Adding and managing agency clients
Adding a new client
From the Agency home, click Add client (the dashed card at the end of the client grid) or click + Add client in the navigation. The wizard has 5 steps:
1
Client info
Client name, industry, primary contact name and email.
2
Connect store
Connect the client's Shopify or WooCommerce store, or upload a CSV. You'll need the client's store credentials — coordinate with them before starting this step.
3
Assign team
Select which agency team members will have access to this client's workspace and their roles.
4
Reporting cadence
Configure if and how often to auto-generate reports for this client: None, Weekly, Bi-weekly, or Monthly. Select the report template and email recipients (can include the client's team).
5
Done
The client workspace is created and sync begins.
Was this article helpful?