> ## 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.

# Manage Multiple Clients

> Operational habits for running several sub accounts without losing track of any one client.

## Overview

Once you've onboarded a handful of clients, the challenge shifts from "how do I set one up" to "how do I keep them all straight." This guide covers the habits that scale.

## Naming and organization

* Use the client's real business name as the sub account name. Never a placeholder you'll forget.
* In your provider dashboard, adopt a naming convention like `ClientName-SalesBot` so assistants are traceable back to the right sub account even from the provider side.

## Cross-client visibility

* Use **Assistants** in the sidebar for a global view across every sub account: which assistant belongs to which client, and which are unassigned.
* Use **[Dashboard](/running-your-agency/dashboard)** for agency-wide usage trends, and drill into a specific client's sub account when something looks off.
* Use **[Call Logs](/running-your-agency/call-logs)**' "All Assistants" filter to isolate one client's call activity from the rest.

## Billing hygiene at scale

* Review [Profit Tracking](/billing/profit-tracking) margins periodically. Provider pricing can change, and a margin that was healthy at onboarding can erode.
* Keep agency credit topped up (see [How Billing Works](/billing/how-billing-works)) so no client's service is interrupted by your own account running low.

## Related Articles

* [Understanding Sub Accounts](/running-your-agency/understanding-sub-accounts): the isolation model this all rests on
* [Recommended Agency Workflow](/guides/recommended-agency-workflow): a repeatable cadence for ongoing operations