Streamlined Agency Sub-Account Setup

We’ve redesigned how agencies create Agency Sub-Accounts to make the process faster, simpler, and error-free. The new flow provides clarity as to whose account is being created without mistakes or delays.
✨ Clear Account Type Selection
 – When creating a Sub-Account, you can now easily choose between:
This is my client’s account → Set up a Sub-Account tailored for client services.
This is my own account → Create an agency-owned Sub-Account for managing their own business.
✅ Minimized Setup Errors
 – No more second-guessing! The new flow ensures agencies know exactly what type of Sub-Account they’re creating, reducing mistakes and saving time.
This update gives agencies confidence and clarity when setting up both client accounts and their own accounts — making onboarding smoother and error-free.