How to Create and Manage Clients

Clients Are Separate Workspaces

A client in RealityMold is a workspace for a single brand or company. Each client carries its own plan, its own credit balance, and its own campaigns. Nothing pools across clients.

If you create content for one brand, you usually have one client. If you run an agency or manage several brands, you create one client per brand and operate them independently.

Creating a New Client

If you have not created a client before, your first client was already created during signup. For an end to end walkthrough of that flow, see Creating Your First Client.

To add another client to your account:

1. Click Create New Client on the dashboard, or open the Clients page from the sidebar and use the create button there.
2. Fill in the form:
   • Client Name (required). The brand name as it should appear inside RealityMold and on invoices.
   • Website URL (optional). If you skip https://, we add it for you.
   • Description (optional, up to 1000 characters). A short brand summary that helps the team and our AI research step understand the brand.
3. Click Continue to Plan.
4. Pick a plan and a billing cadence for this client. Every client has its own subscription. The plan you picked for an earlier client does not roll forward.
5. If a saved card is on file, the subscription starts immediately. If not, Stripe Checkout opens so you can enter card details.

The new client appears on your dashboard and on the Clients page after subscription confirms.

There is no cap on the number of clients you can add.

Editing Client Details

Open the client and look for its settings entry, then click Edit.

You can update:

• Client Name (one rename allowed if the name was a placeholder from an older migration). Most clients have the name locked after creation so invoices stay consistent. To change a locked name, message your account manager.
• Website URL.
• Description.

Click Save. Changes take effect immediately. Editing client details does not change any existing campaign, creative, or video for that client. Those keep the info that was active at the time they were created.

If you want to update the brand description because the brand has pivoted, do it. The description feeds into our AI research step on every new campaign you create, so a current description leads to more on brand creatives.

Deleting a Client

Deletion is permanent and cascades.

1. Open the client's settings page and find the delete option.
2. A confirmation dialog asks you to type the client name. Read the warning carefully before confirming.

What gets deleted: removing a client permanently deletes every campaign, creative, delivered video, message thread, and credit transaction tied to it. The subscription on that client is canceled as part of the same flow. None of this can be undone.

If you need any of that content, download or export it before you delete.

If you just need to pause a brand rather than wipe it, downgrade the client to the Storage Only plan instead. Storage Only keeps every brief, asset, and message exactly where it is for a small monthly fee, and you can move back up to a paid plan any time.

If you only need to rename, use the edit flow rather than delete and recreate.

Managing Multiple Clients

If you own two or more clients, the Clients page lists them all. Each card shows the brand name, the active plan, and the live credit balance for that client.

A few practices that keep things clean:

Use the brand's official name. Invoices, message threads, and emails all use this name. Generic placeholders like "Client 1" lead to confusing invoices.

Switch by clicking. Every campaign and creative is scoped to a specific client. You cannot mix content across clients, so there is no risk of cross contamination. Open the client first, then create or open a campaign.

Watch credit balances. Credits do not pool. If one client is running low and another has a surplus, the surplus client cannot cover the other. Either upgrade the running low client or top up its balance.

Review inactive clients. If a brand relationship ends, either move the client to Storage Only (preserve everything) or delete it (cascading wipe). Choose carefully.

Once your client is set up, your next move is to create a campaign and ship videos. For the full creative flow, see Requesting Your First Video. For per client billing detail, see Managing Your Subscription and Payment Method.