How do I log in?
Open your Client Suite link and enter the 6-digit access PIN your account manager gave you. There's no username or password. If you've lost the PIN, message your account manager and they'll resend it.
How do I log out?
On mobile, open the Dashboard by tapping Home in the bottom navigation. Tap the floating + button at the bottom right, select Settings, scroll to the bottom, and tap Sign out. These steps apply to both Team and Client accounts. After signing out, you can choose Team login or Client login on the welcome screen.
How do I approve or decline a post?
When a post is ready for your sign-off you'll get a notification and it appears under Approvals. Open it to see the post exactly as it will look on Facebook or Instagram, swipe through the slides, and press Approve or Decline. If you decline, add a short note about what to change and it comes straight back to us. Approved posts publish at their scheduled time; if the time has already passed, they publish straight away.
Where do I see my leads?
Leads lists every enquiry from your website forms and Facebook lead ads as it arrives, with the person's details and where they came from. Open a lead to add notes or update its status. You'll also get a notification for each new lead, and you can download the full list as a spreadsheet from the settings icon on the Leads page.
Can my team have their own access?
Yes. Under Settings → Employees you can create a PIN for each team member and choose which sections they see, for example Leads only. Only the main account can add or remove employees.
How do I change which notifications I get?
Under Settings → Notifications you can switch push, SMS and email alerts on or off, for instance new-lead alerts or the daily summary, and set the time the daily summary arrives.