The white-label layer is part of the Whitelabel plan. On Agency the Branding row is still in the panel, marked with a lock, and opening it shows the screen behind an upgrade prompt so you can see exactly what the plan buys. On Whitelabel it is yours: everything on it edits a draft, the previews on the right follow every keystroke, and a save bar appears the moment the draft differs from what your clients see.
Identity
App name replaces our name everywhere your clients look, from the sidebar to the browser tab. Short names sit better in the sidebar.
Logo on this card is a preview: until image hosting is live your clients see your initials on your brand color. The logo that reaches your clients today is the one on the Emails card below, which takes a PNG, JPEG or WebP up to 512 KB.
Brand color drives buttons, active nav rows and links across the whole app. Keep it dark enough to read white text on.
Login screen welcome copy is the line under the sign-in title, up to 200 characters. See The sign-in message for what to put there.
The branding screen with the form on the left and the live previews on the right.
Save, and anyone signing in from then on gets the new look. Sessions already open keep the old one until they reload.
Sidebar colors and a dark logo
Sidebar colors sets the background and the text color of the sidebar your clients read in light mode, and the preset combinations above the brand color fill all 3 at once. Dark mode always keeps the app's own dark sidebar, so a pair chosen against white paper can never leave a client reading pale text on a pale bar. Use the app's colors puts both back to the default, and a warning appears under the group when the text you picked is hard to read on the background you picked. Upload a Logo on dark backgrounds if your mark is dark ink, and clients reading in dark mode get that one instead of the light one. Without it your light logo is used in both themes. The Light and Dark switch above the app preview shows you both, before you save.
Your domain
Your clients should sign in on your address, not ours.
- Enter a subdomain you control, like app.youragency.com.
- Add the CNAME record shown on the card at your DNS host, with the host and value exactly as printed. The value has a copy button.
- Press Check DNS. Propagation is usually a few minutes and occasionally an hour.
The custom domain card with its CNAME record and verification pill.
Until it verifies, client logins stay on our address. Editing the domain clears the verification, because the new host needs its own record.
Your plan page
Plan page is the third card: a page on your own domain where a new client picks one of your retail plans and pays you, onto your Stripe.
Turn on Publish my plan page, then write a Headline and an Opening line. Your page on the card prints the address once your hostname is verified on the Custom domain card above. Leave the switch off and that address answers with nothing.
The page sells whatever is live in your plan catalog, so add at least 1 retail plan first or it has nothing to offer. See Build your retail plans.
The Plan page card with the publish switch, the headline and the page address.
What your clients never see
There is no switch for this and nothing to turn on. On your domain your clients read your name and nothing else: no footer line, no mention in the emails they receive, nothing in the page titles.
Signing in on your domain is an email address and a password. Google, Microsoft and Facebook are not offered there, because the permission screen those three show is issued by the company behind the app rather than by you, and your clients would read that name.
We still identify ourselves to Facebook when a source is connected, because Facebook requires it. Your clients never see that screen.
Emails
Digests, alerts and receipts can leave under your name. Switching Use your own email look on starts from a blank slate with your agency name in the sender fields rather than inheriting anything of ours: no logo, no footer line, no app URL. That is on purpose, because a button pointing at our app inside a white-labeled email undoes the white label in 1 click.
The email branding card with the sender status pill, the logo upload and the override switch.
The sender pill is a fact about DNS rather than a setting. Until the address you typed passes verification, messages keep your look and leave from our address, because a provider either refuses an unverified sender or delivers it to spam.
Want your own address in the From line rather than ours, on your own plan? See Send email from your own domain for the DNS records, what each state of the pill means, and DMARC.
The card also lists which messages reach your clients under your branding and which come only to you. The client-safe ones never name the platform and never say credits.
What a client can still see
Nothing of ours in the product, and one thing outside it: a review site's own sign-in, such as Facebook's, names that site, because it owns that screen. Everything on our side, including the Help Center they read, carries your name and your support address.
If you offer AI features under your brand, your own privacy policy is what tells your clients about them. See Tell your clients about AI for template wording.