Customizing the URLs in Dubsado is a powerful way to enhance your brand's professionalism and consistency across all client interactions. If you're looking to give your business a more polished and professional feel, this is a must-do!

Setting up your custom domain not only makes your brand look more cohesive but will also help build trust with your clients by using URLs that are uniquely yours. It can also help with search engine optimization (SEO), as search engines tend to favour branded domains over generic ones, potentially increasing your visibility online! A win for everyone!

In this post, we'll walk you through how to set up a custom domain for your forms, contracts, and other client interactions in Dubsado. When you set up a custom domain, it allows you to replace the standard Dubsado links with URLs that reflect your brand name, making every touchpoint feel more personalized and aligned with your overall brand identity.

Not sure what Dubsado is? Look at my in-depth article about this CRM.

Why should I set up custom domains?

Setting up custom domains is essential for several reasons, especially if you're looking to elevate your brand and build trust with your clients:

Professionalism: A custom domain gives your business a polished and professional appearance. Instead of using a generic or Dubsado-branded URL, you can present a URL that reflects your brand identity, making your business look more established and credible.
Brand Consistency: Every touchpoint with your clients should reinforce your brand. A custom domain ensures that your URLs align with your brand name, creating a cohesive experience across all your client interactions.
Trust and Credibility: Clients are more likely to trust a URL that matches your business name. A custom domain reduces the chances of clients feeling uncertain about clicking on links, which can be especially important when sending contracts, invoices, or other sensitive documents.
SEO Benefits: Custom domains can also provide SEO advantages, helping your business rank better in search engines. This can lead to increased visibility and more traffic to your site.
Client Experience: A custom domain makes it easier for clients to remember and revisit your site. It’s a small detail that can have a big impact on how clients perceive and interact with your business.

Overall, setting up a custom domain is a simple yet powerful way to enhance your brand, build client trust, and create a seamless and professional client experience.

How to set up a custom domain in Dubsado (White labeling)

Setting up a custom domain in Dubsado is straightforward. Once you have your domain, you can easily connect it through Dubsado’s settings, ensuring that all forms, contracts, questionnaires, and other client-facing links are seamlessly integrated with your brand. This small but significant customization can make a big difference in how your business is perceived, helping you stand out in a competitive market.

Video Tutorial:

Create a CNAME Record

- Sign into your domain provider and navigate to the DNS settings for your domain.

- Add a new CNAME record.

- For the name/host, enter the subdomain you want to use (e.g., "portal").

- For the value/data, enter "ssl.dubsado.com".

- Save the changes.

Add the Custom URL in Dubsado

- In Dubsado, go to Settings > Domain Names.

- Enter your custom URL (e.g., "portal.yourdomain.com") and click "Verify".

Customize the URL Metadata in Dubsado

- Page Title: Keep this between 50-60 characters to ensure it displays properly.

- Description: Provide a 55-160 character description about your business.

- Preview Image: Use a 1200x630 pixel image, optimized as a .jpg. Consider how it will display in a square crop.

- Favicon: Create a simple 40x40 pixel logo icon with a transparent background.

By following these steps, you can brand your Dubsado experience with a custom domain and URL, making it feel more like an extension of your business. This can help create a more professional and cohesive client experience.

If you need further assistance with setting up or customizing Dubsado, consider booking a free discovery call to discuss how I can help.

Customising Your Dubsado URLs for a Branded Experience