For agencies
Clients, contracts, commission, invoices, margin, onboarding and offboarding.
- Onboard a new client: from adding them to their first reportThe whole journey for an agency, in order, from connecting a client's store and accounts to its contract, its people and its first report.
- Set up your agencyCreate an agency account, finish the three-step agency setup, invite your team and share your Fabrik ID so your first client can connect.
- Add a clientCreate a client for your agency, work through its setup steps, and understand how its Shopify store gets connected and what your plan allows.
- Track each client's setup and healthUse the Setup and health tab on Clients and the Needs you list on your Home to see which clients still need setting up and which syncs have fallen behind.
- Connect a client to your agencyA brand connects to your agency with your Fabrik ID and you approve it. Also how to reconnect a client, and what happens to the brand's own plan.
- Set up a client contractCreate a client contract with a monthly retainer, commission by rate or bands, whole-month terms and invoice settings, and keep renewals on track.
- How is commission above target worked out?A fee on the part above target is worked out month by month. A month below its target bills nothing and nothing carries to the next month.
- Raise commission invoices through Zoho BooksConnect your agency's own Zoho Books, link each client to a Zoho contact, and let Fabrik Analytics raise retainer and commission invoices on schedule.
- How is client margin worked out?What client margin and delivery margin count, how hours are costed, why one-off projects are left out, and who can see the amounts.
- Offboard a clientStep by step through the offboarding wizard: reason and dates, settling invoices, handover, billing, the farewell email, then scheduling and the summary page.
- Choose a client's account teamPick the agency staff who work on a client and its lead. The client sees them on its Home, and the lead is asked about the client's unfinished setup.
- What happens when a client leavesThe full timeline of an offboarding, from scheduling to the effective date, the final month's commission, the grace period and Free, and what the client sees.
- Give client users accessInvite people from a client's team, choose their role, give an existing client user access to another brand, and remove access when someone leaves.
- Set up agency Slack digests and alertsThe agency's weekly portfolio digest in Slack, and alerts when a client joins or leaves or an integration breaks or recovers. How to see and test them.
- How many clients can a free agency have?The free agency plan allows one client, which stays on its own plan. What counts as a client, how to see your allowance and how to add more.
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