How to Onboard Clients to Your White Label Dashboard 🧭
Onboarding new clients is quick and seamless with your branded Boardroom experience. Follow these simple steps to get them set up and looking professional right away.
Boardroom Support Team
Last Update 8 maanden geleden
Note: This article assumes you have already registered for a White Labeled Dashboard. If you have not done so, sign up at this link.
Landing Page Sample URL:
👉 subdomain.yourdomain.com/info
This page explains the key features of your platform and includes a Sign Up button for clients to register directly under your brand.FAQ Page:
👉 subdomain.yourdomain.com/faq
This page helps new clients get started after registering — including how to sync their store and ad accounts.
You can find both URLs on your Settings page inside the agency portal.
Note: You must swap "subdomain" and "yourdomain" with your actual URL details to reach the pages above.
From your Agency Dashboard Home page, you have three easy ways to onboard clients:
Copy Signup Link – Simply copy your agency’s signup link and share it directly with clients.
Invite Client – Click Invite Client to open a popup form where you can enter email addresses. We’ll send out branded invitations automatically.
Add Client – Click + Add Client to manually create a client account by entering their details yourself.
If you or your clients have any questions, check out your FAQ page or reach out to our support team through the chat widget at any time.