Agency workflow
If you're an agency managing several clients, each client belongs in their own workspace. This keeps channels, billing, and analytics separated, and makes hand-offs clean.
Recommended structure
- One workspace per client. Don't pool clients into a single workspace — billing, analytics, and permissions get tangled.
- Client pays for their own subscription (recommended). They own the workspace, you're added as an Admin or Editor. When you part ways, they keep the data.
- Agency-paid model (alternative). You own the workspace and grant the client Viewer access. Simpler billing but messier hand-off.
Switching between clients
Use the workspace switcher (see Switching between workspaces).
Hand-offs
When you stop working with a client:
- If the client owns the workspace: they remove your access in Settings → Team. You lose access immediately.
- If you own the workspace: transfer ownership to the client (they need a Schedulin account first), then remove yourself.
Channels stay attached to the workspace — there's no token transfer needed. The client just keeps using them.
Reporting
Export any analytics view as a PDF report to share with clients. In each client workspace, set your logo and brand color and turn on White-label reports under Settings → Organization → Brand kit. Reports then carry no Schedulin branding. See Exporting reports for details.
Billing across clients
Each workspace has its own subscription. If you want one invoice for all your client workspaces, contact support for a consolidated billing arrangement.