Pro - How do I create a sub-account for a client?

Above, you’ll find a step-by-step guide on how to create a sub-account. For your convenience, we’ve also outlined the process below:

Go to pro.proagenda.com and log in to your account.
Navigate to Clients and search for the client who needs a sub-account.
Click on the client’s name, then select Show more in the Sub-account section on the right.
Click New and enter the first and last name of the person you’d like to add as a sub-account.
Click Submit to finish.

That’s it! The new sub-account is now added and will appear in your client list within a few seconds.

If you have any further questions about sub-accounts or need assistance with anything, feel free to contact us or schedule an online demo.

This article shows you how to set up a sub-account for a client, making it easy to manage separate bookings under a single email address. It’s a simple, convenient solution for families or spouses who want individual appointments without multiple logins.