This article explains how to manage clients through your Practice Dashboard, including how to filter clients, and change the status of their FreeAgent account.
If you would like to edit a client’s details in FreeAgent, please see this article.
You can filter clients on your Practice Dashboard by account manager, client type, client information or client account status.
Filter by account manager
If you want to view just your own clients, select the 'My Clients' tab.
If you are a senior account manager and want to view the clients assigned to your colleagues as well, select the 'All Clients' tab.
Filter by client type
You can filter clients by their FreeAgent account type using the drop-down menu.
Filter by client information
You can search for a client using their business name, subdomain, client name or client email address by typing the relevant information into the search box in the top-right of the screen and selecting 'Search'.
Filter by client account status
You can choose to search for ‘linked’, ‘practice’, ‘active’, ‘inactive’, ‘closed’ or ‘demo’ clients* by selecting the relevant option from the drop-down menu on the left-hand side of the screen.
*If you would like to show FreeAgent to prospective clients using a demo account with dummy data, our sales team would be happy to set that up for you. Please email email@example.com or call us on 0800 025 3800.
Changing the status of a client
To change the status of a client’s account, select the ‘My Clients’ tab and select the relevant client’s name from the list.
Next, select the yellow drop-down menu on the right and choose the appropriate account status that you would like to change their account to. You can also add notes about a client.
Please note that 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.
Find out more about client account statuses.