Properly managing your clients is essential to offer a professional and organized service. From the Control Panel you can register new clients, modify their data, search for them easily, send them emails and provide a personalized access URL to their panel.

Below we show you step by step how to perform each of these actions.

How to register a new client

Before activating any service, it is necessary to register the client in the system:

  1. Log in to the Control Panel and go to the menu Clients → Add.
  2. Complete the client’s data (name, email, company, etc.).
  3. Press Proceed to finish the registration.

Add new client in the Control Panel

How to provide a personalized access URL to the client

Your clients can access their control panel through a personalized URL with your brand:

  1. Go to the menu Settings → Brand Settings.
  2. Locate the section Control Panel + URL.
  3. If you wish, click Change prefix to customize the URL name.

Configure personalized client panel access URL

How to view and modify a client’s data

  1. Go to the menu Clients → List.
  2. You will see a complete list with the client ID, name, email, company, total income, city, country and status.
  3. To edit the information, click on the client’s name and then press the Modify button.

How to search for a client

If you have many clients, the search function allows you to find them quickly:

  1. Go to Clients → Search.
  2. Set the filters you need: name, email, creation date or other criteria.

Search clients in the Control Panel

How to send an email to a group of clients

You can send communications to a specific group of clients according to the criteria you choose (for example, all clients from a specific country or city):

  1. Go to the menu Clients → Send email.
  2. Select the group or apply the desired filters and write the message.

Client transactions and billing management

From the same clients menu you can also manage the financial side:

  1. Go to Clients → Billing.
  2. From there you can list transactions, search specific movements or add funds to a client’s account.

With these tools you will have complete control over your client base, facilitating both commercial management and daily support.