# AgencyHandy

> AgencyHandy documentation — learn how to manage clients, orders, invoices, and your team from a single platform.

## For Agency

### Get Started

- [Introduction to AgencyHandy: Your All-in-One Agency Hub](https://docs.agencyhandy.com/getting-started/introduction.md): Discover what AgencyHandy is, who it's built for, and how it unifies client management, projects, invoicing, and team collaboration in one platform.
- [Sign Up for AgencyHandy: Create Your Agency Workspace](https://docs.agencyhandy.com/getting-started/sign-up.md): Learn how to register your AgencyHandy account, verify your email, configure your agency type, and land on your agency dashboard for the first time.
- [Log In to AgencyHandy: Access Your Agency Dashboard](https://docs.agencyhandy.com/getting-started/log-in.md): Step-by-step guide to logging into AgencyHandy with your credentials or Google SSO, staying signed in, and resetting your password if you forget it.
- [AgencyHandy Dashboard Overview: Navigate Your Workspace](https://docs.agencyhandy.com/getting-started/dashboard-overview.md): Tour the AgencyHandy main interface: explore Agency vs Client dashboards and every left sidebar section, from CRM and Orders to Settings.

### Workspace Setup

- [Configure Your AgencyHandy Workspace General Settings](https://docs.agencyhandy.com/workspace/general-settings.md): Set your workspace name, upload logos, add your agency address, and select the correct timezone to personalize your AgencyHandy workspace.
- [Customize Your AgencyHandy Workspace Color Schemes](https://docs.agencyhandy.com/workspace/appearance.md): Apply your brand colors to the AgencyHandy sidebar and interface — primary color, background, text, and hover states — visible instantly to all users.
- [Connect a Custom Domain to Your AgencyHandy Workspace](https://docs.agencyhandy.com/workspace/custom-domain.md): Link your own subdomain (e.g., portal.yourcompany.com) to AgencyHandy by adding a CNAME record at your DNS registrar — no coding required.
- [Configure Outgoing Email, SMTP, and Email Templates](https://docs.agencyhandy.com/workspace/email-setup.md): Configure a custom sender email address, connect an SMTP server, add DKIM/SPF records for deliverability, and customize email templates in AgencyHandy.
- [Set Up Email to Ticket](https://docs.agencyhandy.com/workspace/email-to-ticket.md): Automatically convert forwarded client emails into support tickets by connecting your support inbox to your AgencyHandy workspace forwarding address.
- [Customize Client Portals, Access Controls, and Tax Rates](https://docs.agencyhandy.com/workspace/portals.md): Brand your client sign-in and sign-up pages, control sidebar visibility by role, and configure tax rates for invoices and checkout in AgencyHandy.

### CRM

- [Manage Leads: Pipeline, Email, and Client Conversion](https://docs.agencyhandy.com/crm/leads.md): Manage your sales pipeline with a Kanban board—track lead stages, filter by agent or source, send emails, and convert leads to clients.
- [Client Management: Profiles, Import, and Configuration](https://docs.agencyhandy.com/crm/clients.md): Create and import client profiles in AgencyHandy, track orders and invoices, manage portal access, and organize clients with categories.
- [Lead Custom Fields: Capture Extra Prospect Data](https://docs.agencyhandy.com/crm/lead-custom-fields.md): Create and manage custom fields for leads in Workspace Config so your team can track industry, budget, referral source details, and other prospect data beyond the default CRM fields.
- [Client Custom Fields: Track Extra Client Details](https://docs.agencyhandy.com/crm/client-custom-fields.md): Create and manage custom fields for clients in Workspace Config so your team can capture contract terms, industry tags, preferred contact methods, and other client data beyond the default profile.

