“What should I setup first?”
“How do my Clients’ access their Dashboard?”
For Prepaid, Onoging and Unlimited Clients, you will set them up in the Admin 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://agency.clientrol.com/username
The username you created when signing up, – if your username is johnberry, your Clients will log into their account: https://app.clientrol.com/johnberry
“Are all my Clients Prepaid?”
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.
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