CLIENTS

Clients guides

Create and shape client workspaces so locations, marketing data, and portal access stay attached to the right account.

Add client workspaces

5 guides, organized around the work you need to do.

Create the customer workspace that locations, marketing data, and portal access belong to.

Bring active Stripe subscription customers into Synup after reviewing exactly which client records will be created.

Turn a long account list into a repeatable working view for the team.

Interpret the client overview before deciding which module needs attention.

Maintain client-specific metadata and portal branding without changing the agency-wide defaults.