AgencyPro frequently asked questions
Short answers about setup, billing, integrations and security. For step-by-step guides, see the AgencyPro help docs. Can't find your answer? Contact us.
Explore features
Client portal setup
Learn how branded portals work
Billing & invoicing
Invoices, subscriptions and reminders
Project management
Organize tasks and deliverables
Integrations
Connect Stripe, Zapier, Slack, and more
Custom branding
Use your own domain and design
Reporting & analytics
Revenue, requests and time reports
Getting Started
How do I set up my first client portal?
Navigate to the Clients section, click "Add Client," fill in their details, and enable the portal option. Your client receives an email invitation to log in. You can also send invitations automatically when a client is created.
Can I customize the branding on my client portals?
Yes. Every plan includes portal branding (logo and brand colors) and a custom domain such as portal.youragency.com, and you can customize portal navigation and email templates. Sending email from your own domain and removing the "Powered by" label are included on Plus.
Can I migrate my existing clients and projects?
Partly. On any plan, the CSV importer (Imports > Clients and Imports > Services) brings in your clients and services from a template. Projects, tasks, files, invoices and comment history are not imported automatically; you recreate the active ones by hand. The migration service on the Plus plan gives you help from our team with that setup.
What happens if my clients don't want to use the portal?
Start with the reason clients log in: paying an invoice, downloading files or checking the status of a request. Use the client onboarding flow to walk new clients through their first login, and keep sending portal links in your emails until the portal becomes the habit. With email piping on Pro, clients who still reply by email have their messages turned into requests or tickets.
Billing & Payments
How does billing and invoicing work?
Create one-off invoices, set up recurring subscriptions for retainers and sell services through checkout order forms. Clients pay online through Stripe or PayPal, and you track payment status in one place. Automated reminders go out before the due date, on it and after it, and you can apply late fees.
Can I use AgencyPro for both project-based and retainer clients?
Yes. Sell fixed-price services and one-off invoices for projects, and recurring subscriptions for retainers. On Pro you can also sell hourly services and credit-based services, and track time on requests to see where the hours go on fixed-price work.
How do I handle scope creep and additional work requests?
Credit-based services (Pro) are the most direct tool: each request deducts credits from the client's balance, so extra work shows up as a falling balance both sides can see, and the client can buy a top-up. You can also sell add-ons for work outside the original service, and on Pro, time tracked on each request shows where the hours went.
Integrations & Tools
What integrations are available?
Stripe and PayPal handle payments on every plan. Slack receives notifications about new requests, status changes and payments, and you can embed live chat from providers such as Intercom, Crisp, Tawk or Zendesk in the client portal. Zapier (which connects thousands of apps), the REST API and webhooks are included on the Plus plan.
How do I track time accurately for different types of work?
Time tracking is on Pro. Start a timer on the request you are working on, or add a manual entry afterwards, and mark entries as billable or non-billable. Timesheet reports show hours by person and client and export to PDF. Profitability reports on Plus compare revenue with time spent per client and service.
Account & Security
How secure is my client data?
Data is encrypted in transit over HTTPS, and stored files are encrypted at rest. Multi-factor authentication (MFA) is available, and role-based permissions control what each team member and client can see. We run penetration tests on AgencyPro, and card payments are processed by Stripe. Our hosting providers hold SOC 2 Type II reports; AgencyPro's own SOC 2 audit is on our roadmap. The security page has the details.
What kind of support do you provide?
Email support is included on every plan, and Plus adds priority support and the migration service. Enterprise customers get a dedicated account manager. We usually reply within 2-4 business hours. Step-by-step guides are in the help docs at help.agencypro.app.
Is there a mobile app?
AgencyPro runs in the browser and works on mobile browsers, so you and your clients can reply to messages, check requests and pay invoices from a phone.
Still have questions?
We usually reply within 2-4 business hours.
Email support
Reach us at support@agencypro.app for any questions about your account or features.
Send a MessageFeature requests
Have an idea for improving AgencyPro? We prioritize based on user feedback.
Submit Idea