Quick Start Guide
Get up and running with AgencyHub in just a few minutes. This guide will walk you through the basic setup and configuration.
Getting Started
Step 1: Create an Account
Start by creating an account on AgencyHub. You can sign up for a free trial or choose a subscription plan that fits your needs.
Step 2: Set Up Your Agency Profile
Complete your agency profile by adding your agency name, logo, and contact information. This information will be visible to your clients.
Step 3: Invite Team Members
Invite your team members to join your agency. You can assign different roles and permissions to each team member.
Step 4: Add Your First Client
Add your first client to AgencyHub. You can create a client profile and invite them to access the client portal.
Step 5: Create Your First Project
Create your first project and assign team members to it. You can also set up tasks, deadlines, and milestones.
Platform Overview
Dashboard
The dashboard provides an overview of your agency's performance and activity.
The dashboard is the first screen you'll see when you log in to AgencyHub. It provides a quick overview of your agency's performance and activity, including:
- Key metrics like total revenue, active projects, and active clients
- Project timeline and status
- Recent activity from your team
- Upcoming deadlines and milestones
You can customize your dashboard to show the information that's most important to you.
Next Steps
Explore Advanced Features
Discover advanced features like project templates, custom fields, and automation.
Customize Your Workflow
Tailor AgencyHub to match your agency's unique workflow and processes.