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KNOWLEDGE BASE EXPORT
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SECTION: Start Here
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ARTICLE: Start Here
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Welcome to the Climbo documentation. This article explains how these guides are organized, so you know where to look before you start.

--- Two Knowledge Bases, One Site ---

Climbo's documentation covers both sides of the platform in a single site.

**Agency Mode**

You're currently reading the **Agency Mode** documentation. This is the guide for you, the agency: it covers everything about running your software business on Climbo — white-labeling the platform under your own brand, setting up your pricing plans, onboarding and managing your clients, tracking sales and payouts, and configuring your finance and general settings.

**Client Mode**

The other set of guides covers **Client Mode** — the reputation management platform your clients log into and use every day, under your brand. Their navigation is built around **Home**, **Reputation** (reviews, review requests, AI sentiment), **Visibility** (Maps and AI ranking, Google Business Profile), **Engagement** (social and content publishing), a **Chat** area and their own **Settings**. Those guides are written for your clients, not for you.

--- Switching Between Agency Mode and Client Mode ---

**The Mode Switcher**

Use the dropdown in the top-right corner of the page to switch between the two — select **Client Mode** to browse those guides, or **Agency Mode** to come back to this one.

--- Ask AI ---

**Ask AI**

The **Ask AI** button in the bottom-right corner opens a chat assistant trained on both knowledge bases, Agency Mode and Client Mode alike. Ask it a question in your own words and it will pull the answer from whichever guide is relevant, regardless of which one you're currently browsing.

--- Still Need Help? ---

**Support**

Inside the platform, the help icon in the top-right corner opens these guides in a new tab. It's shown to the agency Owner; an Admin, a Staff member or an affiliate doesn't see it. If you can't find the answer here, or by chatting with the AI assistant, you can open a private ticket with our support team [here](https://forms.helpdesk.com/?licenseID=1079180026&contactFormID=9bba9489-c367-4fc7-86d6-94cea2bb0f8b).

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SECTION: White-Label The Platform
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ARTICLE: Customise Software
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The first step in launching your software business is customizing the platform with your own brand. Everything on this page changes what your clients see when they log in.

--- Where to Find It ---

**Brand, Then the Software Tab**

Open **Brand** from the main navigation, then select **Software** in the left sidebar. **Brand** is open to an Owner and to an Admin — Staff members don't see the entry at all. See the Team Members article for what each role can reach.

The same left sidebar also holds **Domain** and **SMTP**. Those two stay grayed out until you finish the initial onboarding, with the tooltip "Complete the onboarding process to unlock this feature".

**How the Page Is Laid Out**

On the left you'll find all the settings for customizing the platform's appearance. On the right, a live preview shows exactly how the platform will look with your current settings, updating as you make changes — before you save anything.

Two tabs above the preview switch what it shows: **Software** (the platform itself) and **Log In** (the login page). The address bar in the preview shows the domain your clients will use, with a pencil icon — **Edit your domain** — that takes you straight to the **Domain** section.

On a phone or tablet the preview panel and the Domain and SMTP sections are hidden. You get the settings form plus a **Preview** button.

--- Brand Basics ---

**Brand Name**

The name that appears in the browser tab when clients use the platform. It must be between 3 and 60 characters.

Your brand name also sets your free Climbo subdomain. When you change it, the name is converted into a subdomain (lowercase, with spaces turned into hyphens) and reserved for you, so it has to be available. If another agency already uses it, you'll see "This brand name is already in use. Please choose a different brand name" and the change won't be saved.

**Favicon**

The small icon shown in the browser tab, next to the brand name. Use a square image, at least 128x128 pixels, no larger than 512KB, in JPG or PNG format. The file picker also accepts ICO.

**Logo**

Your logo as it appears inside the platform itself. It must be at least 128x128 pixels, no larger than 512KB, and in JPG or PNG format.

--- Powered By Logo and URL ---

**Powered By Logo**

The **Powered By** logo appears underneath the review links, widgets, opt-in links and kiosk mode screens shown to your clients' customers. Upload a PNG, JPG or JPEG of at least 128x128 pixels and no more than 512KB.

**Powered By URL**

Set the **Powered By URL** to control where visitors land if they click on the logo — it opens in a new tab. This is a simple way to promote your agency directly from your clients' websites. It has to be a full, valid URL.

Both fields only appear once you've completed onboarding.

--- Visual Style ---

**Color, Font and Radius**

**Color** opens a color picker with a hex field, so you can paste your exact brand color.

**Font** is a dropdown of preset fonts, each one previewed in its own typeface.

**Radius** is a slider from 0 to 20 that controls how rounded buttons and interface elements appear, with a live sample box next to it.

--- Rebranding the AI ---

**Rebrand AI**

Open the **Rebrand AI** card to rename the AI features clients see throughout the platform.

- **AI Name** — up to 16 characters. It replaces the name of the AI section in your clients' navigation.
- **SEO Agent**, **Social Agent** and **GEO Agent** — each one takes its own logo and its own name (up to 16 characters). Whatever you type replaces the default agent name everywhere your clients see it. Agent logos must be PNG, at least 128x128 pixels, and no more than 512KB.
- **Chat header message** — up to 50 characters. It replaces the heading shown at the top of the AI chat.

Leave a name empty and the platform falls back to its default name for that agent.

--- Free Trial Banner ---

**Free Trial Banner**

Enable the **Free Trial Banner** to show a top bar to clients who are currently on a free trial. Use it to display a message with a link — for example, pointing to a sales page that explains your paid plans.

When the toggle is on, all three fields are required:

- **Banner text** — maximum 40 characters.
- **Banner Button Text** — maximum 12 characters.
- **Banner URL** — the full destination URL people are sent to when they click.

--- Active Clients Banner ---

**A Second Banner, for the Clients Who Already Pay**

Underneath the trial banner you'll find **Active Clients Banner**, which works exactly the same way but targets your active clients: "This banner is shown to your active clients. Use it to announce news, updates or new platform features." Switch on **Enable** and fill in the same three fields — **Banner text** (maximum 40 characters), **Banner Button Text** (maximum 12 characters) and **Banner URL**.

**Only One Banner Ever Shows**

The two banners never appear together, because a client is either trialing or active, never both. Whichever one matches the client's subscription status is the bar they see at the top of their platform, so you can leave a permanent sales message on the trial banner and keep this one for announcements.

--- Custom Code ---

**Custom Code**

Use **Custom Code** to add your own scripts, such as a web chat widget or a tracking pixel. The field only accepts complete HTML — whole elements, HTML comments or full `<script>` blocks — so loose fragments of code are rejected.

--- Previewing and Embedding ---

**Open Preview and Embed Code**

Above the preview panel, two buttons help you work with your customizations before going live. Both appear only after you've completed onboarding.

- **Open Preview** — opens the preview in a new tab and sends it your current settings, so you can check how the platform looks with your changes before saving.
- **Embed Code** — gives you the script to embed the live preview on your own website, with **Desktop (16:9)** and **Mobile (9:16)** tabs and a **Copy Code** button. Visitors can then try a clickable playground version of the platform on your site, without signing up. This button only shows once you've connected your own domain, because the embedded page is served from it.

--- Saving Your Changes ---

**Save**

Once you're happy with your customizations, click **Save**. **Save** stays disabled until you actually change something, and **Clear** next to it discards your unsaved edits.

After saving you'll see "Design updated successfully. Changes will be visible in your SaaS within 10 minutes", so allow up to ten minutes before your clients see the new look.

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ARTICLE: Connect Domain
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Connect your own domain so clients access the platform under your brand, not Climbo's.

--- Where to Find It ---

**Brand, Then the Domain Tab**

Go to **Brand**, then open the **Domain** tab from the left sidebar. It stays locked until you've finished the initial onboarding.

Changing the domain stays with the Owner. An Admin sees the section and can read everything in it, but **Connect** and **Disconnect** open a **Domain** dialog instead of doing anything: "To change the domain, please contact your account owner at", followed by your email address. **Verify DNS** still works for them, since it only re-checks the records.

Connecting a domain requires a paid Climbo agency plan. On a free plan the tab is marked with a crown, and pressing **Connect** opens the **Upgrade Your Climbo Plan** dialog with **Upgrade Plan** and **Chat on WhatsApp** instead of starting the connection.

Until a domain is connected the page shows a red status line: "Without a connected domain, clients won't be able to log in to your platform. Connect it now."

--- Choosing Your Subdomain and Domain ---

**Subdomain and Domain**

Enter the **Subdomain** and **Domain** you want your platform to go live on. The fields start pre-filled with `app` and `yourdomain.com`, and a preview underneath shows the full address as you type. Common subdomain choices are **app**, **platform**, or **dashboard** — we recommend **app**.

You have to use a subdomain — the bare root domain on its own isn't accepted. The domain itself needs to be one you already own. If you don't have one yet, you can register one through any domain provider, such as Namecheap, GoDaddy, or Hostinger.

Before continuing, make sure the subdomain you've chosen isn't already in use — for example, check that you don't already have another white-label platform installed on it. You can only have one domain connected at a time.

**Connect**

Once you've entered your subdomain and domain, click **Connect**. The button changes to **Generating DNS** and you'll see the warning "Don't leave this page until DNS records are generated". This takes roughly twenty seconds, so stay on the page.

If something is wrong with what you entered, you'll see one of these messages: "Invalid domain provided", "Domain already in use", or "The domain does not exist or is unreachable".

--- Adding the DNS Records ---

**Read the DNS Record Blocks**

After the records are generated, the page shows one **DNS Record** block per record, each with four fields: **Status**, **Type**, **Host** and **Value**. **Host** and **Value** can be copied with one click.

The first record is a **CNAME**:

- **Host** — your chosen subdomain
- **Value** — the address Climbo gives you (`app.mylocalbusiness.io`)

**Add Every Record You See, Not Just the CNAME**

A second record, of type **TXT**, is also generated so that the SSL certificate for your domain can be validated. Add every record shown on the page to your DNS settings — the connection is only considered complete when all of them are active, so skipping the TXT record leaves your domain stuck.

Go to your domain provider, open the DNS settings for your domain, and add each record exactly as shown. Save them with your provider, then return to Climbo.

--- Verifying the Connection ---

**Verify DNS**

Wait a few minutes for the DNS change to propagate, then click **Verify DNS**. Every record's **Status** should turn green and read **Active**, and you'll see "DNS is active and verified".

If it isn't ready yet, you'll see "DNS propagation in progress. This may take a few minutes". Wait a little longer and click **Verify DNS** again.

A yellow status means a record is still being processed; a red one means it's blocked, inactive, deleted or expired. If the domain still doesn't connect, double-check your records: the **Host** and **Value** must match exactly what Climbo showed you.

If you see "We couldn't issue an SSL certificate for this domain", the domain is either mistyped or not properly registered; correct it or try a different one.

--- What This Domain Is Used For ---

**Client Mode and Agency Mode**

Once connected, the page shows two cards. **Client Mode** is the login page your clients use to access the platform, at your subdomain and domain.

**Agency Mode** is the same domain with **/admin** added. This gives your team a white-labeled version of Agency Mode with no Climbo branding visible, and it's the URL you can share with your agency staff. Your agency's default Climbo login URL keeps working as well.

Both cards link straight to the address; until verification is complete you'll see the tooltip "Your domain will be accessible once verification is complete".

--- Don't Remove the DNS Records ---

**Leave Them In Place**

Once the records are set up, don't remove them from your domain provider. Removing them will disconnect your domain from the platform.

**If You Really Want to Disconnect**

Disconnecting works the other way around: delete the DNS records at your provider first. Then click **Disconnect** and tick "I confirm the DNS records are removed from my hosting provider" in the confirmation dialog. If any record is still live, you'll see "The DNS records are still active. Please delete them to proceed".

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ARTICLE: Connect SMTP
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Connect your own email so platform emails are sent from your brand, not from Climbo.

--- Where to Find It ---

**Brand, Then the SMTP Tab**

Go to **Brand**, then open the **SMTP** tab (the page is titled **SMTP Settings**). An Owner and an Admin can both open it and change what's in it; Staff members don't see **Brand** at all. It stays locked until you've finished the initial onboarding.

SMTP requires a paid Climbo agency plan. On a free plan, pressing **Save** opens the **Upgrade Your Climbo Plan** dialog instead of connecting.

**Why It Matters**

Connecting SMTP is essential: without it, system emails are sent from a platform fallback address (`noreply@mylocalbusiness.io`) with your brand name as the display name, which breaks the white-label experience for your clients. The page warns you directly: "Without SMTP, clients won't receive magic link emails from your branded email. Connect it now."

--- Two Separate Email Connections ---

**Notifications and Review Requests**

At the top right of the page you'll find two tabs, **Notifications** and **Review Requests**. Each holds a separate email connection, because the two serve different purposes, and switching tabs switches which connection you're editing.

--- What Each Email Is Used For ---

**Notifications**

The **Notifications** email is used for communications from your agency to the clients who use your platform. That includes the welcome email for new clients, password resets, trial-ending and trial-ended messages, sign-up follow-ups, payment succeeded and payment failed notices, commission notifications, the event notifications your clients receive about their reviews and their plan, and the magic login link your clients receive when they sign in.

**Review Requests**

The **Review Requests** email is used by your clients (the local businesses) to send review requests to their own customers — the people who actually visit that local business.

For review requests, the connected email is only used as the sender address. If an end customer replies to a review request, their reply automatically goes to the local business's own registered email — never directly to your agency.

**How the Two Fall Back**

If **Review Requests** isn't connected, review invitations are sent through the **Notifications** connection instead. If neither is connected, they go out from the platform fallback address (`noreply@mylocalbusiness.io`), with your brand name as the display name. This is why it's worth filling in both. A connection that exists but isn't active counts as not connected: the fallback takes over rather than sending through a broken channel.

--- Your SMTP and Your Clients' Own SMTP ---

**Two Different Things**

The connection on this page is your agency's, and it covers the whole platform. Separately, a client can connect their own SMTP server for one of their locations, so that location's review request emails go out from their own address instead of yours. Whether they're allowed to is up to you: it's the **Own SMTP server** option in the plan's **Integrations & Features** tab (see the Plan Features article).

The two don't conflict. A location with its own SMTP connected uses it for its review requests; everything else, and every location without one, keeps using your agency connection. Switch the plan option off and those emails go back to your agency SMTP.

--- Connecting an SMTP Account ---

**The Fields**

The form is split into three sections — **Server**, **Auth** and **Sender** — with five fields in total:

- **SMTP Host**
- **TLS Port** — a dropdown with 587, 465 and 2525
- **Username**
- **Password**
- **From Address**

In most cases, the username is the same as the From Address. You can usually find these details in your email provider's own documentation. A few common examples:

- **Gmail / Google Workspace** — Host: smtp.gmail.com, Port: 587 (TLS). Use a Google App Password instead of your regular account password.
- **Outlook / Office 365** — Host: smtp.office365.com, Port: 587.
- **SendGrid** — Host: smtp.sendgrid.net, Port: 587, Username: apikey, Password: your SendGrid API key.
- **Mailgun** — Host: smtp.mailgun.org, Port: 587.

**Save**

Enter your details and click **Save** (**Clear** wipes what you typed). Your credentials are tested straight away. On success you'll see "SMTP connection successful" and the tab switches to the connected view. If the test fails, you'll see "Error connecting to SMTP. Please check your credentials." and nothing is stored, so a failed attempt never leaves you half-connected.

Repeat this for both the **Notifications** and the **Review Requests** tab — each needs its own connection.

Each From Address can be used by only one connection across the whole platform. If it's already taken, you'll see "Email address already in use" and need to pick a different sender address.

--- Checking the Connection Later ---

**The Status Light**

Once a tab is connected it shows a status light next to the sender address — green when the connection is healthy, red when it isn't. The check runs automatically every time you open the tab, so you don't need to press anything.

Underneath, a read-only **SMTP Configuration** section shows the **SMTP Host**, **TLS Port** and **From Address** currently in use, plus a **Disconnect** button.

--- Getting Your SMTP Credentials ---

**If You Can't Find Your Host and Port**

If your provider's documentation doesn't help, you can ask an AI assistant such as ChatGPT: "I need to connect SMTP, my email provider is [your provider, e.g. Outlook or Gmail]. What are the SMTP host and TLS port I should use?" Then enter the values it gives you into the platform.

--- Keeping the Connection Working ---

**Check Here First**

If review requests or notification emails stop arriving, always check this section first and confirm both tabs still show a green light.

The connection relies on your email account's own authentication credentials. If you change your email password, or deactivate that email address, you'll need to reconnect SMTP with the new password or new email.

**Changing Details Means Disconnecting**

You can't edit a live connection in place. Click **Disconnect**, confirm in the **Confirm SMTP Disconnection** dialog, then enter the new details and save again.

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ARTICLE: Connect Stripe
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Connecting Stripe is one of the most important setup steps: it's what lets you charge your clients for your software. This article covers why it matters, how to connect, and where to manage the connection afterward.

--- Why Connect Stripe ---

**What It Unlocks**

Connecting Stripe unlocks selling paid plans, with a fully integrated checkout and customer portal. Your clients can subscribe to a paid plan and pay you every month, letting you build real monthly recurring revenue directly through the platform.

--- Is It Required? ---

**You Can Start Without It**

No, you can use the platform without Stripe. But without it you can't sell paid plans: you're limited to free plans, with no integrated checkout and no way to collect payments through the platform. Free plans are still useful on their own — for example, as a bonus for existing clients — but if you're serious about building a software business, we strongly recommend connecting Stripe.

**What Stays Closed Until Stripe Is Connected**

Until Stripe onboarding is finished, the money-related parts of the platform show the **Connect Your Stripe Account** screen instead of their content: the **Sales** section, **Payments**, and in **Settings** the **Coupons**, **Payouts**, **Methods**, **Accounting** and **Profile** pages. The **Affiliate** settings are hidden too, and choosing to create a paid plan sends you to the Stripe page rather than the plan editor.

--- Connecting Your Account ---

**Where to Start**

Go to **Settings > Stripe**, in the **Finance** group of the sidebar. An Owner or an Admin can open it. Click **Start Connecting Stripe**.

**Select Your Country**

A dialog titled **Select Your Country** asks you to pick, in the **Business Country** dropdown, the country where you (as an individual) or your business is registered. The list only contains countries Stripe supports for this type of account — Stripe supports the vast majority of countries, though not all. Click **Connect Stripe** and the platform creates your account and opens Stripe's onboarding flow.

If the country turns out not to be supported, Stripe tells you so and you'll need to disconnect and restart with an account registered in a supported country.

If you already have a Stripe account, just log in with your existing credentials. Stripe creates a new Stripe Connect account under your existing one, dedicated to payments coming from Climbo, which makes the process quick.

If you don't have a Stripe account yet, you can create one directly from the onboarding flow.

**If You Leave Onboarding Halfway**

If you close Stripe before finishing, the Climbo screen now shows a **Connect Stripe** button. Click it to reopen the onboarding flow and pick up where you left off.

