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Guides and documentation for agency staff running their branded instance of Modero.
Or browse the 13 sections below.
Getting started
How the platform is structured, signing up your agency, and getting your team into the Partner Hub.
4 guides
Your Modero subscription
The bill Modero charges your agency: what you pay, managing your card, and what happens if a payment fails.
2 guides
Your branded instance
Theming, your own sending domain, and notification channels. What standard and white-label agencies each get.
3 guides
Client organizations
Inviting clients, managing their workspaces, reviewing registrations, and keeping location and service data clean.
5 guides
Carrier invoices
Your inbound invoice address, automatic parsing, and reviewing anything the pipeline was not confident about.
2 guides
Billing your clients
Connecting Stripe, the two ways to bill a client, per-client overrides, and add-ons.
5 guides
CRM
Your agency's sales pipeline: companies, contacts, deals, quotes, and automation.
4 guides
Commissions
Confirming the commission money you are owed actually arrived, in full and on time.
5 guides
Network and Flux
Enabling Flux for a client, and the metered Telemetry and Bandwidth-on-Demand add-ons.
2 guides
AI assistants (MCP)
Letting your team and your clients connect Claude or another AI assistant to their data, and governing what it can reach.
8 guides
Security and access
How Modero support access works, your audit feed, single sign-on, and forwarding events to your own tooling.
3 guides
Troubleshooting
Start here when something looks wrong. Organized by symptom, not by module.
6 guides
Getting help
How to reach a human, what to expect, and how to report a bug.
3 guides
Every guide
The full documentation map, every section and every guide.
Cannot find it?
There are 52 guides here, and they will not cover everything. If the answer you need is missing, ask us: we answer first, then write the guide, and the question you asked usually becomes the page.
- support@mymodero.com
- In the product
- Teams on a paid module get chat support inside Modero. Log in.
- Documentation is free
- Everything here is public, on every plan, including the free CRM.