Dashboard
Overview of your agency account
Total Clients
—
on your account
Active Clients
—
currently live
Monthly Revenue
—
from your clients
Plan
—
Recent Clients
| Business | Owner | Plan | Status | Monthly |
|---|---|---|---|---|
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Clients
Manage all clients on your account
All Clients
| Business Name | Owner | Phone | Plan | Status | Monthly Rate | Since |
|---|---|---|---|---|---|---|
|
No clients yet
Add your first client to get started
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Reports
Usage and performance across your clients
Total Clients
—
on your account
Active Clients
—
currently live
Monthly Revenue
—
recurring
Annual Run Rate
—
projected
Revenue by Client
| Business | Plan | Status | Monthly Rate | Annual Value |
|---|---|---|---|---|
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Branding
Customize how your clients see your platform
Agency Name
This name appears in the portal header for your clients
Brand Color
Your primary color used for buttons, highlights, and accents
#1a6b3c
Click to change
Logo URL
Link to your agency logo — shown in the client portal header
Custom Domain
Point your own domain to the client portal
Add a CNAME record pointing to your platform URL
Settings
Your agency account configuration
Account Information
Your agency account details
Agency Name
—
Admin Email
—
Plan
—
Client Limit
—
Danger Zone
Irreversible account actions
Sign Out
Sign out of this session