Scaling Client Retainers with Automated White-Label Portals
Host custom-branded client portals on your own domain (e.g. reports.youragency.com), with custom logos, bespoke color palettes, and restricted client logins.
Workflow Checklist (3 Steps)
- 01 Access White-Label Branding Settings
- 02 Configure Custom CNAME Domain
- + 1 more procedural steps in guide