How to connect a custom domain to client software at full launch

Connecting a domain means telling the internet that an address you own should point to the software platform. This is done through records at your domain registrar or DNS provider. Typically you add a record for a chosen subdomain, such as a clients or books prefix, and the platform issues a security certificate for it.

None of this changes your main website or your existing email. The record applies only to the specific subdomain you choose. That separation keeps the risk low, though anyone editing DNS should still take care, because a mistyped record in the wrong place can affect other services.

The technical step is quick once you have access, but finding access is often the slow part. Many firms discover their domain is registered under a former employee’s account or managed by a web designer they no longer work with. Sort that out well before you need it.

Gather the following so you are ready when the domain feature becomes available at full launch. Having everything in one place means the change can be made in a single sitting rather than stretching across several weeks of emails between the firm, a former designer and the registrar’s support desk.

• Login details for your registrar or DNS host, held by the firm
• The subdomain you plan to use for client software
• A named person responsible for DNS changes
• A list of places where the hosted subdomain is published

Once your domain is connected and verified, update your published materials and tell clients about the address. Keep the message short: the app is the same, only the address has changed. Where possible, keep the previous address redirecting so bookmarks continue to work during the transition.

Watch sign-in activity for a couple of weeks after the switch. Clients who have not signed in may be stuck on an old link or a saved browser password tied to the earlier address. A quick personal message usually resolves it.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.