--- Providing Your Details ---

**Identity Verification**

During onboarding, you first choose whether to connect as an individual or as a company. Stripe then asks for identity verification details — provide everything it requests. Your connection only counts as complete once Stripe confirms you've submitted all the required details.

This data goes directly to Stripe, not to Climbo. Climbo only integrates with Stripe Connect; Stripe itself is responsible for collecting and securing this information, since as a payments provider it's required to verify the identity of whoever it processes payments for.

--- Setting Up Payouts ---

**Where Your Money Goes**

As the final onboarding step, you add a bank account or debit card. This is where your payouts go: the money collected through the platform is transferred here automatically.

Once onboarding is complete, Stripe shows a confirmation message.

--- After Onboarding: Where Stripe Notifications Appear ---

**Settings > Profile**

If Stripe ever needs additional information after onboarding — for example, further identity verification documents — a notification appears at the top of **Settings > Profile**, in the **Finance** group. This is where all Stripe-related notifications appear. Clicking one opens the relevant Stripe portal, where you can upload what's requested.

If there are no notifications there, that means your Stripe connection is healthy and nothing is pending.

**The Menu Changes Shape**

Once onboarding is complete, the **Stripe** entry disappears from the **Finance** menu and is replaced by the pages it was blocking: **Coupons**, **Payouts**, **Methods**, **Accounting**, **Affiliate** and **Profile**. If you ever see **Stripe** back in that menu, it means the connection needs attention.

--- Stripe Connect and Express Accounts, Explained ---

**What Kind of Account You Get**

The account connected to Climbo is a **Stripe Express** account, not a standard Stripe account — and understanding the difference matters.

**Stripe Connect** is the underlying Stripe product that lets a platform like Climbo enable its users to accept payments and receive payouts, without each of them building their own full Stripe integration. When you connect Stripe, Climbo creates a "connected account" for you through Stripe Connect.

**How You Check Your Numbers**

Stripe offers a few types of connected accounts, and Climbo uses **Express**. With an Express account, Stripe still handles identity verification, compliance and payouts, but you don't get a full stripe.com account as you would with a standard Stripe account. Instead, your revenue and payment information is shown inside the Climbo platform itself. Your Stripe Connect account stays linked to your regular Stripe login, but day to day, Climbo is where you check your numbers.

When you do need Stripe's own view, open the **Stripe** tab in **Settings > Account**. It shows your Stripe email and account ID, and a **Stripe Express** button that opens your Stripe Express Dashboard in a new tab.

--- Disconnecting Stripe ---

**How and When You Can**

The same **Stripe** tab in **Settings > Account** holds **Disconnect Stripe**. It opens a confirmation dialog with the checkbox "I confirm I want to disconnect my Stripe account". Disconnecting can't be undone: afterward, you start the onboarding flow again with a different Stripe account.

You can only disconnect when no client has an active subscription: otherwise you'll see "You cannot reset your Stripe account if there are customers with active subscriptions. Please ensure all subscriptions are cancelled before proceeding."

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SECTION: Pricing Plans
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ARTICLE: Plan Types
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You can offer your clients two types of plans: **free plans** and **paid plans**. This article explains the difference; both are created and managed from **Plans** in the top menu, on the **Pricing Plans** page.

--- The Plans Page ---

**Where Your Plans Live**

All your plans appear on the same page as cards, newest first: free plans carry a green **Free** badge, paid plans a **Paid** badge. Click any card to open the plan editor. To create one, click the **Create Plan** card, then choose **Free Plan** or **Paid Plan** in the **Create New Plan** dialog.

**Who Can Create and Edit Plans**

Only an Owner or an Admin can create, edit or delete plans: the **Create Plan** card and the editor's **Save**, **Clear** and **Delete** buttons are hidden from Staff. A Staff member sees only the plans assigned to them in **Settings > Team**, and can open them but not change them.

**The Demo Plan**

Every agency starts with a free plan called **Demo Plan**, with every feature enabled. It's there for testing and can't be edited or deleted — if you try, you'll see "Demo Plan cannot be edited" or "Demo Plan cannot be deleted". Create your own plans for real clients.

--- Free Plans ---

**What a Free Plan Is**

Free plans let you give the platform to your clients at no cost. When you create one, you choose the integrations, features and limits it includes, and how many locations a client can add. They don't require Stripe.

**How Clients Join a Free Plan**

Once the plan is created, Climbo generates a sign-up link for it. Clients use it to register with their own email and password and start using the platform right away. You can publish the link — for example on your website — or send it privately to specific clients.

You can also add clients yourself with **New Free Client** in the **Clients** section. The Free Plans article covers both routes in detail.

--- Paid Plans ---

**What a Paid Plan Needs**

Paid plans can only be created once your Stripe account is connected and onboarded: until then, choosing **Paid Plan** takes you to the Stripe settings page instead of the editor (see the Connect Stripe article). Unlike free plans, a paid plan has a **Price** tab where you set the currency, the pricing model, the monthly and/or yearly price and an optional **free trial**. You can have up to 10 paid plans at a time.

**How Clients Join a Paid Plan**

For each price, Climbo generates a Stripe payment link. The payment link is the only way a client can subscribe to a paid plan: there's no manual option like **New Free Client**. Once the client pays (or starts the trial), they're sent to your platform to set their password and go through onboarding, and their card appears in the **Clients** section. The Paid Plans article covers pricing, trials and checkout options in detail.

**Free Clients Can Upgrade**

A client on a free plan can move to a paid plan through that plan's payment link and keep everything they've set up — see the Free Plan Upgrade article.

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ARTICLE: Plan Features
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Every plan, free or paid, decides exactly which integrations and features its clients get. You set them in the **Integrations & Features** tab of the plan editor, and you can change them at any time.

--- Choosing a Feature Strategy ---

**One Plan or a Tier Structure**

You could offer a single plan with every feature enabled and sell only that. What we recommend instead is a small tier structure — for example **Bronze**, **Silver** and **Gold** — with Bronze covering the basics, Silver adding more, and Gold unlocking everything. Features are also your main cost lever: a feature that's switched off can't send paid messages or consume AI tokens on that plan. The Agency Balance article walks through a full Bronze/Silver/Gold example with costs and prices.

**The Editor's Tabs**

The plan editor has four tabs: **Details** (the plan's **Name**, 3 to 128 characters, and **Color**), **Integrations & Features**, **Limits**, and — for paid plans only — **Price**.

--- Integrations ---

**Review Sites**

The review platforms your clients can connect and collect reviews from. Google is always on and can't be disabled ("Google must stay active to ensure full functionality"). Click any other icon to turn it on or off: Yelp, Tripadvisor, Trustpilot, Airbnb, Booking, Facebook, Zillow, BBB, Agoda, Indeed, Glassdoor, Consumer Affairs, Expedia, Capterra, OpenTable, RateMDs, Angi, App Store, Google Play and Cars.com. A site switched off simply doesn't appear among the integrations of clients on that plan.

**Text Channels**

The channels your clients use to send review requests. Email is always on ("Email must stay active to ensure message delivery"); SMS and WhatsApp can each be turned on or off. Emails cost you nothing, while SMS and WhatsApp are paid from your Agency Balance — see the Agency Balance article. The exception is a client who has connected their own Twilio account on a plan that allows it: those SMS are billed to the client by Twilio and never touch your balance.

**Social Media**

The social accounts your clients can connect, used to publish their reviews as social content: Facebook, Instagram and TikTok, each toggled by clicking its icon.

--- SaaS Features ---

**The Core Platform Features**

Each feature is a checkbox with an info icon — hover it for a one-line description:

- **Review Requests** — send review requests across the connected channels.
- **Request Reminders** — automatically follow up with customers who haven't clicked on the original request yet.
- **Own SMTP server** — lets clients on this plan connect their own SMTP server, so review request emails are sent from their address instead of yours. Turn it off and those emails go back to your agency SMTP.
- **Own Twilio number** — lets clients on this plan connect their own Twilio account, so review request SMS are sent from their number and billed by Twilio: these SMS don't use your SMS balance or the client's SMS credits. Turn it off and the SMS go back to the default channel.
- **Employees System** — track staff mentions in reviews and rank team performance on a leaderboard.
- **Review Link Filter** — a neutral feedback flow on the review link, with public review and private contact options.
- **Video Testimonial** — collect and manage video testimonials from the review link.
- **Review Suggestions** — let customers generate a review draft from guided criteria.
- **Profile Management** — manage the Google Business Profile without logging into Google separately.
- **Website Builder** — auto-generate a website from the Google Business Profile, kept in sync with it.
- **Review Widgets** — display reviews on a website with customizable widget layouts.
- **Google Performance** — 30-day Google profile metrics such as website clicks, direction requests, calls and keyword visibility.
- **Social Sharing** — turn positive reviews into social proof content.

**The Two Own-Channel Options**

**Own SMTP server** and **Own Twilio number** are the only features here that hand a piece of the sending setup to the client. Both start switched off on a new plan, free or paid, and both appear in the same place on every plan editor. With one switched off, the client simply doesn't see the button to connect that channel for their locations: nothing to explain, nothing to undo.

They're a good fit for your top tier, or for clients who insist on sending from their own address or who already pay Twilio. Keep them off on your entry plans if you'd rather every message leave through your own setup.

--- AI Features ---

**Agents and AI Tools**

These features consume AI tokens, so they're the ones that drive your AI costs:

- **SEO Agent** — automatically replies to Google reviews with keyword-aware responses.
- **Social Agent** — auto-publishes positive reviews to social channels.
- **GEO Agent** — turns reviews into SEO-optimized website articles and publishes them.
- **AI Sentiment** — analyzes review sentiment trends over time.
- **AI Ranking** — monitors local ranking signals and competitor positions.
- **AI Chat** — the AI chat, with its outputs tracked in the client's AI history.

--- Extra Features ---

**Branding, Billing and Automations**

- **Disable Branding** — allows clients to hide the "Powered by" label from their review links and widgets.
- **Billing Section** — shows the Billing section to clients on this plan. Switch it off and those clients have no Billing page in their settings.
- **Automation Features** — enables API and Zapier automation features for clients on this plan.
- **Hide Plan** — free plans only: hides the plan from the Billing section, so clients can't see or select it there. It's covered in the Free Plans article.

For paid plans, visibility is set with **Disable from billing portal** in the **Price** tab instead — see the Paid Plans article.

--- Custom Links ---

**Links in Your Clients' Sidebar**

The **Custom Links** section adds up to three links to the sidebar of the platform your clients use, only for clients on this plan. Click **Add custom link**, then fill in the **Button text** (up to 30 characters) and the **Link**, a full URL starting with http:// or https://. Links open as external pages. Use them, for example, to point clients to other services your agency sells.

--- Changing Features Later ---

**Edits Reach Existing Clients**

When you save changes to a plan's integrations or features, clients already on that plan get the update in their accounts automatically — you don't have to move anyone. Be careful when removing things: clients lose access to whatever you switch off. Frequent changes can also confuse clients, so keep plans stable and edit them only when you need to.

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ARTICLE: Plan Limits
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Every plan caps how many messages and AI tokens its clients can use each month, and shows you the most that usage could cost you. You set these caps in the **Limits** tab of the plan editor.

--- What You Can Limit ---

**Messages and AI Tokens**

Under **Monthly Limits** you set **Monthly SMS**, **Monthly Email** and **Monthly WhatsApp** (each from 0 to 999,999) and **Monthly AI Tokens** (at least 10,000), the tokens consumed whenever a client uses an AI feature. SMS are counted per part: a message long enough, or with enough emoji and special characters, to be split into several parts uses several units of the SMS limit.

**Limits Apply per Location**

These limits are given to each location of a client, not shared across the whole client account. A client with three locations on the plan gets the full allowance three times.

**Monthly Reset**

Usage restarts every month: clients see in their own **Limits** section that each value resets on the 1st of the month.

**A Warning for Low AI Limits**

If you save a plan with fewer than 30,000 AI tokens a month, the **AI Token Limit Too Low** dialog recommends raising it so AI features can run without interruptions. Click **Continue** to save anyway, or **Cancel** to go back and change it.

--- Monthly Limits vs. Trial Limits ---

**Two Sets of Limits**

The tab has a second section, **Trial Limits** (**Trial Monthly SMS**, **Trial Monthly Email**, **Trial Monthly WhatsApp**, **Trial Monthly AI Tokens**). Trial limits apply to clients whose status is **Trialing**; every other client on the plan uses the **Monthly Limits**.

On a paid plan that's a client in a free trial. On a free plan it's a client you've manually set to **Trialing** with **Change Status** (see the Manage Free Client article). The split lets you keep trial usage minimal, so a trial doesn't turn into a significant cost for you. When a trial ends and the client becomes **Active**, the monthly limits apply.

--- Location Limit on Free Plans ---

**Locations**

Free plans have a third section, **Locations**, where the **Limit** field sets how many locations a client on the plan can add (from 1 to 999). You can't set it below the number of locations a client on the plan already has. On paid plans the number of locations comes from the pricing model instead — see the Paid Plans article.

--- Understanding the Spending Cap ---

**What the Cap Shows**

As you type, each limit shows its own spending cap below the field, in the form "Spending cap: $X (1 SMS = $Y)". The section also shows a **Total spending cap**: the most each location on this plan can cost you in a month if it uses every message and AI token allotted.

SMS and WhatsApp are priced at the rates of your **Preferred Destination** country, emails cost $0, and AI tokens are shown at a planning rate of $6.60 per 1 million.

**Where the Cost Is Paid**

Every message and AI token your clients use is deducted from your Agency Balance. The spending cap shows you the worst case, and that's what you should base your pricing on. The Agency Balance article explains the rates in detail.

**Pricing From the Cap**

We recommend pricing a plan at **at least 10 times its total spending cap** per location. For example, if a plan's total spending cap is $5, price it at $50/month per location or more, so you keep a healthy margin even in the worst case. On a **Package Price** plan, remember that the cap applies to every location in the package.

--- Estimating AI Token Usage ---

**AI Pricing**

Next to the AI tokens spending cap, click **AI Pricing** to see roughly how many tokens each AI feature consumes, in both tokens and dollars. These are estimates based on historical usage, not the exact cost of every action.

**Simulator**

In the AI Pricing popup, open **Simulator** to model a real scenario: how many AI review replies, social captions, blog posts and chat messages you expect per location, optionally including AI Ranking and AI Sentiment Analysis. The **Usage simulator** returns an estimated monthly token total, which helps you decide what limit to set.

--- Changing Limits Later ---

**Existing Clients Are Updated**

When you change a plan's limits and save, the new values are applied straight away to the locations of every client already on the plan: the monthly limits to clients who aren't trialing, the trial limits to those who are.

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ARTICLE: Free Plans
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This article covers how to create, share and manage free plans day to day. For the basics, start with the Plan Types article.

--- Creating a Free Plan ---

**What a Free Plan Contains**

Click **Create Plan** and choose **Free Plan**. The editor has three tabs: **Details**, **Integrations & Features** and **Limits** — there's no Price tab, and Stripe isn't needed. Set the features (see the Plan Features article), the monthly and trial limits and the location limit (see the Plan Limits article), then click **Create**. Each free plan needs a name that none of your other free plans already uses.

--- The Plan Card and Sign-Up Link ---

**The Plan Card**

Once created, the plan gets its own card on the Pricing Plans page, with the green **Free** badge in the top-right corner and the creation date under the name.

**The Sign-Up Link**

At the bottom of the card you'll find the plan's sign-up link, with an icon to open it in a new tab (**Sign-up link**) and one to copy it (**Copy sign-up link**). The link uses your own domain once it's connected and active. Clients who open it register with an email and password, then go straight into onboarding, which they can complete on their own. However a client signs up, they appear as a new card in the **Clients** section.

**Your Client Limit**

Free clients count against your agency plan's client limit. If the limit is reached, new clients can't be added until you upgrade — see the Manage Free Client article.

--- Plan Visibility ---

**Hide Plan**

In **Extra Features**, the **Hide Plan** option hides the plan from your clients' Billing section, so clients can't see or select it there. It's ticked by default on new free plans. Hiding a plan doesn't disable its sign-up link: you can still invite clients by sending them the link privately. Even when a free plan is visible, free clients can't switch to it themselves — they're offered **Contact us to switch**, and you move them with **Change Plan** on their client card (see the Free Plan Upgrade article).

--- Adding Clients Manually ---

**New Free Client**

You can also add a client to a free plan yourself, without the sign-up link. In the **Clients** section click **New Free Client**, enter the **Client Email**, pick the plan from the **Plan** dropdown and decide whether to enable **Send Welcome Email**.

If you send the welcome email, the client receives a login link. Clicking it takes them into onboarding, where setting a password is the first step. Automated emails like this one need your own domain connected.

If you don't send it, the client is still created — you'll see their card in the Clients section — but they receive nothing yet. When you're ready, click **Copy invite link** among the icon buttons on their client card and send it to them privately. It takes them directly into onboarding, with password setup as the first step.

--- Setting Up the Platform on Your Client's Behalf ---

**Prepare the Account First**

You can set up a client's account before they ever log in. Create the free client without the welcome email, then click **View Client** on their card to enter their account directly and connect integrations and complete the setup for them.

Once you're done, send them the invite link. They'll land in the platform you've already configured, and can set or change their password from **Settings > Account** whenever they like.

--- Editing and Deleting a Free Plan ---

**Editing**

Click the plan's card to open the editor. Everything on a free plan can be changed after creation — name, color, features, limits, location limit and visibility — and clients on the plan get the changes automatically. The only exceptions are the **Demo Plan**, which can't be edited, and the location limit, which can't go below the number of locations a client on the plan already has.

**Deleting**

Click **Delete** in the editor, tick "I understand that this action cannot be undone." and confirm. A free plan can only be deleted when no client is on it: otherwise you'll see "This plan cannot be deleted while it has active customers". Move those clients to another plan with **Change Plan** first.

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ARTICLE: Paid Plans
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This article covers everything specific to paid plans: the **Price** tab, where you decide what clients pay and how they check out, plus payment links, editing and deleting. Paid plans require a connected Stripe account.

--- Before You Start ---

**Requirements**

You need Stripe connected and onboarded (see the Connect Stripe article), and your Stripe account must be able to accept card payments. Otherwise, creating a plan shows "Complete the required actions on Revenues section to create plans" — despite the wording, what Stripe still needs from you is listed in **Settings > Profile** (see the Stripe Profile article).

You can have up to 10 paid plans; trying to create an eleventh shows "You cannot have more than 10 Stripe plans". Only an Owner or an Admin can create, edit or delete paid plans.

--- Choosing a Currency ---

**Plan Currency**

First, choose the currency of the plan's prices in **Select currency** (the default is USD). The currency is fixed once the plan is created, and any price you add later uses it too. In the billing portal, clients can only switch to plans priced in their own currency (see the Client Billing article), so keep plans that clients may move between in the same currency.

--- Free Trials ---

**Turning a Trial On**

In the **Free Trial** section, switch on **Active** and set the **Days**, from 1 to 90. With a trial, clients who sign up through the payment link don't pay immediately: billing starts when the trial ends.

