Invite clients and manage agency projects

Give clients a signup page with your agency's branding, then manage their projects from your own account. You'll share a signup link or send an email invitation from Clients & invitations.

Your account must be agency-enabled to see the Agency group in Your account (the avatar at the bottom of the sidebar). Save your Agency name on Agency profile first. Your signup link is made from it.

Managed signup is for a client creating an account. To join a project that already exists, use collaborator invitations instead.

Choose how clients sign up

1. Open Your account > Clients & invitations.
2. Under Signup link, leave Plan on Client chooses for a flexible link, or choose Grow, Scale, or Pro to preselect a plan.
3. If you chose a plan, you can also preselect monthly or yearly Billing. Clients can still switch between monthly and yearly billing.
4. Check the explanation under Your signup link, which says which plans clients can choose and where the signup page starts.

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Signup link section of Clients & invitations with plan and billing choices and the agency’s signup linkOriginalOriginal

Your plan choice applies to the signup page and to new email invitations. If there's no agency name yet, the section says Add your agency name in Agency profile to get your signup link. with Open Agency profile.

Share a link or email an invitation

To share the link, copy it from Your signup link and send it to the prospective client.

To send an email invitation instead:

1. Under Invite by email, enter Client email.
2. Choose Send invite.

We email the client a personal signup link from your agency, with the plan you chose above. The invitation appears in the list with an Invite pending tag. If the plan you chose isn't available for invitations, choose another plan or clear it to let the client choose.

What clients see during signup

Your client's signup page asks for their email, website, password, billing interval, and card details. If you sent an invitation, their email is already filled in and can't be changed. With a flexible link, they can choose Grow, Scale, or Pro. A plan-specific link keeps that plan selected.

The client reviews the 14-day trial and the selected plan's charges after it. They complete any payment or security check themselves. Managed clients open the dashboard rather than the ordinary research chooser.

An existing-account recovery message means no new account or trial was created. Use its login or password-reset link. If the invitation or agency link is unavailable, contact the agency for a valid link. A suspended agency link needs support.

Keep track of invitations

Each pending invitation shows the client's email, its plan, and when it expires. From its row, you can:

• Choose Copy link to copy that invitation's signup link.
• Choose Resend to send it again.
• Choose Cancel, then Cancel invitation in the confirmation. The link in their invitation stops working right away. This doesn't cancel an accepted client's subscription.

Copy link and Resend stay disabled until your agency name is saved. Past invitations shows accepted, expired, and canceled invitations, with sent and accepted dates.

New invitations expire after seven days. Sending and resending are subject to the same invitation safety limits.

Open a client project

Under Clients, find the client and choose Open project. Each row shows their name, email, project (or No project yet), joined date, and status. A client leaves this list when your agency's access to their projects ends.

Signing up through your link or invitation links the client's organization to your agency's. Everyone on your agency's team can then open the client's projects, grouped under the client in the project selector. Add teammates to your agency organization to give them that access.

Status tags include Paid, Trial, Trial ended, Lifetime, Past due, Incomplete, Unpaid, and Canceled. Check the client's billing state before recommending a payment action.

To stop working with a client, end your access from Your account > Organizations > your agency's organization > Clients. Clients can end it from their side too. To move a project you built into your client's own account, hand it off. To claim an existing client, contact support.

Check affiliate rewards

Open Your account > Affiliate. Under Rewards, you'll see your Reward tier and Commission. Open dashboard opens your referrals, payouts, and affiliate links on FirstPromoter. If no affiliate account uses your email yet, the page says so: join the affiliate program with that email to see your tier and commission here. Use your own commission rate, not another agency's arrangement.

Once you can open the client's project from Clients, you can work in it from your agency account. For who owns and pays for each project, see account and plan questions.