon, the tax is calculated on the discounted price, not the original price.
- Multiple taxes per service: You can attach more than one tax to a single service (e.g., VAT + GST simultaneously).
- Tax applies to add-ons and setup fees: If your service has a setup fee or add-ons, tax is applied to those amounts as well.
- Client location is prefilled: If a client has a billing country and state saved in their profile, those fields are pre-populated at checkout. However, editing the location during checkout does not update the client’s profile.
- ZIP code-based state detection: For U.S. clients, the system can automatically detect the state from the ZIP code and apply the correct regional tax if configured.