**Payment Method Required**

You also decide whether a payment method is needed to start the trial:

- **Requiring a payment method** means the client enters a card at checkout. It makes conversion more likely, since at the end of the trial they'd have to actively remove the card to avoid being charged.
- **Not requiring a payment method** lets clients start the trial without a card. They can add one at any time during the trial, and billing starts automatically when it ends. If the trial ends with no payment method, the subscription goes into **Paused** and the client is locked out until they add one from the billing portal.

The Free Trials Upgrade article covers what happens at the end of a trial in detail. Clients in a trial use the plan's **Trial Limits** (see the Plan Limits article).

--- Choosing a Pricing Model ---

**Price per Location**

The client pays the price once for each location. At checkout they can choose how many locations to pay for (from 1 to 999), and later they can raise or lower that quantity from the billing portal, then add the extra locations from **Settings > Locations**.

**Package Price**

You set in **Locations** how many locations the price covers (at least 2), and the client pays the same flat monthly or yearly price for that bundle. The quantity can't be changed at checkout or in the billing portal: to go beyond the package, the client switches to a plan with a bigger one.

--- Monthly and Yearly Pricing ---

**Adding Prices**

A new plan starts with a **Monthly amount** field. Click **New Price** to add a **Yearly amount** as well, or remove the monthly one to sell yearly only — a plan needs at least one price. Each price gets its own payment link, which you can share or embed separately.

**Minimum Price**

The minimum is "$9 per month or $90 per year, or the equivalent amount in your selected currency". With **Price per Location**, this applies to the price of a single location.

--- Other Options ---

**Disable from billing portal**

Hides the plan from the list clients can switch to, both in their billing portal and in their Billing section. The only way to join a hidden plan is through a payment link you send privately. At least one paid plan must stay available in the portal: if you try to hide the last one, you'll see "At least one plan must be available in your clients' billing portal".

**Tax Options**

- **Include tax in price** decides whether the amount you enter already contains tax or has tax added on top. It's locked once the plan is created.
- **Show taxes at checkout** turns on tax calculation at checkout. Taxes only appear once you've added your tax registrations — see the Tax Management article.
- **Tax ID collection** lets business clients enter their tax or VAT number at checkout, so it appears on their invoices.

**Allow coupons**

Adds a promotion code field to the checkout and lets clients on this plan apply a coupon from their Billing section. See the Apply Coupons article.

--- The Payment Link ---

**Where to Find It**

After you click **Create**, the plan's card shows one row per price — for example "Monthly price per location" or "Monthly price for 5 locations" — with the amount, an icon to open the **Payment link** and one to copy it (**Copy payment link**).

**Selling With Payment Links**

We recommend creating three plans — for example Bronze, Silver and Gold — and adding a pricing section to your website with a button linking to each plan's payment link, so clients can sign up on their own. The payment link is the only way clients can subscribe to a paid plan.

**What Happens After Checkout**

When a client completes the checkout, with or without a free trial, they're redirected to your platform to set their password and start onboarding, and their card appears in the **Clients** section with the plan already attached. If your Climbo agency plan includes a Climbo fee, it's taken automatically as a percentage of each payment (see the Manage Payments article).

--- Editing and Deleting a Paid Plan ---

**What You Can Still Change**

You can edit the name, color, integrations, features, limits, free trial settings and the other options at any time, and existing clients get feature and limit changes automatically. Changes to the trial, taxes at checkout, tax ID collection and coupons are applied to the plan's payment links.

**What's Locked**

Prices can't be changed after creation — existing amounts show "This pricing cannot be edited after creation". The currency, the pricing model, the package size and **Include tax in price** are locked too. You can still add the missing monthly or yearly price with **New Price**, which creates a new payment link. To change a price, create a new plan and hide the old one from the billing portal.

**Deleting**

Click **Delete** in the editor, tick "I understand that this action cannot be undone." and confirm. The plan is archived in your Stripe account and removed from your plans and from the billing portal.

You can't delete a plan that still has client subscriptions ("This plan cannot be deleted while it has active customers"), or the only plan left in your clients' billing portal.

================================================================================
SECTION: Clients Management
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ARTICLE: Client Onboarding
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The first time clients log in, they go through a short onboarding of up to three steps before landing in the platform. This article walks through each step so you know what your clients see.

--- Step 1: Set a Password ---

**Set your Password**

If the client doesn't have a password yet, this is the first step. Only clients who signed up for a free plan through the sign-up link already have one, because the sign-up form asks for it, so they skip straight to the next step.

Everyone else — clients who signed up through a paid plan's payment link, or free clients you added manually and sent a welcome email or invite link — sets a password first. Clients can always change their password later from **Settings > Account**, using the **Password** and **Confirm Password** fields.

--- Step 2: Add the First Business ---

**Add your first business**

The second step asks for one thing only: the name of the business, typed into a single field ("Enter location name..."). The client confirms and moves on. Everything else about the location — the address, the photo, the Google data — is filled in automatically in the next step, when Google is connected.

This step creates the client's first location. If they run several locations, they add the others later from **Settings > Locations**, within the location limit their plan allows.

--- Step 3: Connect Google (Optional) ---

**Connect Google**

The last step is connecting a Google Business Profile. It's optional — the client can click **Skip** and enter the platform without it — but they should connect soon after, since most features only activate once Google is connected. That's why this step is part of onboarding.

**Connecting With a Google Login**

Clicking **Connect** opens the **Connect Google** dialog. On the **Google Login** tab, the client clicks **Sign in with Google** and logs in with the Google account that manages the Google Business Profile. If the pop-up doesn't appear, they need to allow pop-ups from the browser's address bar (this only needs to be done once). After logging in, they select their Google account and then the specific location, and confirm. The location's data is pulled in and onboarding is complete.

**Connecting Without a Google Login**

The same dialog has a second tab, **Google Public Access**, where the client simply searches for their business by name and selects it. It's a fallback when a Google login isn't possible, and it comes with real limits: no replying to reviews, no Profile feature, and only the 10 most recent reviews are fetched each day. Anything more requires the Google Login route.

**If the Profile Isn't Verified**

If the business hasn't been verified on Google yet, the client sees a dialog saying so, with a button to **Open Google Business Profile**. They need to complete Google's verification there and come back to finish onboarding.

--- What Happens Next ---

**Landing in the Platform**

Once Google is confirmed — or skipped — onboarding is complete and the client lands in the platform. On your side, their card in the **Clients** section stops showing the placeholder name and starts showing the real business name, the number of locations added, and the address.

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ARTICLE: Manage Free Client
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Once a free client is added, their card appears in the **Clients** section alongside your paid clients. This article covers what the card shows and every action you can take on it.

--- Viewing the Client's Account ---

**View Client**

Click **View Client** at the bottom of the card, or hover over the card image and click the arrow that appears, to log into the client's account directly, without their credentials. It's useful for seeing what the client is doing or for giving hands-on support.

Client access requires a connected domain: if you haven't connected your own domain or subdomain yet, you'll see "Connect a domain to enable client impersonation" instead of being logged in.

--- What's on the Client Card ---

**The Client's Details**

Each client card shows their name. If they haven't finished onboarding yet, it shows **Not Yet Onboarded** instead — a sign that you may want to reach out and help them complete it. Below it you'll see the number of locations they've added ("1 location added"), the location's address (which appears automatically once they connect Google, and shows **No address** until then), and their login email.

Toward the bottom of the card, you'll find the free plan they're subscribed to, marked with the plan's color and a **Free** label, the note **No Stripe billing** (free clients have no Stripe subscription), their current status, and **Added on** with the date they were created.

**When Your Client Limit Is Reached**

If your Climbo agency plan's client limit has been passed, the card is covered by a **Limit Reached** overlay ("Upgrade to enable access"). Until you upgrade your own plan, you can't access these clients and they can't log in. The limit is also shown as a **Client Limit** counter at the top of the Clients page, and trying to add another client shows "Free Plan client limit reached. Upgrade to add more clients".

Hovering over the card reveals the available actions. The management actions described below are visible to Owners and Admins; Staff members see the card and **View Client**, but not the actions.

--- Changing the Client's Plan ---

**Change Plan**

On the left side of the card, click **Change Plan** to move the client to a different free plan. A pop-up lets you pick the new plan from a dropdown — only free plans are listed — and asks you to tick "I confirm to change the client's plan." before saving. If you pick the plan they're already on, you'll see "You've selected the same plan the customer already has" and you can't save.

Once saved, the client's features, integrations and limits update immediately to match the new plan. Be deliberate about downgrades: as the dialog warns, features not included in the new plan are removed. Integrations the new plan doesn't allow are disconnected from the client's locations, and a website's custom domain is dropped if the new plan has no website feature.

--- Changing the Client's Status ---

**Change Status**

Also on the left side, **Change Status** lets you set the client's status to one of four values: **Active**, **Trialing**, **Unpaid**, or **Paused**. The dropdown marks the current one as "(Current)", and you confirm with a checkbox before saving.

This is useful even for free clients — for example, if you charge them outside Stripe and want to reflect their payment status manually. With **Active** or **Trialing**, the client can use the platform normally. With **Unpaid** or **Paused**, the client is locked out: the next time they use the platform they land on a page titled **Update Your Subscription** telling them the account has been deactivated and asking them to contact you. Free clients get no billing portal button there, since there's nothing to pay.

**What Trialing Changes**

Setting a free client to **Trialing** doesn't just change a badge: it switches the client's monthly quotas from the plan's **Monthly Limits** to its **Trial Limits**. Switching back to **Active** restores the normal limits. Use it when you want a free client to try the platform on minimal usage allowances.

--- Other Actions ---

**The Icon Buttons on the Right**

On the right side of the card you'll find a few more actions:

- **Copy invite link** generates a link that logs straight into the client's account, skipping the email and password login. It's handy if a client has lost their password and needs to get in to reset it, or if you want to give a team member access to a client's account without sharing credentials. Like **View Client**, it needs a connected domain.
- **Open on Google Maps** opens the client's profile on Google Maps. It stays disabled until an address is available, which happens once Google is connected.
- **Send email to client** opens a new email addressed to the email on their account.
- **Delete client** removes the client permanently: their locations and all of their data go with them. You have to tick "I understand that this action cannot be undone" before **Delete** becomes active. Deleting a client frees up one slot in your client limit.

--- Finding a Client ---

**Filters**

With a long client list, use **Filters** at the top of the Clients page. The **Filter Clients** panel lets you narrow by **Client name**, **Subscription status**, **Email** and **Plan**, and the filters apply to free and paid clients alike.

**Which Statuses the Dropdown Offers**

**Subscription status** offers six choices: **All**, **Trialing**, **Active**, **Past Due**, **Unpaid** and **Paused**. Canceled clients and the two short-lived states of a failed first payment are deliberately left out, because filtering on them tells you nothing.

--- Writing to All of Your Clients at Once ---

**The Campaign Button**

Next to **Filters**, the **Campaign** button opens the **Email Your Clients** panel: "Write a message and send it to your clients. It goes out with your logo and your colours, like every other email you send." Use it for announcements, price changes, a new feature — anything you would otherwise send by hand.

**Choosing Who Gets It**

**Send to** takes one subscription status, the same six choices as the filter, and the email goes to every client who has it. Right under the dropdown the panel tells you how many that is ("12 clients will receive this email.") and the count follows you as you change your mind. If nobody matches you'll see "No client has this status, so there is nobody to write to." and **Send** stays disabled.

**Writing It**

Fill in **Sender** (who the email comes from), **Subject** and **Message**. Each field offers the placeholders it supports: **Brand Name** in all three, **Client Name** in the subject and the message, and **Login Button** in the message, which becomes a button in your brand color that takes the client straight into their platform. A client who hasn't finished onboarding has no name yet, so **Client Name** simply comes out empty for them.

**One Email Per Client**

Each client receives exactly one email, at the address the account was registered with — the same address you see on their card. Other users inside that client's business get nothing.

**Send Test First**

**Send Test** sits next to **Send** and mails the same message to your own account address, so you can check the layout, the login button and the footer before anyone else sees it. It asks for no confirmation and needs no recipients, so you can use it while you're still writing. Placeholders are filled with examples, and **Client Name** becomes "Your Client" rather than a real client's name.

**Confirming the Send**

**Send** asks first — "Send to 12 clients?" — with the reminder that "Each client receives one email, at the address they signed up with. An email that has gone out cannot be taken back." Confirm and the panel closes. A refused address doesn't stop the rest: you're told how many didn't make it, with "Sent to 10 clients. 2 could not be delivered - you can see which ones in Settings > Emails > History."

**Limits and History**

A single send reaches at most 500 clients, and you can send at most three campaigns every five minutes. Every campaign is recorded in the **History** of **Settings > Emails** under the name **Campaign**, failed deliveries and your test emails included. It isn't a template you can prepare in advance: "Written and sent from the Clients page, to the clients you choose."

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ARTICLE: Manage Paid Client
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When a client signs up for a paid plan through a payment link, their card appears in the **Clients** section automatically. This article covers what the card shows, the actions available, and how statuses and plan changes follow the client's Stripe subscription.

--- What's on the Client Card ---

**The Client's Details**

As with free clients, you'll see the business name, the number of locations added, the address and the email. Until the client finishes onboarding, the name shows as **Pending** and the address as **No address yet**.

Toward the bottom of the card you'll find the plan they're subscribed to and what they currently pay. On a **Price per Location** plan where they've increased the quantity, it appears next to the plan name, for example "Gold (x3)". The price is the total for that quantity per month (/m) or per year (/y). If a coupon is applied to the subscription, a small percentage icon sits next to the price; hover it to see which code is applied, the discount and its duration.

**Payment Method and Status**

The card also shows whether a credit card has been added. If it says **No card connected**, the client hasn't added a payment method yet — a good moment to reach out and address any objections. You'll also see the client's status, which updates automatically based on their Stripe subscription.

**The Billing Countdown**

Below that, the card shows how the subscription is tracking: normally **N days until next charge**. If the client has canceled, it turns red and reads **N days until cancelation**, with an info icon explaining that the subscription stays valid until the end of the current period. If the renewal date has already passed without a successful charge, it reads **N days since last payment intent** — a clear sign the payment is stuck and worth chasing.

**When Your Client Limit Is Reached**

As with free clients, if your Climbo agency plan's client limit has been passed the card is covered by a **Limit Reached** overlay ("Upgrade to enable access") and the client can't be accessed until you upgrade.

--- Viewing the Client's Account ---

**View Client**

Just like with free clients, click **View Client** or the arrow over the card image to log into their account directly — useful for checking what they're doing or providing support. It requires a connected domain.

--- The Stripe Billing Portal ---

**Open Customer Portal**

Hovering over the card reveals more actions, including one of the most useful: **Open Customer Portal**, which opens the client's Stripe billing portal. Clients reach the same portal from **Settings > Billing** in their platform, and as an Owner or an Admin you can open it for them.

From the billing portal you can add the client's credit card, view and download their invoices, update their billing details and change their plan or quantity. The Client Billing article covers the portal in detail.

--- Other Actions ---

**The Remaining Icon Buttons**

You'll also find **Copy invite link** (logs into the client's account without credentials), **Open on Google Maps**, **Send email to client**, and — for Owners and Admins — **Cancel subscription**.

Canceling from here is immediate and total. The dialog is titled **Cancel Subscription Immediately**, you confirm with the "I understand that this action cannot be undone" checkbox, and the client's Stripe subscription is canceled on the spot. The client's account, locations and data are then deleted. If you want the subscription to run until the end of the period the client already paid for, cancel from their billing portal instead.

**Canceled Clients**

A client whose subscription is **Canceled** or **Expired** stays visible for a while as a faded card. Those cards keep only the **Send email to client** action — no login, no portal, no coupon.

--- How Status Works ---

**Statuses That Keep the Platform Open**

Unlike free clients, where you change the status manually, a paid client's status updates automatically based on their Stripe subscription — and there's no **Change Status** action on a paid card. Only two statuses give access to the platform:

- **Trialing** — the client signed up and is currently in a free trial.
- **Active** — the client has an active, paying subscription. This happens once a payment method is added and a payment succeeds, whether that's during sign-up or at the end of a trial.

**Statuses That Lock the Platform**

Every other status locks the client out. When they try to use the platform they land on a page titled **Update Your Subscription**, explaining that the trial has ended or the payment failed, with an **Open Billing Portal** button to fix it. The statuses you'll actually see are:

- **Past Due** — a payment attempt failed (for example, insufficient funds or an expired card) on a subscription that was otherwise fine. Access is blocked from that moment, and Stripe keeps retrying the charge. If a retry succeeds, the status returns to **Active** and the client can use the platform again. If the retries run out, what happens next depends on your Stripe retry settings: the subscription is either marked **Unpaid** or canceled, and a canceled subscription means the client's account and data are deleted.
- **Unpaid** — the retries have run out and Stripe has stopped trying to collect. The client needs to add or fix a payment method from the billing portal.
- **Paused** — the free trial ended and there was no payment method on file to charge, so the subscription was paused instead of being billed. No payments are taken while it's paused, and the client can't use the platform; they (or you) open the billing portal and add a valid payment method to get billing and access going again.
- **Incomplete** — the very first payment never went through at sign-up. If it stays that way, Stripe cancels the subscription, the status becomes **Expired**, and the client is removed.

--- Applying a Coupon ---

**Apply Coupon**

In the top-left of the client card, **Apply Coupon** lets you apply one of your coupons to the client's subscription, whether they're in a trial or already paying. It takes effect on their next payment: a **Once** coupon applies only to that payment, a **Forever** coupon to every payment going forward.

The button is shown to Owners and Admins only, and disappears once a coupon is applied, since a subscription carries one coupon at a time. See the Apply Coupons article for details.

--- How Plan Changes Work ---

**Changes Come From Stripe**

A client's plan also updates automatically. Clients first subscribe through the payment link. Afterward, they can open their billing portal and click **Update subscription** to upgrade or downgrade. Stripe handles the switch, the platform updates the client's features, integrations and limits to match, and their card shows the new plan right away.

In short: for free clients, you change the plan and status yourself. For paid clients, both follow what's happening in Stripe.

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ARTICLE: Free Trials Upgrade
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This article explains what happens when a paid plan's free trial ends. The outcome depends on whether the plan required a payment method to start the trial, set with the **Payment method required** switch in the plan's **Free Trial** section.

--- Free Trial With a Payment Method ---

**The Charge at the End of the Trial**

If a payment method was required, the client already has a card on file for the whole trial and doesn't pay anything until it ends.

When the trial expires, Stripe automatically attempts to charge that card — unless the client removed it from their billing portal during the trial. If the charge succeeds, the client's status moves from **Trialing** to **Active**: they're now officially subscribed, and Stripe will process the payment automatically every month or year going forward.

**When the Charge Fails**

If the charge fails — for example, because of insufficient funds or an expired card — the subscription stops being active and the platform locks. The client sees the **Update Your Subscription** page with an **Open Billing Portal** button, and their card in your **Clients** section shows **Past Due** (then **Unpaid** once Stripe stops trying).

