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Client Handover

Client Handover

We recommend you run a training session with each client as part of the website handover process. Towards the end of your training session, you should setup the client with an administrator login and ensure payment information is entered into the account.

1. Invite administrators

To send an e-mail invite to administrators, go to Dashboard > Settings > Administrators.

Each admin user needs to have their own unique account (rather than a shared login). 

Users will enter a mobile number as part of the invite process, which will be used for 2-factor authentication.

If the e-mail invite doesn't land in the client's inbox, advise them to check their spam / junk folder. Otherwise, you can edit the administrator's contact record and set a password for them manually.

2. Add payment information

After the client has been setup with an administrator login, they can navigate to Dashboard > Settings > My Account to view all invoices and add payment information.

Clients can pay via:

- Visa debit and credit cards.
- MasterCard debit and credit cards.
- American Express debit and credit cards.

3. Set billing to "Active"

Synergy 8 billing runs on the 1st of each month, on all accounts set to the Billing Status of "Active". 

To update the billing status of one of your accounts, login to the Reseller Panel and navigate to the "Your Websites" page to view all your accounts. Edit the website, check the features / pricing plan is correct, and change the Billing Status from "Paused" to "Active". 

Support

For any billing errors or issues please contact us, and we'll work out a solution.

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