{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["availability","callout","faq","faq-item","partial"]},"redocly_category":"Pricing and Billing","type":"markdown","userRole":"Admins","accountType":"Agency accounts","plan":"All subscription plans"},"seo":{"title":"Scale your agency plan with client packs","description":"Add client packs to your Agency plan to grow client capacity, data sources, and your shared AI credit pool together.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building Databoards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"]},{"title":"AI","includeFiles":["docs/ai/*.md"]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"]},{"title":"Databoards","includeFiles":["docs/databoards/**/*.md"]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"]},{"title":"Goals","includeFiles":["docs/goals/*.md"]},{"title":"Reports","includeFiles":["docs/reports/*.md"]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"]},{"title":"Support","includeFiles":["docs/support/*.md"]},{"title":"Company","includeFiles":["docs/company/*.md"]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"]}]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"scale-your-agency-plan-with-client-packs","__idx":0},"children":["Scale your agency plan with client packs"]},{"$$mdtype":"Tag","name":"Availability","attributes":{"users":"admins","accounts":"agency","plans":"all"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["As an agency grows, it needs room for more clients, more data sources to report on them, and more AI-powered work across the whole client list. The Agency plan starts with a base allowance for each of these, and client packs are how you scale past it — every pack you add increases your client limit, data source limit, and shared AI credit pool at the same time, in a single purchase."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"client-pack-capacity","__idx":1},"children":["Client pack capacity"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The same purchase covers whichever reason you're scaling for:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Onboarding new clients"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Adding data sources for clients you already manage"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Growing the AI credit pool shared across all your clients"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"tip"},"children":["If growing your AI credit pool is your only goal, buying a client pack isn't the most direct route — see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/top-up-your-ai-credits"},"children":["Top up your AI credits"]}," for a top-up that adjusts credits on their own."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"add-a-client-pack","__idx":2},"children":["Add a client pack"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.databox.com/settings/billing"},"children":["Settings > Billing"]}," in your Databox account."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Locate the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Client pack"]}," card."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Manage packs"]}," to open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Additional client packs"]}," panel."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use the slider to select how many packs you want in total."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review the updated client, data source, and AI credit limits, along with the prorated amount due today in the summary."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Check the confirmation box, then click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Confirm"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once activated, the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Your subscription"]}," section lists the client pack as a line-item add-on alongside your base plan, and your new limits take effect immediately."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"note"},"children":["Client pack cost is prorated the same way your subscription is. Adding a pack partway through your billing cycle only charges you for the remaining time in that cycle — for example, adding a pack at the midpoint of the month charges roughly half that month's cost upfront. Full-price charges begin on your next regular billing date, alongside the rest of your plan subscription."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"remove-a-client-pack","__idx":3},"children":["Remove a client pack"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.databox.com/settings/billing"},"children":["Settings > Billing"]}," in your Databox account."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Client pack"]}," card, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Manage packs"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use the slider to select the new, lower number of packs."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review the updated limits in the summary, check the confirmation box, then click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Confirm"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"warning"},"children":["Removing a pack lowers your client, data source, and AI credit limits at your next renewal. If that puts you over the new limit, you're notified and must remove the excess clients or data sources yourself. Your AI credit pool also shrinks by the amount that pack granted. You keep access to the removed pack's limits for the rest of the current cycle, with no credit or refund for the unused time on that pack."]}]},{"$$mdtype":"Tag","name":"Faq","attributes":{},"children":[{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Do client packs apply to standard accounts?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, client packs are specific to Agency plan accounts. Standard accounts scale capacity by moving to a higher plan or tier instead — see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/choose-a-subscription-plan"},"children":["Choose a subscription plan"]},"."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Does removing a client pack affect my billing cycle date?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, your billing anchor date stays the same. Only the charge amount and your limits change starting with your next cycle."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[" "]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":160},"children":[{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Ask Genie","icon":"genie","to":"https://app.databox.com/genie","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Get instant answers or help with your data using the in-app AI assistant."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Talk to an expert","icon":"assistance","to":"https://meetings.hubspot.com/databox-meeting/account-management","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For customers: Get help with your setup, strategy, or making the most of Databox."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Book a demo","icon":"eye-open","to":"https://meetings.hubspot.com/databox-meeting/ref-knowledge-base","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["New to Databox? See how it works and get guidance on getting started."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Send an email","icon":"help","to":"mailto:help@databox.com","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reach out to support for help with your account, data, or technical issues."]}]}]}]},"headings":[{"value":"Scale your agency plan with client packs","id":"scale-your-agency-plan-with-client-packs","depth":1},{"value":"Client pack capacity","id":"client-pack-capacity","depth":2},{"value":"Add a client pack","id":"add-a-client-pack","depth":2},{"value":"Remove a client pack","id":"remove-a-client-pack","depth":2}],"frontmatter":{"slug":"scale-your-agency-plan-with-client-packs","seo":{"title":"Scale your agency plan with client packs","description":"Add client packs to your Agency plan to grow client capacity, data sources, and your shared AI credit pool together."},"keywords":{"includes":["client packs","scale agency plan","agency plan capacity","add clients Databox","agency data sources","shared AI credit pool","remove client pack","prorated client pack"]},"metadata":{"userRole":"Admins","accountType":"Agency accounts","plan":"All subscription plans"}},"lastModified":"2026-09-07T17:09:24.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/scale-your-agency-plan-with-client-packs","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}