How to add a custom subdomain to your client portal

In this video, you'll learn how to add in a custom subdomain for your Client Portal from within your Domain Registrar.

How to Set Up a Custom Subdomain for Your Funnel Breezy Client Portal

This guide will walk you through setting up a custom subdomain for your brand new client portal using Funnel Breezy.

Why Use a Custom Subdomain?

• It creates a more professional and branded experience for your clients.

• It's highly recommended over using the basic subdomain provided by Funnel Breezy.

Step 1: Choose Your Subdomain Name

• While the video suggests "portal" as an example, you can choose any name you prefer.

Step 2: Access Your Domain Settings in Funnel Breezy

1. Go to "Sites" > "Client Portal" > "Domain Setup".

Step 3: Enter Your Custom Domain

1. Scroll down to the "Custom Domain" section.

2. Enter your desired subdomain name followed by your domain name.

Step 4: Find Your A Record IP Address

1. In the "Custom Domain" section, copy the provided A Record IP address.

Step 5: Access Your Domain Registrar Account

1. Log in to your domain name registrar account (e.g., GoDaddy, Namecheap, Bluehost).

Step 6: Locate Your Domain Management

1. Navigate to your domain list and select the domain you want to use.

2. Find the option to manage your domain's DNS records (it might be called "Advanced DNS").

Step 7: Add a New A Record

1. Click "Add New Record" or a similar option.

2. Choose "A Record" as the record type.

Step 8: Configure the A Record

1. In the "Host" field, enter your chosen subdomain name (e.g., portal).

2. In the "Points To" or "Value" field, paste the A Record IP address you copied from Funnel Breezy.

3. Save the new A record.

Step 9: Wait for Propagation (Important!)

• It can take up to 24 hours for the changes to take effect.

• The video mentions the possibility of needing to refresh the domain settings in Funnel Breezy a few times.

Step 10: Verify Your Domain in Funnel Breezy

1. Once you've waited for propagation, return to the "Custom Domain" section in Funnel Breezy.

2. Click "Update Domain". You might see an "Invalid Domain" message initially, but keep refreshing if necessary.

Congratulations! You've successfully set up your custom subdomain for your Funnel Breezy client portal.