Set Up Your Client Portal: Custom Domain and Notifications

This guide walks you through two important client portal setup steps: connecting your own custom domain so the portal looks like part of your brand, and setting up notifications so you and your clients know when something needs attention. Quick note: Everything below happens inside our partner system. My Vision Agency is the white label brand, so whether you use your own account or an MVA-branded one through us, the steps work the exact same way.

Before You Start

You will need two things to get through this guide:

• A domain you own. If you do not have one yet, buy one from a domain registrar like GoDaddy, Namecheap, or Cloudflare.
• Access to your domain registrar. You will need to log in there to add a DNS record.

Set aside about 15 minutes for the setup. Then plan for up to 24 to 48 hours for the domain to fully connect.

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How to Connect Your Custom Domain

A custom domain makes your client portal look like part of your business. Instead of a generic URL, your clients see your own domain when they log in.

Step 1: Open the Domain Setup Area

1. Go to the Sites tab.
2. Click Client Portal.
3. Open Settings.
4. Click Domain Setup.

Step 2: Add Your Custom Domain

1. Click Custom domain.
2. Type the domain you want to use (for example, portal.yourbusiness.com).
3. Do NOT click Update Domain yet — you need to set up your DNS record first.

Step 3: Add the DNS Record at Your Domain Registrar

A DNS record tells the internet where your domain should point.

You have two options:

• A record: Points your domain to a specific IP address. Use this for a root domain (like yourbusiness.com).
• CNAME record: Points your domain to another domain name. Use this for a subdomain (like portal.yourbusiness.com).

How to add the record:

1. Log into your domain registrar.
2. Find the DNS settings area.
3. Click the option to add a new record.
4. Pick the record type — A or CNAME.
5. For an A record, enter IP address 34.67.19.69.
6. For a CNAME record, enter target domain preview.clientclub.net.
7. Save the record.

Step 4: Wait for DNS to Update

DNS changes take time to spread across the internet. Usually it happens in a few minutes, but it can take up to 24 to 48 hours.

Step 5: Click Update Domain

1. Go back to your Client Portal Domain Setup screen.
2. Click Update Domain.

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How to Set Up Notifications

Notifications keep you and your clients in the loop. You can set them up for invoices, estimates, and contracts.

Step 1: Open Email Settings

1. Go to Client Portal.
2. Click Settings.
3. Click Email Settings.

Step 2: Turn Notifications On or Off

You will see toggles for each notification type. Turn them on for the ones you want your clients to get.

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What Your Clients Can Control

You set the defaults, but your clients have full control over what they get.

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