Add a Site for a Client

Build a new site for a client from your agency dashboard. The site belongs to the client's account, and you set it up with the same wizard as any Carrot site.

No client yet? Add a client to your agency first.

Start the site

  1. Open Sites.
  2. Click Add Site, then click the client in the list. Type in Select a client… to filter a long list. A client marked (at site limit) can't take another site yet. Raise its limit first.
  3. If you see This site adds to your bill, this site takes your agency past the sites your plan includes. Click Add site anyway to continue, or Cancel.
  4. Walk through the setup wizard: business info, service areas, strategy, and design. If your agency has published site templates, you can pick one on the design step. See Build a Client Site from One of Your Templates.

Check: the client's row in Clients counts the new site.

If the client is at its site limit

A client you create from New Client starts with room for one site. An agency owner or admin can allow more:

  1. Open Clients and click the gear icon on the client's row.
  2. Click the Usage tab.
  3. Under Allowed Sites, raise the number, or uncheck Set a site limit for this client to remove the limit.
  4. Click Save. You'll see Site cap updated.

The Usage tab only appears for agency-owned clients. A client-owned account's sites are on the client's own plan.

Let the client build it instead

To have the client build their own site, invite them to their account as an Admin and they can add sites themselves. See Give Your Team and Clients Access.

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