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Adding a new client account

The instructions you need to create a new client account in your Partner Hub

Russell avatar
Written by Russell
Updated over 9 months ago

You can easily set up a new Breathe account for a client within the Partner Hub.

As a Partner, any client accounts you create will be under your direct management.


Adding a new client account

A new client account can be created within the Partner Hub by navigating to the Partner Hub > Dashboard > Scroll down to 'Clients' and click the + icon.

After clicking the icon, you'll be prompted to enter the account details for the new Breathe account:

Charity details can also be entered here, if you're setting up a new Breathe account for a charity customer:

Next, select a plan for the account, view plan prices, and choose between a Monthly or Annual plan.

Once account details are entered, the plan is selected, and terms and conditions are reviewed, click the "Create client account" button to finalise the setup:

The new account will be invoiced along with your other accounts, and you're good to go.

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