The client needs to fix their payment method, either by adding funds or switching to a different card. Stripe retries the payment, and once it succeeds the status returns to **Active** and regular billing continues.

--- Free Trial Without a Payment Method ---

**If the Client Adds a Card During the Trial**

If no payment method was required, there are two possible paths.

If the client adds a payment method themselves at some point during the trial — from their billing portal, using **Add payment method** — the same logic as above applies once the trial ends: Stripe attempts the payment, and the client ends up either **Active** (payment succeeded) or locked out with **Past Due** / **Unpaid** (payment failed, platform locked until it's resolved).

**If the Client Never Adds a Card**

If the client never adds a payment method during the trial, there's nothing for Stripe to charge when the trial expires. In that case the subscription is paused rather than billed: the status moves from **Trialing** to **Paused**, no money is collected, and the client is locked out. When they try to use the platform they land on the **Update Your Subscription** page and open the billing portal from there. As soon as a working payment method is in place, billing and access resume.

This is the moment where most trials are won or lost, so it's worth reaching out personally to clients sitting in **Paused** — they've used the platform for the whole trial and just never entered a card.

--- Automated Trial Emails ---

**Which Emails Go Out**

Beyond the welcome email, the platform can send clients on a paid plan a few other emails around the trial. They all start switched off, so each one only goes out once you've enabled it:

- **Trial Ending Soon** — sent exactly 3 days before the trial ends.
- **Trial Ended - Payment Successful** — sent when the trial ends and the payment goes through.
- **Trial Ended - No Payment** — sent when the trial ends without a completed payment.
- **Charge Succeeded** and **Charge Failed** — sent on each later payment, depending on the outcome.

All of these apply to paid (Stripe) clients only.

**Customizing Them**

You manage these emails on the **Templates** tab of **Settings > Emails** (titled **Communications** on screen). You can turn each template on or off with the **Enabled** switch, rewrite its sender, subject and text (with variables such as the login link available for personalization), and send yourself a test with **Test template**. Note that client emails containing a login link are only sent once your white-label domain is connected and verified — see the Platform Emails article for details.

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ARTICLE: Free Plan Upgrade
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A client on a free plan can upgrade to one of your paid plans at any time and keep everything they've already set up. This article explains how the upgrade works and what to check first.

--- How to Upgrade ---

**From the Client's Own Billing Section**

In **Settings > Billing**, the client sees two tabs: **Free Plans** and **Paid Plans**. The **Paid Plans** tab lists your paid plans, each with a **Select Plan** button. Clicking it opens a pricing dialog with the plan's monthly and yearly prices. Choosing one opens that plan's payment link, where the client completes the purchase with their email and payment details.

Only plans you haven't hidden from the billing portal appear there, so you decide exactly which upgrades to offer. The Billing section itself can also be switched off per plan with **Billing Section**: if the client's free plan has it off, they won't have this page at all, and you'll need to send them the payment link yourself.

**Or You Handle It for Them**

You can also send the client the paid plan's payment link yourself, copied from the plan's card in the **Plans** section, and have them complete the checkout the same way.

**What Happens Next**

As soon as the payment goes through, their free account automatically becomes a paid account — on the plan they just subscribed to, with the features, integrations and limits of that plan. You'll see this reflected on your side too: in the **Clients** section their card becomes a paid client card, with the plan, the price, the payment method and a status that from then on follows Stripe.

**Switching Between Free Plans**

On the **Free Plans** tab the client can see your free plans, but the only thing offered is **Contact us to switch** — free clients can't move themselves between free plans. Those changes are yours to make, with **Change Plan** on the client's card.

--- Why the Email Must Match ---

**The Email Links the Two Accounts**

The email the client uses to complete registration through the payment link must be **exactly the same** as the one they used for their free plan.

If it matches, the existing account simply switches from free to paid — everything they've already set up (integrations, connected location, and so on) stays exactly as it was, just under the new plan.

If it doesn't match — because of a typo, for example — a brand new paid account is created instead, with no connection to the existing free account. The client would have to redo onboarding and reconnect all their integrations, so double-check that the email matches exactly before completing the upgrade.

--- One Thing to Check First ---

**Set the Client to Active Before a Trial Upgrade**

If the paid plan has a free trial, make sure the client's free-client status is **Active** before they sign up. A trial subscription is automatically canceled if the same email already has an account on your platform in **Trialing**, **Unpaid**, **Paused**, **Past Due** or an incomplete state — a safeguard against the same person starting trial after trial. Free clients are **Active** by default, so this only matters if you've changed their status by hand.

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ARTICLE: Client Billing
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Every paid client has a Stripe billing portal where they manage their subscription, and you can open it too. This article walks through what the portal contains. Clients reach it from **Settings > Billing** in their platform; you open the same portal with **Open Customer Portal** on their client card.

--- Who Can Open It ---

**Requirements and Limits**

The portal button on the client card is visible to Owners only. It works for any paid client whose Stripe subscription is **Trialing**, **Active**, **Past Due**, **Unpaid** or **Paused**. It isn't available for free clients, who have no Stripe subscription, or for clients whose subscription is already canceled or expired. On your side it needs Stripe connected and your own domain in place.

--- Plan and Payment Overview ---

**What the Client Sees First**

At the top of the billing portal, the client sees their current plan, how much they're paying, and when their next payment is due.

--- Payment Methods ---

**Add Payment Method**

If there's no payment method on file yet — for example, during a trial that didn't require one — the client clicks **Add payment method** to connect one. This becomes the method Stripe attempts to charge. Clients can add more than one: a default method Stripe charges first, and a backup it falls back to if the first one fails. To swap cards, they add the new one and then delete the old one from the same section.

--- Billing Information ---

**Invoice Details**

Below payment methods, clients can fill in their billing information — name, address, phone number, and tax ID (for example, a VAT number) — using **Update information**. These details automatically appear on their invoices.

--- Invoice History ---

**Invoice History**

Further down, the **Invoice history** section lists every invoice Stripe has automatically generated for the client's payments. Clicking a payment and then **Download invoice** saves it as a PDF.

--- Changing the Plan ---

**Update Subscription**

In the top right, **Update subscription** lets the client switch to a different plan — from the list of your plans that aren't hidden from the billing portal. Plans priced in a currency other than the client's own aren't offered.

If the plan uses the **Price per Location** pricing model, the client can also increase or decrease the quantity here to unlock more locations (which they then add from **Settings > Locations**). On **Package Price** plans the quantity is fixed and can't be adjusted.

After choosing a new plan or quantity, they click **Continue**, and Stripe calculates what's due today using prorated billing (see below). They can also apply a promotion code before completing the change. Clicking **Subscribe and pay** finalizes it: the plan changes, and the platform updates automatically with the new plan's features, integrations and limits. The whole process is self-service.

--- Understanding Prorated Billing ---

**How Proration Works**

Prorated billing is how Stripe handles a plan or quantity change partway through a billing cycle, so the client only ever pays for what they actually used at each price. Every change made in the portal is invoiced this way.

For example, imagine a client is halfway through a monthly cycle on a $10/month plan and upgrades to a $30/month plan. Stripe credits them for the unused half of the old plan (-$5) and charges them for the remaining half at the new price (+$15) — a net charge of $10 due immediately. From the next billing cycle onward, they're simply charged the full new price. This means clients are never overcharged for time they didn't use on the old plan, or undercharged for the new one.

--- Canceling the Subscription ---

**Cancel Subscription**

The **Cancel subscription** button, next to **Update subscription**, lets the client cancel. The cancellation takes effect at the end of the current billing period, not immediately: they keep using the platform until then and aren't charged again.

While the cancellation is pending, their card in your **Clients** section shows **N days until cancelation** in red, with an info note explaining that the subscription stays valid until the period ends. That window is your chance to win them back. When the period does end, the subscription terminates and the client's account, locations and data are deleted.

If you need to end a subscription right away instead, use **Cancel subscription** on the client card in your **Clients** section. That cancels immediately and deletes the client (see the Manage Paid Client article).

--- Why It Matters ---

**The Control Center for a Subscription**

The billing portal is the control center for a client's subscription: payment methods, plan and quantity, invoices, billing details and cancellation all live here, available to both you and your client at any time. Your clients also have a **FAQ** button next to it in their Billing section, which walks them through each of these operations step by step.

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ARTICLE: Apply Coupons
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Coupons let you offer discounts on your paid plans. This article covers how to create them and the three ways they can be applied to a client's subscription.

--- Creating a Coupon ---

**Settings > Coupons**

Go to **Settings > Coupons** to create and monitor your coupons. The page is open to an Owner or an Admin and needs Stripe connected; until then you'll see the **Connect Your Stripe Account** screen instead of the coupon list. Click **Create Coupon** to open the **New Coupon** panel.

**Coupon Name**

Give it a name — this is the code your clients will actually enter. It can contain only letters and numbers, up to 40 characters, and must be unique. If you reuse a name, you'll see "A coupon with this name already exists. Please choose a different name".

**Apply to Specific Plans (Optional)**

You can also restrict a coupon to specific paid plans by selecting them here. For example, a coupon restricted to your Gold plan only discounts payments for that plan — it simply won't apply for a client on a different one. Leave the field empty and the coupon works on all of your plans; the coupon's card then shows "Applies to all plans".

--- Coupon Duration ---

**Select Duration**

Choose whether the coupon lasts **Once** or **Forever**. On a monthly subscription, a **Once** coupon discounts a single payment; a **Forever** coupon discounts every payment going forward.

--- Coupon Value ---

**Select Type and Discount Value**

Set the value as either a **Percentage** (for example, 20% off, any value from 1 to 100) or a **Fixed Amount**, where you first choose a currency and then the amount (for example, $20 off). If you use a fixed amount, match the currency to the one you use for your plan pricing.

One combination isn't allowed: a fixed amount with a **Forever** duration. If you try to save it, you'll see "You can't set a fixed-amount coupon with a "forever" duration" — for an open-ended discount, use a percentage.

--- Monitoring and Deleting Coupons ---

**The Coupon Card**

Each coupon gets a card showing its **Duration**, **Discount**, **Usage** (how many times it has been redeemed) and the **Plans** it applies to, with a button to copy the code so you can paste it to a client.

**Deleting a Coupon**

The trash button deletes the coupon after a confirmation. Deleting doesn't affect clients who already have it applied — their discount continues — it only stops new clients from redeeming it.

--- Applying Coupons at Sign-Up ---

**Allow Coupons**

Coupons can be applied right when a client signs up, through the payment link. To allow this, enable **Allow coupons** in the **Other** section of the paid plan's settings. The checkout then shows a promotion code field.

On a plan with no free trial, the coupon is applied immediately to the first payment. On a plan with a free trial, it's applied when the trial ends and the first payment is triggered.

--- Clients Applying a Coupon Themselves ---

**From the Client's Billing Section**

A client can also apply a coupon after they've already subscribed — useful if you hand them one later on. From **Settings > Billing**, they open the **Stripe Billing** menu, choose **Apply Coupon**, enter the code and save. The discount takes effect from their next billing cycle. If the code is unknown or expired, they'll see "The coupon code entered is invalid or has expired."

That menu option only appears when two things are true: the plan they're on has **Allow coupons** enabled, and no discount is applied to their subscription yet. Otherwise they just get the plain **Open Billing Portal** button.

--- Applying a Coupon as the Agency ---

**Apply Coupon on the Client Card**

You can apply a coupon to a client's subscription yourself, too. In the **Clients** section, hover over the paid client's card and click **Apply Coupon** in the top-left, then pick one of your coupons — the list shows only coupons valid for that client's plan, each with its discount and duration. Save, and the discount lands on their next payment.

This action is available to an Owner or an Admin, and exists only on paid client cards: free clients have no Stripe subscription, so there's nothing to discount.

--- One Coupon at a Time ---

**Coupons Don't Stack**

Clients can only have one coupon active on their subscription at a time. If one is already applied, the **Apply Coupon** action disappears from the card and the client's own Apply Coupon option disappears too — no additional coupon can be added on top of it. You can see at a glance which clients are discounted: their card shows a percentage icon next to the price, with the code, the discount and the duration in the tooltip.

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SECTION: Sales & Payouts
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ARTICLE: Manage Payments
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Every payment your clients make goes through your connected Stripe account. This article shows where to monitor those payments, how to read their details, and how to handle failed payments and refunds.

--- Two Places to Monitor Payments ---

**Across All Clients: The Sales Page**

**Sales** in the top menu is the page that covers all of your clients at once. It only appears once you have completed Stripe onboarding, and only for an **Owner** or an **Admin** — a **Staff** member doesn't see it at all, and for an affiliate with the **Sales** role the **Sales** entry opens their own rewards page instead. If Stripe isn't connected yet, you'll see the **Connect Your Stripe Account** screen instead, with a button to start connecting.

**Per Client: Their Invoice History**

Inside each client's billing portal you'll find their **Invoice history** — every payment that client has made, with the invoice for each one. Use the Sales page for the overall picture, and the client's portal when you need to answer a question about one specific client.

--- What the Sales Page Shows ---

**Balance**

At the top left is your **Balance**: money your clients have paid you that's held in your connected Stripe account, waiting to be paid out to your bank. The Stripe Balance article covers it in full.

**Revenues**

Below it, **Revenues** shows your payment volume over time as two charts: gross volume (what your clients paid) and net volume (what's left after fees and refunds). Switch the period with the tabs above them: **7 days**, **30 days**, **3 months** and **1 year**. The page opens on **30 days**.

**Payments**

The right-hand column is the **Payments** list: every payment across every client, each with its status. This list, and the balance and charts next to it, are Stripe's own components embedded into the page — so what you see there is Stripe's data, shown live, styled to match your platform.

--- Payment Details ---

**Opening a Payment**

Click any payment in the list to open its details in a side panel: the payment method, the status, and the fees taken out of it — Stripe's fee, plus the Climbo fee if your Climbo agency plan carries one.

**Where Climbo's Fee Comes From**

The Climbo fee is a percentage set on your Climbo agency plan, and Stripe applies it to each client subscription payment as it's charged. If your plan's percentage is zero, no Climbo fee is applied and you won't see that line on your payments.

--- Failed Payments ---

**What Happens and What to Do**

If a payment fails, Stripe retries it for a while, according to your retry settings. Meanwhile, the client's status shows **Past Due** and, if the retries run out, **Unpaid** or canceled. The payment's details show the specific reason it failed — pass that along to the client so they know exactly what to fix.

--- Issuing a Refund ---

**Full or Partial**

From a payment's details you can refund it, either in full or for part of the amount, depending on what you've agreed with the client. Clicking **Refund** starts the refund, which typically takes Stripe 5 to 10 days to complete. The refunded amount is taken out of your Stripe balance — see the Stripe Balance article for what happens if there isn't enough in it.

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ARTICLE: Stripe Balance
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When your clients pay you, the money doesn't go straight to your bank account or debit card: it lands first in your Stripe balance. This article explains that balance and how it differs from the Agency Balance you top up, since the two are easy to mix up.

--- Two Different Balances ---

**Your Stripe Balance: Money Coming In**

This is money your clients paid you. It sits in the Stripe account you connected during onboarding, and Stripe pays it out from there into your bank account or debit card. You never top it up — it fills up on its own as clients are charged.

**Your Agency Balance: Money Going Out**

Your Agency Balance, in **Settings > Balance** (**General** group), is something else entirely: the prepaid **Available Balance** you keep with Climbo to cover your clients' SMS, WhatsApp and AI usage. You top that one up yourself, and it is never paid out to your bank. The Agency Balance article covers it.

**A Name That Repeats**

Be aware that the word "Balance" appears in both places: the block at the top of the **Sales** page is your Stripe balance, while **Balance** in the settings sidebar is your prepaid Agency Balance.

--- Where to See Your Stripe Balance ---

**On the Sales Page**

The **Balance** block at the top left of **Sales** is Stripe's own balance widget. It shows how much is currently held in your Stripe account, how much of it is already available to be paid out as opposed to still pending, and when your next payout is due. Like the rest of that page, it needs a completed Stripe connection and the **Owner** role.

**In Your Accounting Reports**

For a month-by-month view of the same money rather than a live snapshot, go to **Settings > Accounting** and open the **Balance report** or **Payout reconciliation** tab. The Accounting Reports article explains both.

**Directly in Stripe**

You can also check the balance in Stripe itself: in **Settings > Account**, open the **Stripe** tab and click **Stripe Express** to open your Stripe Express account in a new tab.

--- What Moves the Balance ---

**Money In**

Each successful client payment increases your Stripe balance, already net of Stripe's fee and of the Climbo fee if your plan carries one. Payments typically sit as pending for a short period before becoming available.

**Money Out**

Two things reduce it: payouts to your bank account or debit card, which happen automatically, and refunds you issue.

--- Refunds and a Negative Balance ---

**How a Negative Balance Clears Itself**

When you refund a client, the refunded amount is deducted from your Stripe balance. If the balance is at zero when you issue it, the balance goes negative.

A negative balance isn't a problem on its own — it simply gets offset against your incoming payments. The next time a client payment comes in, Stripe first covers the negative amount before adding anything to your available balance. For example, if your balance is -$20 and a $50 client payment comes in, $20 goes toward clearing the negative balance and the remaining $30 becomes available.

--- Currency ---

**One Currency, Set by Your Bank Account**

Your balance and everything on the Sales page are shown in your default currency, which follows the bank account connected for payouts rather than being a separate setting. The Stripe Profile article covers how to change it.

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ARTICLE: Monitor Payouts
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A payout is Stripe moving money from your Stripe balance to your bank account or debit card. Payouts are automatic, so this article focuses on where to monitor them and how to change where they're sent.

--- Where to Find Your Payouts ---

**Settings > Payouts**

Payouts live at **Settings > Payouts**, in the **Finance** group of the settings sidebar, not on the **Sales** page. The page is Stripe's own payouts view embedded in your platform: it shows past payouts with their details and amounts, and when the next one is due.

**Who Can Open It**

Like the rest of the **Finance** group, **Payouts** is open to an Owner or an Admin and appears once Stripe onboarding is complete (see the Connect Stripe article).

--- How Payouts Work ---

**Automatic, Weekly, Net**

When clients pay through Stripe, the money first goes into your Stripe balance. Every week, Stripe automatically sends a payout to your connected bank account, after subtracting its fees and any refunds you've issued. There is nothing to trigger or approve.

--- Changing Where Payouts Are Sent ---

**Go Through Settings > Profile**

To change your payout destination, go to **Settings > Profile**, also in the **Finance** group. Because it holds sensitive Stripe data, you first confirm a code sent to the phone number linked to your Stripe account. You can then update or add the bank account or debit card your payouts are sent to.

Scroll to the payout details: next to your current payout method you'll find the option to add a new one. You can keep more than one and choose the default. The Stripe Profile article covers this page in detail.

**Currency Follows the Account**

Your default currency follows your default payout account. Add an account in a different currency and set it as default, and you'll receive payouts in that currency instead — see the Stripe Profile article.

