Skip to main content

Setup Wizard Step 6: How to review and launch your white label platform

Check your logo, colours, company name, domains and Stripe one last time, then launch your white label platform and find your Agency Admin dashboard.

Step 6 of 6 in the Setup Wizard · ← Back to the overview

Stripe is connected and now you're on the final step, Review & Launch. You get an overview of everything you've set up, then you launch your platform.

Check everything one last time

By this stage, everything should be verified and working. This page lets you check it all before you go live: your logo, branding colours, company name, subdomain, custom domain, email domain and Stripe.

Your screen may look a little different. This screenshot is from our demo test account.

Launch your platform

1. Click Launch Your Platform Click Launch Your Platform at the bottom right. The button changes to Launching… while your platform goes live.

2. Accept the terms and click Get Started When it works, you'll see Welcome to Your Platform! Tick the box to accept the Terms of Service and Privacy Policy, then click Get Started.

3. Open Agency Admin Now click your profile in the bottom-left corner, then click Agency Admin. You should see your agency dashboard.

Once you see this page, the Setup Wizard is complete. Your white label platform is live and ready to use.

Running into any issues?

If something isn't working, record a quick video of your screen using a tool like Loom, showing what you're seeing, and share it with us. We'll take a look and help you get it sorted.

What to expect from your onboarding call

Once your setup is complete, here's what we'll cover together:

1. An overview of your Agency Admin. We'll walk you through each section: Dashboard, Client Management, Billing, Token Allocation, Branding, Connectors, Domain Settings, Email Settings, Mentor Settings, Editor, Flows, Trainings and Configuration.

2. Onboarding your clients. Guidance on what you can do to onboard your own clients.

3. Going deeper into the software. A deeper dive into the platform from a white label agency perspective.

You're all set up!

Your white label platform is ready to go. We'll see you on your onboarding call.

Setup Wizard Overview

Step 1: Company Info

Step 2: Domain Setup

Step 3: Email Config

Step 4: Branding

Step 5: Payment Setup

Step 6: Review & Launch

Did this answer your question?