> ## 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.

# Onboard Your First Client

> Chains client creation, assistant assignment, pricing, and invite into one client-focused narrative.

## Overview

Assumes your agency is already branded, your provider is connected, and Stripe is live. This guide focuses purely on bringing on one client, start to finish.

## The path

1. **[Create Your First Client](/getting-started/create-your-first-client)**: use the client's real business name; it appears everywhere in their dashboard.
2. **[Assign an AI Assistant](/getting-started/assign-an-ai-assistant)**: decide up front whether this client needs phone-call capability (requires a phone number attached in your provider) or web-call only.
3. **[Configure Pricing](/getting-started/configure-pricing)** (choose per-minute, monthly, or both) see [Charge Per Minute](/guides/charge-per-minute) and [Charge Monthly Plans](/guides/charge-monthly-plans) if you're unsure which fits this client.
4. **[Invite Your Client](/getting-started/invite-your-client)**: share the dashboard URL and temporary password securely; remind them to change the password on first login.
5. Set the Billing Start Date to go live (see [Launch Your Agency](/getting-started/launch-your-agency)). This is permanent, so confirm pricing and assistant assignment are correct first.

## Related Articles

* [Charge Per Minute](/guides/charge-per-minute): when usage-based pricing fits better
* [Charge Monthly Plans](/guides/charge-monthly-plans): when a retainer or package fits better
* [Manage Multiple Clients](/guides/manage-multiple-clients): once you're repeating this for client two, three, and beyond