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Customize Your Domain Name

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Admin
  • Permissions: Custom Branding
  • Licenses: CRM

Admin users can customize the domain name for your practice's client portal. Customizing the domain name for your client portal site will display [your domain].clientportal.com, letting your clients know they are accessing your customized site.

Customize Domain Name

1. Click on your profile on the global navigation bar and choose Settings on the pop-out menu.

2. Click Custom Branding.

3. Enter your desired Domain in the field provided.

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  • If your domain is available, a green checkmark will display in the field.
  • When selecting a domain, be aware:
    • If you change your domain, your clients will be redirected from your previous domain to the new one for 30 days.
    • You will not be permitted to edit your domain during these 30 days.
  • If changing your domain name, first click Change Domain.

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4. Click Save Changes at the bottom of the screen.

  • Continue to customize your Logo Image, if preferred.

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