How to set up your client portal:Configuring a custom Domain

1. Click "Marketing"

2. Click "funnels"

3. Click "Client Portal New"

4. Click "Domain Setup"

proceed to the Client Portal section and navigate to "Domain Setup."

5. Click "Custom Domain"

6. Custom Domain

7. Input Custom Domain

Enter your preferred domain name

Make sure your domain registrar is configured to point to the specific IP address or server provided to you before setting up an A or CNAME record. This step is crucial for enabling your domain to correctly reference your server for proper functioning.

An A (Address) Record maps your domain to a specific server IP address, whereas a CNAME (Canonical Name) Record maps your domain (or subdomain) to another domain name.

To add A records and CNAME records, follow these steps:

1. Log in to your Domain Registrar's dashboard.

2. Go to the DNS settings.

3. Find and select the option to add a new record.

4. Choose the desired record type (A or CNAME).

5. Enter the details - an IP address for an A record and the target domain for a CNAME record.

6. Save the changes.

Please Note:

It's important to replace the "designated IP address or server" placeholder with your actual IP address or server information in the record. Make sure to fill out this field accurately, as it's essential to correctly configure your domain settings.

8. Click "Update Domain"

Once you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and hit Update Domain.