GETTING STARTED

Add a client

Create a client in a few seconds, then finish the rest of their setup when you're ready.

Before you start

You need to be an agency owner or admin, and your agency's access must be active.

How to do it

  1. Select Add client on the Command Center (or Add first client if you have none yet).
  2. Enter the Client name and, optionally, the Website.
  3. Select Create and continue.

Nothing is sent to the client. Clients do not get a GrowthPilot login.

What happens next

The client is created with the status Onboarding and the client setup opens at the Business step. You can save and come back to the remaining steps at any time. See Complete a client's setup.

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