Add a client

1. Choose Add client at the top of any page.
2. Pick their business type, then their name, city and website. We scan their site for services, hours and reviews.
3. Answer how many people reach out and what matters most, then connect their calendar or skip it.
4. Set what you'll charge them each month. We show whether they add $109/month to your bill or are included in your plan.
5. Setup runs: their number, front desk, website and calendar.

On the last screen, choose Call their new front desk, open their portal, or go Back to your agency.

Start from a snapshot to begin with a niche's script, follow-ups and ad angles already in place.