--- Reconciling Payouts Against Your Books ---

**The Payout Reconciliation Report**

**Settings > Accounting** has a **Payout reconciliation** tab that ties your monthly volume, fees and refunds to the payouts that actually landed in your bank, and a **Balance report** tab for the balance movements behind them. Use these rather than the Payouts page when you need numbers for your accountant.

--- If Stripe Needs Something From You ---

**Watch for the Notice on Your Profile**

Stripe periodically needs more information about your business to keep the account in good standing. When it does, a colored dot appears next to **Sales** in the top menu, and the notice itself — with what's missing and how to provide it — appears at the top of **Settings > Profile**. Handle it there promptly: an account with outstanding requirements is the usual reason payouts stop arriving.

================================================================================
SECTION: Finance Settings
================================================================================

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ARTICLE: Payment Methods
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The **Methods** page is where you choose which payment methods your clients can use when they subscribe to your paid plans. It's a Stripe panel embedded in your platform, so your choices are saved to your connected Stripe account, not to Climbo.

--- Where to Find It ---

**Settings > Methods**

Open **Settings > Methods**, in the **Finance** group of the sidebar.

**Who Can Open It**

The whole **Finance** group is visible to Owners and Admins. Staff and Sales users never see it, and if they open the address directly they're redirected to **Settings > Account**.

**Prerequisites**

**Methods** only appears once your Stripe account is connected and onboarded (see the Connect Stripe article), and it stays grayed out until you've finished your platform onboarding. The whole **Settings** area is desktop-only: on a phone or small screen you'll see an **Available on Desktop Only** message.

--- What the Page Actually Is ---

**A Stripe Panel Inside Your Platform**

The page contains only Stripe's own payment method settings for your connected account. There's no Climbo form and nothing to save on the Climbo side. Any change applies to your Stripe account exactly as if you'd made it in Stripe, and Stripe decides which methods it can offer you.

**Enabling a Method**

Activate the payment methods you want to offer. Once a method is active, you'll see an **Enabled** badge next to it.

--- Why an Enabled Method Might Not Appear ---

**Activation Is Not a Guarantee**

Switching a method on does not mean it will show up on every payment link, for two reasons.

- Some payment methods are only available to visitors from certain countries. A method you have enabled may simply not be relevant — and therefore not shown — to a client paying from somewhere else.
- Some payment methods aren't supported by Stripe for subscriptions — the recurring monthly or yearly billing your paid plans use — and only work for one-time payments. Enabling one of these won't make it appear on your payment links.

**Enable Broadly Anyway**

Go ahead and enable whichever methods you like. On each checkout, Stripe only offers the ones that apply to that client and support subscriptions. Enabling the methods most commonly used in the countries you sell into is the practical way to avoid losing a sale over a missing option.

--- What These Settings Cover, and What They Don't ---

**Your Plan Checkouts**

Your paid plans' payment links don't have a fixed list of payment methods: they use whatever your connected Stripe account allows. That makes this page the single place that decides which payment options your clients see at checkout.

**Not What You Pay Climbo**

This page has no effect on the payments you make to Climbo. Your own platform subscription and your Agency Balance top-ups run through Climbo's Stripe account (the top-up checkout, for instance, accepts cards only) and are covered in the Billing & Invoices article.

--- Fees Vary by Method ---

**Same Balance, Different Fee**

Whatever method a client uses, the money ends up in your Stripe balance the same way. Keep in mind, though, that Stripe's fee varies by payment method, so a sale paid with a less common method may net you slightly less.

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ARTICLE: Stripe Invoices
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Stripe charges you a fee on every payment it processes for your paid plans. This article covers the **Documents** tab of the **Accounting** page, where you download Stripe's invoices for those fees for your bookkeeping.

--- Where to Find Them ---

**Settings > Accounting > Documents**

Open **Settings > Accounting**, in the **Finance** group of the sidebar. The page opens on the **Documents** tab; the other tabs in the top right are **Balance report**, **Payout reconciliation** and **Tax**.

**Prerequisites**

Like every page in the **Finance** group, **Accounting** is open to an Owner or an Admin and appears only once your Stripe account is connected and onboarded (see the Connect Stripe article).

--- What the Documents Tab Contains ---

**Your Stripe Invoices**

This tab lists all your Stripe invoices, with the details of your payments, fees and taxes for each month. You can download them at any time.

**Produced and Stored by Stripe**

The tab is Stripe's own documents panel, embedded in your platform. Climbo doesn't generate or archive these files and has no separate export of them: the download links belong to Stripe. The list therefore reflects your Stripe account exactly, including any periods before you started selling on Climbo.

--- Three Different Invoices — Don't Mix Them Up ---

**What Stripe Bills You**

This is what the **Documents** tab contains: Stripe's fees on the payments it processed for your connected account.

**What Climbo Bills You**

Your own platform subscription and your Agency Balance top-ups are billed by Climbo, and their invoices live in your own billing portal, reached from **Settings > Account > Billing**. Nothing on the **Documents** tab relates to them — see the Billing & Invoices article.

**What You Bill Your Clients**

The invoices your clients receive for their subscriptions are issued through your connected Stripe account, and each client downloads them from their own billing portal inside their platform. They aren't listed here either; you monitor those payments from **Sales** and from each client's billing portal (see the Manage Payments article).

--- Stripe's Fee and Climbo's Fee ---

**Stripe's Cut**

Stripe's fee is deducted automatically from each payment before the money reaches your Stripe Balance. The exact percentage is set by Stripe, not by Climbo, and depends on your country, your client's country and the payment method used — check your Stripe pricing for the figures that apply to you.

**Climbo's Cut**

If your Climbo agency plan carries a Climbo fee, it's collected automatically as a percentage of each client payment (see the Manage Payments article). It's separate from Stripe's fee and doesn't appear on Stripe's invoices as a Stripe charge; you can see it per payment in the payment details in **Sales**.

--- Keep Them ---

**Download Regularly**

It's a good idea to download and save these invoices as they appear, so your accountant has them for record-keeping without needing access to your platform.

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ARTICLE: Accounting Reports
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Besides your Stripe invoices, the **Accounting** page gives you two financial reports for your connected Stripe account: one that explains what moved through your Stripe balance, and one that ties those movements to the payouts that landed in your bank.

--- Where to Find Them ---

**Two Tabs on the Accounting Page**

Go to **Settings > Accounting** (in the **Finance** group of the sidebar) and use the tabs in the top right: **Balance report** and **Payout reconciliation**. The other tabs are **Documents**, covered in the Stripe Invoices article, **Tax**, covered in the Tax Management article, and — for the Owner only — **Xero** and **QuickBooks**, described at the end of this article.

**Prerequisites**

Like every **Finance** page, the reports need a connected, fully onboarded Stripe account (see the Connect Stripe article), and they open for an Owner and for an Admin. Staff and Sales users never see the **Finance** group.

--- Balance Report ---

**What It Shows**

The **Balance report** breaks down everything that moved through your Stripe balance in a period: your revenue — the total volume of payments collected — minus your costs. Those costs are Stripe's fees, the Climbo fee if your Climbo agency plan carries one, and any refunds you issued. Revenue minus fees minus refunds gives you the net amount that is actually yours and gets paid out.

**What to Use It For**

This is the report to hand your accountant when they ask what your platform actually earned in a period, because it separates gross volume from the deductions. It is also the quickest way to see how much of your revenue is being absorbed by fees and refunds.

--- Payout Reconciliation ---

**Matching Bank Deposits to Payments**

The **Payout reconciliation** report covers the same movements as the **Balance report**, but organized around your payouts. It lets you take a single deposit that arrived in your bank account or on your debit card and see exactly which payments, refunds and fees make it up.

**What to Use It For**

Use it when a payout amount doesn't look like what you expected, or when your bookkeeping needs each bank line matched to the underlying client payments.

--- Working with the Reports ---

**Both Panels Are Stripe's**

Like the rest of the **Accounting** page, these two tabs are Stripe components embedded in your platform. The period selection and download controls belong to Stripe, and the figures come straight from Stripe: Climbo doesn't recalculate them or keep its own copy.

**Where the Live Numbers Are Instead**

These reports are for reconciliation after the fact. For current figures, use **Sales**, which shows your Stripe balance, your gross and net volume over the last 7 days, 30 days, 3 months or year, and your individual payments. For the payouts themselves, use **Settings > Payouts** (see the Monitor Payouts article).

--- Sending Your Figures to Your Accounting Software ---

**Xero and QuickBooks**

The last two tabs of the **Accounting** page are apps that push the same Stripe data into the accounting software you already use, so you don't have to re-enter it. They sit here because that is what they are — accounting. Both are reserved for the Owner: an Admin sees the first four tabs only. There is no separate **Apps** entry in the settings sidebar.

- **Xero** — "Send your payments, fees, payouts and refunds straight into your Xero bank feed, in real time. Off-Stripe payments such as cash or cheque come across too, so your books reconcile without manual work. Free for all users."
- **QuickBooks** — "Sync sales, fees, payouts, refunds, invoices, customers, products and taxes with QuickBooks Online. Choose real-time syncing per transaction, or a daily summary if you handle large volumes. Free tier available."

**Installing One**

Each tab shows the app's description with its install button at the top right. Installing adds the app to your connected Stripe account; the app's own configuration panel then appears underneath the description, and that's where you sign in to Xero or QuickBooks and choose what to sync. Authorizing the connection takes you to the app provider and brings you back to this tab afterward.

**Who Handles the Connection**

"The connection is handled by Stripe and the app provider: we never see or store your accounting credentials. You can uninstall the app at any time from this page." If a tab can't open its session you'll see "We couldn't load this app right now. Please refresh the page, and if it keeps happening get in touch with support." instead of a spinner that never stops.

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ARTICLE: Tax Management
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The **Tax** tab of the **Accounting** page is where you tell Stripe Tax where your business is based and where you're registered to collect tax. This article explains both settings and the plan options that control tax at checkout.

--- Where to Find It ---

**Settings > Accounting > Tax**

Go to **Settings > Accounting** in the **Finance** group, then click the **Tax** tab in the top right. The tab opens two Stripe panels stacked on the same screen, under the headings **Tax Settings** and **Tax Registration**.

**Prerequisites**

Like every **Finance** page, the tab is open to an Owner or an Admin and needs Stripe connected and onboarded. Both panels are Stripe's own components: what you enter is stored in your Stripe account, and Stripe, not Climbo, calculates the tax.

--- Tax Settings ---

**Your Tax Address**

Your tax address is where your business is legally based. Stripe uses it to work out your tax situation, including whether and how taxes such as VAT apply to your sales. Enter it carefully and keep it up to date: a wrong address produces wrong tax on real invoices.

--- Tax Registration ---

**Where You Are Registered to Collect**

Tax registrations are the places — countries, or states in some countries — where you're officially registered to collect tax. They control whether tax is charged at checkout: Stripe Tax only calculates and adds tax in jurisdictions where you have an active registration. Anywhere you haven't registered, no tax is added, even if that jurisdiction has one.

**In Practice**

You add a registration for each country or region where you're required, or have chosen, to collect tax — for example registering for VAT in the EU countries you sell into, or for sales tax in specific US states. Once a registration is active, Stripe automatically works out the correct rate for that jurisdiction and applies it to clients paying from there.

--- Registration Alone Is Not Enough ---

**Show Taxes at Checkout**

Tax is only calculated on plans with **Show taxes at checkout** turned on. This option lives in the plan's **Price** tab, not on this page, and you can change it at any time (see the Paid Plans article). With it off, no taxes appear at checkout; with it on, they appear only once you've added the matching tax registration here. If tax is missing from a client's checkout, check this option on the plan before suspecting your registrations.

**Include Tax in Price**

The plan's **Include tax in price** option decides whether the amount you typed is treated as already containing tax or as a net price with tax added on top. This one is part of the price itself and is locked after the plan is created — the field is shown read-only when you edit an existing plan. If you need the other behavior, create a new plan with the correct setting.

**Tax ID Collection**

The plan's **Tax ID collection** option lets business clients enter their tax or VAT identification number during checkout, so it ends up on the invoice they receive from you. Like **Show taxes at checkout**, it stays editable after the plan exists.

--- Staying Compliant ---

**Double-Check Before You Sell**

Always verify that your tax address and registrations are correct before running real checkouts. Tax that was calculated wrongly has to be fixed on invoices your clients have already received, which is far more work than checking these two panels. Deciding where and when you need to register is up to you and your accountant; the platform doesn't decide it for you.

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ARTICLE: Stripe Profile
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**Settings > Profile** is where you manage the details of your connected Stripe account: who you are as a business, and where your payouts go. The page is Stripe's own account management panel, embedded in your platform.

--- Where to Find It ---

**Settings > Profile**

Open **Settings** and click **Profile** in the **Finance** group of the sidebar. As with the other **Finance** pages, only Owners and Admins see it, it appears only once your Stripe account is connected and onboarded, and **Settings** as a whole is desktop-only.

**Verification Before You Can Edit**

Because this section holds sensitive data, getting into it requires Stripe's own verification step — a code sent by SMS to the phone number linked to your Stripe account. This check is run by Stripe, not by Climbo, so use the number Stripe has on file.

--- What Stripe Still Needs from You ---

**The Notification Banner**

At the top of the page you may see a Stripe notification banner. It appears only when your Stripe account has outstanding requirements, including information that will be due later: documents or details Stripe needs to keep verifying your account and paying you. Deal with anything that shows up there quickly, since unresolved Stripe requirements are the usual reason payouts stop arriving.

--- Editing Your Details ---

**Business and Personal Information**

Once you're past the verification step, you can edit the details attached to your Stripe account: country of residence, address, company name, your own name, public-facing contact information, and so on.

**Why They Matter Beyond Stripe**

These are the details that appear on the invoices your clients download from their billing portal. If your company name or address is wrong here, it is wrong on your clients' invoices, so treat this page as your invoicing identity and not just as Stripe housekeeping.

--- Payout Methods and Currency ---

**Bank Accounts and Cards**

This is also where you manage your payout destinations — the bank account or debit card your payouts are sent to. You can connect more than one and choose which is the default. Payouts themselves stay automatic; you only monitor them from the **Payouts** page.

**Default Currency**

Payouts are made in the currency tied to the connected payout method, and that currency is also your platform's default currency. Connect a US bank account and both your payouts and your figures are in dollars; connect an Italian account and both switch to euros. You can't pick a default currency unrelated to your payout method, since it reflects the currency Stripe actually settles in. If you add a second account in another currency, you can make that one the new default.

**What the Default Currency Affects**

Climbo reads this currency live from your Stripe account, and the affiliate sign-up widget only accepts plans priced in it. New paid plans don't pick it up automatically: **Select currency** always starts on USD, so choose the matching currency yourself when you create a plan. So changing your default payout currency changes what you can sell next — it does not convert plans you already created.

--- Account ID, Stripe Express and Support ---

**Where the Connection Itself Lives**

The connection itself is managed from a different page: the **Stripe** tab of **Settings > Account**. There you'll find the **Email** and **Account ID** of the connected account, both read-only, a **Stripe Express** button, and **Disconnect Stripe**.

**Opening Stripe Express**

The **Stripe Express** button opens your connected Stripe Express account in a new tab. Log in with your own Stripe credentials and you get Stripe's full view of your account — and, importantly, access to Stripe's own customer support. Use it for anything that is on Stripe's side rather than the platform's, such as understanding exactly why a specific payment failed or why a payout is delayed.

**Disconnecting**

**Disconnect Stripe** lets you restart onboarding with a different Stripe account, and it can't be undone. You can't disconnect while any client still has an active subscription — see the Connect Stripe article.

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SECTION: Affiliate Program
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ARTICLE: Program Setup
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The Affiliate Program lets you build a team of sellers who pitch your paid plans to local businesses and earn a commission when those businesses pay for a subscription. This article covers the decisions to make before you invite anyone; everything is managed from **Settings > Affiliate**, in the **Finance** group.

--- Before You Start ---

**Owners Only, and Only With Stripe Connected**

The **Affiliate** entry appears in the settings sidebar only after you've finished connecting Stripe, and only for Owners — Staff members and the affiliates themselves can't open it. Commissions are calculated from the payments Stripe records on your connected account, so there's nothing to track until Stripe is live.

**Prepare Your Coupon Codes First**

Affiliates are tracked through coupons, and the affiliate form only lets you pick coupons that already exist, so create them first in **Settings > Coupons** (see the Apply Coupons article). A coupon can be held by only one active affiliate at a time: if you pick one that's already on another affiliate's card, saving fails with an error saying that coupon is already assigned to another active sale.

**Turn On Allow Coupons for the Plans You Want to Sell**

Only paid plans with coupon support can be made visible to an affiliate. To enable it, go to **Plans**, create or edit a plan, open the **Price** tab and turn on **Allow coupons**. Free plans can't be assigned to an affiliate at all.

--- Choosing a Reward Type ---

**One-time**

With a **One-time** reward, the affiliate earns a percentage only on the referred business's first payment. For example, if a business subscribes to a $1,000/year plan and the affiliate gets a 10% one-time reward, they earn $100 on that first payment — $900 goes to you. Every renewal after that goes entirely to you. The platform records exactly one commission per referred client for this reward type, no matter how many times that client pays afterward.

**Recurring**

With a **Recurring** reward, the affiliate earns a percentage on every payment, for as long as the client keeps paying. For example, on a $100/month plan with a 10% recurring reward, $90 goes to you and $10 to the affiliate every single month. In the platform's own words, the reward "is paid out as a percentage of the recurring payment, until the client cancels their subscription."

--- Deciding How to Pay Affiliates ---

**Payments Happen Outside the Platform**

You pay commissions yourself, manually, outside Climbo. The platform records what each affiliate has earned and what you've already paid, and stores the details you need to pay them, but it never moves money to an affiliate.

**The Payout Methods You Can Choose From**

For each affiliate you pick a **Payout method** — **PayPal**, **Wise**, **IBAN** or **US Account Number** — and then type the matching details into a free-text **Payout details** field (their PayPal email, their IBAN, and so on). For simplicity, we recommend settling on one payout method for all your affiliates — PayPal, for example. You can collect each affiliate's PayPal email through the platform, then periodically (say, once a month) check what each one is owed and pay them directly.

--- How Attribution Works: Coupon Codes ---

**Each Affiliate Gets Their Own Codes**

Each affiliate gets up to three personal **coupon codes** to give to the local businesses they refer. When a business pays using one of those codes, the payment is attributed to that affiliate. Since a coupon can belong to only one active affiliate, two affiliates can never share a code. Just don't hand an affiliate's code to a client they didn't refer, or that client's payments will be credited to the wrong person.

**Attribution Happens on a Payment, Not on Sign-Up**

Nothing is credited when a business signs up. Credit comes from successful payments: when a payment goes through with an affiliate's coupon, that business is added to the affiliate's client list and a commission is recorded. A business that starts a free trial with the coupon applied is credited only when the trial ends and the first payment actually succeeds.

