Client portal guide / Use cases

After successful installation and setup, the client can now register from your setup.

If you have set a default package and enabled “auto create of first company”, the user will be automatically subscribed to the default package, then after, a default instance is created with the name of the company used in the registration form. If the user signup using a package link, then he will be subscribed to the package/trial if any.

The client has two layouts: ‘single’ and ‘agency’. The single layout is suitable for packages with just one instance limit. See the below video for more:

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