How to manage multiple clients from a single agency account

Every new client meant another account, another login, another separate configuration — and the risk of an onboarding being left "halfway" when something failed midway through the process.

This guide shows how WhatSMS's Agency plan solves this with sub-accounts managed from a single account.

Step 1 — Create the new client's sub-account

From the agency account, create a sub-account for the new client. Creation is atomic — tenant, admin user, and quota are created together, in a single operation.

Step 2 — Confirm the initial setup is already ready

Check that the default queue, pipeline, and stages are already available at the sub-account's first login, without needing to manually configure each element for every new client.

Step 3 — Manage all clients from a single account

Use the agency account as the single management point, without needing to switch between separate logins to keep track of what's happening in each client sub-account.

Why this cuts onboarding time from days to minutes

New client onboarding in minutes, not days — and the agency manages all clients from a single dashboard, without switching between accounts or repeating basic configuration for each new client.

You can learn about the Agency plan or talk to our sales team to start managing client sub-accounts.