Agency OS

Clients

How to list, add, switch into, archive and restore client workspaces, and how connect links let a client hook up their own tools.

Read as Markdown

The Clients screen lists every client workspace your agency runs, and is where you add a new one or switch into an existing one.

Who can open it

Any member of an agency on the Pro plan. See Agency dashboard for how access works.

Working with the list

• Use Active and Archived at the top to switch lists.
• Change a workspace's status with the control on its card: Active, Paused, Setup or Churned. Only Active workspaces count towards Active clients on the dashboard.
• Click the colour dot beside a name to change its brand colour.
• Press Switch to move into that workspace and reach its full dashboard.
• Each card shows Plan, Monthly (the price for that workspace, or Included when it uses one of your plan's included slots) and Seats in use against the cap.

Adding a workspace

1. Press Add workspace.
2. Enter a Workspace name and choose one of the six brand colours.
3. Check What this costs. If your plan still has an included slot free, the workspace costs nothing. Otherwise it is charged at the flat additional rate, and you pay only for the part of the current cycle that remains.
4. Press the button, which states the price, for example Add workspace, no change to your bill.

The workspace starts in Setup status. Add its team from that workspace's own Team page. Adding a workspace changes your existing subscription and does not start a new trial.

Archiving and restoring

Press Archive, then Archive it to confirm. The workspace's line leaves the invoice straight away and the current cycle is not refunded. Every lead, payment, commission and end of day record is kept. Press Restore on the Archived tab to bring it back, and it bills again from then.

If your account is read only or locked because billing is outstanding, adding, archiving and restoring are paused. You can still open every workspace.

Connect links

A connect link is a page you send a client so they can connect their own tools, such as Calendly, Stripe or Slack, without passing credentials through you. An agent creates one using an agency token with the Create links for connecting tools permission (see Agency settings and The Claude plugin). The URL is shown once.

The client opens the link without logging in and presses the button beside each tool, such as Connect Stripe, or adds the PYLO bot for Discord. Tools such as Close and GoHighLevel take a key typed into a field on the page instead. Each tool shows as connected, not connected yet, not connected, or not available. A link lasts seven days by default and can be set to anything from 1 to 30 days.