Agency Features
Agency profiles allow you to manage multiple business clients from a single account. Each client's data is fully isolated, and clients automatically receive premium business features at no additional cost to them.
Written By Joska
Last updated About 1 month ago
Agency Plans & Pricing
Current pricing can be found at pricing page. This guide might be not up to date.
Your current client usage is displayed as a progress bar at the top of the Client Management page.
Getting Started
Complete billing setup — required before you can access agency features
Open Client Management — navigate to the Client Management page from the main app menu
Send your first invitation — click "Invite Client" and fill in the details
Client accepts — they receive an email with a secure link to join
Manage client profiles — switch between your agency and client profiles as needed
Inviting Clients
Go to Client Management → Invite Client to send an invitation. You'll need to provide:
Email address — must match the client's GoMonio account email
Business type — select from: E-commerce, SaaS, Consulting, Retail, Healthcare, Education, Finance, Real Estate, or Other
Personal message (optional) — included in the invitation email
How Invitations Work
Invitations are sent via email with a secure, unique link
Each invitation token expires after 7 days
You can resend or revoke pending invitations from the Client Management dashboard
Duplicate invitations (same email, business type, and message) are prevented
What Happens When a Client Accepts
The client can use an existing business profile or create a new one
Their business profile is automatically upgraded to premium at no cost
If the client has an active paid subscription:
Yearly plans receive a prorated refund
Monthly plans cancel at the end of the current billing period
An agency-client relationship is created and the client appears in your dashboard
Client Management Dashboard
The Client Management page provides a centralized view of all your clients:
Status tracking — see which clients are active, pending (invitation sent), or inactive
Search and filter — find clients by name, email, business type, location, status, or assignment
Statistics cards — quick overview of active, pending, and inactive client counts
Multi-client view — select up to 5 clients simultaneously to view their profiles side by side
Profile Switching
You can switch between your agency profile and any active client's profile directly from the dashboard. When accessing a client profile, your agency role determines your permissions:
Agency Owners/Admins get Admin access in client profiles
Agency Editors get Editor access in client profiles
For details on what each role can do, see Member Management.
Client Benefits
Premium business features at no additional cost
Professional financial management tools and reporting
No direct billing or subscription management needed
Fair refund processing for existing subscriptions
Removing a Client
Agencies can deactivate a client relationship from the Client Management dashboard. Clients can also leave an agency themselves via Settings → Profile → Leave Agency.
When a client is removed or leaves, the agency-client relationship is deactivated and billing is updated automatically.
Billing & Limits
Client count is tracked automatically against your plan's limit
You cannot send new invitations if you've reached your plan's client limit — upgrade to a higher tier to add more
Enterprise tier charges €20/month for each client beyond the included 40
When a client joins, their individual subscription is refunded/cancelled as described above