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 are mentioned 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: [How do I 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: [How do I connect my 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: [How do I set up Subscription Tiers?]