Manage your clients

What you'll need

• A reseller or MSP account

Steps

1. Go to Clients and click Add New Client to open the create form — it's a 3-step wizard, not a single page.
2. Overview: company name (the only required field), website, and Facebook Page URL.
3. Billing Address: country, city, address, and zip.
4. Contact Info: contact name, email, and phone.
5. Save. The client now appears in your Clients list, and you can attach locations, campaigns, apps, and sub-users to it from there.
6. To edit an existing client, open it from the Clients list and update any of the same three sections — the form is identical to create, just pre-filled.

Best practice: fill in contact info even though only the company name is required — you'll want it the first time you need to reach that client directly, and it's a lot easier to add now than to track down later.

Related articles

• MSP Admin Overview
• Delete a client
• Manage client sub-users