ClientdeckHelp
Help
Short, plain language answers to the questions that come up most: getting set up, connecting your data, sending reports, billing and your account. If you cannot find it here, a real person is one click away.
How to get started with Clientdeck
From sign up to a report your client can approve. Seven reports free for seven days, no card needed.
ReadHow to connect a client's Meta ad account
Log in with Meta once, link each client to their ad account, and their numbers flow into every report. Read only, so your client's ads are never touched.
ReadHow to build and edit a client report
Pick a report type and a look, let Clientdeck write the first draft from the numbers, edit any line, then publish.
ReadHow to get your client to sign off a report
Your client opens a private link, reads the report on your brand, comments if they like and approves in one tap. No login.
ReadHow to brand your reports and go white label
Set each client's logo and colour, show your own logo alongside theirs, and on higher plans remove the Clientdeck mark.
ReadHow to set up automatic and scheduled reports
Set a client up once, choose monthly or weekly and a send day, and Clientdeck builds the report and sends it, or hands you a draft.
ReadStill need help?
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