Managing client workspaces

Once you've white-labelled Foan, every client gets their own workspace. The agency dashboard sits above all of them.

Switching workspaces

Top-left of any page is the workspace switcher — click it to jump between clients. Their data is fully isolated: contacts, calls, knowledge, integrations. Switch workspaces and the entire dashboard reflects only that client's state.

Agency-wide views

A few views aggregate across all your clients:

• Total minutes — billable phone minutes used this period across the agency.
• Active workspaces — count, with status (paying / paused / past-due).
• MRR — what you bill collectively per month.
• Margin — revenue minus pass-through costs.
• Churn alerts — clients whose subscription is at risk (failed payment, support ticket flagged, low usage).

Billing

Each client is billed by you, not by Foan. You're the merchant of record. Your Stripe account collects the subscription; Foan invoices you weekly for at-cost minutes plus the workspace fee.

Failed client payments are visible in the agency dashboard — you decide whether to chase, pause, or cancel. We don't auto-suspend clients; that's your call.

Adding clients

Two ways:

• Manual provision — Agency → Workspaces → New. Pick the plan tier, set the starting agents, send the magic link.
• Self-serve sign-up — your branded sign-up page (app.<domain>.com/signup) lets clients onboard themselves.

Most agencies prefer manual provision because they've already done the sales conversation offline.

Removing clients

Two paths:

• Pause — workspace stays alive but agents stop answering calls. Useful for non-payment.
• Delete — full data wipe within 30 days. The client gets a final export of their call history first.

Either is reversible until the data is wiped.

Porting a client out

If a client wants to leave your agency and go direct to Foan, we support clean port-out:

1. They sign up at foan.me.
2. You confirm the port from the agency dashboard.
3. The workspace + all data moves to their direct Foan account.
4. Their billing relationship moves from you to Foan.

We don't hold data hostage. The flow is one-click.

Compliance

You inherit responsibility for your clients' compliance posture — particularly recording consent, opt-out lists, and cold-calling rules. See Calling rules. If a client of yours runs an outbound campaign that breaks our What we won't do policy, we'll suspend their workspace and contact you to resolve it.

Reporting to clients

Each client has their own dashboard — they see their own data. The agency-wide aggregate is yours alone.

For monthly client reports, the recommended pattern is: take a screenshot of their insights tab + export their Call history CSV. Most clients don't need anything more sophisticated.