Before You Dive In
This article is one step from our Master Help Guide: All About Client Portals. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Create a custom domain for your client portal
Choose between using a subdomain or your own branded URL
Understand how to connect your domain and update DNS settings
How to Create a Custom Domain For Your Client Portal
It's important to create your client portal URL before sharing the link with any of your contacts to ensure a seamless sign-in experience. If you update your client portal URL after you have shared the link with your contacts, then you will need to share the new link with them so they can login.
Click for written instructions
Click for written instructions
To customise your client portal link, from the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar, hover over [Client Portal] > and click [Settings]
Click [Domain Setup] to setup your Client Portal domain where you have two options for customising your client portal domain:
Option 1: You can customise your client portal domain by updating the text in the 'Sub Domain' section - this doesn't require you to update your domain DNS records and will mean that your client portal URL will end in 'app.clientclub.net'
Option 2: You can create a subdomain (e.g members.yourdomain.com) for a more customised client portal URL
🛑 IMPORTANT NOTESIf you are creating a custom domain, this needs to be a NEW subdomain that is NOT used anywhere else (e.g. members.yourdomain.com)
If you choose Option 1 above, type your chosen text into the 'Sub Domain' field > then click [Update Domain] to update your client portal > you have now customised your client portal URL and you can skip the next steps
If you choose Option 2 above, add your sub domain to the 'Custom Domain' field > then click [Update Domain] > please continue with the steps below
Depending on who your domain provider is, you may be able to click [Continue] to have these DNS records updated inside your domain automatically, however in most cases you will need to click 'Add Record Manually' to manually update your DNS records
To add the records from Ivorey™ to your Domain DNS settings, you will need to log into the platform your domain is hosted with (e.g GoDaddy) and add these DNS records inside the DNS settings. Alternatively you can share these records with your Domain Provider directly through their chat support as they will be able to update your DNS records for you
Frequently Asked Questions
I've set up the DNS records for my client portal correctly, but it's not accessible. Why?
I've set up the DNS records for my client portal correctly, but it's not accessible. Why?
DNS changes can take up to 48 hours to propagate across the internet. It may not be reflected immediately if you've just recently made changes. If it takes longer than 48 hours, please get in touch with your domain registrar for support.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Client Portals to continue with the next phase of setup.
Each Master Help Guide acts as your project plan, teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