Custom domains help elevate your brand and make your clients feel secure when they are in your portal. If your website is www.example.com, with a custom domain you can set up portal.example.com. The "portal" subdomain can be replaced with a term of your choice (i.e. app.example.com)
In order to connect a custom domain you will need to subscribe to a Professional or Advanced plan. We recommend that you set up a custom domain before inviting all of your clients, otherwise they will need to log in again.
I don't own a domain yet
We recommend you use Namecheap to purchase a domain. Domains typically cost <$10/yr.
I already have a domain
- Navigate to Settings > Domains.
- Enter required information.
- Log into your registrar and add the new records.
- Wait between 5 minutes and 24 hours for setup to be complete.
If you are running into any issues with this setup please contact support.
Note: If you already have active clients and are connecting a custom domain, you don't need to worry about their transition experience. Once the domain setup is successful, old links will automatically redirect to your custom domain.
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