AgencyPro Help Documentation

Set up your agency workspace and use client, service, delivery, billing, document, and AI workflows

Welcome to AgencyPro Help. Start with a client journey, then use the guides below to configure and run your workspace. Team members and clients see different controls; access depends on the workspace owner's plan, enabled modules, and role permissions.

Start here

Getting Started

Set up your workspace, publish a service, and test the client journey.

Account & Workspaces

Switch workspaces and manage your personal settings.

Navigation

Find controls and customize the team and client menus.

Workspace Settings

Configure branding, domains, modules, roles, and email.

Clients and sales

Clients & Organizations: client contacts, shared organizations, invitations, and access.
Services and Catalog: publish offerings, pricing tiers, and request forms.
Order Forms & Checkout: configure a purchase flow and share or embed it.
Leads & Intake Forms: collect inquiries and manage the lead pipeline.
Portfolio & Directory: showcase work and manage your directory listing.

Deliver work

Requests

Manage assignments, queues, deadlines, files, checklists, and updates.

Deliveries & Approvals

Submit deliverables, collect feedback, and track revisions.

Capacity & SLA

Plan team capacity and monitor turnaround performance.

Brand Hub

Keep organization brand guidance and credentials together.

Use Request Statuses, Time Tracking, Custom Dropdowns, and Signature Certificates for related request controls. Handle support inquiries with Tickets and Ticket Reply Templates.

Documents and resources

Use Documents for quotes, proposals, contracts, signatures, sharing, and published knowledge resources. Document Templates & Gallery explains reusable starting points.

Money and subscriptions

Billing & Invoices: invoice clients, share payment links, record receipts, and configure reminders.
Payment Providers and Taxes: configure payment collection and tax settings.
Client Subscriptions: manage recurring agency-service purchases.
Service Credits, Top-ups, Add-ons, and Coupons: manage service balances and purchase options.
Workspace Billing: manage your AgencyPro plan, seats, trial, or AppSumo license.

AI

AI Agents, Chatbots & Credits covers the workspace assistant, request teammates, chatbot setup, usage, and AI credit purchases. AI credits are separate from the service credits you sell to clients.

Collaborate and monitor

Use Messaging, Storage, Team, Dashboard, and Reports. Recover supported archived records through Archive & Restore.

Configure and connect

Onboarding, Notifications, and Email Piping.
Integrations, API & Webhooks, and Extensions.
Translations, Import & Export, Impersonation, Favorites, and Backlinks.

Get help

If a feature or action is missing, check the selected workspace, plan, modules, role, and navigation visibility. See Support & Help for troubleshooting and contact details.