NOTE: Since there are a variety of hosting companies Dubsado cannot provide troubleshooting on how to correctly setup a CNAME. We hope that this article can help you get on the right track on what steps are needed.
What is White Labeling?
White labeling is the ability to change the domain from Dubsado's domain to yours. For example when you send an invoice or form etc... in Dubsado instead of it saying in the URL hello.dubsado.com it can say (for example) portal.yourdomain.com. Pretty neat, huh?
Getting it set up
Start by heading to your brand settings by clicking on the Gear in the upper right corner. Navigate to the Domain Names tab where you'll see the steps to connect your domain name.
Through this article we use "portal.beccaliz.com" but you can use whichever CNAME you would like to. You do not need to use the word "portal". Other example CNAMES could be "client", "clientportal", "dashboard", "jobs", "gateway", or others as you see fit.
The CNAME will always point to ssl.dubsado.com
The instructions there will walk you through these steps as well. The first step is setting up your CNAME. We need to edit your domain's DNS. This step for you might be in cPanel, GoDaddy settings, CloudFlare, or other places. The example below is from Cloudflare but it will look relatively similar in other systems.
The CNAME will be the beginning part of your domain name. For example, example.dubsado.com, "example" would be the CNAME and the value of the record would be "ssl.dubsado.com".
Note: in Cloudflare, make sure to make the cloud grey and avoid the Cloudflare network.
Once the record is added we'll have a CNAME with the name "portal" and it's value will be "ssl.dubsado.com" and it will look like this:
CNAMES can take anywhere from 1 minute to 24 hours to activate across the internet. The next step will not work until the CNAME is propagated fully.
Once that's ready you can enter your full URL with CNAME and domain name into the text box on the URL tab. Once entered in, click verify. It will take a moment for the SSL certificates to generate and authenticate your new domain name on our servers.
If everything goes through your page will look like this and you're good to go!
If you see any errors it's likely that your domain name CNAME hasn't been setup correctly. For further support on setting up your CNAME, you will need to contact your hosting company where your domain is stored.