From signup to live client portal in minutes
We stripped out the complex configuration and lengthy onboarding calls. Here is exactly how fast you and your clients get up and running.
Create your account
Sign up with your name and email. Your agency workspace is ready instantly with zero payment details required.
Set up your brand
The wizard walks you through your billing identity, your logo and brand colour, your client portal URL, and sending client emails from your own address, so everything a client will ever see carries your agency's identity instead of ours. Every step can be skipped and finished later.
Add your first client
Enter your client's business name and website URL. We automatically kick off a background audit to inspect link health and accessibility.
Connect WordPress
Install our lightweight connector plugin and enter an API key generated from the Websites page. Your client's site begins reporting plugin, theme, and security status every hour.
Invite client to portal
Send your client an invite to their own branded portal, where they can submit change requests and review progress. Before it goes out, Destiny Manage flags anything in your setup that's still missing.
Active from day one
Once your client is connected, these core systems run automatically in the background without extra setup.
Uptime & SSL monitoring
Checks every 5 mins with instant alerts
WordPress updates
Hourly sync for plugins, themes & core
Change requests
Kanban board for client support tickets
Branded client portal
White-label portal on your own domain
Client wiki & SOPs
Shared documentation & internal notes
Agreement templates
Digital onboarding forms & care contracts
Common questions
Everything you need to know about setting up your agency and onboarding clients.
Do I need a credit card to start?
No. The free plan requires only your name and email, and lets you manage up to 5 clients at no cost.
How long does setup take?
The entire onboarding takes just a few minutes. Installing our lightweight plugin on the client's WordPress site is the only step outside your dashboard.
Can I complete the steps out of order?
Yes. Every step is flexible and skippable. A simple checklist on your dashboard tracks what remains so you can finish whenever convenient.
Can I bring my existing clients over right away?
Absolutely. Add all your clients immediately, connect their WordPress sites at your own pace, and invite them to their portal whenever you're ready.
Ready to onboard your first client?
Bring your portals, WordPress maintenance, support, and reporting into one branded workspace. Free forever for your first 5 clients, no card required.
Start managing clients free