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Applies to: Agencies reselling Votel with SaaS plans

How do I give my clients a simplified version of the platform with only a few menu items?

Make a custom sidebar and assign it to a plan.

  1. Go to the SaaS Configurator and open the Sidebar tab.
  2. Turn off every menu item except the ones your offer needs, for example only the AI assistant or only the social media calendar.
  3. Save it as a new sidebar. You can keep several versions of your sidebar.
  4. In your SaaS plan, choose which sidebar that plan receives, so clients on it get the slimmed-down version.

If you want clients to log in, offer something so simple that nobody needs training (a microwave offer), such as review generation or social media management. Often the best system is one the client never has to log in to: send them results by text or email instead.

Updated October 21, 2026More in White Label & SaaSAll FAQs