> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ocoya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Ocoya for a new client

> The order to do things in when you take on a client, so nothing needs redoing later.

Every client gets their own **brand**. That keeps their channels, posts, members and settings separate from everyone else's, on one subscription.

This is the order that avoids rework.

<Steps>
  <Step title="Create the brand">
    From the brand switcher at the top of the sidebar, **New brand**. Name it after the client. See [Create, switch and delete brands](/help/manage-brands).
  </Step>

  <Step title="Set the time zone first">
    New brands start on **UTC**. Set it to the client's zone before anything is scheduled — changing it later doesn't move posts you've already scheduled, it reinterprets them. See [Time zones and scheduling](/help/time-zones).
  </Step>

  <Step title="Fill in the brand profile">
    Website, description, logos and colours. **Fetch brand** reads the client's site and drafts most of it.

    Do this before generating anything. The description is what the AI writes from, so a thin one now means rewriting captions all month. See [Set up your brand](/help/set-up-your-brand).
  </Step>

  <Step title="Connect their channels">
    Sign in as the account that **administers** each page or profile — not your own personal account. This is where agency setups most often go wrong, and it fails quietly: the connection completes and simply finds no profiles. See [Connect a social channel](/help/connect-a-channel).
  </Step>

  <Step title="Set posting slots">
    Give each channel the weekly times that suit that client, so scheduling is a choice from a plan rather than a decision each time. See [Posting slots](/help/posting-slots).
  </Step>

  <Step title="Invite the client">
    On the **Client** role. They can approve posts, comment, connect their own channels and see analytics, but can't create or edit content — which is usually exactly the arrangement you want. See [Roles and permissions](/help/roles-and-permissions).
  </Step>
</Steps>

## Decide how they'll sign off

Two options, and it's worth agreeing which before the first post:

**Approvals.** Send posts for sign-off and they approve or reject in Ocoya. Rejected posts drop back to draft and lose their scheduled time, so build in a buffer. See [Post approvals](/help/post-approvals).

**A read-only calendar.** If they don't want an account, turn on a [public calendar link](/help/share-your-calendar) and send it. They see what's coming without logging in.

## What's shared and what isn't

| Per brand                    | Across all your brands           |
| ---------------------------- | -------------------------------- |
| Channels, posts, members     | The subscription and one invoice |
| Time zone, posting slots     | Your credit balance              |
| Labels and hashtag libraries | Channel and member limits        |

The credit balance matters when you're busy: every brand you own draws from the same pool, so a heavy month on one client leaves fewer credits for the rest. See [What are credits?](/help/credits)

Labels and hashtag libraries don't copy between brands, so if you use the same scheme for every client, agree it before the second brand rather than the tenth.

## When the relationship ends

**Don't delete the brand** if you might need the history — deleting removes its posts and members. Options in order of reversibility: leave the brand, remove the other members, or move the channels to the client's own Ocoya account by reconnecting them there. See [Move a channel to another brand](/help/move-a-channel).

Either way, have the client revoke Ocoya at each network if the accounts are theirs. See [Disconnect a channel](/help/disconnect-a-channel).

## Related

<Columns cols={2}>
  <Card title="Roles and permissions" icon="users" href="/help/roles-and-permissions">
    Why Client is the role for the client.
  </Card>

  <Card title="Brands and channels" icon="layers" href="/help/brands-and-channels">
    What belongs to a brand.
  </Card>
</Columns>