Managing multiple client sites as an agency
Agencies and consultants manage client sites by creating one Eventually team per client, then switching between those teams under a single login. This keeps you from maintaining separate logins for each client, and it lets you hand off ownership when the project is complete.
Each client team carries its own plan and its own billing. Team member limits apply per team: 1 on Free, 3 on Essentials, 5 on Growth, and 10 on Pro.
How agency access works
Each client site is connected to its own Eventually team. You can belong to multiple teams under one login and switch between them from the team menu at the top of the sidebar. Events, attendee data, and billing stay separate for each client, so there is no risk of mixing client information.
Connecting client sites
Connect each client's Squarespace site to its own Eventually team. For step-by-step instructions, see Connecting and disconnecting sites.
Managing events across teams
After switching to a client's team, you see only that team's events, attendees, and settings. Use the team menu to switch between clients without signing out. All event data, site configurations, and attendee information remain scoped to the team you are viewing.
Client access and handoff
When you are ready to hand a site back to the client, use the ownership transfer flow. What happens next depends on the email you transfer to. An existing team member is transferred ownership immediately, with no invitation step. If you transfer to a new email address, the client receives an invitation, accepts ownership, and takes over billing through the welcome flow, where they choose a paid plan and complete payment setup, including when the transferred team is on a complimentary Ambassador tier. You stay on as an admin with ongoing access unless you choose to leave the team.
See Transfer team ownership for the full handoff steps.
Roles and team management
Control what each collaborator can see by assigning roles. Customer teams have three roles: Owner, Admin, and Member. Owners have full control. Admins can do everything except change the plan, go live, connect Stripe, or transfer ownership, and they manage team membership.
See Roles and permissions for the full access matrix.
Switching between client teams
Move between teams from the team menu at the top of the sidebar. Your profile is shared across teams, but events, sites, and billing are isolated per client.
Creating additional teams
Agencies often create one team per client. Each team needs its own plan and billing.