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By default, your AgencyHandy workspace is accessible at a subdomain under agencyhandy.com. Connecting a custom domain lets you replace that default URL with your own branded address — for example, portal.youragency.com — giving clients a seamless, professional experience that reinforces your brand from the very first page they land on.
Only Super Admins and Admins can configure a custom domain. You must also own the domain and have access to its DNS settings at your registrar to complete this setup.

How It Works

When you add a custom domain in AgencyHandy, the platform provides you with a CNAME record. You add that record to your domain’s DNS settings at your registrar (GoDaddy, Namecheap, Cloudflare, etc.), and AgencyHandy verifies the connection once DNS has propagated.

Step-by-Step Setup

1

Open Custom Domain settings

Log in to your AgencyHandy account. Navigate to Workspace Config in the left sidebar, then click Custom Domain.
2

Add your custom domain

Click the + Add Custom Domain button. In the input field that appears, enter the subdomain you want to use — for example, portal.youragency.com.
Do not use www as your subdomain (i.e., avoid www.youragency.com). The www prefix can cause configuration conflicts and prevents successful verification. Use a different subdomain such as portal, client, app, or hub.
3

Copy the CNAME record details

After submitting your domain, AgencyHandy displays the DNS record you need to add:
FieldValue
TypeCNAME
NameYour subdomain (e.g., portal)
ValueThe target provided by AgencyHandy
Copy these values carefully — you’ll need them in the next step.
4

Add the CNAME record at your DNS registrar

Log in to your domain registrar’s dashboard (e.g., GoDaddy, Namecheap, Cloudflare). Navigate to the DNS management section for your domain and add the CNAME record using the Type, Name, and Value copied from AgencyHandy.See the registrar-specific guidance below for Cloudflare.
5

Save the domain in AgencyHandy

Return to AgencyHandy and click Save Domain. The status will initially show as Disconnected — this is expected while DNS propagates.
6

Wait for DNS propagation and verify

DNS changes can take anywhere from a few minutes to up to 48 hours to propagate globally, depending on your registrar and TTL settings. Click Refresh periodically to check the connection status.Once propagation is complete, the status changes to Connected ✅.
DNS propagation can take up to 48 hours. If your domain still shows Disconnected after 48 hours, double-check that the CNAME record is correct and that no conflicting DNS records exist for the same subdomain.

Cloudflare-Specific Instructions

If your domain is managed through Cloudflare, there is one critical setting you must configure correctly:
1

Sign in to Cloudflare and select your domain

Open your Cloudflare dashboard and click on the domain you are connecting to AgencyHandy.
2

Navigate to DNS settings

Click the DNS tab in the top navigation of the domain settings panel.
3

Add the CNAME record

Click + Add Record and fill in the fields:
  • Type: CNAME
  • Name: Your subdomain (e.g., portal)
  • Target/Content: The value provided by AgencyHandy
  • TTL: Set to 2 minutes (or the lowest available option) during initial setup
4

Disable the Cloudflare proxy (critical)

In the Proxy status column, make sure the toggle is set to DNS only (the cloud icon should appear grey, not orange).
If the Cloudflare proxy is enabled (orange cloud icon), the CNAME record will not resolve correctly and AgencyHandy cannot verify your domain. You must set it to DNS Only for the connection to work.
5

Save the record

Review all values for accuracy and click Save.
Use dnschecker.org to monitor your CNAME record’s propagation across different global regions. Look for green check marks across all regions before expecting AgencyHandy to confirm the connection.

Monitoring Your Connection Status

After saving, return to Workspace Config → Custom Domain in AgencyHandy to track the status:
StatusMeaning
DisconnectedDNS record has not yet propagated or contains an error
ConnectedDomain is verified and active — clients can access your workspace via the custom URL

Updating or Removing a Custom Domain

  • To update your domain: Delete the existing entry and add the new domain using the same setup steps above.
  • To delete your domain: Click the Delete button next to your domain in the Custom Domain panel and confirm the deletion. Your workspace will revert to the default AgencyHandy URL. You can re-add any domain at any time.

Important Notes

  • Use a subdomain, not a root domain: AgencyHandy custom domains require a subdomain (e.g., portal.youragency.com), not a root/apex domain (e.g., youragency.com).
  • Avoid www: The www subdomain can cause issues during verification. Use a custom subdomain name instead.
  • Exact records required: Enter the CNAME Type, Name, and Value exactly as shown in AgencyHandy. Any typo or missing character prevents the connection.
  • Cloudflare proxy must be off: Always set Cloudflare records to DNS Only for AgencyHandy custom domain verification.
  • Admin-only access: Only Super Admins and Admins can add, modify, or delete custom domain settings.