Agency Guide

Agency & Reseller Documentation

Karo Simple Agency Guide

Master the agency portal, manage client sub-accounts, configure custom white-label branding, track multi-location analytics, and scale your reputation management services with Karo Simple.

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8 Sections

🏢

Agency Client Directory & Business Management

3 articles

Register new client locations with Google Autocomplete, assign client owners, manage active statuses, enter Viewport Mode, and export white-label PDF reports.

Agency Overview KPIs & The Client Directory Table Onboarding Client Businesses: Google Autocomplete & Owner Assignment Mastering Viewport Mode & White-Label PDF Client Reports

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👥

Agency Users, Roles & Team Access

3 articles

Manage all client business owners and staff accounts under your agency, assign business properties, generate temporary passwords, and control account lifecycles.

Agency Users Directory: Roles, Metrics & Expiry Tracking Creating User Accounts & Linking Client Businesses Password Resets, Deactivations & Client Retention Workflows

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⚖️

Resource Pools & Client Limits Allocation

3 articles

Distribute shared agency resource pools (AI credits, QR codes, employee slots), monitor monthly consumption, and manage client subscription expiries.

The 3 Shared Resource Pools & Client Allocation Table Editing Client Limits, Expiry Badges & Monthly AI Resets Pool Enforcement Guardrails & Real-World Agency Scenarios

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🌐

Agency Branding, White-Label & Custom Domains

3 articles

Brand your agency portal, hide Karo Simple branding, configure custom CNAME domains with SSL, and assign client URL slugs.

Agency Branding & Full White-Label Mode Connecting Your Custom Domain: DNS & Registrar Guides Assigning Client URL Slugs, Troubleshooting & Disconnections

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🎫

Agency Helpdesk & Client Ticket Management

3 articles

Manage incoming client support tickets, deliver fast diagnostic resolutions via Viewport Mode, escalate to Super Admin, and report agency bugs.

The Agency Support Helpdesk: Tabs, Roles & Ticket Overview Resolving Client Issues: Notes, Lifecycle Statuses & Viewport Diagnostics Escalating to Super Admin & Managing Personal Agency Tickets

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🛒

Add-Ons Marketplace & Agency Pool Boosters

3 articles

Expand your agency resource pools on-demand: purchase extra AI credits, QR codes, bespoke landing page design services, and manage top-ups.

The Add-Ons Catalog: Quota Boosters & Agency Pool Exclusives Premium Done-For-You Services: Design & Managed Posting Purchasing Workflow, Special Offers & Add-On Management

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👁️

Agency Viewport Operations & Client Tools

3 articles

Manage client review pools, QR codes, unlocked analytics, and private feedback in real time through Viewport Mode.

Managing Client Review Libraries & AI Generation in Viewport Mode Managing Client QR Standees & Employee Slots in Viewport Mode Unlocked Analytics Reports & Feedback Interception in Viewport Mode

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💳

Agency Billing, Subscriptions & Invoices

3 articles

Manage your agency master subscription, compare Agency plan tiers, download GST PDF tax invoices, and track payment histories.

Agency Subscription Management & Client Viewport Isolation Payment History, Transaction Statuses & GST Tax Invoices Agency Pricing Plans & Unlocking Custom Domains

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Agency Video Guide

Watch Agency Portal Walkthrough

Watch a quick walkthrough on managing client accounts, white-label branding, automated client reporting, and scaling your agency services.

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