Enabling custom branding (Whitelabel the client portal)
To set up custom branding for the client portal:
Go to where your website's DNS records are hosted
Configure the CNAME record
Reach out to the Double Support team with a screenshot of the details
Reach out via Intercom (the in-app chat in the bottom right corner of Double
Reach out via email help@doublehq.com
1) Go to where the domain is hosted
If there is a question of where the domain is hosted, double check on Google Dig:
Go to Google Dig
Click on NS
Copy/paste the business' website
2) Configure the CNAME record
Setting up a custom domain for the Client Portal requires adding a CNAME record to the DNS that points to Double's proxy server.
This is what allows a link like clients.mypracticename.com to host content from Double.
CNAME setup instructions
Go to the DNS host. This is typically where the domain was purchased (e.g., GoDaddy) or where the website is hosted (e.g., Wix). Not sure where that is? Use Google Dig — select NS, paste the website URL, and the provider will appear in the results.
Add a CNAME record with the following:
Host/Name: clients (this can be customized)
Data/Value: small-water-8854.fly.dev (required)
Reach out via in-app chat with the generated URL (e.g., clients.mypracticename.com) so it can be activated in Double.
If no URL is generated, send the value entered in Step 2a along with the website URL.
Examples
GoDaddy 👇
Google Domains 👇
Wix 👇
Things to Know
The Host name field does not have to be clients
It can be anything you want, like portal, or questions
Clients is the most common choice for most Double practices
Example walkthrough
The below video walks through the steps for setting up a CNAME record.
Nameserver host instructions
Here are some helpful links to help you set up CNAME records for some common nameserver hosts 👇👇
Customizing the client portal branding colors
Once custom branding is enabled, customize the portal:
Navigate to Practice Settings (⚙️ icon)
Click Client Portal > Branding
From there, update brand colors, logo, favicon, and login plate
Last but not least, don't forget to add your Practice Email & Practice Phone Number!