White label client pages and use your own domain

White label lives on each brand, so a two-brand agency themes each independently. This article sets the theme, then points a domain at it.

Steps

1. Go to Settings, then Brands, and open the brand. The primary colour and logo at the top are the starting point.
2. Scroll to the White label card. The preview shows a report cover, an invoice header, and an email header with your current settings.
3. Pick a heading and body font from the list. They load on client-facing pages only; PDFs and email keep a system font.
4. Set colours: secondary accent, page background, surface, text, muted text, links. Blank values derive from the primary colour, and the editor warns when a pair falls below WCAG AA contrast.
5. Set the button corner radius, upload a logo for dark backgrounds, a square PNG favicon, and a wide email header image.
6. Add footer text, website, and social links. Choose a report cover style: minimal, bold, or photo.
7. Add custom CSS if you need the last few pixels. It applies after everything else on client-facing pages.
8. Switch on Hide platform branding to remove the Powered by line.
9. Save.

Use your own domain for reports and the portal

1. In the same card, enter a hostname under Report and portal domain, for example reports.youragency.com.
2. At your DNS provider add a CNAME for that hostname pointing at the target shown under the field.
3. Wait for DNS to propagate, then open a share link to confirm. From the moment you save, new share and portal links use the hostname.

Use your own domain for the app

Serve the whole platform from an address on your domain, such as app.youragency.com. Your team signs in there, and every link the platform sends (invites, sign-in links, the client portal, reports) uses it.

1. Go to Settings, then Account & billing, then Domains.
2. Choose the address. The page suggests app. followed by your company domain.
3. Pick your domain provider from the list and follow the numbered steps to add the two records shown: a TXT record that proves you own the domain and a CNAME that sends visitors to the platform. Every value has a copy button. On Cloudflare set the CNAME to DNS only.
4. Press Check DNS. Ownership and routing are checked separately, so the order does not matter. Changes usually show within minutes, occasionally up to an hour.
5. When both checks are green and the certificate is ready, click Use everywhere. Your original platform address keeps working, so nothing breaks while you switch.

What to check

• Booking pages have their own theme under Booking experience on the brand; white label adds the favicon, footer, and custom CSS on top.
• Email From name and address per brand are under Email settings on the same page; the sending domain must be verified with the email provider or mail will bounce.
• Plans and the add-on are compared in Choose a plan.