> ## Documentation Index
> Fetch the complete documentation index at: https://docs.koalr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding clients

> Adding a client, setting up their sites, agreeing scope with a sign-off PDF, and editing the setup after feedback.

<video autoPlay muted loop playsInline className="w-full rounded-xl border border-gray-200/60 dark:border-gray-800" src="https://mintcdn.com/koalr-bf7c8d6b/y1QNqY4huQd8xIv6/images/clips/onboarding-clients.mp4?fit=max&auto=format&n=y1QNqY4huQd8xIv6&q=85&s=4ec783699c43d99175b545081a77f43a" poster="/images/clips/onboarding-clients.jpg" aria-label="Add client from the Clients tab: name the client and its workspace is created" data-path="images/clips/onboarding-clients.mp4" />

## 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.

To onboard several sites at once, use the batch path: paste the domains and review each in turn, or one brand across many locations with a shared taxonomy. See [Multi-site onboarding](/set-up/multi-site-onboarding).

## Review with the client

Each proposed site opens a **setup review**: business details, topics, the prompts under each topic, competitors and platforms. Edit anything. **Export for client** downloads a sign-off PDF built from the current setup, so the client can approve the scope before tracking starts.

Nothing launches until you approve.

## Edit the setup after feedback

When a client comes back with changes, open **Manage, Sites** and choose **Change the topics, prompts and competitors your client came back on**. The review reopens in edit mode; save and the next run uses the new setup.

## Launch

Approve, and the first analysis runs. Under the pay-last flow, the first analysis for a new agency happens before the subscription; afterwards, each new site is added to the subscription when its first run starts.

## The client's own login

Once the site is running, invite the client's people from **Manage, Client access**. Give them the whole workspace or only the sites you choose, at Viewer, Editor or Manager level. See [Team and client logins](/agencies/team-and-client-logins).

## Prompts per site

Onboarding proposes 25 prompts per site. Each live site contributes 50 to the pool, so you have headroom to add prompts where a client needs depth without touching another client's allowance.