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Setting Up A New Client

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You have two options when it comes to getting your clients set up. You can either send them to the sales page you have available to you inside of Social Rotation or you can use your own payment platform and send them to the setup page once they have paid.

Let’s go through each option.

Option 1: Use Your Social Rotation Sales Page

Click on White Label Settings and then click on Subscriptions.
Set Up A New Client 1-1
Then you will copy the URL of the paying subscription we set up earlier. This is the link you will send to your clients when they are ready to pay.
Set Up A New Client 1-2
Your client will then fill out the information on the first page to create their account within your Social Rotation reseller account.
Set Up A New Client 1-3
They will then click on Click Here to Setup an Account and it will take them to the next page to add in their payment information.
Set Up A New Client 1-4
Once they have made the payment they will be directed to their login page to get into the system.
Set Up A New Client 1-5
They will receive an email which will take them to their Social Rotation account.
Set Up A New Client 1-6
You will see this new client under your Locations.
Set Up A New Client 1-7

Option 2: Use your Own Payment Platform

From here you have two options. You can either add the client yourself, or you can have your client fill out a form to create their account.

Add The Client Yourself

Click on Client Locations and then click on the Create Free User button.
Set Up A New Client 2-1
Fill in the information for your client. You can choose to give them the login details or not. Make sure to choose a free account and click Save. Your client’s account will then show under your Locations.
Set Up A New Client 2-2

Have Your Client Fill In A Form

Click on White Label Settings and then Subscriptions.
Set Up A New Client 2-3
Click on the Create Subscription Plan Button.
Set Up A New Client 2-4
Add what you will call this service then choose lifetime free instead of monthly and then hit save.
Set Up A New Client 2-5
Then copy the URL of the one you just created (look for the lifetime free). Give your client this URL once they have paid for the services through your platform.
Set Up A New Client 2-6
Your client will be directed to this page to create their account. Once they have filled this out they will then show in your Locations.
Set Up A New Client 2-7

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