Onboard clients to Agency Handy so you can collaborate, manage projects, and share updates—all in one place.
Why use it?
Centralized management – Keep client data and activity in one system
Easy collaboration – Share tasks, files, and progress with clients
Secure access – Clients get their own login to view and manage work
How to Create a Client Profile
1. Go to Clients
Log in to your Agency Handy account
Click the Clients tab from the left menu
2. Click “+ Create Client”
Find the + Create Client button at the top right
A form will appear
3. Fill in Client Info
Add the client’s:
Name
Email
(Optional) Additional details like the company name or notes
4. Click Create
Once saved, your client will get an email with a secure login link
Clicking the link completes their profile setup
Good to Know
Only Admins or Super Admins can create clients
Clients need to click the login link in the email to activate their account