### Services & Orders

- [Agency Services Overview: Catalog, Types, and Features](https://docs.agencyhandy.com/services/overview.md): Learn how AgencyHandy services work: billing types, packages, add-ons, coupons, portfolios, intake forms, and client purchase options.
- [How to Create a Service with Packages, Tasks, and FAQs](https://docs.agencyhandy.com/services/create-service.md): Step-by-step guide to building an AgencyHandy service: choose billing type, configure packages, set default tasks, add FAQs, and publish.
- [Orders Overview: Managing Client Work in AgencyHandy](https://docs.agencyhandy.com/orders/overview.md): Understand how orders work in AgencyHandy — statuses, roles, order details, manual orders, and add-ons for unpublished services.
- [How to Create, Edit, and Delete Orders in AgencyHandy](https://docs.agencyhandy.com/orders/create-order.md): Step-by-step guide to creating, editing, and deleting orders in AgencyHandy — including role requirements, form fields, and status transitions.
- [Task Management: Creating and Tracking Work in Orders](https://docs.agencyhandy.com/orders/tasks.md): Create, edit, and manage tasks inside orders — including time tracking, file feedback, client-requested tasks, and cross-order task visibility.

### Proposals & Invoices

- [Create and Send Proposals to Clients in AgencyHandy](https://docs.agencyhandy.com/proposals/overview.md): Build, customize, and send professional proposals in AgencyHandy — covering service pricing, packages, client acceptance, and auto-order creation.
- [Invoice Management Overview for AgencyHandy Agencies](https://docs.agencyhandy.com/invoices/overview.md): Explore AgencyHandy's invoicing system — billing, payment tracking, recurring invoices, statuses, direct invoices, and financial record exports.
- [Create, Send, and Manage Client Invoices in AgencyHandy](https://docs.agencyhandy.com/invoices/create-invoice.md): Step-by-step guide to creating an invoice in AgencyHandy — choose a client, set amounts, add notes, send to client, and configure payment reminders.
- [Subscription Billing and Recurring Invoices in AgencyHandy](https://docs.agencyhandy.com/invoices/subscriptions.md): How AgencyHandy handles recurring subscription billing — automated invoices, billing cycles, payment methods, cancellations, and Wise payment links.

### Team & Tasks

- [Manage Your Agency Team Members and Roles in AgencyHandy](https://docs.agencyhandy.com/teams/manage-team.md): Invite team members by email, assign roles and permissions, change roles for existing members, and remove users from your agency workspace in AgencyHandy.
- [All Tasks — Centralized Task Management in AgencyHandy](https://docs.agencyhandy.com/tasks/all-tasks.md): Use the All Tasks page for a real-time, role-filtered view of every task across ongoing and in-review orders — with search, filters, and sorting.
- [Time Tracking and Timesheet Management in AgencyHandy](https://docs.agencyhandy.com/tasks/timesheet.md): Log time with a live timer or manual entry, filter work logs by task, member, or service, and export timesheet data as CSV or XLSX in AgencyHandy.
- [Support Tickets — Handle Client Inquiries in AgencyHandy](https://docs.agencyhandy.com/tickets/support-tickets.md): Create, edit, and manage support tickets in AgencyHandy to track client inquiries, set priorities, assign statuses, and keep a full interaction history.

### Forms & Files

- [Create, Customize, and Share Order Forms with Clients](https://docs.agencyhandy.com/forms/order-forms.md): Build branded order forms that let clients select services, add upsells, and pay — all on a single page. Share via link or embed in your client portal.
- [Create Intake Forms to Collect Client Requirements](https://docs.agencyhandy.com/forms/intake-forms.md): Create custom intake forms to gather every detail you need before starting a project — attached to services so clients fill them in right after ordering.
- [Manage Files: Upload, Preview, and Get Client Feedback](https://docs.agencyhandy.com/files/manage-files.md): Upload deliverables and reference assets to orders and tasks, share files with clients, and collect structured feedback — all inside AgencyHandy.

