ClientsDashboard White-Label Client Portal Setup (Onboarding)

ClientsDashboard White-Label Client Portal Setup (Onboarding)

1. 01

   Create your agency account and select the Professional plan ($149/mo) to access White Label Branding

   The white-label feature is only available on Professional and Enterprise plans, so confirm your subscription tier before starting the portal setup.

2. 02

   Configure your custom domain and email sender details in the White Label settings

   Navigate to the White Label section and enter your agency's domain and SMTP credentials so client emails appear from your own address.

3. 03

   Upload your agency logo and set brand colors for the client dashboard

   Replace the default ClientsDashboard branding with your own logo and color scheme so the portal appears as your proprietary software.

4. 04

   Connect payment processors (Stripe or PayPal) in the Invoicing settings

   This enables online billing so you can send invoices and accept payments directly through the portal.

5. 05

   Create a pilot client profile and set up their project workspace

   Input the client's contact data, define project timelines and milestones, and assign tasks to test the full workflow.

6. 06

   Send a test invoice and process a payment to verify the billing flow

   Confirm the invoice reaches the client's email and that payment reflects correctly in your dashboard.

7. 07

   Train your team on portal usage and task submission workflows

   Ensure your team understands how to manage client projects, respond to support tickets, and use the team chat for collaboration.