For clients / Getting started
Open your welcome email
Use your agency's welcome email to sign in and start reviewing plans.
Before you start
Your agency adds you by name and email. You already have access when the welcome email arrives. Clients can't register themselves; ask your agency to add you if you haven't received an email.
Steps
- Open the email saying your agency added you to review the client's plans. Select Open your plans.
- Check your name on the sign-in page and select Continue.
- On your first visit, tick I accept the Terms of Service and the Privacy Policy, then select Continue. The policy links open in a new tab.
What happens next
You see Plans to approve, with plans your agency has shared with you. Your agency entered your name; you don't need to choose a password. If you already have an account, you get an invitation email instead: select Accept invitation, then Accept, and sign in as usual. Use Unit to switch between clients.
Notes
- The sign-in link works once, for 7 days. Later plan emails bring new links. You can ask your agency to send one or request a link yourself.
- If the sign-in page shows another signed-in account, Continue switches to the account named in the email.
- An older invitation email may open a Join page. Enter Your name, tick the policy checkbox and select Join. There is no password. An existing client account selects Accept instead.
- When the Terms or Privacy Policy change, accept the updated policies to continue using the app.