Adding Clients

Note: While your account is on trial, you will only be able to add up to 2 trial accounts at a time. You can, however, add any number of accounts that will be charged immediately instead of on a trial. 

You add a client manually in the partner dashboard by clicking "Add Client". These clients are added onto your account and will be charged on your credit card on file, after the trial is complete.

Clients added through "Add Client" will not receive emails from us. They will be entirely managed by you.

Once your client signs up, they will then have access to download your content from their site, or add their own policies and content alongside what you provide, which we discuss in the next section.


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Up Since 5/2/2025 5:17:15 PM