How to manage clients

This article explains how to manage clients through your account manager dashboard.

By account manager

If you want to see just your own clients, select the 'My Clients' tab.

If you are a senior account manager, and want to see the clients assigned to your colleagues as well, select the 'All Clients' tab.

By client information

You can search for a client using their business name, subdomain, client name or client email address by typing that information into the search box and selecting the 'Search' button.

Client account statuses

You can choose to search for linked, practice, active, inactive, closed or demo clients* using the drop-down menu.

To change the status of a client’s account, select the ‘My Clients’ tab and select the client’s name from the list.

Then using the drop-down menu, select the appropriate account status.

*If you would like to show prospective clients around FreeAgent using a demo account with dummy data, we’d be happy to set that up for you. Please either email us on sales@freeagent.com or call us on 0800 025 3900 or 0131 543 2172.

A note on active, inactive and closed clients

In November 2018 client account statuses changed to provide a clearer view on where your clients currently reside within the journey.

Once a client’s account status changes to active they are immediately billable and your practice will incur charges. Account managers will have read-only access to inactive and closed client accounts but clients won’t be able to access these accounts at all.

Edit a client

To edit a client's details, find them on the list and then select 'Edit'.

This lets you change any of the client's information you need to. Remember that the company type can't be changed here.

Client overview

If you just want to see the client's mini-P&L from the overview screen, select the client's name on the list.

You'll then see the mini-P&L, and also a summary of the client's information.

Access the client account

To access a client's account, find them on the list and select the 'Switch To' button.

Or, when you're looking at the overview, select the 'Switch to' button.

This will take you into that client's account so that you can view their information and make entries such as journals for your client.