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White-label Settings
Motion.io's Professional plan includes full white-label functionality, which allows you to remove Motion.io branding from your client portals and email communications and replace it with your business's.
This article will provide detailed instructions for configuring your white-label settings in Motion.io.
📢 Note: Client portal login pages will automatically populate with your business's domain and branding after successfully configuring your white-label domain. Click here to learn more about client login pages.
How to Configure Your White-label Settings
To configure your white-label settings in Motion.io, click "Settings" from the sidebar on the left, which will bring you to your account's Team Settings page. From here, the Domain and Email tabs will allow you to access all the necessary settings to fully white-label your Motion.io projects and client portals.
Domain
When you create a new account, clients see [ app.motion.io ] as the default URL displayed when accessing a portal. After subscribing to Motion.io’s Professional plan, you can specify a domain to which all client portals resolve.
👋 Tip: To properly configure your white-label domain, you must enter a domain you do not use for another website. For this reason, we typically advise entering a subdomain. Some common examples include clients.mybusiness.com or portal.mybusiness.com.
To specify what domain or sub-domain you'd like to use for your portals, click on the "Domain" tab and enter the domain you want to use.
After entering a domain or subdomain, the modal below will populate with instructions for adding a CNAME record to your domain host. Most often, your domain host will be the company where you purchased your domain.
Linked below are setup instructions for creating a CNAME record with some of the most common domain hosts:
📢 Note: When adding the CNAME record to your domain host, all users will enter portals.motion.io as the target. The variable that will change depending on your business is the subdomain prefix. For example, if in your Motion.io account, you enter clients.mybusiness.com, you'll enter the subdomain clients when creating the CNAME record in your domain host.
In addition to customizing the domain for your portals, after upgrading to Motion.io's Professional plan, you can have email correspondence come directly from your business email instead of the default [ hello@motion.io ] address.
To specify the email address from which you'd like clients to receive notification emails, click the "Email" tab of your account's Team Settings page and enter an email.
After entering the email address you'd like to use, click the "DNS Settings" link. Upon doing so, a modal will open that provides instructions for adding a DKIM Record (TXT) and Return Path (CNAME) to your domain host.
You can copy the values for each record by clicking the icons on the right side of the modal.
Linked below, we'll provide instructions for adding the records referenced above to some of the most common domain hosts:
📢 Note: As a bonus, configuring your white-label email address will automatically remove the "Powered by Motion.io" text that typically appears in client invite and notification emails.