Partner Clients

If your account is part of the CaptiFi partner programme (reseller or white label), the Clients page is where you manage the businesses you resell CaptiFi to. Each client gets its own organisation, optionally its own dashboard login, and its own venues. You bill your clients directly: client accounts never see CaptiFi pricing or a CaptiFi invoice.

Not a partner yet? See captifi.io/partners/msp or contact support.

Where to Find It

1. Log in to my.captifi.io
2. Go to Partner → Clients in the sidebar (this section only appears on partner accounts)

Reading the Client List

One row per client business:

• Setup: a pill showing go-live progress, explained under Going Live below. Green Ready means fully live; an amber count like 3/4 means work remains.
• Venues: how many locations the client has.
• Plan, Wholesale, Retail and Margin: the CaptiFi plan you have put the client on, what CaptiFi bills you for them, what you have recorded as charging them, and the difference you keep. In the example, The Anchor Inn is on Growth: £55.00 wholesale, £89.00 retail, £34.00 margin every month.
• Guests (30d): guest connections in the last 30 days and when the venue was last active. This is venue activity, not allowance usage: the allowance counts new guests only. A client showing "No guests yet" may need help finishing their WiFi setup.
• Added: when you created the client.

The Client Lifecycle, Start to Finish

Step 1: Add the Client

1. Click Add client (top right)
2. Enter the Company or business name (required)
3. Optionally add a contact name, email and phone. Adding an email creates a dashboard login for your client
4. Optionally name their first venue, pick a venue type, and choose their WiFi hardware: a CaptiFi Plug & Play device (default) or a controller platform such as UniFi, Omada, Aruba, Meraki, Cisco or Ruckus. Controller venues start in Setup Required state, ready to connect from the venue page. You can add more venues later
5. Optionally pick a plan and record the monthly retail price you charge the client
6. Leave Email a set-password invite now on to send the client a link to set their password, or turn it off and use Send invite later

Won the client through a splash page demo? Use Convert to client on the demo instead: the form opens prefilled and the demo's splash design carries onto the new venue.

White-label partners can add clients once CaptiFi has recorded their signed partner agreement and data processing agreement on the partner record. Until then the form shows a message naming what is missing: see Before you add your first client.

Step 2: Set the Plan and Your Retail Price

The plan sets your wholesale cost from the rate card in your account currency, with the first venue included and a monthly charge for each additional venue. For a GBP partner that is Essentials £30, Growth £55 or Pro £95 per month, plus £15 for each additional venue, and the full rate card lists all six currencies. The retail price is yours to set, is recorded for your own margin tracking, and is what you invoice the client for: CaptiFi never bills your clients anything. Open the actions menu on a client row and choose Edit client any time to change the client's name, plan, retail price or your private notes.

Wholesale prices are managed by CaptiFi, so the numbers you see always match what you are billed. If you have agreed a custom wholesale price for a specific client with your account manager, it shows with a "custom price" marker, like Fairview Hotel in the screenshot above. Your monthly totals and margins roll up on the Earnings page.

Step 3: Invite Their Login

Client logins are created without a usable password. The Send invite button on each client row emails the contact a set-password link. Use it again any time a client needs a fresh link. A login is optional: plenty of partners run fully managed venues where the client never logs in at all.

Step 4: Order or Connect Hardware

For CaptiFi Plug & Play venues, order the device from the client's detail page with Order device: pick the venue, enter the delivery address, and the order goes to the CaptiFi warehouse. Hardware is billed through your partner agreement, not charged to a card at order time. Track every order on the client's detail page and at the bottom of your fleet Overview:

Each order shows its status as it moves from pending through shipped to delivered, with the courier and tracking number once it ships, so "where is my router" is always one glance away.

For controller venues (UniFi, Omada, Aruba, Meraki, Cisco, Ruckus), no CaptiFi hardware ships: open the venue's page and follow the connection steps for the client's platform, using the setup guides for the controller in question.

Step 5: Going Live, the Setup Pill

Each client row's setup pill tracks the four go-live steps: venue created, device online, splash page live, and first guest connected. Hover an amber count like 2/4 for a tooltip listing exactly what is still to do. In the screenshot above, The Anchor Inn is fully Ready, Riverside Cafe is one step short, and newly added Fairview Hotel has only its venues created so far: reading the pills top to bottom is your installation to-do list. Once the first guest connects, the client is live and starts appearing meaningfully in your fleet health view.

