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Open Whitelabel settings

  1. Open Settings in the Partner Portal.
  2. Select White-Label Portal.
The page groups related settings into sections that you can expand when needed. The progress card at the top shows which sections are complete.

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Portal experiences

Use Portal Experiences to choose which offers are active and which one appears on the root of your customer-facing domain. Experience-specific options remain on each experience’s own settings page. For AI Receptionist, open One-Click Experiences, find AI Receptionist, and select Settings.

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Domain settings

Use Domain Settings to:
  • turn the customer portal on or off
  • allow or prevent new customer signups
  • view your portal subdomain
  • connect a custom domain
  • add a custom domain for connected AI tools
Custom-domain verification currently uses the DNS records shown in the portal. If a one-click domain option is labelled Coming soon, use the manual DNS steps and Verify Domain instead. Turning off Enable Customer Portal prevents customers from using the branded portal. Turn it back on and save when you are ready to restore access.
Subdomains cannot be changed after registration, and verified custom domains cannot be replaced from this page. Check the spelling before completing setup.

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Additional custom domains

Under Domain Settings, Additional Custom Domains lets you add up to three more domains and point each one at a specific One-Click Experience. See Additional custom domains for the steps.

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Portal branding

Expand Portal Branding to upload a company logo and favicon, choose a logo size, set primary and secondary colours, select a font, and edit the portal title and slogan. The production page currently accepts common image formats and shows the recommended sizes beside each upload control. Follow the limits shown there, then save and open the live portal to check the result. If the page warns that the saved logo cannot be included in customer emails, upload the logo again and save. See Logo in customer emails.

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Landing page and legal links

Use Landing Page Configuration to add contact details, social links, footer sections, landing-page content, and legal links. Leave the Privacy Policy or Terms URL empty to use the default branded page. Add your own URL when you want customers to use a document hosted elsewhere.

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Payments and plans

Complete Stripe Connect before setting up customer subscription or credit plans. Sections that depend on payments stay unavailable until the connection is ready.

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Portal mode, theme, and language

Use Portal Mode to choose the customer experience. The page also lets you select a portal theme and the languages used by the basic and SaaS portal views. Select View Live Portal or Show Preview before sharing the portal with customers.