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Estimated time: 3 minutes

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Overview

Create a dedicated sub account for your first client. This is where their assistants, users, and billing will live, isolated from every other client.

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Prerequisites

  • Stripe connected
  • Your client’s business name and their primary contact’s name and email

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Steps

Subaccounts page — click New Sub Account to create a client New Sub Account form — account name, provider selection, and private key
1

Name the sub account

From the onboarding wizard’s Create Your First Client Sub Account step (or later, Subaccounts → New Sub Account), enter the Sub Account Name — your client’s business name (e.g., “Riverside Dental”).
2

Add the primary user

Enter the Primary User Full Name (your client’s main administrator) and Primary User Email (where login credentials will be sent).
3

Set a temporary password

Enter a Temporary Password for their first login.
4

Create

Click Create Client.
The temporary password is shown in plain text only once, on the next (Review & Launch) screen. Copy it before continuing. You cannot retrieve it later. Your client will be prompted to change it on first login.
Use your client’s official registered business name. It appears throughout their dashboard and helps you tell clients apart as you scale.

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Video Tutorial

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Troubleshooting

  • Wrong email entered: You can edit the primary user’s email later from the sub account’s Users tab.