Clients

Creating a client account and walking it through the five-step onboarding.

/admin/clients — every business you work for. A client is the unit almost everything else hangs off: tickets, projects, content, rankings, reviews, uptime, invoices and contracts are all filed against one.

Creating and configuring clients needs agency.manage_clients. Without it the list is readable, every form on the client record is replaced by plain text, and New client is absent.

#The list

The clients list, with Active, Paused, Offboarded and All filters carrying counts, a search box, and one row per client showing its open ticket count. — Filters carry counts, so the size of a category is visible before you open it.

Active / Paused / Offboarded / All — each filter shows its own count. The default view is Active, which is why a client you paused seems to vanish.
Search clients… matches on name.
Each row links to the client, and the ticket count beside it links straight to that client's open tickets.
Long lists paginate with Previous and Next.

#Creating a client

New client opens a short form. Only the first field is required.

Field	Notes
Client name	Required. What your team calls them, and what they see in their own portal.
Legal name	The registered entity. Used on contracts and invoices where the trading name is not the legal one.
Industry	Free text with suggestions. Purely descriptive — nothing behaves differently because of it.
Time zone	Defaults to your browser's. Used wherever a date is shown to the client.
Company phone	Reference.
Company email	Reference. Not a login — logins are invited separately.

Create client saves and goes straight into onboarding rather than back to the list.

Client seats Each active client occupies one client seat on your subscription. If you are at your ceiling, raise it in Settings → Subscription — or offboard a client you have finished with, which frees its seat.

#The onboarding wizard

Five steps, at /admin/clients/[id]/onboarding/…. The chips across the top are both a progress indicator and navigation — each one jumps to its step.

Every step is optional, and progress is derived from records that actually exist rather than from a stored wizard position. Leave halfway through and the checklist on the client's Overview tab tells the truth about what is still missing.

Which control saves The primary button at the bottom right — Save & continue — submits the form and then moves on. Save & add another saves and clears the form for the next record. Skip this step and Finish later are quiet links that do not save. This ordering was changed after a real onboarding lost three steps of typed data to the obvious-looking link.

#Step 1 — Locations

Where the client operates. Everything geographic depends on this: local rankings are measured from a location, and Google reviews are collected per location.

Fields: Location name (required), phone, street address, suite or unit, city, state or region, postcode, country, Google Place ID, opening hours, and a Make this the primary location checkbox.

The Place ID can be left blank and found later — see Finding a Google Place ID.

#Step 2 — Websites

The domains you look after. Fields: Domain (required), status (Live, In development, Needs redesign), CMS or platform, and hosting provider.

Adding a website marked Live also starts uptime monitoring for it, and the form says so when it does.

#Step 3 — Contacts

Who to call. Fields: Name (required), type (Primary, Billing, Technical, Other), role, phone and email.

These are reference records. They do not create logins and they receive no notifications — that is step five.

#Step 4 — Modules

What you have agreed to do for this client. One row per module, each with two toggles:

Enabled / Disabled — whether the capability exists for this client at all.
Visible / Hidden — whether the client sees it in their own portal. Only offered once a module is enabled.

Everything except Core starts disabled, deliberately: switching a module on should be the act that says "we do this for you", not a default the client discovers in their portal before anyone has sold it. The full catalogue is in Modules.

The modules step, listing each module with Enabled and Visible toggles. — Enabled and Visible are separate switches. Hiding a module never stops the work behind it.

#Step 5 — Invite team

The client's own people. Enter an email address, pick a client-scope role, and send. They receive an invitation valid for seven days.

Role choices and what each one can do are in Roles and permissions → client roles. If in doubt, Client Owner for the main contact and Viewer for anyone who only needs to look.

#The getting-started checklist

Until all five steps have produced at least one record, the client's Overview tab carries a checklist card linking back to each unfinished step. It disappears on its own once everything is done — there is nothing to dismiss.

#Next

With the client created, the rest of the configuration lives on the client record itself: SLA, hourly rate, SEO cadence, approval chains, branding and account status. See The client record.