How do I set up my agency?
Open Agency setup from the menu under your name at the bottom of the sidebar. It has two steps: 1. Your email: connect your own email so client emails (their invite, new review alerts and a monthly report) come from your own address. Skip it and they come from our sending address, under your agency's name and logo. Click Skip for now or Next: your addresses. 2. Your addresses: - Record pages (Needed for clients): where customers record, like record.youragency.com/clientname. - Dashboard (Optional): where your team and clients sign in, like app.youragency.com, with your logo. - Review walls (Optional): every client's review wall, like wall.youragency.com/clientname.
Each address needs one DNS record. See "Custom domains" for the exact record.