Launch a new sub-account the right way

Create a sub-account with a complete business profile so nothing downstream silently breaks. Timezone, address, and branding feed every calendar, send window, and A2P registration you build later.

1. 1

   Create the sub-account

   From Agency view, open Sub-Accounts and click Create Sub-Account. If you have a vertical snapshot, choose it now: starting from a snapshot turns the rest of setup into "verify and customize" instead of "build from zero".

2. 2

   Complete the business profile

   Inside the new sub-account go to Settings, then Business Profile. Fill legal business name, address, website, and niche. These values feed A2P registration later, so they must match your legal records exactly.

3. 3

   Set the timezone before anything else

   Still in Business Profile, set the correct timezone. A wrong timezone silently breaks every calendar slot, workflow wait step, and quiet-hours window you create later.

4. 4

   Copy the Location ID

   The Location ID is displayed in Settings, then Business Profile. Copy it somewhere safe: you need it for the Claude MCP connection and for any API work.

5. 5

   Upload branding

   Add the logo and brand colors under Business Profile and email settings so every asset you generate starts on-brand.

6. 6

   Add team members

   Settings, then My Staff: add every human who must receive notifications or own leads, with the right role and calendar connections.