Setting Up a Custom Portal URL - Shape Software - Automate your business!

Setting Up a Custom Portal URL

Can I Customize my Portal URL?

Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal application.

Short Recap of How DNS Works

How to Configure your Portal URL

Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Integrations” to find the “Manage Customer Portal” settings page.

Manage Customer Portal:https://secure.setshape.com/manage-customer-portal

Enter your preferred subdomain and click Save. A new portal will be created for you at subdomain.shapeportal.com. This domain must be unique within the Shape platform.
Up until this point, these steps are universal whether you are using a custom URL or not.

Up until this point, these steps are universal whether you are using a custom URL or not.

Enter the same subdomain as the HOST and enter the full Shape Portal URL in the field for “Points to”. Click Save.

Depending on your DNS provider, you may have to wait up to 72 hours for the changes to propagate.

Keywords: POS, Point of Sale, Integrations, Document Collection, Customer Application, Portal, Needs List, Approve Documents, Decline Document, Client Portal, Manage Customer Portal, Whitelabeled URL

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