Add a Client to Your Agency

Add a client so you can manage their sites from your agency dashboard. Carrot first asks whether you're paying for their site, and your answer decides who owns the account and who pays for it.

Start a new client

1. Open New Client.
2. Under Is this a client you're paying for?, choose one:
   • Yes, I'm paying for their site — your agency owns the account and pays for its sites. Continue with Create a client you pay for.
   • No, they have their own account — the client keeps their account and billing, and your team gets admin access to help them. Continue with Connect a client who has their own account.

Moving a site you own personally into the agency? Click Or bring in a site you already own below the two choices instead, and follow Migrate a Site You Own Into Your Agency. Only the agency owner sees that link.

Create a client you pay for

1. In Account name, enter the client's business name.
2. Under How would you like to proceed?, choose one:
   • I'll set up the site — creates the account and opens the site setup wizard, so you can build their first site now. See Add a Site for a Client.
   • Have the client set it up — creates the account and opens Invite client user. Enter the client's Email and click Send Invitation. This first invite makes them Admin, so they can add sites, change settings, and invite their own team.

You'll see Client created., and the client appears in Clients with an Agency-owned badge.

A new client can have one site to start. To allow more, see raise a client's site limit.

Connect a client who has their own account

On Connect a Client-Owned Account, use either option:

• Option 1 — Invite by email. Enter the client's email and click Send Invite. It doesn't have to be the email they sign in with. The connection starts once they accept. Click View Pending Invites to see it, Resend it, or Cancel it.
• Option 2 — Share your agency code. Copy the code and send it to the client. No code yet? Click Generate agency code. The client pastes it into Agency code on their account's Add agency page and clicks Connect.

A client who used your code shows up under Incoming client requests at the top of Clients. Click Accept to finish connecting them.

Check: the client appears in Clients with a Client-owned badge. Billing and account settings stay with the client.

Frequently asked questions

Does adding a client cost anything? No. Adding a client is free. You pay for client sites: your agency plan includes a set number, and sites past it are billed as overage. See billing in the Agency Overview.

What's the difference between agency-owned and client-owned? An Agency-owned client is an account your agency owns and pays for; you control its billing and sites. A Client-owned client keeps their own account and billing; your team gets admin-level access to help, and the client can end the connection.

Can I add clients automatically? Yes. The client intake webhook lets a checkout, CRM, or tool like Zapier create agency-owned clients for you.