To add a Custom Plan to your Agency account, make sure that you’re using the Platinum Package:nnGo to Partner Portal > My Custom Plans > Add Plan:nnnnFill in the following:n
Branding is a way to customize your agency and Whitelabel it the way you like.nIn order to activate Branding, go to Settings, Whitelabel, and select Branding.nnFirst, Toggle Activate White Label on:nnnnThen, you
To switch between sub-accounts, click on this icon and choose the account that you want to go to by clicking on it:nnn [lore_button label=”Get Started” link=”app.aoaassociates.com/Login” size=”regular” style=”default”]
To copy assets from your Agency to a sub-account, click here:nnnnChoose which sub-account to copy to:nnNote that you can choose multiple accounts:nnnnYou will find this in Email Templates, Automation, Automated
To add a new Client License to Symphony, by AOA, go to Partner Portal > Accounts > Add Account:nnnnConfigure the Account the way you want:n n Contact Name: The client’s
You can manage your client’s billing information by going to Partner Portal > Accounts > choose the Account and choose Billing Details from the drop-down menu:nnnnIn the Payment Method section,