Getting Started
Set up your workspace, publish services, connect payments, and test the client journey
Getting Started
Set up one service and complete its client journey before inviting your wider team. You need workspace settings access to configure modules and branding. Available features depend on the workspace owner's plan and your role.
1. Set up your workspace
- Complete the signup flow: portal setup, personalization, service setup, and team invitations. Use the setup checklist to return to unfinished tasks.
- Open Workspace Settings > General. Set the workspace name, timezone, language, currency, date/time formats, logo, and brand color. Save each section you change.
- Copy your workspace address from the app. The default address is
https://{workspace-slug}.agencypro.app. - Under Modules, enable the workflows you intend to use. Under Roles & Permissions, give teammates the access they need.
The workspace switcher changes which agency workspace you are working in. Confirm its name before changing settings or inviting clients. See Account & Workspaces.
2. Configure payments
Open Workspace Settings > Modules > Billing and review payment methods and invoice defaults. Connect the available payment provider, or configure manual payment instructions. Provider availability and payment methods depend on your configuration.
Payments from clients are separate from your AgencyPro subscription. Configure client payments before sharing a paid checkout.
3. Publish a service
- Open Services and create a service.
- Choose One Time or Recurring, then its billing type and pricing. Add pricing tiers when needed.
- Describe the deliverable and configure the request form, request allowance, and concurrent request limit.
- Set the status to Published. Enable Show in Catalog if it should appear in the catalog.
- Save and open the service checkout link from the app.
Draft services are not available for public purchase. Publishing and catalog visibility are separate settings: a published service can be shared directly without appearing in the catalog. See Services.
4. Choose how clients start
| Entry point | Use it for | Public path on your workspace domain |
|---|---|---|
| Catalog | Browsing published services visible in the catalog | /catalog |
| Service checkout | Buying one service and selecting its options | /services/checkout/{service-slug} |
| Order form | A configured purchase flow with selected services and fields | /order/checkout/{form-slug} |
| Intake form | Collecting a lead's information before a sale | /form/{form-slug} |
Configure catalog appearance in Workspace Settings > Modules > Catalog. Create and publish order forms from Order Forms; use the app's copied URL or embed code. Checkout can collect client details and create the account needed for the purchase, so a visitor does not always need a pre-existing login. Available flows depend on the form and workspace settings.
See Catalog, Order Forms, and Leads & Intake Forms.
5. Add clients and invite your team
Create a client and its organization, then send an invitation. Organization members share the organization's services, credit/hour balances, and applicable files. Check the client contact and organization before assigning purchases or creating an invoice.
Invite teammates, choose their roles, and check available seats. Pending invitations can count toward limits. See Clients and Team.
6. Test the complete journey
- Open the catalog, service checkout, or order form in a separate browser session.
- Check descriptions, pricing tiers, required fields, attachments, and any coupon.
- Complete an appropriate test checkout using the provider's test configuration where available; live payments charge the selected method.
- Verify the expected client, purchase, invoice/payment, and request records. Manual or asynchronous payments may remain pending until confirmed.
- Sign in as the client and verify the purchased service, request, messages, and files they should see.
- Submit a request, assign it, post an update, and test completion or approval.
Use Impersonation when permitted to investigate a client's portal, and Notifications to check delivery preferences.
Optional: connect a custom domain
- Open Workspace Settings > General > Advanced and find Custom Domain. Your plan must include it.
- Enter the hostname only, for example
portal.example.com, without a scheme or path. - In your DNS provider, create a CNAME for that hostname pointing to
my.agencypro.app. Use the target shown by the settings screen. - Use Validate DNS and save the settings.
- Once DNS resolves and the domain is served over HTTPS, test login, catalog, checkout, and client access on the custom domain.
DNS validation checks the CNAME; it does not confirm HTTPS readiness. If validation succeeds but HTTPS fails, contact support with the hostname and error. Keep your default workspace URL available while setup is being completed.
If something is missing
Check the current workspace, role permissions, owner's plan, module settings, and Navigation visibility. A hidden menu item does not itself disable a module. If a public page is missing, check publication status, workspace hostname, and the copied slug.
For help, include the workspace URL, page, steps, and error message. See Support.