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Agencies

How to switch on agencies

Table of Contents

Steps to switch on agencies

Agencies allows you to manage one or multiple clients under a single agency account. Ideal if you work with an ad agency who manages multiple clients.

Steps to switch on agencies

Step 1 - Go to the main settings page.

Step 2 - Under Settings > Select System Defaults.

Step 3 - Turn on the toggle switch ‘Use Agencies’.

Step 4 - Click Update to Save.

How to switch on agencies How to add a new agency to MagManager How to add a client to an agency How to remove a client from an agency How to update an agency client's details How to switch between clients on an agency account How to search for a client managed by an agency How to make a booking for a client managed by an agency How to bulk invoice agency clients Clients managed by multiple agencies How to add flags to identify agencies How to add the name of the agency's client to the booking confirmation Agencies trouble shooting