Clients

Clients is your agency’s list of the companies and people you work for. Workspaces, websites, services, renewals and client portal access all hang off a client, so this is usually the first thing you set up.

Find a client

• Type in Search by name or company (callout 2) to narrow the list as you type.
• Use Status to show All, active or inactive clients, or Archived ones.
• Click a column heading (Name, Company, Email, Phone, Mobile, Start date, Status) to sort.
• Clear filters resets search, filters, sorting and page together.

The short code in Client ID copies the full ID when you click it. You need it in some CSV imports, such as websites and services.

Add a client

1. Click Add Client (callout 1).
2. Fill in Name (required), and optionally Company, Email address, Phone, Mobile and Start date / year.
3. Leave Status as Active, or choose Inactive for a client you’re not currently working with.
4. Click Save, or Save & New to save and start the next client straight away.

Phone numbers accept international format, for example +961 1 555 0100. Adding an email now saves a step when you invite the client to the portal later.

Edit a client

Click Edit on the row, change the details and click Save. If you close the form with unsaved changes, AgencyOS asks before discarding them.

See everything you manage for a client

Click View services on the row to open the client’s Assigned portfolio: their Workspaces, Websites and domains, and Services, each with a count.

Give the client portal access

Click Invite (callout 3) to send the client an invitation to the client portal, where they review and approve content. If the invitation is still pending, the row shows the account status and Resend invitation. Full steps: Give clients portal access.

Archive, restore or permanently delete

• Archive hides a client from active lists. Their history is kept and you can bring them back.
• To restore, set Status to Archived and click Restore.
• Permanently delete (the bin icon) removes the client for good after you confirm. This can’t be undone.

More about deleting and restoring across AgencyOS: Deleting and restoring.

Exporting your client list

Click Export to download clients.csv. See Import and export clients.