Your client list
In the sidebar, choose Clients. You see your agency’s overview, with a Clients list.
Each client shows where it stands:
- Not set up yet — choose Set up to finish its setup.
- Once a client is set up, choose Open to work on it.
With more than four clients, choose Show all to see the whole list.
Add a client
On the Clients list, choose Add a client, type the Client name and choose Add client. Aibuku takes you straight into the client’s setup.
On a new agency, the button reads Set up your first client instead: it opens the setup of the empty first project that every new account starts with.
Add clients from the Clients list rather than New project in the sidebar menu: Add a client takes you straight into the client’s setup.
Switch between clients
Open the menu at the top of the sidebar. Your clients are listed there — choose one to switch to it. Everything in the sidebar then belongs to that client: its Dashboard, Studio, Inbox, Directories and Insights.
Your team
- Your agency’s team: open Workspace settings → Members and choose Invite member. They join your agency’s workspace.
- People for one client only: open that client, then Members in the sidebar, and choose Invite User. They get access to that client’s project only.
One plan for all clients
Your agency has one plan, shared by all your clients. On the Billing page, open By client under a usage line to see what each client used. See Plans and trial and Billing.
