Client Management
Manage client accounts, access, and reporting for agencies.
Client management features help agencies organize and serve their clients efficiently. Create client profiles with contact information, brand guidelines, and service agreements. Track billable hours and deliverables per client.
The client portal allows clients to view their content calendar, approve posts, and access analytics reports. You control what each client can see and do within their portal.
Step-by-Step Guide
- Go to Agency then Clients.
- Click Add Client and fill in client details.
- Set up the client's brand workspace and connect their social accounts.
- Configure client portal access and permissions.
- Invite the client to their portal via email.
Frequently Asked Questions
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