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

# Create Your First Client

> Create a sub account for your first client and its primary user.

**Estimated time:** 3 minutes

## 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.

## Prerequisites

* [Stripe connected](/getting-started/connect-stripe)
* Your client's business name and their primary contact's name and email

## Steps

<img src="https://mintcdn.com/vapifybykanzucode/KLTgU2C4onvC6VDl/images/vapify-new-subaccount-button.png?fit=max&auto=format&n=KLTgU2C4onvC6VDl&q=85&s=748637f771305f3b8d80d4dec9ccbaa6" alt="Subaccounts page — click New Sub Account to create a client" width="2560" height="1430" data-path="images/vapify-new-subaccount-button.png" />

<img src="https://mintcdn.com/vapifybykanzucode/KLTgU2C4onvC6VDl/images/vapify-new-subaccount-form.png?fit=max&auto=format&n=KLTgU2C4onvC6VDl&q=85&s=82c59f2849b5402f3e6ce0a3ac535d71" alt="New Sub Account form — account name, provider selection, and private key" width="2060" height="1010" data-path="images/vapify-new-subaccount-form.png" />

<Steps>
  <Step title="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").
  </Step>

  <Step title="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).
  </Step>

  <Step title="Set a temporary password">
    Enter a **Temporary Password** for their first login.
  </Step>

  <Step title="Create">
    Click **Create Client**.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

<Tip>
  Use your client's official registered business name. It appears throughout their dashboard and helps you tell clients apart as you scale.
</Tip>

## Video Tutorial

<video width="560" height="315" controls>
  <source src="https://mintlify.s3.us-west-1.amazonaws.com/vapifybykanzucode/videos/Setting%20up%20a%20client%20subaccount.mp4" type="video/mp4" />

  Your browser does not support the video tag.
</video>

## Troubleshooting

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

## Related Articles

* [Understanding Sub Accounts](/running-your-agency/understanding-sub-accounts): what a sub account contains
* [Invite Your Client](/getting-started/invite-your-client): sharing credentials securely
* [Clients](/running-your-agency/clients): managing sub accounts day to day