How can we use Workspaces? That is: How are workspaces organized per client or per groups of clients? >> Can we use/organize ONE workspace for multiple client companies? (Where they won't see all files/projects within a workspace). Or will it be 1 client company/group per workspace (And everyone in a workspace can see everything)?
Q: Internal and customers notification for yearly renew contracts
1) For yearly renew contracts, is it possibile to send agency internal notification X days in advance? Is it possibile to send the notification (with a custom template) directly to the customer? i.e. domain renewal or yearly maintenance plan. Avoiding having to discontinue the service because the customer did not pay on time.
Useful also turn on/off the customer notification (low ticket service = auto notify, hi ticket service we prefer contact customer directly) Have you thought about this kind of notification?
2) Do you have a roadmap/changelog of future developments? 3) How does the ticketing part work? ideally, we would create tickets by hooking up a custom e-mail address of our own, example support@myagency.com so that we can invite customers to send requests to this specific address.
I have whmcs for my agency and it works perfectly. It was one time payment long time ago. I would consider the switch if white label and custom domain would be in T2 at least.. T3 is to much for a freelancer and yet unusable without my domain and white labeling..
Q: Workspace Limits Clarification
Good day! Hi Agency Handy team,
How can we use Workspaces?
That is: How are workspaces organized per client or per groups of clients?
>>
Can we use/organize ONE workspace for multiple client companies? (Where they won't see all files/projects within a workspace).
Or will it be 1 client company/group per workspace (And everyone in a workspace can see everything)?
Thank you! ~Lorgen
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Q: Internal and customers notification for yearly renew contracts
1) For yearly renew contracts, is it possibile to send agency internal notification X days in advance? Is it possibile to send the notification (with a custom template) directly to the customer? i.e. domain renewal or yearly maintenance plan. Avoiding having to discontinue the service because the customer did not pay on time.
Useful also turn on/off the customer notification (low ticket service = auto notify, hi ticket service we prefer contact customer directly) Have you thought about this kind of notification?
2) Do you have a roadmap/changelog of future developments?
3) How does the ticketing part work? ideally, we would create tickets by hooking up a custom e-mail address of our own, example support@myagency.com so that we can invite customers to send requests to this specific address.
Rashik_AgencyHandy
Mar 15, 2025A: Yeah you can send custom reminders for each subscription
Link to our roadmap: roadmap.agencyhandy.com
Tickets are now platform dependant as in clients will have to log in and create tickets. We have plans of linking it to emails soon
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Q: Is it possible to have multiple payout accounts?
Like connect different stripe accounts for payouts to go different places depending on the customer?
Rashik_AgencyHandy
Mar 14, 2025A: Not in the same workspace but you can connect different ones in different workspace
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Q: I would use it as a freelancer BUT
I have whmcs for my agency and it works perfectly. It was one time payment long time ago. I would consider the switch if white label and custom domain would be in T2 at least.. T3 is to much for a freelancer and yet unusable without my domain and white labeling..
Rashik_AgencyHandy
Mar 13, 2025A: Understandable if you have something and works fine already
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Q: will i be able to resell it to others. after white labelling?
Rashik_AgencyHandy
Mar 13, 2025A: Nope. Whitelabeling is for your use case to your clients
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