How do I add an add-on like social media management to a client's account and then do the work in their account?

Each sub-account has a plan, and you can add add-on plans to it.

1. Go to Contacts and open your client's contact.
2. Open the Billing tab and add the add-on plan (for example your social media plan) to their account.
3. Once they have purchased it and you are doing the work, log in to their account and use the AI assistant or the social media calendar there.

There are two ways to log in to a client's account: on the contact's Billing tab, click Login as, or go to Settings, then Sub accounts, and use that sub account's menu.