### Account & Billing

- [Manage Your Profile Settings and Notification Preferences](https://docs.agencyhandy.com/account/profile.md): Update your name, avatar, email, and password. Configure in-app and email notifications. Redeem a promotional code to unlock discounts on your plan.
- [AgencyHandy Plans, Pricing, and Subscription Management](https://docs.agencyhandy.com/account/plans-pricing.md): Compare Freelancer, Team Starter, and Business Pro plans. Understand pricing tiers, feature differences, and how to upgrade or manage your subscription.
- [Create and Manage Multiple Workspaces in AgencyHandy](https://docs.agencyhandy.com/account/multiple-workspaces.md): Run up to 5 independent workspaces from one account on Business Pro. Create, switch between, and delete workspaces to keep agencies cleanly separated.

### Payments

- [Connect Stripe to Accept Online Payments in AgencyHandy](https://docs.agencyhandy.com/integrations/stripe.md): Link your Stripe account to AgencyHandy to send invoices and collect secure online payments from clients without leaving the platform.
- [Connect PayPal for Secure Client Payment Collection](https://docs.agencyhandy.com/integrations/paypal.md): Link your PayPal account to AgencyHandy and let clients pay invoices using PayPal's trusted, globally recognized payment platform.
- [Bank Transfer, Crypto, and Wise Payment Methods Setup](https://docs.agencyhandy.com/integrations/other-payments.md): Enable manual payment alternatives — bank wire transfer, cryptocurrency, and Wise — so clients who prefer non-card methods can pay your invoices.
- [How to Setup Credit in AgencyHandy](https://docs.agencyhandy.com/integrations/setup-credit.md): Offer services through a prepaid credit system: create packages, set conversion rates, and let clients purchase and spend credits on services and invoices.

### Integrations

- [Connect Slack to Receive Real-Time AgencyHandy Alerts](https://docs.agencyhandy.com/integrations/slack.md): Link your Slack workspace to AgencyHandy so order updates, task changes, and ticket alerts are posted to a Slack channel automatically.
- [Webhook Management: Create, Test, and Authenticate](https://docs.agencyhandy.com/integrations/webhooks.md): Set up webhooks in AgencyHandy to push real-time event data to external systems whenever orders, tasks, invoices, or other entities change.
- [Connect Claude and Cursor to run AgencyHandy with MCP](https://docs.agencyhandy.com/integrations/claude-cursor-mcp.md): Connect Claude, Cursor, or a cloud-hosted agent to AgencyHandy with MCP so it can brief you, assign work, investigate cash and delivery risk, and fill custom fields — in plain language.

## For Client

### Getting Started

- [Welcome to Your Client Portal](https://docs.agencyhandy.com/client/introduction.md): Your AgencyHandy client portal is the single place to track your projects, approve proposals, pay invoices, share files, and get support from your agency.
- [Accessing Your Portal](https://docs.agencyhandy.com/client/accessing-portal.md): Set your password, log in to your AgencyHandy client portal, and reset your credentials if you ever get locked out.

### Orders & Services

- [Browsing & Ordering Services](https://docs.agencyhandy.com/client/browse-and-order.md): Explore the services your agency offers, choose a package, apply coupons, and place an order from your client portal.
- [Tracking Orders & Tasks](https://docs.agencyhandy.com/client/orders-and-tasks.md): Follow your active orders, review tasks as they're delivered, leave feedback on files, and request new work — all from your client portal.

### Billing

- [Reviewing Proposals](https://docs.agencyhandy.com/client/proposals.md): Read proposals your agency sends, compare packages, and accept or reject them directly from your client portal.
- [Invoices & Payments](https://docs.agencyhandy.com/client/invoices-payments.md): View your invoices, pay securely online, manage subscriptions, and download receipts from your AgencyHandy client portal.

### Payments

- [Credits](https://docs.agencyhandy.com/client/credits.md): Purchase services and pay invoices using a prepaid credit balance: buy credits, track your balance, and manage credit requests.

### Support

- [Files & Forms](https://docs.agencyhandy.com/client/files-and-forms.md): Upload assets, complete intake and order forms, and download deliverables your agency shares through your client portal.
- [Getting Support](https://docs.agencyhandy.com/client/support-tickets.md): Raise a support ticket, track its status, and message your agency directly from your client portal.

