Add a client
Agency Admin, Add client. Give the client’s name. Koalr creates the client workspace and takes you straight into its first site: enter the website, and Koalr reads it and proposes topics, prompts, competitors and platforms. Adding a client is free; only sites that run are billed. If your agency has a shared taxonomy, Add client also asks how to set the prompts: Generate per site from the client’s website, or Use shared taxonomy so the client is measured against the same locked prompts as every other client. The shared option then asks where the client is based: Set it in the setup wizard, where the wizard asks for the client’s area, a town, city or region, or Nationwide, so the prompts can be worded for them. To have your client do the setup instead, see Invite a client to set up their site.Invite a client to set up their site
Instead of setting a site up yourself, you can send your client a link and let them do it. They add their website, say where they trade and choose their topics, competitors and prompts. You decide how many prompts they can choose and what happens when they finish. Send the invite. In Agency Admin, press Add client, give the client’s name, and under Who sets up the site? choose Invite the client. For a client you have already added, open the menu on a site that has not started and choose Invite client to set this up. Then give:- The client’s email address. It has to be the client’s own address, not one on your team.
- The prompt limit: how many prompts they can choose, from 5 to 50.
- When they finish: Send it to us for review, or Let them start tracking. Letting them start is offered once your agency is on a paid plan. Their site is then billed from its first analysis, as if you had started it.
- Resend invite: sends a new link, and the old one stops working. Use it when an invite has expired.
- Revoke invite: the link stops working. A client who has already joined keeps their login but can only view the site.
- Take over setup: cancels the invite, makes the client view-only and opens the setup wizard for you, with everything they have done so far.
Add several clients at once
In Agency Admin, press Add client, then Add them together or paste a spreadsheet. You can also choose Set them all up together in the setup wizard, then Several client brands. Each brand becomes its own client, with its own workspace, sign-off document and client logins.- Paste each brand’s website, or choose Paste a spreadsheet and copy the rows straight out of your sheet, headers and all. Website and Size are required; Koalr also picks up a name, alternative names (separated by semicolons, up to five), location, country and social profiles (LinkedIn, YouTube, Instagram, Facebook, X and TikTok) wherever the sheet has them. What goes in each column explains each one, and Download template gives you an empty sheet to fill in. A location is a town, city or region, or Nationwide; a row whose location is a whole country is held back until it has one, and a blank location is asked for when you set the client up. Nothing is created until you press Create.
- Check each client under Clients before you create them. Change a client’s country or company size on its row, press the pencil to change its name, website, location, alternative names or social profiles, or press the cross to remove it. Every client needs a company size. A client with no country of its own shows Same as Market and follows Market on the form.
- If your agency has a shared taxonomy, choose Suggest per site or Use shared taxonomy under Prompts. A client with no location is asked for its place when you set it up, and its prompts are worded for that place.