Question 1

How do I set up my first client portal?

Accepted Answer

To set up your first client portal, navigate to the Clients section, click 'Add Client', fill in their details, and enable the portal option. Your client will receive access credentials via email. The entire process takes less than 5 minutes.

Question 2

Can I customize the branding on my client portals?

Accepted Answer

Yes! AgencyPro offers full branding customization. You can add your logo, colors, custom domain (like portal.youragency.com), and even customize the layout to match your agency's brand perfectly. This helps maintain your professional image and builds client trust.

Question 3

How does billing and invoicing work?

Accepted Answer

AgencyPro includes automated billing features. You can create invoices from tracked time, set up recurring payments for retainers, accept online payments through Stripe and PayPal, and track payment status all in one place. Clients can pay with credit cards or bank transfers.

Question 4

What integrations are available?

Accepted Answer

AgencyPro integrates with popular payment processors like Stripe and PayPal, and connects with 7000+ apps through Zapier including Slack, Google Drive, QuickBooks, and more. We're constantly adding new integrations based on user feedback.

Question 5

How do I track time accurately for different types of work?

Accepted Answer

You can categorize time by project type, work phase, and client. Set different hourly rates for different types of work (design vs. revisions, strategy vs. execution). The system can track time automatically or manually, and you can add time entries retroactively.

Question 6

What happens if my clients don't want to use the portal?

Accepted Answer

The portal is designed to be intuitive and actually improves the client experience. Most clients love having 24/7 access to their project information, files, and communication history. We provide onboarding materials to help clients get started, and most adapt within the first week.

Question 7

Can I migrate my existing clients and projects?

Accepted Answer

Yes! We offer free migration assistance for Plus plan. Our team helps you import existing clients, projects, and data from other platforms. Most agencies complete migration within 1-2 weeks with minimal disruption to their operations.

Question 8

How do I handle scope creep and additional work requests?

Accepted Answer

AgencyPro helps you set clear boundaries by tracking all work time separately. You can define what's included in your base price and automatically track additional work. This helps you bill accurately and educate clients about the cost of changes.

Question 9

Is there a mobile app?

Accepted Answer

AgencyPro is fully responsive and works great on mobile browsers. We're currently developing dedicated mobile apps for iOS and Android that will include time tracking, client communication, and project management features.

Question 10

What kind of support do you provide?

Accepted Answer

We provide comprehensive support including live chat, email support, video calls, free onboarding, and migration assistance. Our support team is available Monday-Friday 9am-6pm EST, with extended coverage through our Asian team. Most questions are answered within 2-4 hours.

Question 11

Can I use AgencyPro for both project-based and retainer clients?

Accepted Answer

Absolutely! You can track time for internal profitability on fixed-price projects, set up recurring invoices for retainer clients, and use hourly billing for ongoing work. The system adapts to any business model and pricing structure.

Question 12

How secure is my client data?

Accepted Answer

We take security seriously with enterprise-grade encryption, secure data centers, regular security audits, and compliance with privacy regulations. All client data is encrypted in transit and at rest, and we never share your data with third parties.

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How to set up your first client portal

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Managing team permissions

Setting up automated invoicing

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