Agency
10 articles
Intake
General
Add a Client to Your AgencyAdd 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…Add a Site for a ClientBuild 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.Agency First StepsNew to Carrot for Agencies? Do these three things in order, and your first client is up and running.Agency OverviewWelcome to Carrot for Agencies — your command center for managing every client's website, leads, and SEO from a single dashboard.Build a Client Site from One of Your TemplatesOnce your agency has published a site template, it shows up as a design choice whenever you create a new client site. Nothing about the wizard changes until you…Connect the Client Intake WebhookSell through your own checkout, a CRM, or a course platform? The client intake webhook lets that system hand new buyers straight to Carrot. Every valid post cre…Create and Publish a Site TemplateA site template is a copy of one of your client sites that your agency keeps as a reusable starting point. When you create a new client site later, you can laun…Give Your Team and Clients AccessThere are two kinds of people you can invite, and they're invited from different places:Migrate a Site You Own Into Your AgencyAlready own a Carrot site personally and want it to live under your agency instead? You can bring it in as an agency client without rebuilding anything. This gu…