How can I white-label Agency Account?

How can I white-label Agency Account?

This guide explains the steps to white-label your agency account for seamless branding and customization.

Step 1: Update Brand Information

Customize your agency information by updating:

  • Primary Contact: Ensure accurate contact details mentioning on invoices.
  • Brand Information: Add your logo, brand name, and favicon for rebranding.

For detailed steps, see: [How do I update my Brand Information?]

Step 2: Connect a Custom Domain

Add your custom domain to create a consistent branding experience for your clients. 

For detailed steps, see: [White Labeling: Connect Custom Domain]

Step 3: Setup a Sender Email Address

Setup and Customize your email template as per your business needs

  • Email SMTP Setup
    • Setup SMTP sender details for seamless customer notifications.
  • Email Templates
    • Customize email templates to align with your brand & business needs

For Detailed Steps, see: [How do I set up a sender email address?]

Step 4: Connect Your Stripe Account

Integrate your Stripe account to enable automated payment processing for subscriptions and transactions. 

For detailed steps, see: [White Labeling: Connect Stripe Account]

Step 5: Create Subscription Tiers

Design and configure subscription tiers under pricing plans to automate customer subscriptions and payments.

For detailed steps, see: [White Labeling: Creating Subscription Tiers]

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How do I update my Brand information?