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Agencies and teams

Reports and clients

Weekly summaries, client reports and agency setup.

4 articles

  1. Weekly summary and client reportsA weekly summary on WhatsApp or email, and reports you create in the app, edit by chat and share as a private link or PDF.
  2. Monthly client reports that send themselvesFor agencies: on the 1st at 09:00, last month's report goes to the client on WhatsApp or by email, under your agency's name. Turn it on per client.For agencies
  3. Agencies: MCC, team and client approvalsConnect your MCC once, set up each client in a few taps, invite your team, and let the client approve changes on WhatsApp or in the app.For agencies
  4. What your client seesFor agencies: your client's Home, under your name. Decisions to approve, the last 30 days, what you changed, the latest report and how to reach you.For agencies