From signup to a live, branded client portal

Create your agency workspace, add a client, connect WordPress, and invite them into a portal under your brand. Every step is guided and can be finished later.

Start free with 5 clients View pricing

No card required. Finish setup in your own order.

Agency onboarding

Your progress stays saved

Guided

01
Agency workspace
Add your identity, portal URL and email settings
02
First client
Add their website and connect WordPress
03
Branded portal
Review the client experience and send the invite

Complete the guided steps in the order that suits your agency.

One guided journey, three clear stages

Set up the agency first, connect a client next, then invite them when the portal looks right. You can pause or complete steps in a different order.

Set up your agency

Create your account

Sign up with your name and email. Your agency workspace is ready with no payment details required, and a guided wizard picks up from there.

Free plan includes your first 5 clients
A guided setup wizard starts right after signup

Brand your workspace

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.

Portal URL, logo, and colour scheme on every plan
Custom domain available on paid plans

Bring in your first client

Add the client and their site

Enter your client's business name and website URL. We automatically kick off a background audit to inspect link health and accessibility.

An initial health report is generated automatically
Connect multiple websites under one client

Connect WordPress

Install our lightweight connector plugin and enter an API key generated from the Websites page. Your client's site then keeps reporting plugin, theme, and security status automatically.

One standard plugin zip, zero code changes required
Perform safe one-click updates right from your dashboard

Go live with your client

Invite them to their 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.

Carries your logo, portal URL, and brand colours
Clients only ever see their own projects and invoices

Active from day one

Once the client is connected, the tools supporting their care plan live against the same client record.

Uptime & SSL monitoring

Automatic checks with instant alerts

WordPress updates

Automatic 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

What to expect when setting up your agency and bringing existing clients into Destiny Manage.

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.

What does setup involve?

A handful of guided steps, all inside your dashboard. Installing our lightweight plugin on the client's WordPress site is the only step that happens outside it.

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