Client Portal
Check assistant usage and billing
This guide explains how to check assistant usage and billing and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Client Portal.
- You know the client and location you want to view.
- You have access to the portal link, selected location, connected account status, and available report.
Steps
Choose the right scope
Open Client Portal and select the client and location you want to view.
Confirm what the page is showing
Check the portal link, selected location, connected account status, and available report. Make sure the scope and date match the question you are trying to answer.
Check assistant usage and billing
Find a client’s assistant-token balance and know which billing changes require the account manager.
Open the supporting detail
Confirm the selected client and location before you rely on a report or request a change.
Record the next action
The client can open the correct portal view and knows which changes require the agency administrator. Save or assign the next step instead of treating the summary as proof that work is complete.
EXPECTED RESULT
What you should see when you finish
- The client can open the correct portal view and knows which changes require the agency administrator.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Portal access and available controls depend on the agency setup, client permissions, and connected accounts.
The result does not match the source
Return to Client Portal, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Check assistant usage and billing FAQ
What does “Check assistant usage and billing” help me do?
Find a client’s assistant-token balance and know which billing changes require the account manager.
How do I know this task is complete?
The client can open the correct portal view and knows which changes require the agency administrator.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Portal access and available controls depend on the agency setup, client permissions, and connected accounts.