Agency Guide: Reselling and Managing the Branded Client Portal Mobile App
Overview
As an agency, you can offer the Branded Client Portal Mobile App to your client sub-accounts. This guide explains how to set up pricing, manage offers for specific clients, handle billing, and deploy the app directly.
Connect Your Agency Stripe Account
To automatically collect subscription payments from your clients for the mobile app, you must connect your agency's Stripe account. This connection is made within your agency dashboard settings. If you do not connect Stripe, you can still deploy the app to sub-accounts, but the automated reselling feature will not be available.
Configure Your Mobile App Pricing
Set a Standard Agency Price
You can define a standard price for the Branded Client Portal Mobile App that applies to all your clients. Navigate to the Reselling tab within your agency dashboard to configure this offer.
Create Personalized Offers for Specific Clients
If you wish to charge a different rate to a particular client, you can set a custom price for their account.
- Go to your Sub-Account List, find the client, click the three-dot menu, and select Manage Clients.
- Scroll to the reselling section, adjust the Branded Client Portal Mobile App Pricing, and click Save.
Managing Client Access
Disable the Offer for a Client
You can prevent specific clients from being able to purchase the mobile app through your agency.
- Go to your Sub-Account List, find the client, click the three-dot menu, and select Manage Clients.
- In the reselling section, use the toggle to Disable Branded Client Portal Mobile App and click Save.
Note: This can only be done before a client has purchased the app. Once a subscription is active, you cannot disable it from this screen.
Deploy the App Directly (Without Stripe/Reselling)
You can manually provide the app to a client location without using the automated reselling system.
- Go to your Sub-Account List, find the client, click the three-dot menu, and select Manage Clients.
- In the reselling section, under Branded Client Portal Mobile App, read and accept the terms, then click Pay Now.
Important: Manual deployment does not create a recurring subscription between the client and your agency, but subscriptions between the CRM platform and your agency will still be established. The app settings will not be visible to the client location until this manual step is completed, especially if your agency does not have Stripe connected.
Billing and Subscription Management
View Your Charges and Active Subscriptions
You can review what you are paying to the CRM platform and see which client accounts are using the app.
- Navigate to Agency Settings > Billing > Subscription. Find the Reselling Branded Client Portal Mobile App line to see your total monthly charge and subscription count.
- Click Show sub-accounts to view a detailed list of all client locations with an active app subscription.
How Billing Works
When a client purchases the app through you, two subscriptions are created:
- A subscription between your client's payment method and your Stripe account, so you can collect payment.
- A subscription between the CRM platform and your Stripe account, where you pay a monthly fee per location.
Client Experience
How Clients Find the Feature
Your clients can discover the Branded Client Portal Mobile App within their own sub-account dashboard. The path is: Sites > Client Portal > Settings > Branded Mobile App.
How Clients Purchase and Set Up
After finding the feature, clients can proceed to purchase by submitting their payment details and confirming. Upon confirmation, the system creates the subscription, processes payment, and directs them to the app dashboard. For detailed setup instructions after purchase, clients can follow the dedicated help guide.
App Subscription Inactive Warning
If a client's app subscription becomes paused or cancelled, users of their branded mobile app will see a special warning screen. This screen communicates that the app is no longer live, action is required to renew, and that their end-users are affected. It includes a Resubscribe & Reignite My App button to facilitate quick renewal.
Book a Guided Onboarding Call
Agency administrators have access to an exclusive feature to schedule a call with the customer success team for guided setup of their white-labeled apps. This is designed to help increase adoption and reduce setup time. The Book A Call With Our Team button is visible only to agency admins within the relevant dashboard section.