AgencyPro Help Documentation
Complete guide to using AgencyPro - client portal software designed for agencies
Welcome to your comprehensive guide for managing your workspace and team dashboard. This documentation covers all the features available to team members with admin and teammate roles.
Quick Start
Your team dashboard is the central hub for managing:
- Clients & Organizations - Manage your client base and their organizational structure
- Services & Catalog - Create and manage the services you offer to clients
- Requests & Projects - Track and manage client requests and project workflows
- Support Tickets - Handle support inquiries and technical issues
- Order Forms & Checkout - Create custom checkout pages for your services
- Billing & Invoices - Handle invoicing and payment processing
- Credits System - Manage credit-based billing and flexible payments
- Messaging - Communicate with team members and clients
- File Storage - Organize and share files with clients
- Team Management - Manage team members, roles, and permissions
- Reports & Analytics - Monitor performance and generate insights
Main Sections
Client Management
Learn how to create, manage, and organize your clients
Service Management
Create different types of services with various pricing models
Request Management
Handle client requests, track progress, and manage workflows
Support Tickets
Manage support tickets and handle customer inquiries
Order Forms & Checkout
Build custom checkout pages and order forms for your services
Billing & Invoices
Manage invoicing, payments, and financial tracking
Credits System
Use credit-based billing for flexible service pricing
Messaging
Communicate with team members and clients
File Storage
Organize and share files with your clients securely
Team Management
Add team members, manage roles, and set permissions
Workspace Settings
Configure your workspace settings, integrations, and preferences
Reports & Analytics
Generate reports and analyze your business performance
Getting Help
If you need assistance beyond this documentation:
- Check the specific section for detailed instructions
- Review the troubleshooting guides in each section
- Visit our Support & Help page for contact information
- Email us directly at [email protected]
Let's get started with managing your workspace effectively!