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

# Create Client Account

> Quickly set up and manage client accounts to streamline onboarding and provide personalized access to your platform. Add client details, enable re-billing, and set up trial days and free call minutes for a smooth start.

## **Client Onboarding**

Get started quickly with two options: add clients manually or import from GHL.

<CardGroup cols={2}>
  <Card title="Manual Client Setup" icon="snowman-head" color="#034737">
    * Add client from Agency Panel
    * Customize plans and settings
    * Assign licenses instantly
  </Card>

  <Card title="GHL Client Import" icon="file-import" color="#034737">
    * Import clients from GHL
    * Sync client automatically
    * Verify sub-account
  </Card>
</CardGroup>

## **Manual Client Setup**

<Steps>
  <Step title="Log in to the Agency Panel" stepNumber={1} titleSize="p">
    * Navigate to the **Clients** menu and click **Add New Client**. 
    * Now, tap the **Manual Client Setup**
  </Step>

  <Step title="Create Account">
    * Enter the Client’s name and **Create Account.**
    * Your Client Account will now be ready.

          <img src="https://mintcdn.com/voicemetrics-47a09903/hk-fCvv9tnO9cqep/images/manualclient.png?fit=max&auto=format&n=hk-fCvv9tnO9cqep&q=85&s=942d613bf218161dead3b8825cf99101" alt="Manualclient Pn" width="1920" height="1080" data-path="images/manualclient.png" />
  </Step>
</Steps>

## **GHL Client Import**

<Warning>
  Ensure the client is a **sub-account** in your GHL Panel before importing.
</Warning>

<Steps>
  <Step title="Log in to the Agency Panel">
    * Navigate to the **Client Account** menu and click **Add New Client**. 
    * Now, tap the **GHL Client Import**

          <img src="https://mintcdn.com/voicemetrics-47a09903/c34RQ5XlOO0RkZrt/images/ghl2.png?fit=max&auto=format&n=c34RQ5XlOO0RkZrt&q=85&s=766bf35b2d99acbac44c93b6b68fe9c1" alt="Ghl2 Pn" width="1920" height="1080" data-path="images/ghl2.png" />
  </Step>

  <Step title="GHL Permissions">
    * **Install GHL** from the Marketplace
    * Select your Client, which must be listed as **“Sub-account”** in GHL.
    * Enable “**Voicemetrics Call**” and click **Proceed.**

          <img src="https://mintcdn.com/voicemetrics-47a09903/hk-fCvv9tnO9cqep/images/ghl1.png?fit=max&auto=format&n=hk-fCvv9tnO9cqep&q=85&s=79a504dfd2a2520b5194c35a12ea4ef3" alt="Ghl1 Pn" width="1920" height="1080" data-path="images/ghl1.png" />
  </Step>
</Steps>

## **Enable Re-billing**

After the above steps, enable re-billing and set up your trial details.

<Note>
  Learn more about [Enable Re-Billing](https://docs.voicemetrics.ai/Rebilling/enablerebilling)
</Note>

Your client’s **trial account is now active and ready to use.**

<img src="https://mintcdn.com/voicemetrics-47a09903/cD9NxMbOH0JJwm4n/images/rebill1.png?fit=max&auto=format&n=cD9NxMbOH0JJwm4n&q=85&s=7647aab161bf5ebeacbe60a40a68531c" alt="Rebill1 Pn" width="1920" height="1080" data-path="images/rebill1.png" />

**Recommended Next Steps:**

<Check>
  **Review Default Permissions**\
  Go to the **Default Permissions** tab to enable or disable menus based on what you want your client to access.
</Check>

<Check>
  **Assign Subscription Plans**\
  Add one or more plans under the **Pricing** tab. The client will be prompted to subscribe once the trial period ends.
</Check>

<Check>
  **Add client Users**\
  Create a client user and grant them access to the platform. You can also set login credentials or send a password reset link.
</Check>