**Recurring Affiliates Keep Earning on Clients Already Credited to Them**

Once a business appears in a recurring affiliate's client list, later payments from that business keep generating commission even when no coupon is on the invoice — for example after a **Once** coupon has run out, or on a renewal with no discount at all. This fallback only applies to recurring affiliates; a one-time affiliate is credited strictly through the coupon, and only once per client.

--- How Commissions Are Calculated ---

**The Percentage Applies to What the Client Actually Paid**

The commission is a percentage of the amount actually charged on the invoice — that is, *after* the coupon discount, not the plan's full list price. For example, if the affiliate's coupon gives the client 10% off a $100/month plan, the business actually pays $90. If that affiliate also earns a 10% recurring commission, it's calculated on that $90 — so they'd earn $9 a month, not $10. Stripe's own fees are not deducted before the calculation.

**Each Payment Is Counted Once**

For a recurring affiliate, one commission is recorded per paid invoice; for a one-time affiliate, one commission is recorded per referred client, on their first payment. The same payment never generates a commission twice.

**Commission Currency**

Each affiliate has a **Currency**, which is the currency their revenue, commission and payouts are shown in — it defaults to USD. Every plan you make visible to them must have a price in that currency; otherwise you'll get an error saying the plan's currency doesn't match the sale currency.

Setting up your program comes down to four decisions: reward type, reward percentage, currency and payout method. The Invite Affiliates, Affiliate Dashboard and Commission Payment articles cover the rest.

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ARTICLE: Invite Affiliates
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There are two ways to bring affiliates into your program: adding them yourself from **Settings > Affiliate**, or letting them sign themselves up through an embeddable widget.

--- Adding an Affiliate Manually ---

**The New Affiliate Panel**

On the **Affiliates** tab, click the **New Affiliate** card — "Create a new affiliate to join your network" — to open the **New affiliate** panel. Fill in **Full name** and **Email**. The email is the affiliate's login and where their invite is sent, and it can't be changed afterward, so get it right the first time. If that email already belongs to someone in your agency, you'll be asked to remove them from the agency first.

**Reward and Payout**

Next choose the **Reward type** (**One-time** or **Recurring**) and the **Reward Percentage** — any whole percentage from 1 to 100. Then set the **Payout method** (**PayPal**, **Wise**, **IBAN** or **US Account Number**) and type the matching **Payout details**, plus the **Currency** their commissions are tracked in.

**Coupons and Visible Plans**

Under **Select coupons** you assign up to three of your existing coupons to this affiliate — the codes they'll hand out to local businesses. Under **Select visible plans** you choose which of your paid plans they can see. Both are required: if either is missing, you'll see "Please provide a coupon code for this affiliate" or "Please select at least one plan for the affiliate to promote". Click **Save** and you'll see "Affiliate created successfully".

**Affiliates Are Not Team Members**

An affiliate is created as a user with the **Sales** role, and that role only exists through this section. You can't add or edit one from **Settings > Team**, and they aren't listed there either — **Settings > Affiliate** is the only place they're managed.

--- Choosing Which Plans an Affiliate Can See ---

**What the Restriction Does**

In their dashboard, affiliates see a **Plans** section containing only the plans you made visible, each with its payment link, which they share with the businesses they're pitching. You might hide certain plans — for example, showing only your annual plans so affiliates focus on selling those — or leave every plan visible and let the affiliate judge which one fits each prospect.

**Only Plans With Coupon Support**

The picker lists only paid plans that have **Allow coupons** enabled; if none of your plans qualify you'll see "No plans with coupon support were found. Create or edit a plan and enable coupon support to allow affiliates to promote it." Every plan you pick must also have a price in the affiliate's currency.

--- Automatic Sign-Up via Widget ---

**Where to Configure It**

The second way to add affiliates is a widget people can sign up from directly, with no manual step from you. Open the **Widget** tab in **Settings > Affiliate** ("Embed this widget to automatically invite affiliates and generate their personal coupon."). You'd typically place it on a dedicated page of your website, such as an "Affiliate Program" page that explains the program and invites people to join.

**One Reward Setup for Everyone**

The widget applies a single configuration to everyone who joins through it: **Reward percentage**, **Reward type**, the **Payout method** they'll be asked to provide details for, and **Select visible plans**. For example, 10% recurring for all of them, with a PayPal email collected from each new affiliate.

**The Coupon Generated for Each Sign-Up**

Set **Coupon discount value** (a percentage, from 1 to 100) and **Select coupon duration** (**Once**, "Applies the discount only to the first invoice or charge when the coupon is redeemed", or **Forever**, "Applies the discount to all future invoices or charges indefinitely after the coupon is redeemed"). As soon as someone signs up, a coupon is created just for them with those settings. Its code is built from their name in capital letters and digits, with a short random suffix if that code is already taken. Their commission currency is the default currency of your connected Stripe account, so Stripe must be connected for the widget to accept sign-ups.

--- Customizing the Widget ---

**Editing the Form Labels**

The public form asks for three things: name, email and, optionally, payment details. You can rewrite every label and placeholder — **Name label**, **Name placeholder**, **Email label**, **Email placeholder**, **Payment details label**, **Payment details placeholder** and **Signup button label** — which is useful for translating the form into your own language. For example, you could change "Payment details" to "Your PayPal email," with a placeholder like "Insert your PayPal email here." Left empty, the form falls back to "Name", "Email", "Payment details" and a **Sign up** button.

**Thank You URL**

There's also a **Thank you URL** field you can fill in with a page of your own. As it stands, a person who completes the form is taken straight into their new affiliate dashboard, already logged in.

**Saving and Copying the Embed Code**

The right-hand side shows a live **Widget Preview** of exactly what visitors will see, reflecting your settings. Click **Save** to store them — "Widget settings saved successfully" — then click **Copy embed code** and paste the snippet into your website.

--- The Affiliate's First Login ---

**The Welcome Email**

Whether an affiliate was added manually or joined through the widget, they get the same welcome email: "You've been invited to join [your brand] as a sales partner", with a link into their dashboard. That link is valid for 10 minutes. The email is one of the templates you can switch off in **Settings > Emails**, and it isn't sent at all if your platform has no working domain or subdomain yet — in either case, use **Copy login link** on the affiliate's card and send the link yourself.

**Setting a Password**

New affiliates are created without a password. The first time they open the platform they're taken to their account settings with the set-password dialog open, and they choose their own password there. If the link expires, they can request a password reset from the login page; the affiliate reset email is also valid for 10 minutes.

**Where They Log In**

From then on they log in on your white-labeled domain, at the same **/admin** address your own team uses.

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ARTICLE: Affiliate Dashboard
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Every affiliate gets their own view of your platform, where they track commissions, see the clients credited to them, find the plans they're selling, and manage their own account.

--- What an Affiliate Can Open ---

**Their Menu**

The top menu shows three entries: **Sales** — their rewards page, and the first thing they land on — plus **Clients** and **Plans**. **Settings** is available too, but with only one page inside it: their own **Account**.

**What Stays Hidden**

Affiliates never see your platform design, your team, or any of the finance and payout sections. This isn't just hidden menu entries: access is enforced by the platform, so a client or plan you haven't assigned to them simply doesn't exist for them.

--- Sales ---

**Amount Due and Commission Rule**

The page opens with "Hello [name] 👋". At the top left sits **Amount due** — the commission you still owe them — and at the top right their **Commission rule**: the percentage, with **One-time** or **Recurring** underneath.

**The Three All-Time Figures**

Below that, three cards, each marked **All-time**:

- **Revenue generated** — the revenue their credited clients have paid you.
- **Total commission** — everything they've earned since they joined.
- **Already paid** — how much of it you've already marked as paid.

**Active Coupon Codes**

At the bottom, **Active coupon codes** lists each of their codes with its discount and duration — shown as "Discount 10% • Once", for instance — and a **Copy code** button, so they can hand the code to a prospect in one click.

--- Clients ---

**How a Client Gets There**

**Clients** shows only the businesses credited to this affiliate. A business is added the moment a payment of theirs succeeds carrying the affiliate's coupon — not when they sign up. A business that applies the coupon at checkout but hasn't paid yet won't appear; one that signed up without the coupon but later pays with it is credited from that payment onward.

**Assigning or Unassigning Clients Yourself**

You can also control the list by hand: click **Edit** on the affiliate's card in your **Affiliate** section and use **Assigned clients** to add or remove businesses. Adding a client this way matters most for recurring affiliates, whose future payments from that client then count as commission. Be aware that removing a client here also stops that business from being credited to that affiliate automatically in the future, so don't use it as a temporary cleanup.

--- Plans ---

**Payment Links**

**Plans** shows the paid plans you made visible to this affiliate, with each plan's details and its payment link — the link they send to local businesses to get them signed up.

--- Their Own Account ---

**Access**

In **Settings > Account**, the **Access** tab lets an affiliate update their **Full Name**, **Email** and password. They don't get the Billing, Stripe or Legal tabs your own team sees.

**Payout**

The **Payout** tab holds their payout details — their PayPal email, IBAN or equivalent — and it's labeled with the payout method you assigned them. They can change the details, but not the method itself; that's yours to set. Whatever they save here is what you'll see in the payout dialog on their card.

--- Commission Notifications ---

**The Commission Earned Email**

Each time a commission is recorded, the affiliate is emailed: "You earned a new commission from [your brand]", with the amount and a link into their dashboard. This template starts switched off: turn it on in **Settings > Emails** if you want affiliates to receive it (see the Platform Emails article).

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ARTICLE: Commission Payment
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Once your affiliates start earning commissions, it's up to you to pay them: the platform tracks the amounts but never sends the money. This article covers tracking what you owe, paying, and recording payments.

--- Tracking What You Owe ---

**The Figures on Each Card**

**Settings > Affiliate** shows a card for every affiliate in your program. A badge in the corner shows their reward rule (for instance "10% Recurring"), their coupon codes sit under their name, and a strip shows **Revenue**, **Commission** and **Paid** in that affiliate's currency. The amount still owed appears on the button at the bottom of the card, for example **Pay $134**.

**Their Payout Details**

The bank icon in the card footer opens **Payout methods** — "Copy the payout details for this affiliate to process commission payments" — with their method and details ready to copy. If you never filled those in, or the affiliate hasn't, you'll see a warning instead: "Payout information is missing. Please update the affiliate's payout details to proceed."

--- Paying Commissions Externally ---

**There Is No Automatic Payout**

Commission payouts happen manually, outside the platform, using each affiliate's own payout method and details. Nothing in Climbo transfers money to an affiliate, and there's no scheduled or automatic payout to switch on.

**A Simple Routine**

Pick a recurring date, like the 1st of each month, and process everything due in one sitting. For example, if you're paying through PayPal, open your PayPal account in a separate tab, check each affiliate's amount due, open their payout details to get their PayPal address, and send the payment.

--- Marking a Commission as Paid ---

**The Pay Button**

Once you've actually sent the money, click **Pay** on that affiliate's card. The confirmation dialog explains what will happen: "Once confirmed, the outstanding commission amount will be marked as paid and set to 0." You'll get a "[name] paid successfully" toast, the amount moves into **Paid**, and the button is replaced by a disabled **Paid in full**. An affiliate who has never earned anything shows **No amount due** instead.

**It Records, It Doesn't Transfer**

Marking as paid is bookkeeping only: it moves the outstanding amount into the paid column so both you and the affiliate can see nothing is owed. It sends no payment and doesn't touch your Stripe balance: the transfer has to happen in your own payment tool. The affiliate sees the new **Amount due** and **Already paid** figures in their own dashboard straight away.

**Refunds Are Not Deducted**

If you refund a client payment, the commission already recorded on it stays on the affiliate's totals — the platform doesn't reverse it. If you want that money back, settle it with the affiliate directly, for example by reducing their next payout.

--- Setting a Predictable Payment Schedule ---

**Tell Affiliates When to Expect Payment**

Since payments are handled externally, it helps to tell your affiliates upfront how often they'll be paid — for example, monthly on the 1st, or every two months — so they know exactly when to expect their commissions. If you've switched on the commission earned email in **Settings > Emails**, they'll also get an email for every commission they earn, which makes an agreed payout date all the more useful.

--- Removing an Affiliate ---

**Delete Wipes the Record Too**

The trash icon on an affiliate's card opens **Delete affiliate** — "Are you sure you want to delete this affiliate [name]? This action cannot be undone." Deleting removes their access, their card and their whole commission history, including anything still outstanding, and their coupons become free to assign to someone else. Settle what you owe them, and make a note of the figures you need, before you delete.

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SECTION: General Settings
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ARTICLE: Agency Balance
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Your **Agency Balance** is the only running cost of your business on Climbo beyond your own plan. It covers exactly two things: the SMS and WhatsApp messages your clients send, and the AI tokens consumed by AI features. This article explains the rates, how to price your plans around them, and how to monitor and top up your balance. It starts at $5 when your agency is created, and upgrading to White Label adds $50.

--- Pricing Your Plans to Cover It ---

**The Principle**

Since you sell the platform through monthly or annual subscriptions, the price you set for each plan is what covers these costs — and then some. As explained in the Plan Limits article, every plan has a **Total spending cap**: the absolute maximum each location on the plan could cost you in a month if it used every message and AI token the plan provides. We recommend pricing a plan at **at least 10 times its spending cap** per location, so that every location stays comfortably profitable even in the worst case.

--- Messaging Costs: SMS and WhatsApp ---

**What Costs What**

Emails are always free, in every country. SMS and WhatsApp aren't — and what they cost depends on the **recipient's** country, not yours. The **Available Balance** section shows the exact cost per SMS and per WhatsApp message for every country. There you can also mark a **Preferred Destination**, used as the basis for your spending cap calculations — useful if most of your clients' customers are in one country. For example, in the United States one SMS costs $0.01 and one WhatsApp message costs $0.03. Prices are always shown rounded up to the next cent, and a country with no published rate is charged at $0.10.

**A Detail That Matters: SMS Are Billed Per Part**

The per-country price is the price of one SMS **part**, not of one message. A message longer than a single SMS, or one containing emoji and special characters, is split into several parts and costs a multiple of the listed price. Long templates are therefore more expensive than they look — worth keeping in mind when you set a plan's SMS limit.

**Building a Plan Around It**

When you build a plan, you set a monthly message limit, see the resulting spending cap (based on your **Preferred Destination**), and price the plan comfortably above it.

--- AI Token Costs ---

**How AI Is Priced**

AI tokens are priced the same everywhere in the world — there's no country dimension. Tokens sent to the AI model and tokens it writes back are charged separately, and the ones it writes back cost considerably more. For planning purposes the interface shows you a single blended rate of **$6.60 per 1 million tokens**, which assumes a typical mix of the two. Your real cost per million usually comes out a little below that, because repeated context is charged at a reduced rate.

**Estimates Per Feature**

Each AI feature has an estimated token cost, shown in the **AI Pricing** popup when you set a plan's AI token limit. These are averages based on historical usage; what's actually deducted is always measured from the real usage of each action.

- **AI Review Reply** — 2,250 tokens (≈$0.015)
- **AI Social Caption** — 1,700 tokens (≈$0.011)
- **AI Blog Strategy** — 12,450 tokens (≈$0.082)
- **AI Blog Cover** — 1,550 tokens (≈$0.043)
- **AI Blog Article** — 10,150 tokens (≈$0.067)
- **AI Ranking (Perplexity)** — 1,300 tokens (≈$0.008)
- **AI Ranking (Grok)** — 19,800 tokens (≈$0.130)
- **AI Ranking (ChatGPT)** — 12,850 tokens (≈$0.085)
- **AI Ranking (Gemini)** — 6,000 tokens (≈$0.039)
- **AI Ranking Total** — 39,900 tokens (≈$0.263)
- **AI Sentiment Analysis** — 8,400 tokens (≈$0.055)
- **AI Chat Title** — 800 tokens (≈$0.005)
- **AI Chat Message** — 3,450 tokens (≈$0.023)

**Why the Blog Cover Costs More Than Its Tokens**

Generating a blog cover is an image, not text, so on top of its tokens it carries a small fixed charge of $0.033 per image. That's why its estimated cost is higher than its token count alone would suggest.

**The Usage Simulator**

In the same **AI Pricing** popup, the **Usage simulator** estimates the monthly AI token usage of a single location. Enter how many AI review replies, social captions, blog posts and chat messages you expect, and switch on AI Ranking and AI Sentiment Analysis if the plan includes them. The estimated total tells you roughly what token limit to set and what it could cost you. Note that the simulator counts the blog strategy once regardless of how many articles you enter, and doesn't include the fixed image charge for covers.

--- Monitoring Your Balance ---

**Available Balance**

At the top of **Settings > Balance**, **Available Balance** shows how much money you currently have. The figure changes color as it falls — green above $50, amber above $20, red below that — so a red balance is your cue to top up.

**Monthly Usage**

Further down, **Monthly Usage** shows your total spend across all clients for a chosen month (for example, $47 in June 2026). Next to it, **Aggregated Usage** compares how many SMS, emails, WhatsApp messages and AI tokens your clients actually used with what their plans allotted. For instance, if your clients collectively had 500 SMS available for the month and used 250, you'll see that 50% of the provided volume was used.

**Clients Usage**

**Clients Usage** breaks usage down per client, with a row for each of their locations, and per month, with filters for both, so you can see exactly what each client costs you. For example, a location might show 18 of its 500 provided SMS used (costing $0.18), 18 emails used (free), 4 WhatsApp messages sent, and 44,000 of its 500,000 provided AI tokens used (costing $0.29).

**Who Can See It**

**Balance** is available to an Owner and to an Admin; Staff members don't see it. An Admin can read everything on the page but can't top up: **Add Funds** opens an **Add Funds** dialog that reads "To add funds to your balance, please contact your account owner at", followed by your email address.

--- What the Balance Actually Pays For ---

**Our Own Costs**

Your Agency Balance is the only place usage costs are charged, and they're simply what we pay our infrastructure partners on your behalf: **Bird.com** for SMS, email and WhatsApp delivery, and the AI providers behind each feature — OpenAI, Anthropic, Google, xAI and Perplexity, depending on which model the feature uses.

--- Adding Funds ---

**Topping Up**

Click **Add Funds** to top up (minimum $50). A Stripe checkout opens in a new tab, where you can add a larger amount if you'd rather not top up often. Funds are credited to your balance as soon as the payment goes through.

**If You Have a Discount on Top-Ups**

If your agency has an agreed discount on the top-up price, your balance is credited the full list amount, not the reduced figure you actually paid. The discount is a discount on the price, not a smaller top-up.

**Billing Information Is Required First**

A top-up needs valid billing information and a valid billing address on your account. Without them the checkout can't be created: you get the **Billing Information Required** dialog ("To add funds to your balance, please provide your billing information in the Billing section.") with a **Go to Billing** button, so fill these in before you actually need funds. See the Billing & Invoices article.

**Low Balance Warnings**

We email you when your balance crosses below **$5**, and again at **$2** and **$1**, so you have a chance to top up before you run out. The email goes to the Owner's address. With your billing information complete it carries a direct top-up link; without it the email still arrives and links to your own **Balance** page instead, where you fill in the details and start the top-up — so an incomplete billing profile no longer means hearing nothing at all. There's no automatic recharge: topping up is always something you do yourself, which is why it's worth acting on the first warning rather than the last.

