--- title: Set up your agency and manage clients description: Overview of the five steps to set up your agency account — choosing client access, white-labeling, workspaces, billing, and monitoring client performance. Start here for the full agency setup journey. --- [Skip to content](https://help.plai.io/set-up-your-agency-and-manage-clients#main-content) [Submit a Ticket!](https://help.plai.io/kb-tickets/new?hsLang=en) Open main navigation Close main navigation - [Submit a Ticket!](https://help.plai.io/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Plai Help Center](https://help.plai.io/?hsLang=en) 2. [Agency Operations](https://help.plai.io/agency-operations?hsLang=en) 3. [Agency setup](https://help.plai.io/agency-operations?hsLang=en#agency-setup) # Set up your agency and manage clients ## Your agency account lets you run ad campaigns across all your clients from one place — with white-label branding, flexible client access options, and billing built in. This guide walks through the five areas to set up when you're getting started. ### Step 1 — Choose how clients access the platform You have three ways to give clients access to their campaigns. These are separate and cannot be migrated between each other, so choose before you start onboarding clients. #### Custom domain Host the platform on your own subdomain (e.g., launch.youragency.com). Clients see a fully branded login screen and never encounter the underlying platform's branding. Best for agencies wanting a standalone white-label product. See *Connect a custom domain*. #### GoHighLevel (GHL) Embed the platform inside GHL as a custom menu link. Best for agencies already running clients through GoHighLevel. See *Set up the GoHighLevel integration*. #### Flowtrack Embed the platform inside Flowtrack. Best for agencies already running clients through Flowtrack. See *Set up the Flowtrack integration*. #### Workspaces (Done-For-You) Create client workspaces directly from the Brands tab — no client login required. Best when you're managing campaigns on behalf of clients. You can later share access with them through the Custom domain option. ### Step 2 — White-label your platform Before inviting clients, customize the platform to match your agency's brand. Control your logo and login images, the features clients can see, default ad platforms per workspace, and launch mode. See *Set up white-label branding*. ### Step 3 — Manage workspaces and your team Each client gets their own workspace. From the **Clients** tab you can switch into any workspace, configure ad platform access per client, apply individual rebilling markups, and manage team access at both the agency and workspace level. See *Manage workspaces and team members*. ### Step 4 — Set up client billing Charge clients for your services in two ways: fixed subscription plans via the **SAAS Configurator**, or a percentage of their ad spend via **Rebilling**. Both are available under **Brands → Agency** and require a Stripe connection. See *Set up client billing with Stripe*. ### Step 5 — Monitor client performance The **Clients Reporting Dashboard** in the Clients tab gives you a global overview of all client accounts — ad spend, leads, and key metrics across every workspace — so you can spot who's spending, who isn't, and who needs attention without switching into each account individually. See *Monitor client performance from the Clients Reporting Dashboard*.   #### Related articles - Set up white-label branding - Manage workspaces and team members - Set up client billing with Stripe - Set up the GoHighLevel integration - Connect a custom domain - Monitor client performance from the Clients Reporting Dashboard - [Start Here](https://help.plai.io/start-here?hsLang=en) - [Connect Your Accounts](https://help.plai.io/connect-your-accounts?hsLang=en#main-content) - [Platform connections](https://help.plai.io/connect-your-accounts?hsLang=en#platform-connections) - [Troubleshoot Connections](https://help.plai.io/connect-your-accounts?hsLang=en#troubleshoot-connections) - [Pixels & tracking](https://help.plai.io/connect-your-accounts?hsLang=en#pixels-tracking) - [Account Management](https://help.plai.io/connect-your-accounts?hsLang=en#account-management) - [Launch Campaigns](https://help.plai.io/launch-campaigns?hsLang=en#main-content) - [Campaign Management](https://help.plai.io/launch-campaigns?hsLang=en#campaign-management) - [Campaign features](https://help.plai.io/launch-campaigns?hsLang=en#campaign-features) - [Platform guides](https://help.plai.io/launch-campaigns?hsLang=en#platform-guides) - [Targeting & audiences](https://help.plai.io/launch-campaigns?hsLang=en#targeting-audiences) - [Blockers](https://help.plai.io/launch-campaigns?hsLang=en#blockers) - [Creative & AI Tools](https://help.plai.io/creative-ai-tools?hsLang=en) - [Optimize & Results](https://help.plai.io/optimize-results?hsLang=en#main-content) - [AI optimization](https://help.plai.io/optimize-results?hsLang=en#ai-optimization) - [Reading results](https://help.plai.io/optimize-results?hsLang=en#reading-results) - [Improve performance](https://help.plai.io/optimize-results?hsLang=en#improve-performance) - [Budget guidance](https://help.plai.io/optimize-results?hsLang=en#budget-guidance) - [Troubleshooting](https://help.plai.io/optimize-results?hsLang=en#troubleshooting) - [Agency Operations](https://help.plai.io/agency-operations?hsLang=en#main-content) - [Agency setup](https://help.plai.io/agency-operations?hsLang=en#agency-setup) - [Client Management](https://help.plai.io/agency-operations?hsLang=en#client-management) - [Billing & subscription](https://help.plai.io/agency-operations?hsLang=en#billing-subscription) - [Reference](https://help.plai.io/agency-operations?hsLang=en#reference) [mailto:getsupport@gmail.com](mailto:getsupport@gmail.com) Copyright © 2025, Plai #### Still need help? 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