Private notes on a client

Keep contract terms, contacts and anything else your team should know about a client in its notes. Notes are private to your partner account, and your client never sees them.

Edit them in the Notes field of Edit client on the Clients page, or in the Notes card on the client's detail page: click Add notes (or Edit notes once some are saved), type, and click Save notes. Notes hold up to 500 characters, and both editors count down the characters you have left.

Suspending and Removing Clients

From the actions menu on each client row:

• Suspend client locks the client's dashboard logins. Their venue WiFi and splash pages keep working for guests, so suspension is safe to use in a billing dispute: you switch off their access to the dashboard, not their guests' WiFi. Use Resume client to restore access.
• Remove client offboards a client completely. If the client still has venues, tick Also delete their venues in the confirmation to take their splash pages offline as part of the removal (guest data is retained). The client's login is locked and they disappear from your list. If you need a removed client back, contact support: see Restoring a removed client.

Restoring, moving or converting a client

CaptiFi makes these three changes for you. Contact support or your account manager to arrange one.

Restoring a removed client

CaptiFi can bring back a client you removed, together with the venues removed with it and its logins, and the client returns to your list. A client you suspended before removing it comes back suspended until you click Resume client. Venues the client had deleted before the removal stay deleted.

Moving a client to another partner

A client and its venues can move to another reseller or white-label partner. From the move, the client is billed to that partner and leaves your statement, and your staff lose access to its venues. A custom wholesale price moves with the client when both partners bill in the same currency. If the currencies differ, the new partner's rate card prices the client until a new custom price is agreed.

Converting a client to a direct customer

A client can leave the partner programme and become a direct CaptiFi customer. CaptiFi bills it from then on, it leaves your statement, and your staff lose access to its venues. Each of the client's logins is asked to choose a plan and add a card at its next sign-in, on the same Complete your setup page as any account CaptiFi sets up: see Account Registration.

A partner account that is paused, dormant or cancelled cannot have a client restored to it or moved to it until it is reinstated.

Working on a Client's Venues

You keep full management access to every client venue from your own account: their guest data, analytics, splash pages and devices are all available in your normal dashboard pages, alongside your own venues.

To work on one client at a time, pick it in the Viewing selector at the top of the Clients page. The whole dashboard is then scoped to that client, and venue lists, guests and analytics show that client alone until you switch back. The page reloads after each switch, so nothing from the previous client stays on screen.

While a client is selected, a banner at the top of my.captifi.io names it and carries the same selector, so you can switch straight to another client from any page. To widen back out, choose All clients in the selector or click View all clients on the banner.

What Your Client Sees

A client with a login signs in at my.captifi.io like any CaptiFi customer, but scoped to their own venues only. They see no billing pages, no CaptiFi pricing and no other clients: where a normal customer would see plans and payment settings, your client sees a note that billing is handled by their service provider, meaning you. Your client cannot order a CaptiFi device with a card, buy SMS credits or set up SMS auto top-up from their account, and an add-a-card link in an older CaptiFi email opens that same note. You order their devices from the client's detail page, as in Step 4. You keep full management access to every client venue from your own account. White-label partners can go further and put their own logo and colours on everything the client sees: see White Label Setup.

Device Alerts for Client Venues

When a CaptiFi device at a client venue goes offline (or comes back online), a copy of the alert email is sent to your partner support inbox as well as any venue users who have alerts enabled. To set or change your partner support email, contact support or your account manager: for white label partners it is set as part of your branding (see White Label Setup).

Your Margin, Worked Through

The screenshots come from a GBP partner, so the sums below are in pounds; they work the same way in your own account currency, using the rate card for your currency. Take The Anchor Inn from the screenshots. You put them on Growth, so CaptiFi bills you £55 for the month. You invoice them £89, CaptiFi's published price for the same plan, so you keep £34. Riverside Cafe on Essentials works the same way: £30 wholesale, £49 retail, £19 kept. Two small venues, £53 of recurring margin per month, before you charge for installation, a support contract, or set your own prices above list. Every client you add compounds it, and the Earnings page totals it live.

White Label Branding

White Label partners can put their own identity on their clients' dashboard, the main emails about their account and venues, and their monthly reports, and their clients can remove the Powered by CaptiFi credit from their splash pages. The full walkthrough is in White Label Setup.