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1.1. Quickstart Q&A

“What should I setup first?”

We recommend you setup the following from your Admin Dashboard.

    • Profile Information (Business Name & Address)
    • Logo, Contact Information
    • Terms of Service
    • Default Request Form
    • Stripe or PayPal
    • First Client & Contact

“How do my Clients’ access the Dashboard?”

When you have created a client and added a Primary Contact, the contact will receive an email with their login details.

Contacts will login to https://platform.clientrol.com/username

The username you created when signing up, – e.g if your username is xyzagency, your Clients will log into their account: https://platform.clientrol.com/xyzagency

“Are all my Clients Prepaid?”
No, There are 4 Retainers available, you can select Prepaid, Ongoing, Bundle or Unlimited.

“How do I setup my payment processor?”
Go to Settings > Payment to setup Stripe or PayPal.