Skip to main content
হোম
সব ফিচার দেখুন →
মূল্যব্লগআমাদের সম্পর্কেযোগাযোগ
সাইন ইনবিনামূল্যে শুরু করুন

Agency White-Label

Manage multiple client accounts under your own brand

Plan requirement: The Agency dashboard is available on the Agency plan only. Users on lower plans will see an upgrade prompt.

Overview

Your agency landing page: KPIs across all clients (messages, contacts, campaigns, bookings) for a date range you choose, a per-client table, and a getting-started checklist.

Steps:

  1. Go to /agency/overview
  2. Pick a From/To date range and click Apply
  3. Click any client to open its detail page
  4. Work through the setup checklist until it's complete

Sub-Accounts

Create and manage client sub-accounts. Each is a fully isolated tenant with its own contacts, campaigns, and settings.

Steps:

  1. Navigate to /agency to see all sub-accounts (search + status filter + pagination)
  2. Click 'Add Account' to provision a new client
  3. Set business name, owner email, and the base plan
  4. Use the row menu to suspend, send an invite, edit, brand, schedule reports, or remove

White-Label Branding

Customize how the app looks for your clients: logo, favicon, colors, tagline, PWA name/icon, and a custom domain. On a configured custom domain, your clients see your brand — not BeeCastly — on the login page, browser tab, PWA, and emails. (Branding is per-field; there is no single on/off toggle.)

Steps:

  1. Go to /agency/branding
  2. Set agency name, colors, logo and favicon URLs, tagline, and PWA name/icon
  3. Add a custom domain, then add the shown CNAME (or A record for an apex) and Verify — SSL is issued automatically
  4. Set your From name/address and verify your sending domain's DKIM/SPF so emails send as you

Configuration Snapshots

Capture a client's full configuration — bookings, bots, automations, coupons, products, shop pages, reviews, and theme — as a reusable template, then apply it to other clients.

Steps:

  1. Open /agency/snapshots
  2. Click 'Capture Snapshot' and choose a source client (captures everything)
  3. Click Apply, pick target clients, and choose Skip or Overwrite for conflicts
  4. Preview the dry-run diff, then apply; expand a snapshot to see its install history

Team & Roles

Give team members role-based access. Owner and Admin see everything; Sales and Support can be scoped to specific clients.

Steps:

  1. Invite people to your tenant on the Team page first
  2. Go to /agency/team and set each member's agency role (Owner, Admin, Sales, or Support)
  3. For Sales/Support, click Access to limit them to specific client accounts

Billing & Margins

Create pricing plans, assign them to clients, and bill through your own Stripe account (Connect) — clients pay you, not the platform. Projected monthly revenue is computed from your plans.

Steps:

  1. Open /agency/billing and create pricing plans (name, currency, price, interval)
  2. Connect your Stripe account under Reseller billing
  3. Assign each client a plan, then generate and share a payment link
  4. Review projected MRR and per-plan revenue in the Projected revenue card

Reports

Cross-tenant client health scores, a live activity feed, and an audit log of your agency admin actions. Scheduled per-client performance reports (HTML + PDF) are configured per client from the Sub-Accounts row menu.

Steps:

  1. Visit /agency/reports for health scores, activity, and the audit log
  2. Open a client's Reports action on /agency to enable weekly or monthly emailed reports
  3. The report is emailed from your agency identity, with a PDF attached

Webhooks

Get notified on your own server when things happen in your agency — client.created/suspended/deleted, snapshot.applied, impersonation.started, and payment.failed. Deliveries are signed (HMAC-SHA256).

Steps:

  1. Go to /agency/settings
  2. Add an endpoint URL and pick the events to subscribe to
  3. Use Test to send a signed sample event
  4. Toggle a webhook off/on; it auto-disables after repeated failures and can be re-enabled here

Ready to start your agency?

Upgrade to the Agency plan to unlock all white-label features.

View pricing