There are numerous ways a new client can be registered for an account. The most common pathway is for you to register the new client through your client admin page. 

Step 1.

Click Client Admin from the main menu.

Step 2.

Locate and click the Register New User button. The registration page will open in a new tab.

Step 3.

Use the fields provided to enter the client’s details, then agree to the T&Cs and reCAPTCHA.

Step 4.

Click the Register button to confirm the registration.

FOR ACCOUNTS WITHOUT AN ACTIVE BILLING SYSTEM

If you have not enabled the Payment Gateway & Billing Settings necessary for your account to charge credit cards and generate invoices, you will be redirected to a confirmation page. 

Note: To process credit card charges or generate invoices for your accounts, please review our Integrated Billing System documents.

Step 5.

Return to the tab displaying your client admin and refresh it. You will see your newly registered account in red print. 

Step 6.

Click the edit icon then locate Active Status within the Account Profile section.

Step 7.

Click the toggle to change the status to ACTIVE. 

FOR ACCOUNTS WITH AN ACTIVE BILLING SYSTEM

If you have enabled the Payment Gateway & Billing Settings necessary for your account to process credit cards and invoices, you will be redirected the Shopping Cart where you will be asked to select and charge a plan.

Note: If you need to wait to apply their plan, but would like to start working with their account right away, follow steps 5 - 7 above and review the Client Details Overview and Client Credit & Billing Preferences docs for more instructions on how to deactivate billing for the client. Otherwise, continue with the steps below to apply and charge/invoice their plan.

Step 4.

Locate the billing plan of your choice and click the Add button.

Step 5.

Review the Shopping Cart and ensure that you’ve selected the correct plan, then click the Continue Checkout button.

(Optional) Step 6.

To apply a billing discount to the plan, enter a Billing Coupon Code in the space provided then click the Add button.

Step 7.

Enter the client/user’s billing and credit card information in the fields provided, accept the T&Cs, then click the Submit button.

You will be redirected to the client’s new account.