Create a Client Account

Updated on August 14, 2026
Instructions for agencies

1. On the sidebar, extend the Accounts tab by clicking on the plus icon.

Click to see the screenshot

2. Select Clients from the list.

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3. On the Clients page, click the New Client Account button.

Click to see the screenshot

4. A new window will open with all the necessary information to add a client. Fill in these fields:

  • Name
  • Email
  • Billing level: Select Agency to cover the costs yourself, or Client if the client will pay for their own account.

Click to see the screenshot

5. Click Create to finish, or Cancel to exit.

Click to see the screenshot

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