CLIENT WORKSPACE HELP

Client workspace help

Keep each client, its locations, and its account settings together so the team works in the right place.

Add client workspaces

Choose the task you need to complete for a client account.

Create the customer workspace that locations, marketing data, and portal access belong to.

Bring active Stripe subscription customers into LocalCMO after reviewing exactly which client records will be created.

Turn a long account list into a repeatable working view for the team.

Interpret the client overview before deciding which module needs attention.

Maintain client-specific metadata and portal branding without changing the agency-wide defaults.