How are Onboarding and Audit Credits calculated?

Each plan includes a number of "onboarding credits" and "audit credits".  

Here's what the credits are and how they are calculated:

1) Onboarding Credits:

• 1 onboarding credit = 1 new client who grants you "manage"/"edit" or "admin" access to at least one asset (e.g. a Facebook Page or Google Ads account).
• if the client gives you access to multiple assets, it will still only count as 1 client (e.g. a client connects 1 Facebook Page, Facebook Ad Account, Google Ads Account, Google Analytics - this counts as 1 onboarding credit) 
• if a client first gave access to one asset and later connects more assets, this will not count as a new client connection

2) Audit Credits (View-Only Connections)

• 1 audit credit = 1 prospect who gives you VIEW-ONLY access to at least one asset (e.g. a Facebook Page or Google Ads account).
• if the prospect gives you VIEW-ONLY access to multiple assets, it will still only count as 1 client (e.g. a client grants view-only access to 1 Facebook Page, Facebook Ad Account, Google Ads Account, Google Analytics - this counts as 1 audit credit) 

For example:

Prospect A gives you view-only access to their Ad Account & Google Analytics = 1 audit creditClient B gives you manage access to their Page, Ad Account, Google Analytics & Google Ads = 1 onboarding credit

That also means if Prospect A becomes a client for you and gives you full manage access through Leadsie, it will cost you an "onboarding" credit.

Still unsure how this works? Get in touch via the big help button on the right-hand side of the screen.