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.
- Enter the domain or subdomain in the client's settings.
- Add the records shown to the client's DNS provider.
- 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.