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Getting Started With White Label
Getting Started With White Label
The First Crucial Steps
Bookmark-Team avatar
Written by Bookmark-Team
Updated over a week ago

Welcome to the Bookmark White Label program; contained within this guide you will learn the basics of how to Brand the area, Create a Client, Request Payment from that Client, and, lastly, show them a preview/mock-up. 

The above image is a map of your Agency Dashboard. All of these areas are important and will be discussed at one time or another. It would be a good idea to familiarize yourself with this map, as it will make your life easier. 

When you get a new Agency, the first thing I am sure you will want to do is start to personalize it. For this, we need to go to the Account Settings ( 7 ) 

The above image is what you will see when you click on Account Settings; from there you will want to click on the Branding tab

Currently, these are the branding options available:
Company Name - This will put your name in the areas that say
Logo - This will be your main logo for everything software and communication based
Favicon - This will change the little icon in the tab of the browser
Button Colour - Changes the colour of the button
Button Colour Text - Changes the colour of the text within buttons
Footer Colour - Changes the colour of the footer. 

Here is an example of all of these options being used:

Now that we have personalized the Agency to reflect your brand, lets go and get a client signed up. 

Go back to the main dashboard, and then click on the 'Your Clients' tab; this is where you will create and manage your clients and looks like this: 

I already have a couple of clients in mine but the default is for this area to be empty. 

Click on the 'Create New Client' button on the top right hand side - once you do, these are the options

Email and First and Last Name are self explanatory; it is the payment area that I want to focus on. Here, there are two options for accepting payment: Option 1 is a revenue share agreement and Option 2 is a flat rate pricing structure. Please note that if you choose option 1, Bookmark will be the name of the company on the billing statement.

This is the client I just created (using Option 2)

Being as I will be paying a flat rate for this customer, the upgrade button will take you to a payment screen, or charge the credit card on file. If you have chosen Option 1, the button would have sent a request to the client for payment of your chosen amount. 

Now that we have all of the business out of the way, let's get to the art and create a website that we want to show our client. 

I skipped ahead a little in the steps by logging into the client and creating their website. Once you have done that, you will get to a screen that looks like this: 

"Just Created" is a perspective client who wants to see the mock-up that we created for him. In order to do that, please click on the 'Edit' button and then publish. Once you do that, you will get a URL. In this case, I got: As you can see, this maintains the white label status by using a custom generic domain. If the client decides to upgrade, you can do it right within the account. This allows for easy client maintenance and tracking. 

I hope you enjoy creating websites for clients - we can not wait to see the creative solutions you design! 

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