## API Reference

### Introduction

- [AgencyHandy API: Authentication and Getting Started](https://docs.agencyhandy.com/api/getting-started.md): Generate an API key, look up your Company ID, and start building integrations against the AgencyHandy REST API with this quick setup guide.

### Endpoints

- [AgencyHandy API: Create a New Lead Programmatically](https://docs.agencyhandy.com/api/create-lead.md): Use the AgencyHandy API to programmatically create new leads by sending a POST request to the bulk-lead endpoint with the required fields.
- [AgencyHandy API: Create a New Client Programmatically](https://docs.agencyhandy.com/api/create-client.md): Programmatically add new clients to your AgencyHandy workspace by posting to the bulk-client endpoint with name, email, and contact details.
- [AgencyHandy API: Update an Existing Order with PUT](https://docs.agencyhandy.com/api/update-order.md): Use the AgencyHandy API to update order details, change status, reassign project managers, and attach files to an existing order via PUT request.

## Optional

- [AgencyHandy App](https://app.agencyhandy.com)
- [Community](https://community.agencyhandy.com)
- [Blog](https://www.agencyhandy.com/blog)

> The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages.

## Indexes

- [French (53 pages)](https://docs.agencyhandy.com/_llms/fr.txt): Documentation for French.
- [Spanish (53 pages)](https://docs.agencyhandy.com/_llms/es.txt): Documentation for Spanish.
- [Chinese (53 pages)](https://docs.agencyhandy.com/_llms/zh.txt): Documentation for Chinese.
- [Traditional Chinese (53 pages)](https://docs.agencyhandy.com/_llms/zh-hant.txt): Documentation for Traditional Chinese.
- [German (53 pages)](https://docs.agencyhandy.com/_llms/de.txt): Documentation for German.
- [Korean (53 pages)](https://docs.agencyhandy.com/_llms/ko.txt): Documentation for Korean.
- [Czech (53 pages)](https://docs.agencyhandy.com/_llms/cs.txt): Documentation for Czech.
- [Japanese (53 pages)](https://docs.agencyhandy.com/_llms/ja.txt): Documentation for Japanese.
- [Italian (53 pages)](https://docs.agencyhandy.com/_llms/it.txt): Documentation for Italian.
- [Latvian (53 pages)](https://docs.agencyhandy.com/_llms/lv.txt): Documentation for Latvian.
- [Norwegian (53 pages)](https://docs.agencyhandy.com/_llms/no.txt): Documentation for Norwegian.
- [Arabic (53 pages)](https://docs.agencyhandy.com/_llms/ar.txt): Documentation for Arabic.
- [Swedish (53 pages)](https://docs.agencyhandy.com/_llms/sv.txt): Documentation for Swedish.
- [Danish (53 pages)](https://docs.agencyhandy.com/_llms/da.txt): Documentation for Danish.
- [Polish (53 pages)](https://docs.agencyhandy.com/_llms/pl.txt): Documentation for Polish.
- [Dutch (53 pages)](https://docs.agencyhandy.com/_llms/nl.txt): Documentation for Dutch.
- [Turkish (53 pages)](https://docs.agencyhandy.com/_llms/tr.txt): Documentation for Turkish.
- [Uzbek (53 pages)](https://docs.agencyhandy.com/_llms/uz.txt): Documentation for Uzbek.
- [Russian (53 pages)](https://docs.agencyhandy.com/_llms/ru.txt): Documentation for Russian.
- [Portuguese (53 pages)](https://docs.agencyhandy.com/_llms/pt.txt): Documentation for Portuguese.
- [Brazilian Portuguese (53 pages)](https://docs.agencyhandy.com/_llms/pt-br.txt): Documentation for Brazilian Portuguese.
- [Indonesian (53 pages)](https://docs.agencyhandy.com/_llms/id.txt): Documentation for Indonesian.
- [Finnish (53 pages)](https://docs.agencyhandy.com/_llms/fi.txt): Documentation for Finnish.
- [Romanian (53 pages)](https://docs.agencyhandy.com/_llms/ro.txt): Documentation for Romanian.


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