- The agency panel
What the panel is for, who can open it, and how it sits above the locations your clients actually work in.
- Add a client and their locations
Creating a client account, giving it a plan and a cap, adding the locations it owns, and keeping two clients apart.
- White-label branding and your domain
Your app name, logo, color, custom domain and email sender, and exactly what a client can and cannot see.
- Build your retail plans
The plan catalog: a name, a price, monthly credits and a feature mix, plus the switch that turns locked screens into your own upsell.
- Send email from your own domain
Add mail.youragency.com at your DNS host so digests, alerts and receipts leave from your own address instead of ours.
- Client billing and rebilling
The four rails of the Client billing screen, how the money moves, and the Stripe Connect step that has to happen before a client can pay you.
- Give a client access to their location
The invitation, the five billing permissions, and what a client sees when you switch their access off.
- Agency staff and permissions
Owner and staff, scoping a member to certain client locations, and the things staff deliberately cannot touch.
- Invite a client to their account
Send a client a sign-in of their own, choose what they pay, and clear the held states before the mail can leave.
- The sign-in message
One line of welcome copy under your branding on the screen your clients sign in from.
- Pause a client
Stop a client's locations from running and from signing in, without touching what you charge them, and undo it in 1 click.
- Close your agency
What closing an agency account takes with it, what it does to the client subscriptions on your Stripe, and the 2 confirmations before anything goes.
- Tell your clients about AI
Template wording for your own privacy policy covering the AI agents, translation and the processors behind them.
- Cookie consent for your custom code
Hold your header, body and footer snippets until a visitor accepts their category in a cookie banner, and see what visitors get.