My Community Platform White-Label Reseller Setup (Onboarding)

My Community Platform White-Label Reseller Setup (Onboarding)

1. 01

   Register the agency account and open the white-label configuration screen

   Enter your agency domain, upload the logo, and set brand colors before any client community exists. Every downstream portal inherits these values, so a mid-project rebrand means re-touching each client site.

2. 02

   Connect Stripe for payments and Calendly for scheduling

   These are the only two integrations the platform supports. If a client's finance team runs on anything else, flag it during scoping rather than after the member database is live.

3. 03

   Run the guided onboarding walkthrough end to end

   The walkthrough covers member CRM, events and ticketing, email communication, and the mobile app toggle. Complete it once on a sandbox community so delivery staff see where member limits and email caps are enforced.

4. 04

   Map each client to a plan tier before importing data

   Launch at $150 monthly ($125 annual) caps at 5,000 members and 50,000 emails per month. Growth at $900 monthly ($750 annual) raises that to 10,000 members, 150,000 emails, and adds native iOS and Android apps plus push notifications. Scale at $1900 monthly ($1583 annual) supports up to 25,000 members and 500,000 emails.

5. 05

   Import the pilot client's member list and configure applications, approvals, and segmentation

   Pick one nonprofit or membership organization as the pilot. Segment by join date or tier so welcome sequences and renewal reminders target the right people from day one.

6. 06

   Build the branded community website and publish one live event with RSVPs and ticketing

   A single working event proves the payment path through Stripe and gives the client something concrete to show their board or members.

7. 07

   Schedule the welcome email campaign and confirm the mobile app is enabled if the client is on Growth or above

   Launch-tier clients have no native app, so set that expectation in the retainer scope. Push notifications only exist on Growth and Scale.

8. 08

   Hand the client a one-page admin guide covering member approvals, event creation, and email sends

   Agencies that leave clients without this guide field the same three support questions every week. Keep the guide to the screens the client actually touches.