--- What Happens at Zero Balance ---

**The Effect on Your Clients**

If your balance runs out, your clients can no longer send SMS or WhatsApp messages, and AI features stop working. Emails keep working, since they're free. Clients just see a generic error. They don't know about your Agency Balance, so from their side it looks like the platform is broken.

**Scheduled Campaigns Are Not Retried**

A campaign that was scheduled to go out while your balance is empty isn't held and retried later: it ends with an "insufficient balance" error and has to be set up again. This is the most costly consequence of an empty balance, because your client loses a send they had planned.

**A Small Negative Balance Is Possible**

Costs are deducted after a message is sent or an AI action completes, so the last action can push the balance slightly below zero. AI features stop as soon as the balance is negative.

--- Controlling Cost with Feature Toggles ---

**Turning Features Off**

Beyond setting message and token limits, you can control cost by disabling entire features on a plan. On the messaging side, you can disable SMS or WhatsApp entirely, leaving clients with email only for review requests, which costs you nothing. On the AI side, you can enable or disable each AI feature individually: the AI Chat, AI Sentiment Analysis, the SEO Agent, AI Ranking, the GEO Agent, the Social Agent, and so on. A disabled feature simply can't consume tokens or generate cost on that plan.

--- A Worked Example: Bronze, Silver, Gold ---

**Three Tiers**

Here's how this plays out across a typical three-tier structure:

- **Bronze** — AI Chat, WhatsApp, and the GEO Agent all disabled, with modest limits: 50 SMS, 150 emails, and 100,000 AI tokens a month.
  - Spending cap: $2
  - Price: $99/month
- **Silver** — AI Chat and WhatsApp enabled, GEO Agent still disabled, with higher limits than Bronze.
  - Spending cap: $6
  - Price: $149/month
- **Gold** — every feature enabled, including AI Chat, WhatsApp, and the GEO Agent, with the highest limits of the three.
  - Spending cap: $15
  - Price: $199/month

**What to Notice**

On every tier, the price sits well above its spending cap — roughly 13 to 50 times over — so every single location is highly profitable, even in the worst case where it uses 100% of what's provided. In practice, since clients rarely use everything available to them, your real margin is usually even better than this worst-case math suggests.

--- What Your Clients See ---

**Their Own Limits**

Clients can check their own usage in the **Limits** section of their settings: for each location, what's been provided versus used this month for SMS, email, WhatsApp and AI tokens, resetting on the 1st (see the Limits & Billing article in Client Mode). For example, a client with 100 WhatsApp messages provided and 15 already used will see 85 remaining. Their **History** section lets them review every individual message sent, and the AI tab of that same History section shows how many tokens each AI action consumed — for instance, seeing that one AI review reply used 2,250 tokens.

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ARTICLE: Credentials
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This article covers the credentials you use to log into Agency Mode — your name, email and password — which you edit in **Settings > Account > Access**.

--- What You Can Change ---

**The Fields**

The **Access** tab, under the **Platform** heading, holds five fields: **Full Name**, **Email**, **New Password**, **Confirm New Password** and **Language**. Change whatever you need and click **Save**; **Clear** discards what you've typed and restores the current values. **Save** stays disabled until you've actually changed something.

**Your Password**

A new password has to be at least 8 characters long — there's no requirement about uppercase letters, numbers or symbols. The two password fields have to match, otherwise the form won't submit.

**Your Email**

Your email is your username, and it has to be unique across the whole platform: if another account already uses that address, you won't be able to save it. The new address takes effect immediately, with no confirmation email to click, so make sure you typed it correctly — it's the address you'll need in order to log back in.

**Staying Logged In**

Changing your email or your password doesn't sign you out, and doesn't sign out any other device where you're already logged in. If you're changing your password because someone else may have had access, log out of your other sessions yourself.

--- Your Language ---

**The Language Field**

**Language** sets the language of Agency Mode: "The language of your agency dashboard. Your clients keep their own language." Agency Mode is available in **English**, **Italiano**, **Español**, **Deutsch**, **Français**, **Nederlands** and **Português**. Each one is listed under its own name, so you can find yours even when the interface is currently in a language you don't read.

**It's Per User, Not Per Agency**

The choice is yours, not the agency's: every member of your team picks their own, and nothing your clients see changes. It's saved on your account, so you get the same language the next time you log in, on any device.

**The Globe Button in the Top Bar**

On a computer you can also switch language without opening Settings: the globe button in the top bar shows the current language as a two-letter code (**EN**, **IT**, and so on) and lists the same languages, with a check next to the one in use. Pick one and the interface changes straight away. A phone or tablet has no top bar, so use the **Language** field here instead.

--- Where These Credentials Work ---

**Both Login Addresses**

These are the credentials for your own Agency Mode login, and they work on both addresses: your default Climbo login domain, and your own white-labeled domain followed by **/admin**.

**Two-Factor Authentication**

Agency Mode doesn't offer two-factor authentication, so the strength of your password is what protects your account. Use a long, unique one.

--- If You're Asked to Reset Your Password ---

**The Forced Reset**

In two cases the platform opens a **Reset your Password** window that you can't dismiss until you've set a new password: the first time a newly invited team member logs in, and after you've logged in through a password reset link. Set the new password and you're taken straight into the platform.

**Reset Links Expire Quickly**

A password reset link is valid for 10 minutes. After that, request a new one from the login page. For security, you'll see the same confirmation whether or not the address belongs to an account, so a reset request never reveals which emails are registered.

**The Confirmation Screen Stays Yours**

That confirmation screen ("We've sent you a link") asks the person to check their inbox and spam folder and closes with "If you haven't received the email, contact us." — a plain sentence, with no link. It used to point at climbo.com; it no longer does, so the screen your team sees on your own domain carries nothing but your brand. Anyone who still can't get in should be contacting you, not us.

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ARTICLE: Billing & Invoices
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**Settings > Account > Billing** is where you enter the billing details that appear on the invoices Climbo issues to you, and where you reach your own billing portal. This page is about what your agency pays Climbo — not about what your clients pay you.

--- Your Billing Information ---

**Why It Matters**

Climbo puts these details on your invoices, so they need to be correct and complete. They're also required to top up your Agency Balance: without valid billing information and a valid address, the top-up is blocked and you're sent back to this page.

**Profile Type**

Start by choosing the **Profile Type**: **Business** or **Individual**. For a Business, the **Legal Business Name** is required; for an Individual, **First Name** and **Last Name** are. **Tax ID** is optional.

**Address**

Fill in **Address Line**, **City**, **State-Province**, **Postal Code** and **Country**. Click **Save** to store everything, or **Clear** to discard your changes.

**Italian Electronic Invoicing**

If you set **Country** to Italy and your **Profile Type** is **Business**, three extra fields appear for electronic invoicing: **Send with** (PEC or Code), **PEC** and **SDI Code**.

--- Opening Your Billing Portal ---

**The Button**

The **Billing & Invoices** button at the bottom of the page opens your Stripe billing portal in a new tab, where you can view and download every invoice you've paid Climbo — your agency subscription and your Agency Balance top-ups alike.

**Signing In to the Portal**

The portal is hosted by Stripe and has its own sign-in step: enter the email you used to purchase the platform and top up your Agency Balance, and Stripe emails you a one-time link to open it. The link comes from Stripe, not Climbo, so check your spam folder if it doesn't arrive.

--- What You Won't Find Here ---

**Your Clients' Invoices**

The invoices your clients receive from you are a separate matter: they're issued through your connected Stripe account, and each client downloads them from their own billing portal (see the Client Billing article). Nothing on this page affects them.

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ARTICLE: Team Members
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**Settings > Team** is where you add your agency's own team members and control what each of them can access. An Owner and an Admin can open this section; Staff members can't.

--- Adding a Team Member ---

**The Invite Card**

Click the **Invite Member** card to open the **New Team Member** panel. Enter the **Full Name**, **Email** and **Role**, then click **Save**. As an Owner, **Role** offers **Owner**, **Admin** and **Staff** and starts on **Owner**, so change it if you're adding someone else. An Admin doing the same sees **Staff** only, and that's what the field starts on.

**What Happens Next**

The new member receives a welcome email with a login link and sets their own password the first time they access the platform. The link in that email is valid for 10 minutes; if it expires, they can request a password reset from the login page.

**If the Welcome Email Doesn't Arrive**

The welcome email is one of the templates you can switch off in **Settings > Emails**. If it's disabled, invited members get no email at all — in that case use **Copy login link** on their card and send it to them yourself.

--- Owner, Admin and Staff ---

**Owner**

An Owner has exactly the same access you have as the account holder: the platform makes no distinction between the original Owner and one you add later. A new Owner automatically inherits access to all your clients and all your plans, including future ones.

**Admin**

**Admin** is a second full-access role, for the person who runs the agency day to day but shouldn't touch what belongs to you as the account holder. Like an Owner, an Admin gets all of your clients and all of your plans, current and future, with no assignment switches to set: **Clients**, **Plans**, **Sales** and **Brand** work for them as they do for you, and so do the **Finance** and **General** groups of **Settings**.

**What Stays With the Owner**

Five things an Admin can't do:

- **Settings > API** and **Settings > Zapier** don't appear in their settings sidebar, and the addresses don't open for them either.
- The **Xero** and **QuickBooks** tabs of **Settings > Accounting** aren't shown to them; they get the other four tabs (see the Accounting Reports article).
- **Settings > Account** has no **Billing** tab for them, so what your agency pays Climbo stays private. They still get **Access**, **Stripe** and **Legal**.
- They can't top up the balance: **Add Funds** opens a dialog telling them to contact you, with your email address in it (see the Agency Balance article).
- They can't change the domain: in **Brand > Domain** they can read everything and press **Verify DNS**, but **Connect** and **Disconnect** open the same contact-the-owner dialog (see the Connect Domain article).

On top of that an Admin can only add Staff members, and the **Tools** entry in the top menu and the help icon in the top bar are the Owner's.

**Staff**

A Staff member's access is limited to the **Clients** and **Plans** sections, showing only what's been assigned to them, plus **Settings > Account**, where they can edit their own credentials. Every other settings section — Balance, Team, API, Webhooks, Emails, Zapier, the finance and payout sections and your platform design — is not available to them.

**Restricting a Staff Member**

When you pick the Staff role, two switches appear: **All clients** ("Assign to all current and future clients") and **All plans** ("Assign to all current and future plans"). Both start switched on. Turn one off to pick specific clients or specific plans instead. With a switch on, anything new you create later is added to that member's access automatically; with it off, the list stays exactly as you set it.

**Restrictions Are Enforced**

These limits aren't just hidden menu entries: access is enforced by the platform, so a client or plan a Staff member isn't assigned to simply doesn't exist for them.

--- Managing Your Team ---

**The Team Cards**

Each member appears as a card with their name, email, role and the date they were added. Your own card is marked **You** and has no actions on it.

**Editing**

**Edit** opens **Edit team member**, where you can change the name, the role and — for Staff — the client and plan assignments. The email address can't be changed from here.

**A Note on Changing Roles**

Promoting a Staff member to Owner or to Admin clears their restrictions and hands them every client and every plan, present and future. The other way around, demoting an Owner or an Admin to Staff empties their client and plan lists and switches **All clients** and **All plans** off, so remember to assign what they should keep — otherwise they log in to an empty **Clients** page. You can't change your own role, and you can't demote the last remaining Owner: the platform always keeps at least one. An Owner's and an Admin's client and plan assignments aren't editable, because both always have access to everything.

**What an Admin Can Change Here**

An Admin manages the team below their own level: they can edit, delete and copy the login link of Staff members and of Sales users. The Owner's card, and another Admin's card, carry no **Edit** and no **Delete** for them. Their **Role** dropdown offers **Staff** only, so an Admin can't create a second Admin or hand out the Owner role.

**Copy Login Link**

**Copy login link** gives you a link, valid for one day, that logs you in as that member — useful for checking what they actually see. It's available on the cards of Admin, Staff and Sales members, never on an Owner's, and using it signs that member out of their current session. An Admin can use it on Staff and Sales members only.

**Removing a Member**

**Delete** asks you to confirm and then removes the member. Their access stops immediately on their next action, even if they still have the platform open. You can't remove yourself, and if the person doesn't belong to any other agency, their account is deleted entirely. There's no limit to how many members you can add.

--- The Sales Role ---

**Where It Comes From**

You may see a member with a **Sales** badge on the Team grid. That role isn't something you create here: it's assigned automatically to your affiliates, and it's managed from **Settings > Affiliate**. Sales users have their own welcome and password reset emails, and they see a **Payout** tab in their account instead of billing. See the Invite Affiliates article.

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ARTICLE: Platform Emails
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**Settings > Emails** is where you customize every automated email the platform sends to your clients, your team and your affiliates — including the event notifications your clients receive — and where you check the history of what was sent.

--- Finding a Template ---

**The Two Tabs and the Filters**

The page has two tabs in the top right: **Templates** and **History**. Under the tabs, four badges filter the template list: **All**, **Agency**, **Client** and **Notifications**. The list isn't ordered by date — it's ordered by importance, with the emails that matter most to your clients first, and the technical warnings last.

**What Each Card Shows**

Every template is a card with its name, an info icon explaining when that email goes out, and the current **Sender**, **Subject** and **Text**. Cards for the transactional emails also carry an on/off badge in the top right corner; notification cards don't, because their switch isn't yours (see Client Notifications below). At the bottom of each card sit **Edit** and **Test template**.

--- Editing an Email ---

**The Edit Panel**

Click **Edit** on any template to open **Edit template**. You can edit its **Sender** (up to 100 characters), **Subject** (up to 200) and **Text** (up to 10,000). Most templates also have an **Enabled** switch at the top of the panel; the ones that are always sent, and the notifications, don't show it.

**Plain Text Only**

The body is plain text: the platform builds the HTML email around it for you, and any HTML tags you type are stripped out. The card shows you a live preview of the result.

**Variables**

Variables are written in double curly braces, with no spaces inside them. `{{brandName}}` is your brand name and can be used in the sender, the subject and the text, as many times as you like. Every other variable can be inserted once per email.

The editor offers you the variables that particular template supports, each under a plain-English label, so you don't have to remember the names. `{{loginLink}}` (**Login Button**) inserts a ready-to-use login link and `{{resetLink}}` (**Reset Button**) a password reset link. The commission email has **Sale Name** and **Commission Amount**. Notifications have their own set — **Business Name**, **Reviewer Name**, **Customer Name**, **Rating**, **Platform**, **Review Text**, **AI Reply**, **AI Caption**, **Feedback Text**, **Reviews Summary**, the four blocks of the monthly report, the article fields, **Limit Usage** and **Days** — and on a notification the subject line can take **Business Name** as well as your brand name, so you can write something like "New review for {{locationName}}".

A variable a template doesn't support is left in the email exactly as you typed it, so only use the ones the editor offers. The welcome and password reset templates — for clients, for your team and for sales partners — can't be saved without the variable they depend on.

**Testing a Template**

**Test template** opens **Send a test email**; click **Send** and that email goes to the address on your own account, so you can see exactly how it looks. The test arrives fully rendered — your branding, a working button, and realistic sample values in place of every variable, so a notification about a review shows an actual review instead of placeholders. Test emails are sent even when the template is switched off, and they appear in the history like any other.

--- Your Brand Around Every Email ---

**The Branded Layout**

Every email that leaves on your behalf — transactional emails to clients, messages to your team, notifications to your clients, and your own test emails — goes out wrapped in your brand: a header band in your brand color with your logo on it, the text in your brand font, and a footer with your brand name and links to the platform, plus your privacy policy and terms if you've set them. Links inside the text are colored in your brand color. The design comes from **Brand > Software**, so there's nothing extra to configure here.

If your logo doesn't load in the recipient's email program — which is common — your brand name is shown in its place, so the email never arrives looking anonymous.

**The Subject on Top**

The subject line is repeated in bold above the text of the email. Someone opening it on a phone no longer sees the subject once they're inside the message, so repeating it says immediately what the email is about.

**The Login Button**

Wherever you put a login or reset link in the text, it's rendered as a button instead of a long address, using the corner radius you set with **Radius** in **Brand > Software**. If the link sits inside a sentence, the sentence stays and the button goes underneath it. The wording on the button stays in English — **Login**, or **Reset Password** on the password emails — because one badly translated word reads worse than one untranslated word.

--- Client Emails ---

**The Templates You Can Customize**

- The **welcome email**, sent when a client signs up — whether they sign up themselves, or you add them yourself and choose to send it.
- The **password reset** email.
- **Trial ending soon**, sent 3 days before a paid plan's trial ends. This one comes from Stripe's own advance notice, so it only applies to clients on a Stripe plan.
- An email for when the trial ends **and the payment succeeds**, and another for when the trial ends **and the payment fails**.
- Emails sent **3 days** and **7 days** after sign-up.
- **Charge succeeded** and **Charge failed**, sent when a payment goes through or fails.

**Which Ones Start Switched On**

Only the welcome and password reset emails are enabled by default. Everything else — the trial emails, the follow-ups after sign-up and the payment notifications — starts switched off, so if you want them you have to turn them on.

**A Requirement Worth Knowing**

Client emails that contain a login link need your white-label domain to be connected and verified. Until it is, those emails are skipped rather than sent with a broken link, so connect your domain before relying on them.

**The Delayed Ones**

The 3-day and 7-day follow-ups are scheduled at sign-up and sent later. If by then the client has been deleted or deactivated, the email is dropped.

--- Client Notifications ---

**What They Are**

Notifications are the emails your clients get when something happens in their account — a new review, a daily summary, an article going live. They sit in the same list as the transactional emails, under the **Notifications** filter, and you can rewrite their sender, subject and text exactly the same way.

**The Full List**

In the order the page shows them:

- **New Review Received** — sent when a new Google review arrives. It's the Google connection that triggers it, so it won't fire for reviews collected on other platforms.
- **Reviews Daily Summary** — once a day, with the reviews and feedback received in the last 24 hours.
- **New Private Feedback** — a customer left private feedback instead of a public review.
- **Monthly Sentiment Analysis** — once a month, with the sentiment analysis of their reviews.
- **Automated Review Reply** — the AI replied to a review on their behalf.
- **Automated Social Sharing** — the AI shared one of their reviews on social media.
- **New Article Published** — a blog article went live on their site.
- **New Article Planned** — the GEO Agent planned a new blog article.
- **New Video Testimonial** — a customer recorded a video testimonial.
- **No Reviews for 7 Days** and **No Reviews for 14 Days** — no new review or feedback has arrived for that long. Private feedback counts, and a location younger than the threshold gets nothing.
- **Monthly Limit Almost Reached** — they're close to one of the monthly limits of their plan: it goes out when usage crosses 80% of the limit.
- **Monthly Limit Reached** — one of the monthly limits is used up. The two limit emails cover **SMS**, **Email**, **WhatsApp** and **AI Tokens**, and each one is sent once per limit, at the moment the counter crosses the threshold.
- **Google Connection Expired** — their Google connection needs to be restored.

