SET UP YOUR PLATFORM

White-label your platform

Put your name, logo, colors, fonts and domains on the platform, for your agency and for each client.

Your agency brand

Open Settings, then Business details. Add your name, logo, brand color and fonts. They apply across the app, the sign-in page and your clients' public pages, so nobody sees a name other than yours.

Brands and clients

Each brand can carry its own look and billing schedule. Client sub-accounts can use their own logo and colors too, so a client sees their business in the places that face their customers.

Custom domains

Your platform runs on your own domain. Each client can also add a domain or subdomain for their booking pages, forms and email links.

  1. Enter the domain or subdomain in the client's settings.
  2. Add the records shown to the client's DNS provider.
  3. Once verified, their pages and links use their domain.

Start every client the same way

Build one sub-account the way you want new clients to start, with pipelines, templates, forms, tags and products, then mark it as your snapshot. When you create a sub-account you can clone from it.

Preview the snapshot first to see exactly what will be copied. Refreshing an existing sub-account from the snapshot replaces its setup rather than merging it, so only do that on a sub-account you are happy to rebuild.

Sell it as your own

Package the platform into your own tiers with Client plans, sell them from a checkout link, and let each sale set up the new client's account. See Client plans and billing.

Something missing or unclear? Email hamid@revgrow.app.