User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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On this page
  • Purpose:
  • Pre-conditions to Use it:
  • Steps to Use: Set Up Custom Domain
  • Pro Tip for Verification:
  • Important Notes:
  • List of hosting sites with Agency Handy:

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  1. 2. Getting Started
  2. 2.5 Workspace Config

2.5.3 Set Up Custom Domain

Previous2.5.2 Set Up AppearanceNext2.5.3.1 AgencyHandy Hosting with Cloudflare

Last updated 14 days ago

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The Custom Domain feature in Agency Handy allows users to link their own website address (e.g., www.yourbusiness.com) to the platform. This enhances brand identity, professionalism, and ease of access for clients and users. The Custom Domain feature enables businesses to use their unique domain name with Agency Handy, creating a branded and professional online presence.

Purpose:

  • Brand Reinforcement: Incorporating the business name into the website address strengthens brand identity.

  • Professionalism: Adds credibility and professionalism to the workspace.

  • Ease of Access: Simplifies access to the workspace with a familiar and memorable web address.

Pre-conditions to Use it:

  • Users must own a domain name.

  • Users must have the authority to modify DNS settings for the desired domain.

Steps to Use: Set Up Custom Domain

  1. Access Workspace Settings:

    • Log in to your Agency Handy account.

    • Navigate to the Workspace Settings section.

  2. Select Custom Domain Option:

    • Locate and click on the Custom Domain option.

    • Click the "+ Add Custom Domain" button.

  3. Enter Domain Name:

    • Enter your desired domain name (e.g., client.yourbusiness.com) in the provided field.

    • Do not use "www" as a subdomain.

    • Copy the Type, Name & Value from here and past them to the DNS server of yours.

  4. Configure DNS Settings:

    • Copy the value provided and access your domain registrar or hosting provider’s DNS settings.

    • Add the required DNS record (CNAME) to connect the custom domain to your workspace.

    • The DNS only settings in Proxy Status must be OFF.

  5. Verify Ownership:

    • Follow the verification process, which may include:

      • Adding a DNS record.

      • Verifying ownership via email.

  6. Verify and Save Changes:

    • Once DNS settings are configured, click Save Domain within AgencyHandy.

    • The initial status will show as "Disconnected." Wait 2 minutes to 24 hours for the domain to go live.

    • Click the Refresh button to check the connection status.

    • When connected, the status will change to "Connected."

Pro Tip for Verification:

  • Use a DNS checker (e.g., dnschecker.org) to monitor your custom domain status.

  • Paste the domain link into the DNS checker and click Search.

  • If all countries are marked with a tick, your domain is live. Otherwise, wait and check again.

Important Notes:

  • Purpose of Custom Domain

    • The Custom Domain feature allows users to connect their own website address (e.g., client.yourbusiness.com) with Agency Handy.

    • It helps reinforce brand identity, improve recognition, and create a more professional online presence.

    • Domain Naming Guidelines

      • Users must enter a valid subdomain (e.g., team.orvidev.uk).

      • Avoid using 'www' as a subdomain, as it may cause configuration conflicts.

    • Verification & DNS Configuration

      • After saving the domain, users must update their DNS settings with their domain registrar.

      • The system will provide required DNS records (e.g., CNAME or A records) that need to be added.

      • Domain verification may take a few minutes to 24 hours, depending on DNS propagation time.

    • Access & Permissions

      • Only Super Admins and Admins have the authority to configure a custom domain.

      • Once a domain is linked, all users accessing the workspace will be redirected through the custom domain.

    • Changes & Deletion

      • Users can update or remove the custom domain at any time.

      • If a domain is removed, the workspace will revert to the default Agency Handy domain.

    • Finalizing Setup

      • After entering the preferred domain name, users must click "Save" to apply changes.

      • A success message or further instructions will appear if additional verification steps are required.

    • Troubleshooting

      • If the domain does not connect, ensure:

        • The DNS records were added correctly.

        • Sufficient time has been allowed for DNS propagation.

        • There are no conflicting records in the domain settings.

      • Use DNS checking tools (e.g., dnschecker.org) to verify DNS propagation status.

  • You can delete an added custom domain anytime by clicking the Delete button and confirming the action.

  • Deleted custom domains can be re-added by providing the same domain name.

  • DNS propagation time can vary by location, taking 2 minutes to 24 hours.

  • You must set off the DNS proxy from Proxy Status.

List of hosting sites with Agency Handy:

  • Cloudflare

  • Namecheap

Cloudflare DNS Setup
Add record and save
Save the Custom Domain
Refresh it to check the connection status
Domain Successfully connected