Admin users can customize the domain name for your practice's client portal. Customizing the domain name for your client portal site will display [your domain].clientportal.com, letting your clients know they are accessing your customized site. To get started, click on your profile on the global navigation bar.

Roles/permissions:

• Roles: Admin
• Permissions: Custom Branding

1. Choose Settings on the pop-out menu.

2. Click Custom Branding.

3. Enter your desired Domain in the field provided.

• If your domain is available, a green checkmark will display in the field.
• When selecting a domain, be aware:
  • If you change your domain, your clients will be redirected from your previous domain to the new one for 30 days.
  • You will not be permitted to edit your domain during these 30 days.
• If changing your domain name, first click Change Domain.

4. Click Save Changes at the bottom of the screen.

• Continue to customizing your Logo Image, if preferred.