Agency's Client Onboarding

Agency's Client Onboarding

Sign up - The agency must first invite you to the business profile. Once invited, they will provide you with the sign-up link.

After visiting the sign-up link, you'll be directed to the client portal sign-up link.

The registered email should automatically populated

Fill in your Name, Last name, and create a Password

The sign-up and login links vary depending on your agency's domain.

---

Dashboard - After completing the sign-up process, you'll be directed to your dashboard where you can find more information about your business, such as:

Analytics Dashboard

Posts

Calendar

Business

Socials

Team

Clients

---

Analytics Dashboard - View key insights from all your connected social media accounts — including followers, post and page impressions, clicks, engagement, and more — all in one place.

LinkedIn profiles do not provide data.




Posts - All posts marked as ready for review by the agency will appear here. Clients can leave comments, approve posts, or request changes directly from this tab. The agency will get a notice for any request or comments made on each post.




Calendar - This tab displays all scheduled and published posts in a clear calendar view, helping clients easily track their content timeline.




Business

Socials - Clients can securely connect their own social media accounts without sharing login credentials with the agency, unless absolutely necessary.



Team - Team members work with the agency to manage and create business content. Clients can view the full list of team members for transparency and collaboration.

Clients - All invited clients are listed here. Each client can view the full list of clients associated with the business for transparency and collaboration.





Here’s the link to the article. You can download it as a PDF and share it with your clients.
Client Onboarding

If you have any questions or need further assistance, don’t hesitate to reach out! Happy posting!
Josiah, CEO

Updated on: 21/04/2025