Custom Domain

A custom domain puts your whole Clientish workspace on your own web address, so clients log in, order, pay and open tickets on a domain with your agency’s name instead of a Clientish address. The SSL certificate is free and renews automatically.

What Moves to Your Domain

• Client portal: clients sign in, order, pay and open tickets on your address.
• Your dashboards: the agency, team and remote dashboards use the same address.
• Emails: links in the emails your clients get point to your domain.
• Invoice and payment links: every shared link uses your domain.
• Old links: your original Clientish address keeps working and forwards to your domain, so links in older emails still open.

Before You Begin

• A domain you own and access to its DNS settings (at your registrar or DNS host).
• A subdomain to use. Your main domain usually runs your website, so it can’t point to Clientish.
• No SSL certificate to buy: Clientish issues it for you.

Set Up Your Custom Domain

1. Enter your domain

   Go to Settings → General and find the Custom domain card. Type a subdomain you own, for example a portal or app address on your agency’s domain.

2. Add the DNS record

   The card shows one CNAME record, with a Copy button on each field. Add it where you manage your domain (your registrar or DNS host). Clientish checks for it every 10 minutes and emails you when it’s found.

3. Wait for SSL

   Once the record is found, the SSL certificate is issued automatically, usually within a few minutes. The card turns Ready when both checks pass. Nothing has moved yet.

   

4. Switch to your domain

   Press Switch now. Your dashboard, client portal, emails and shared links move to the new address. Everyone who is signed in is asked to sign in once more.

If Something Goes Wrong

Related

• General Settings and Branding: logo, colors and company details
• SMTP & Mail Config: send client emails from your own address
• White label client portal for agencies