When another agency moves a client to you, your agency owner gets an email with a link. The link opens the accept page, where you see what comes over and what it costs you today.
How to accept
- Open the link from the email. It works for 14 days. If you don't have a ContentForge account yet, it starts your agency sign-up first, then brings you back.
- Log in as your agency's owner, with the email the link was sent to.
- The accept page shows the client's name, the number of sites, and what's included (counts only), plus the charge today.
- Enter your password (or your 2-step code) and accept.
- Your card on file is charged. Then the client moves, and it appears in your Clients list with a "Transferred in from …" note in its activity.
What you pay
- Your own plan's per-site hosting price for each site that comes over, plus the add-ons the client uses at your price (for example the Online Store add-on).
- Charged in full when you accept, for one period of your hosted sites (monthly or yearly, whichever your hosted sites use). There's no proration, so accepting a few days before your billing day still costs a full period.
- On your next billing day the sites renew with all your other hosted sites, with no second charge for the days already paid.
- If the card fails, nothing moves and you see why. Update your card in Billing and try again.
- From the move on, the client's texts, calls and email sending come from your CRM usage balance.
Your plan must hold the client
If your plan can't take the client, accepting stays off with the plain reason and an Upgrade plan button. Upgrade, then accept (the link still works).
- Client limit: for example "Starter includes up to 10 clients and you have 10."
- The CRM: a client that uses The Pantheon needs the Growth or Agency plan.
- Trial: published sites need a paid plan, so a trial can't accept a client with published sites.
After you accept
- Connect your Google on the client so Analytics, Search Console and the Business Profile start working again. The client's property choices are kept. See Connect Google.
- Check payments. If the old agency's payment account took the store, booking or invoice payments, it was disconnected. Connect one from the client's settings.
- Everything now uses your white-label: portal, emails, Business Hub and Zeus's name.
- See What moves in a transfer for what came over and what you need to reconnect.
Who can use it
Only the agency owner can accept, with their password or 2-step code. Admins, members and ContentForge staff acting as your agency can't.
Troubleshooting
- "Only your agency’s owner can accept a transfer.": ask your owner to open the link.
- "This link was sent to … Log in with that email to accept.": log in with the email the link went to.
- "There’s no card on file. Add one in Billing, then try again.": add a card, then accept again.
- "Your card was declined. Update it in Billing, then try again.": nothing moved. Update the card and try again.
- "This link has expired. Ask the agency to resend it.": links last 14 days. The sending agency can send a new one.
- "Too many tries on this link. Ask the agency to resend it.": ask for a new link.
- "Nothing was moved" email: the move stopped on our side. Any charge for it is refunded automatically and support is told.