White-labeling your portal with a custom domain

Client portal · 4 min read

On the Agency plan, run the client portal on your own domain with no Kliently branding — a step-by-step guide to a portal that's entirely yours.

Branding gets you a portal that wears your logo and colour. A custom domain gets you a portal that lives at your own address — portal.yourstudio.com instead of a shared one — with no trace of the software underneath. For an agency, that distinction matters: clients experience a service that is entirely yours, end to end, with nothing prompting them to wonder which vendor you're routing them through. Custom domain and full white-label are Agency-plan features, and this guide walks through turning them on.

Branded vs. white-label: the real difference

A branded portal — available on the paid plans below Agency — carries your logo, colour, and business name on the standard portal address. It looks like you. A white-labeled portal goes further: it runs on your own domain and removes Kliently's branding entirely. The difference is between a page that's dressed in your brand and an experience your client has no reason to associate with anyone but you. For client-facing agencies presenting a polished, self-contained service, that last step is often the one worth paying for.

What you need before you start

  • An Agency plan workspace — custom domain and white-label are exclusive to it.

  • A domain (or subdomain) you control, such as yourstudio.com or portal.yourstudio.com.

  • Access to your domain's DNS settings, usually at your registrar or DNS provider.

  • Ten quiet minutes — most of the wait is DNS propagation, not work on your side.

A subdomain like portal. or clients. is the common choice: it keeps your main site untouched while giving the portal a clean, on-brand home.

Step-by-step: connect your domain

  1. Confirm you're on Agency. If you're on a lower tier, upgrade first — the custom-domain settings unlock with the plan. The pricing page lists exactly what Agency includes.

  2. Enter your domain in the portal's custom-domain settings — the exact subdomain you want clients to use, for instance portal.yourstudio.com.

  3. Add the DNS record Kliently shows you, at your DNS provider. It points your chosen subdomain at the portal.

  4. Wait for propagation. DNS changes can take anywhere from minutes to a few hours to spread. There's nothing to do but check back.

  5. Verify in settings. Once the record resolves, Kliently confirms the domain is live and your portal starts answering at your own address.

From that point, the links your clients receive use your domain. There's no extra step per client and nothing to maintain — the routing simply follows the domain you set once. If you ever move to a different subdomain later, you repeat the same short process; existing clients just receive their next link at the new address, with nothing for them to reconfigure on their end.

Turn on white-label

With the domain connected, enable white-label to strip out Kliently's branding so the portal presents as wholly yours. Combined with the logo, colour, and business name you've already set, the result is a client portal that a client would reasonably assume you built yourself. There's no footer hint, no badge, no shared address — just your studio, at your URL.

It's a small mental shift with a real payoff. On a shared address, a sharp client occasionally notices the underlying tool and starts forming opinions about it — its pricing, its limits, whether they could just use it directly. On your own white-labeled domain, that line of thinking never starts. The portal is simply part of how your studio works, and the focus stays where you want it: on the work, the proposal in front of them, the invoice they're about to clear.

Test the full client journey

Before you move clients over, walk the path a client walks and check it holds up:

  • Open the portal at your custom domain and confirm it loads cleanly, with no Kliently branding anywhere.

  • Send yourself a magic link and verify the email and the link both use your domain end to end.

  • Review a proposal, sign a test contract, and pay a test invoice to confirm every action works on the new address.

  • Check it on a phone — clients open these on mobile more often than you'd expect.

Is it worth the Agency tier?

For a solo freelancer, a branded portal on the standard address is usually plenty. White-label earns its place when you're an agency or studio whose clients judge you partly on polish — when a self-contained, branded experience is part of the value you sell, and any visible third-party tooling subtly undercuts that story. The Agency plan also brings up to 20 users and priority support, so the custom domain is rarely the only reason teams land there. If presentation is part of your pitch, see what the Agency plan includes and decide whether running the portal entirely under your own name is worth it. For most client-facing studios, it is.