Client Account

Client Account Quickstart Video
This video will quickly bring you up to speed with the most-important things you need to know to hit the ground running managing your clients accounts. Vid...
Thu, 25 Nov, 2021 at 3:35 PM
Add a new client
Select ‘Add New Client’ from the upper left hand corner of your agency dashboard Choose an account nickname Note: This is not visible to your clie...
Thu, 27 Jan, 2022 at 11:23 AM
Add client logo to review request
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location ...
Thu, 27 Jan, 2022 at 11:46 AM
Edit a review request in the review funnel
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location ...
Thu, 27 Jan, 2022 at 11:46 AM
Create a login for your client
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location ...
Thu, 27 Jan, 2022 at 11:45 AM
Delete a client account
Log into your agency dashboard Click the 'Manage' button beside the client whose account you wish to delete Click 'Danger Zone' Clic...
Thu, 27 Jan, 2022 at 1:41 PM