Everything you need to launch your agency on Agency Handy — from setting up your account to connecting your domain and branding your portal.
Learn how to create services, structure your packages, and set pricing that fits your agency model, including setup fees and monthly options.
Save client notes, set follow-up reminders, and use tags to manage relationships. Build a CRM system that keeps you organized and on top of every lead.
Track team productivity, assign teammates to services, and manage logs and basic time reports — all within your workspace.
Set up billing rules, taxes, and invoice types. Learn how to manage one-time payments, subscriptions, and payment issues smoothly.
Quick answers to common questions and fixes to help you solve issues fast — whether it’s email delivery, domain errors, or service visibility.
Learn how to create and manage orders
Learn how to manage subscription
learn how to manage invoices
Learn how to create and manage different forms
Learn how to send proposal