Setting up your client’s Sumday Account

Set your clients up with a Sumday account

Manage the subscription directly (you pay)

1. Log in to Sumday

2. Select the organisation drop down menu in the top right

3. Select Add new organisation

4. Select the relevant subscription tier for the client - contact us for enterprise pricing.

5. Enter your payment details

6. You will be billed monthly or annually based on your choice

7. You can then bill your client for the subscription fees if you choose

Let the client manage the subscription (they pay)

1. You can still help your client set up an account by starting a free trial from the website.

2. No payment details are required at this stage.

3. If you are doing this instead of the client, you will need to email support@sumday.io to make you an advisor user for this account (you’ll be able to manage this from Advisor Basecamp soon).

4. You can invite other users to the account for your client, to ensure their team has access.

5. Your client will just need to enter their payment details before the trial period ends.

Once the account is set up, here are the first things you’ll likely want to do:

• Import data from a CSV upload or via the Xero integration - check out the details of what access you need or what to ask your client for here.

• Add your team members to the account via Basecamp or add user from the client’s team in the Account section of their Sumday account.