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Set your client portal URL & Email Address with your domain (White-label)
Set your client portal URL & Email Address with your domain (White-label)

Fully white label your client's experience, using your own domain for client portals, and the client notifications sending email.

Nora Olano avatar
Written by Nora Olano
Updated over a week ago

Follow below for how to get fully white labeled, with your own custom domain.

📝 Note: Custom Domains are only available on our Multi and Enterprise Plan.

To proceed you will be charged an additional setup fee and monthly recurring fee. (email to inquire on pricing)

To set up Custom Domains, we require a technical contact at your organization who is familiar with updating DNS Records on a server.

After the feature has been requested, you will receive an Invite to fill out a Custom URL Information document requiring:

  1. Your desired Custom Subdomain (i.e.

  2. A Custom Email Address (i.e.

  3. Business Registration Details; and,

  4. Your Domain's Admin Address (required for Domain Verification Details)
    Please provide your IT representative’s email address and contact number for us to get in touch to complete the custom setup.

Optional: You may use the same entry for Custom Subdomain and Email Address if you wish.

Here's an example of how it will look like:

  • ‘documents’ is the Subdomain, which is also customizable.

Reach out to or the chat bubble to get started! 😎

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