Customer Portal URL White-Labelling (Custom Domain & Username)

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Customer Portal URL (Username & White-Label Domain Setup)

Your Customer Portal URL is the web address customers use to access your OctopusPro portal to browse services, request a quote, book online, pay, and manage their bookings. By default, OctopusPro provides a hosted portal URL (for example: booking.octopuspro.com). You can also:

  • Customize the portal username (the “handle” in your hosted URL).
  • White-label the portal URL with your own domain/subdomain (recommended for brand consistency), such as booking.yourcompany.com.

Customer Portal white-label domain configuration overview

Quick navigation

What this feature is

This feature controls the public URL customers use to reach your booking portal. OctopusPro supports two levels of customization:

  • Portal Username (quick branding): updates part of your OctopusPro-hosted portal URL.
  • Domain White-Labelling (full branding): lets you use a subdomain on your own domain (e.g., booking.yourcompany.com), so customers stay on your brand.

Benefits & use cases

  • Trust & professionalism: customers see your brand in the URL, which improves confidence and reduces drop-offs.
  • Brand consistency: use one branded link everywhere (website, QR codes, social bio, ads, emails).
  • Cleaner marketing: branded links are easier to remember and share.
  • SEO equity (for branded domains): backlinks can point to your branded portal URL, strengthening brand visibility.

Examples:

  • Cleaning business: booking.endofleasebondcleaning.com.au
  • Massage business: booking.zenin.com.au

Where to find your portal URL in OctopusPro

Go to: Settings > Customer Portal > General Settings, then locate the Portal URL section.

Customer Portal General Settings - Portal URL section

Related guide: Customer Portal General Settings

View your portal

  1. In the Portal URL section, click your portal link to open it in a new browser tab.
  2. Review the portal experience as a customer (homepage, services list, booking flow, and checkout).

Example customer portal opened in a browser

Edit portal username (OctopusPro-hosted URL)

The portal username is the branded identifier inside your OctopusPro-hosted portal URL. This is useful if you want a cleaner URL quickly (without setting up your own domain).

Edit Portal Username option

  1. Click Edit Portal Username.
  2. Enter your preferred portal name.
  3. Click Save.

Portal username edit screen and Save button

Formatting rules: the username can include letters and numbers and may allow dashes. Avoid spaces and special characters.

White-label domain/subdomain (custom portal URL)

Domain White-Labelling allows you to use your own domain (typically a subdomain) for the customer portal, such as booking.yourcompany.com. This provides the most professional and consistent customer experience.

Edit Domain Name in URL option in Portal URL settings

Before you start

  • You must own the domain (e.g., yourcompany.com) and have access to DNS settings (registrar/hosting provider).
  • Choose a clear subdomain name (common: booking, portal, schedule, services).
  • You will need to add a CNAME record in DNS.
  • DNS changes can take time to propagate (often minutes to 24 hours, sometimes up to 48 hours).

DNS setup (CNAME) step-by-step

  1. In OctopusPro: go to Settings > Customer Portal > General Settings, then under Portal URL click Edit Domain Name in URL.
  2. Choose your subdomain: for example booking (so your final URL becomes booking.yourcompany.com).
  3. In your domain host DNS: create a new CNAME record:
    • Host / Name / Alias: your chosen subdomain (e.g., booking)
    • Target / Points to / Destination: your OctopusPro regional hostname (e.g., us.octopuspro.com, eu.octopuspro.com, or au.octopuspro.com)
    • TTL: leave default (commonly 3600 seconds) unless your IT team specifies otherwise
  4. Save the DNS record.
  5. Notify OctopusPro: once the DNS record is added, contact support so the domain can be configured and activated on the OctopusPro side.

Verified white-label domain displayed in portal URL settings

Tip: If you’re not comfortable editing DNS records, ask your website administrator or domain provider support to add the CNAME record for you.

Verification & testing checklist

After your domain/subdomain is configured and verified:

  • Open your branded URL in an incognito/private browser window.
  • Confirm the portal loads over HTTPS (secure lock icon in the address bar).
  • Test the full flow: Services list → Service details → Booking steps → Checkout → Confirmation.
  • If you use tracking scripts (GA4, Google Ads, Meta Pixel), confirm the tracking fires correctly.

Troubleshooting (common issues)

  • Domain shows “Not verified”: DNS may still be propagating. Double-check the CNAME host/target values and wait longer.
  • Portal doesn’t load or shows a different site: ensure there is no conflicting A or AAAA record on the same subdomain.
  • Wrong region target: confirm your CNAME points to the correct regional hostname for your OctopusPro account.
  • HTTPS not working: SSL is typically completed after verification/activation. If it persists, contact OctopusPro support.

Where to use your portal link (best practices)

Once your portal URL is set, place it anywhere customers are likely to book:

  • Website header button: “Book Online” / “Book Now”
  • Contact page: portal link + QR code
  • Email signature: “Book online: booking.yourcompany.com”
  • Social profiles: Instagram/Facebook “Book Now” link
  • Google Business Profile: add the booking link

To generate embeddable “Book Now” button HTML or a shareable booking link, see: How to Embed Book Now & Gift Voucher Buttons

Book Now button embed code and portal link example

Costs & billing

Domain White-Labelling is a paid add-on and may incur additional charges. For the latest details, check the Extra / usage-based fees section on the OctopusPro pricing page: OctopusPro Pricing

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