Appy Pie Client App Handoff and Admin Panel Training (Onboarding)

Appy Pie Client App Handoff and Admin Panel Training (Onboarding)

1. 01

   Confirm the client's plan tier before handoff

   Basic at $32/mo covers Android only with 500 push notifications and 500 app downloads per month. Gold at $72/mo raises both to 1,000. If the client expects iOS, the handoff cannot proceed on Basic. Document the tier in the delivery record so the agency knows which limits apply.

2. 02

   Transfer admin panel credentials to the client

   The admin panel is where the client manages users, content, and campaigns. Create a client-specific admin login rather than sharing the agency's master account. Because Appy Pie does not publish a white-label program, the client will see Appy Pie branding in the dashboard. Set that expectation in writing before the handoff call.

3. 03

   Walk the client through push notification campaign creation

   Show the client where to compose and schedule a push notification. Tie the walkthrough to their monthly allowance: 500 on Basic, 1,000 on Gold. Agencies on retainer should flag that exceeding the tier limit requires an upgrade, not a workaround.

4. 04

   Verify payment processing configuration

   Appy Pie supports Stripe, PayPal, Apple Pay, and Google Pay. Confirm which processor the client wants live, check that the credentials are entered in the admin panel, and run a test transaction before the client takes real orders.

5. 05

   Hand over the visual editor for content updates

   Train the client on editing screens, colors, and text in the visual editor so routine content changes do not come back to the agency as billable tickets. Show them how to submit natural language change requests for structural edits they cannot make themselves.

6. 06

   Document the app store publishing status

   Record whether the app is live on Google Play, the App Store, or both. Basic tier is Android only, so iOS publishing requires a Gold or higher plan. Note the listing URLs and the date of last submission in the client file.

7. 07

   Set the monthly monitoring cadence

   Schedule a recurring check on download counts and notification usage against the tier limits. If the client is approaching 500 or 1,000 downloads per month, the agency should raise an upgrade conversation before the app stops serving new users.

8. 08

   Close the handoff with a written scope boundary

   State plainly what the agency retains (build, publishing, tier management) and what the client owns (daily content, campaign sends, payment credentials). This prevents the retainer from absorbing work the client was trained to do.