An email can be added into multiple workspaces.
After successful signup, a verification mail will be sent to the user mail.
In email URL and password will be sent.
After user click on that link, should redirect to card information.
If the user is redirected from affiliate URL show lifetime deal option else only the credit card information
Once the promo for lifetime is accepted no need to ask for credit card information
User can only view the lifetime promo tab if they come from affiliate links.
User can add promos from settings as well.
After both promo and credit card section take the user to dashboard
User can also signup with google.
An Email can have multiple companies
A company can have multiple workspaces
After successful signup login the user automatically and send an email with verification code
user will see a bar saying “verify your account”
in the email user will receive numerical code to verify the account
Once the user clicks on verify button
user will enter the code received in email
verify the user and start the trial mode
This user will be SuperAdmin.
We are Making every company unique in DB. Under that company a user can be a client but in a different company he can be an agency owner.
If Admin, Super Admin, PM creates a quotation then they need to select a client. if Client creates the quotation, the field don’t need to show.
Orvi sends you a quotation. Please review it.
Facebook rejects your quotation because the price is too high
Facebook sends you a quotation. Please review it.
Orvi rejects your quotation because the price is too high
For Each rejection, User has to send new quotation. After sending a quotation there’s no way to edit it.
Orvi created an order “order_id” for you.
Client Facebook wants to purchase Service 1. Please review.
“Orvi” has accepted your order, and your order is currently ongoing.
Orvi rejects your order because the price is too high.
Orvi added you in order 1.
Only the items given below can be edited
The idea of order form is to enable our consumers to customize their order form. The purpose of order form is to
like for and agencyhandy.com
A sidebar button where upon interacting will take us to Integration panel.
In the panel Integration item list (Stripe, drive, quickbook, zapier etc).
Only Superadmin can integrate and will see this panel.
Every item will have connect and disconnect option.
Full integration item list given below.
You cannot add team member in Solopreneur Plan. To add team member please upgrade your plan.
Client purchased on 1st Nov then next charge 1st Dec.
plan price/30=daily usage
upgrade price = plan price-total daily usage (no of days)
downgrade price = plan price-total daily usage
‘Client’ has canceled the order ‘order_ID’ from “service_name”
you have received a new quotation for “service_name”
“Client name” has rejected the order/ the task for “order id”
“super admin/admin/pm name” has rejected a proposal for “service name”
“client name” has sent a proposal for “service name” please review.
“adder name” has added you in a task in a order “order id”
a new order was created by “pm name” for “client name”
“rejector name” has rejected your order
you have a task to be reviewed for “order id”
client name has accepted the task
client name has rejected the task
“client name” has created a ticket for “order id”
Agency has created a ticket for order “order id”
you have received an invoice “invoice id” for order “order id”
“client_name” Your order has been successfully completed for “service_name”
client should get notification when order is completed
“client_name” Your order has been canceled for “service_name”
Subject: Issue with Guest User Purchase Attempt
Dear [Agency Owner's Name],
I hope this email finds you well.
We noticed that a guest user with the email address [Guest User's Email] attempted to purchase a service (service_name) but was unable to complete the transaction. Please feel free to review the issue and follow up with the user if necessary to ensure a smooth purchasing process.
Let us know if you need any additional information or assistance.
Kind Regards,
Agency Handy
Subject: Issue with clients (client_name) Purchase Attempt
Dear [Agency Owner's Name],
I hope this email finds you well.
We noticed that a client [client_name] with the email address [clients Email] attempted to purchase a service (service_name) but was unable to complete the transaction. Please feel free to review the issue and follow up with the client if necessary to ensure a smooth purchasing process.
Let us know if you need any additional information or assistance.
Kind Regards,
Agency Handy
Dear [Client's Name],
You have received a task to review.
Task Details:
Dear [Client's Name],
You have received a task to review.
Task Details:
Subject: Payment Confirmation for [Service Name]
Hi [Agency Owner],
We are pleased to inform you that [Client Name] has successfully paid for the service [Service Name].
Details of the transaction are as follows:
- Service Name: [Service Name] - Payment Amount: [Payment Amount] - Payment Date: [Payment Date]
- Invoice ID: [Invoice ID] - Order ID: [Order ID]
regards,
Agency Handy team
Dear [Client Name],
Thank you for your payment! We have successfully received your payment for the service [Service Name].
**Payment Details: ** - Service Name: [Service Name] - Payment Amount: [Payment Amount] - Payment Date: [Payment Date]
- Invoice ID: [Invoice ID] - Order ID: [Order ID]
Your account has been updated accordingly, and your service will continue without interruption. If you have any questions or need further assistance, please feel free to contact us.
Thank you for choosing [Your Company Name].
Best regards, The [Your Company Name] Team
Dear [Agency Owner],
This is a friendly reminder that the subscription for [Client Name] to the service [Service Name] is due for renewal in 7/3 days/tomorrow.
**Subscription Details:** - Service Name: [Service Name] - Client Name: [Client Name] - Renewal Date: [Renewal Date] - Subscription Amount: [Subscription Amount] - Order ID: [Order ID]
Please ensure that all necessary steps are taken to facilitate the renewal process.
If you have any questions or need further assistance, please feel free to contact us.
Best regards,
Agency Handy Team
Dear [Client Name],
We hope you are enjoying our [Service Name]. This is a friendly reminder that your subscription is due for renewal in 2 days.
**Subscription Details:** - Service Name: [Service Name] - Renewal Date: [Renewal Date] - Subscription Amount: [Subscription Amount] - Order ID: [Order ID]
To ensure uninterrupted service, please make sure your payment details are up to date. You can manage your subscription and payment information from your account dashboard.
If you have any questions or need further assistance, please feel free to contact us.
Thank you for choosing our service!
Best regards, Company_Name
Dear [Agency Owner/Admin Name],
We wanted to inform you that [Client Name] has missed their recent payment for the service [Service Name].
**Subscription Details:** - Service Name: [Service Name] - Client Name: [Client Name] - Due Date: [Due Date] - Missed Payment Amount: [Missed Payment Amount] - Order ID: [Order ID]
Please reach out to the client to address this issue and ensure their service continues without interruption.
If you have any questions or need further assistance, please feel free to contact us.
Best regards, Agency Handy Team
Dear [Client Name],
We hope you are well. Our records indicate that we were unable to process your recent payment for the service [Service Name].
**Subscription Details:** - Service Name: [Service Name] - Due Date: [Due Date] - Missed Payment Amount: [Missed Payment Amount] - Order ID: [Order ID]
Please update your payment details to avoid any interruption in your service. You can manage your payment information from your account dashboard.
If you have any questions or need further assistance, please feel free to contact us.
Thank you for your prompt attention to this matter.
Best regards, Company_name
Subject: Thank You for Purchasing Agency Handy's Black Friday Lifetime Deal!
Body:
Hello [User(email before@)],
Thank you for taking advantage of our exclusive Black Friday Lifetime Deal for Agency Handy! We’re thrilled to have you on board and look forward to supporting your business needs.
Here’s your unique code to redeem your lifetime access:
Code: [LTD-REDEMPTION-CODE]
To activate your license:
or log into your Agency Handy account.
Go to Settings and navigate to the Promotion tab.
Enter your code in the provided field.
Follow the prompts to complete your redemption.
Once redeemed, your lifetime access will be activated, and you’ll have full access to the benefits of Agency Handy!
Signup Button (Sign up link)
Need Help? If you have any questions or run into any issues during the redemption process, feel free to reach out to our support team at [].
Thank you once again, and welcome to the Agency Handy family!
Best regards, The Agency Handy Team