**No On/Off Switch Here**

You can't switch a notification on or off, and that's deliberate: it's each client who chooses which notifications to receive, from their own settings. Your job here is only the wording. The **Monthly Limit** and **No Reviews** notifications are new, and like every notification they only reach clients who have turned them on.

**Your Text Replaces the Translation**

Until you save a change to a notification, it goes out in the platform's own text, translated into the client's language. The moment you rewrite one, your version is what every client on your platform receives, in the language you wrote it in. So a notification you edit stops being translated — worth knowing if your clients don't all share a language.

A few parts of a notification are never translated, because translating them would make them worse: the daily summary is a plain list of platform names and counts ("Google: 3"), the monthly report blocks come from the AI in the language of the reviews, and the button wording stays in English.

--- Team and Affiliate Emails ---

**Your Team**

For your own team members there's a **welcome email**, sent when you add someone, and a **password reset** email.

**Your Affiliates**

Affiliates have their own **welcome** and **password reset** emails, plus a **commission earned** email, sent when a new commission is recorded for them. That last one starts switched off, and it's the only template that uses the `{{saleName}}` and `{{commissionAmount}}` variables. Note that it only shows up under the **All** filter, not under Agency or Client.

**Welcome vs. Password Reset Emails**

The welcome emails respect their on/off switch: turn one off and invited people receive nothing at all, so you'll have to send them their login link yourself. Password reset emails are always sent regardless of the switch, because someone locked out of their account has to be able to get back in.

--- Email History ---

**Where to Find It**

**History**, the second tab in the top right, logs every email the platform has attempted to send on your behalf — the transactional emails to clients, team members and affiliates, the notifications your clients received, the **Campaign** emails you write from the Clients page, including the ones that failed and the test emails you sent yourself.

**What Each Entry Shows**

Each entry shows the category, the delivery status, the date, the subject, who it was sent from and to, and the full text that went out. For a notification, that's the text actually delivered — your rewritten version if you've edited it, the translated one if you haven't.

**How the Status Is Updated**

Statuses come from the email provider and are checked shortly after sending, then once more a little later if the outcome isn't final yet. You'll see values such as **delivered**, **sent**, **processing**, **rejected**, **delivery failed** or **sending failed**. Because the check happens a few minutes after the send, an email you just triggered may sit on a non-final status for a short while.

**Your Own Sending Address**

If you've connected your own SMTP under **Brand > SMTP** and it's active, these emails go out through your own email account. Otherwise the platform sends them for you, from its fallback address, with your brand name as the visible sender. See the Connect SMTP article.

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ARTICLE: API
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Climbo offers public API documentation for both Agency Mode and Client Mode. This article covers where to find it, how to authenticate, the IDs you'll need, and the rate limits.

--- API Documentation ---

**Where the Docs Live**

The Agency Mode API docs live at **doc.climbo.com**, and the **API Documentation** button in **Settings > API** takes you straight there. The Client Mode API docs live at **doc.mysaas.site** — an unbranded site, which means you can forward it directly to your own clients without them ever seeing Climbo's name. Your clients also reach it themselves from **Settings > Automate** in their platform.

**Two Separate APIs**

The two sets of docs describe two separate APIs. The Agency Mode API is about running your agency: creating clients, listing them, changing a client's status or plan, deleting a client, reading your plans and your charges, fetching your branding, and managing webhook subscriptions. The Client Mode API is about the day-to-day work inside a single client: their locations and business profile, opening hours and services, connected review sites, sending review invitations, reading and replying to reviews and private feedback, contacts, message templates, campaigns and employees.

--- Authentication ---

**Your API Key**

Every API call authenticates with an **API key**, sent as a request header named **x-api-key**. You'll find your agency key in **Settings > API**, masked and ready to copy. Your clients find theirs the same way, from **Settings > Automate** in their own platform. The base address is **api.climbo.com** for the Agency Mode API and **api.mysaas.site** for the Client Mode API.

**Two Kinds of Key**

Your agency key works across the whole Agency Mode API and can act on any of your clients. A client's key is tied to that one client and can't reach another, no matter what it asks for — which is what makes it safe to hand a client their own key.

**Keys Can't Be Regenerated**

A key is created the first time it's needed and then stays the same: there's no way to rotate or revoke it from the platform. Treat it like a password — anyone holding it has the same access you do. If a key is ever exposed, contact support rather than assuming you can replace it yourself.

**Who Can See the Key**

The API page is available only to an Owner: an Admin doesn't see the **API** entry in the settings sidebar at all, and neither do Staff or Sales users. Your own Climbo agency plan no longer matters — the key is there to copy on a free plan too, with no upgrade prompt in the way. For your clients, API and Zapier access still depends on **Automation Features** being enabled on their plan.

--- The IDs You'll Need ---

**Which IDs Exist**

Making API calls also requires the relevant IDs:

- Your **Agency ID** — the ID of your own agency account.
- A **Business ID** for each of your clients.
- A **Location ID** for each location a client has added (clients can have more than one).
- A **Plan ID** for each paid plan you create.

**Where to Find Them**

All of these are listed in **Settings > API**: your agency ID under **Your Agency ID**, and under **Clients' IDs** one card per client with their email, business ID, plan ID and the ID of each location. Everything is copyable with one click, and the list loads more clients as you scroll.

--- Limits and Errors ---

**Rate Limits**

Calls are capped per hour: 1,000 for a client's own key, 2,000 for your agency key when it's working on a specific client, and 5,000 for your agency key on everything else. Go over and the call comes back with status **429** and the message "Too many requests", together with headers telling you the limit and how many seconds until it resets.

**When Calls Are Refused**

A missing or malformed key is rejected immediately. Calls are also refused when the subscription behind the key isn't active: your agency subscription for your key, the client's subscription for theirs. This returns a subscription error rather than an authentication error, and it's usually why a key that worked yesterday stops working today.

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ARTICLE: MCP
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Alongside its API, Climbo offers an MCP server for both Agency Mode and Client Mode, so you can connect the platform directly to an AI assistant (LLM). This article explains how it works and how to connect it.

--- MCP for Any LLM ---

**The Two Addresses**

Each set of API docs has its own MCP, authenticated the same way as the API: with your API key. The Agency Mode MCP is at **doc.climbo.com/mcp**, and the Client Mode MCP is at **doc.mysaas.site/mcp**. You can connect either to any LLM that supports MCP connectors, and then query the platform in plain language.

**How It Actually Works**

The MCP doesn't offer one tool per feature. It gives the LLM a set of tools for working with the API documentation: list the available specifications, list the endpoints, search through them, read the details of a specific endpoint, and execute a request. So when you ask a question, the LLM first looks up which call answers it, then makes that call with your API key.

**What That Means in Practice**

Two things follow from this. First, anything the API can do, the MCP can do — and nothing else. Second, on a broad question the LLM may need a few attempts to find the right endpoint, and a specific question gets a faster, more reliable answer than a vague one. Naming what you want ("list my clients created last month") works better than asking for something open-ended.

--- Example: Connecting to the Claude Desktop App ---

**Adding the Connector**

As an example, here's how to connect the Agency Mode MCP to Claude in the desktop app:

1. Below the chat, click the **+** button, then go to **Connectors > Manage Connectors**.
2. Click **Add** in the top right, then **Add custom connector**.
3. Give it a name — for example, **Climbo** — and set the URL to **doc.climbo.com/mcp**.
4. Add an authorization header named **x-api-key**, and paste in your Agency Mode API key as its value.
5. Allow the connector to actually use its tools: set **Always Allow** for both read-only tools and write/delete tools.
6. Confirm the connection.

The MCP is now available in Claude, ready to query.

**Other AI Apps**

Any tool that supports custom MCP connectors over HTTP works the same way: the URL above, plus the **x-api-key** header with your key. In Claude Code, for instance, you add it from the command line with `claude mcp add` instead of from a settings panel.

--- A Word of Caution ---

**The MCP Can Change Things, Not Just Read Them**

Because the MCP can execute any documented call, an LLM connected to it can create, change and delete real data — clients included. If you'd rather it only answered questions, don't grant blanket approval for write and delete tools: approve calls one at a time, and read what it proposes before confirming.

--- AI Chat for Clients ---

**Built In, No Setup**

Your clients have an AI chat built directly into their platform, connected for them — no separate LLM setup needed. They can ask it for an in-depth breakdown of last week's reviews, a friendly-toned message template, or to bulk-add a long list of phone numbers — tasks they'd otherwise do manually. See the AI Chat article in Client Mode.

--- What the Agency Mode MCP Can See ---

**Your Whole Agency**

Agency Mode doesn't have a built-in AI chat yet, but you can connect its MCP to any LLM using the URL above. The Agency Mode MCP isn't limited to your own agency: it also has access to your clients' data. You could ask it for a general performance analysis of your clients' reviews, or which clients received fewer than 5 reviews last month. Questions like these help you spot clients who aren't getting real value from the platform — a good early signal of churn risk — so you can reach out and help them before they consider leaving.

--- MCP Is Only as Capable as the API ---

**If It Isn't Documented, It Can't Be Done**

Both MCPs are built on the calls listed in the API docs. If an action isn't documented there, the MCP can't do it either, and you'll need to do it manually for now. So the docs also answer the question "can the AI do this for me?": if the call exists, the MCP can make it. We keep the API documentation growing, and everything we add to it becomes available through the MCP at the same time.

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ARTICLE: Zapier Integration
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Climbo integrates with Zapier, so you can build workflows that connect Agency Mode to almost any app on Zapier. This article covers setup and the available triggers and actions.

--- What You Can Build ---

**Examples**

For example, you could connect Climbo to your CRM so that every new client is automatically added under a specific category the moment they sign up. Or set up a workflow that generates an invoice in your accounting app whenever a new charge comes through. Zapier workflows like these let you automate the busywork between Climbo and the rest of your toolset.

--- Getting Started ---

**The Zapier Section**

**Settings > Zapier** embeds Zapier's own workflow builder directly inside Agency Mode, so you can search apps, pick a template and build a workflow without leaving the platform.

**Signing Up**

You'll need a Zapier account. If you don't have one, you can create it right from the embedded panel in a couple of clicks, since your email address and brand name are filled in for you. Once you're connected, the workflows you build here are ordinary Zaps and remain available from your Zapier account.

**Finding the App on Zapier**

On Zapier the integration is published under the name **AI Connector**, which is also the name your clients see on their side. If you search for it directly on Zapier's site, that's the name to look for.

--- Triggers and Actions ---

**What the Names Mean**

A **trigger** is an event in Climbo that starts a workflow. An **action** is something Zapier asks Climbo to do. The wording on Zapier is occasionally shorter than the platform's own wording for the same event, so match them by meaning rather than by exact label.

**Triggers**

- **New Client** — Triggers when a new client is created.
- **Client Deleted** — Triggers when a client is deleted.
- **Client Status Change** — Triggers when a client's status changes.
- **Client Plan Change** — Triggers when a client's plan changes.
- **Trial Ending Soon** — Triggers 3 days before a client's trial is due to end.
- **Trial Ended** — Triggers when a client's trial has ended.
- **New Charge** — Triggers when a new charge occurs.
- **Location Created** — Triggers when a new location is created.
- **Location Deleted** — Triggers when a location is deleted.
- **Review Site Added** — Triggers when a review site is added.
- **Review Site Removed** — Triggers when a review site is removed.
- **New Google Review** — Triggers when a new Google review is left.
- **New Private Feedback** — Triggers when a new private feedback is left.
- **New Video Testimonial** — Triggers when a new video testimonial is left.

**Actions**

- **Add Client** — Adds a new client to your platform.
- **Change Status** — Updates a client's account status.
- **Change Plan** — Updates a client's subscription plan.
- **Delete Client** — Deletes a client from your account.
- **Get Client** — Finds and retrieves a client by their email.

**Two Events Zapier Doesn't Cover**

Two contact events — a contact created and a contact deleted — aren't available as Zapier triggers. If you need those, use **Settings > Webhooks** instead: it covers every event, including these two. See the Webhooks article for how to set one up.

--- Zapier for Your Clients ---

**On Their Side**

Your clients have their own automation section, **Settings > Automate**, where they'll find their API key, the unbranded API documentation, the same **AI Connector** app on Zapier, and a Google Sheets integration. It's available on plans that have **Automation Features** enabled, so if a client can't see it, check their plan first.

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ARTICLE: Webhooks
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A webhook sends a notification to a URL you control the moment a specific event happens on the platform. This article covers creating webhooks, the events available, and what your endpoint receives.

--- What Is a Webhook? ---

**How It Works**

You create a webhook subscription pointing to your own endpoint URL, and choose which events should trigger it. When one of those events happens — say, a new client is created — Climbo sends an HTTP POST request with a JSON body to your URL, which you can then use to power your own automation.

**More Than One Webhook**

You can create as many webhooks as you need, each with its own URL and its own selection of events. If two webhooks are subscribed to the same event, both of them receive the notification.

**Who Can Manage Webhooks**

The Webhooks page is available to an Owner or an Admin; Staff members don't see it.

--- Creating a Webhook ---

**The Fields**

Click **Create** and fill in three fields: **Name**, a label used only to recognize the webhook in your list; **Endpoint URL**, the address that will receive the notifications; and **Select events**, where you choose which events trigger it.

**What's Required**

The **Endpoint URL** must be a complete, valid URL starting with `http://` or `https://`, optionally followed by a port and a path. You must select at least one event, because a webhook with no events can't be saved. The **Name** is optional: if you leave it empty, a name like `Webhook-a1b2` is generated for you.

--- What Your Endpoint Receives ---

**The Request**

Every notification is an HTTP POST request with a JSON body. Your endpoint needs to be reachable from the internet, and should answer with a status code between 200 and 299 to confirm that it received the notification.

**The Body**

The body always has the same three top-level keys. `event` is the identifier of the event that fired, for example `new_google_review`. `data` is an object with the details of that event. `timestamp` is the moment the notification was generated.

**Matching Events to Your Own Records**

Most payloads include the ID of the client, and where it applies the ID of the location, so you can connect each event to the right record in your own systems.

--- Available Events ---

**Client Events**

- **New client created** (`client_created`) — A new client is created, whether you add them from Agency Mode, they sign up themselves, or they're created through the API. Sends the client's details: business name, contact name, email, number of locations, plan ID and status.
- **Client deleted** (`client_deleted`) — A client is removed, including when their subscription ends and the account is deleted as a result. Sends the same client details.
- **Client status changed** (`client_status_changed`) — A client's subscription status changes, for example from active to paused. Sends the client's details with the new status.
- **Client plan changed** (`client_plan_changed`) — A client is moved to a different plan. Sends the client's details with the new plan ID.
- **Client trial ending** (`client_trial_ending`) — A client's trial is about to end. Sends the client's details.
- **Client trial ended** (`client_trial_ended`) — A client's trial has ended. Sends the client's details.
- **New charge** (`new_charge`) — A client is charged. Sends the amount, the currency, the status of the charge, the client's email and their client ID.

**Location Events**

- **Location created** (`location_created`) — A new location is added to one of your clients. Sends the location's details: name, address, review link, connected review sites, overall rating and total review count.
- **Location deleted** (`location_deleted`) — A location is removed. Sends the same details for the location that was deleted.

**Review Site Events**

- **Review site added** (`review_site_created`) — A review site is connected to one of your clients' locations, either from the interface or through the API. Sends the name of the platform, its URL, the current rating and review count, the rating recorded when it was first connected, and the location and client IDs.
- **Review site removed** (`review_site_deleted`) — A review site is disconnected from a location. Sends the same details for the site that was removed.

**Review and Feedback Events**

- **New Google review** (`new_google_review`) — A new review is found on one of your clients' Google profiles. Sends the rating, the text, the reviewer's name, the date, the reply if there is one, and the location and client IDs. This event covers Google only: reviews from other platforms don't trigger it.
- **New private feedback** (`new_private_feedback`) — A customer leaves private feedback instead of a public review. Sends the feedback text together with the reviewer's name and contact details.
- **New video testimonial** (`new_video_testimonial`) — A video testimonial has finished processing and is ready. Sends the video URL, the thumbnail and the transcript, along with the reviewer's details.

**Contact Events**

- **New contact created** (`contact_created`) — A contact is added to one of your clients' lists, including contacts added through an import. Sends the contact's first name, last name, email, phone number and creation date.
- **Contact deleted** (`contact_deleted`) — A contact is removed. Sends the same details for the contact that was deleted.

--- Testing a Webhook ---

**The Test Button**

The **Test** button at the top of the Webhooks page sends a sample notification, so you can check your endpoint before relying on it. Choose the event under **Select event to send**, enter the address in **Endpoint URL**, and send it.

**Reading the Result**

The test uses realistic but invented sample data, so nothing from your real account is sent. You get back the status code your endpoint returned along with its response body, shown as formatted JSON, rendered HTML or plain text depending on what your endpoint replies with.

**Testing an Endpoint You Haven't Saved**

The test is independent of your saved webhooks: it sends to whatever URL you type into the dialog. That makes it a quick way to try out an endpoint before creating the webhook for it.

--- Delivery and Failures ---

**When Notifications Arrive**

Notifications are sent in the background as soon as the event has been handled, so they normally arrive within seconds. A few events come from scheduled processes instead of an immediate action, and can therefore arrive later: plan changes are sent once the new plan has been applied to the client's locations, video testimonials once the video has finished processing, and new Google reviews when the platform next syncs reviews from Google.

**Timeouts and Retries**

Your endpoint has 10 seconds to respond. A status code outside the 200-299 range, a timeout, or a URL that can't be reached all count as a failed delivery. There is no automatic retry: a failed notification is not sent again. Build your integration so a missed notification isn't a problem — for example, by reading the current state from the public API — rather than assuming every event will reach you.

**No Delivery History**

The interface doesn't show a log of the notifications sent to each webhook, so keep your own logs on your endpoint if you need to audit what arrived.

--- Keeping Your Endpoint Secure ---

**No Signature Is Sent**

Notifications arrive without a signature or a secret header, so your endpoint has no way to cryptographically verify that a request really came from the platform. Treat the URL itself as the secret: use HTTPS and an address nobody could guess, for instance one ending in a long random string.

**Verify Before Acting**

For anything sensitive, use the IDs in the payload to read the current state from the public API, rather than trusting the contents of the request on its own.

--- Editing and Deleting ---

**Editing**

Each webhook card shows its endpoint URL and the events it's subscribed to. Use **Edit** to change the name, the URL, or which events it receives.

**Deleting**

**Delete** removes the webhook permanently, after asking you to confirm, and notifications to that URL stop straight away. There's no way to pause a webhook from the interface, so if you want to stop the notifications you'll need to delete it and create it again later.

--- What You Can Do With It ---

**Examples**

For example, subscribing to **New Google review** sends you the review's data along with the client's ID, which you can use to look up that client in your own systems. Webhooks like this are especially useful for building your own internal dashboards, keeping other tools in sync, or triggering custom automations the moment something happens.