Applies to: Agencies on the white label plan
What are the steps to get my white label agency set up and online?
Work through the tabs of the SaaS Configurator (Settings, SaaS Configurator). The Get Started guide also helps with much of the setup.
- Set up your white label branding (logo and name).
- Connect your custom domain.
- Connect your email. When you add your domain, the configurator connects email and gives you the DNS instructions.
- Create your SaaS plan or package.
- Connect your Stripe account. A plan cannot be published until Stripe is connected.
- Create your website, with an order form or order page for your SaaS plan, plus a form and a lead offer such as a lead magnet funnel.
Also get a phone number and connect your social media accounts. The minimum to get started is the first three tabs of the SaaS Configurator: branding, domain and a SaaS plan. The remaining tabs are look and feel: login page, top bar and sidebar.
Our support team can help with DNS records, and the AI assistant can build your website, a funnel or an AI receptionist to sell.