Agency portfoliosStep-by-step guide
Create an agency client portfolio
Use the agency collection flow when you manage multiple brands.
An agency account with the required billing setup and portfolio access.
Here’s how to do it
Open Portfolio from the agency dashboard.
Use the new-client-portfolio action in the portfolio collection.
Enter the client or brand name.
Review the current recurring price and saved-card requirements shown in the creation flow.
Complete the offered creation/payment process, then inspect the new entry’s status before editing or sharing it.
What happens next
The agency collection contains the new client portfolio when creation and required access steps succeed.
Good to know
Agency portfolio billing differs from personal portfolio creation. Follow the price and terms currently shown rather than assuming every additional client portfolio is free.