Run several brands as an agency

1. Add your clients#

From the brand switcher, choose Add client brand, and set each one up as a brand would: type the brand, tick its products. See Agency workspace.

2. Start the week on All clients#

Choose All clients in the brand switcher. The client that needs you most this week comes first, with its Home's first finding and its counts (shelf gaps, promos without the promo price, stores to fix, alerts), so you know which to open first. See All clients.

3. Switch with the keyboard#

Press ⌘/Ctrl then K, type the client's name, and press Enter.

4. Send clients a branded PDF#

Every PDF you export for a client carries a "Prepared by" line. Add your logo in Branding to put it there too. Once a month, click Report beside a client for its monthly shelf report, or turn on the monthly email. See Monthly client reports.

5. Keep each client's team separate#

Invite a client's own people from that client's Settings. They see their brand only. Your agency's people see every client, without using the client's seats.