Run several brands

One agency can run more than one brand: say, Northwind Studio for your web design clients and Harbour & Co for a separate product you sell to marinas. Each brand has its own product name, logo, colours, support details and app domain. Each client wears one brand, and you can move them between brands at any time.

Before you start

• You are an owner or admin of the agency account.
• Room for another brand: Unlimited includes one brand and Resell includes five. Beyond that, add an Extra brand from the offer on the Brands page, charged to your wallet monthly.
• A subdomain for each brand's app, for example app.harbourandco.com.

Steps

1. Open Brands and press Add brand. Fill in the second brand's name, logos, colour, support email and sign-in wording, then press Create brand (see Create a brand).
2. Add its app domain under Sites › Domains with Add domain, choose The app itself, and pick this brand under Brand it serves (see Put the app on your own domain).
3. Decide which brand new clients get by default. On the brand you want, press Make default. The default brand shows a Default badge.
4. When you add a client, choose Brand they see. This field appears once you have more than one brand.
5. On the Resell plan, tie each plan you sell to a brand: open SaaS configurator › Plans & pricing, edit the plan and choose its Brand. A plan with no brand shows "all brands".
6. To move an existing client, use the Brand column in Sub-accounts (see Move a client to another brand).

What happens next

Each brand card shows its app domain and its status, and how many clients wear it. Inside the app each client sees only their brand. Each app domain's sign-in page shows the brand it serves.

Some things are shared by all your brands, because they belong to the agency account rather than to a brand:

• The sending domain. Mail from your account and your clients goes from your agency's verified sending domain, whichever brand the client wears. A client can add their own to replace it.
• Links you send from your agency. Invitations, sale links and prospect reports use one app address: your default brand's domain once it is live.
• Favicon and support link. These are set under Settings › Branding, which edits your default brand.

When you no longer need a brand, move its clients to another brand, then press Archive on it. Archiving stops the brand being offered and keeps it and its history; Delete removes it for good and is only offered for a brand with no clients, no domain, that is not the default and not your last one.

Troubleshooting

Add brand is greyed out. You have used your plan's brands. Add an extra brand from the offer below the message, or move to Resell.

Brand they see does not appear when adding a client. You have only one brand. Every client gets it.

A client of my second brand got an invitation link on my first brand's domain. Invitations from your agency use your default brand's app domain. Tell the client to sign in at their own brand's domain from then on.

Archiving a brand is refused. Clients still use it. Move them first.

Both brands' emails come from the same address. The sending domain belongs to your agency account, not to a brand. That is expected.

Related

• Create a brand
• Move a client to another brand
• Put the app on your own domain
• Create plans to sell to your clients