HighLevel White-Label Launch Checklist
Cody Castle
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Checklist
Your clients judge the platform before they use a single feature. They see a web address, a sign-in screen, an email from a sender name, and then a dashboard. If any of those still shows someone else's name, the white label has a gap.
Work through this list before the first client logs in, and again whenever you change your brand. It follows what a client sees, in the order they see it. Where each setting lives depends on your HighLevel plan and version, so look for these items in your agency's white-label and company settings.
Before login: the address and the sign-in page
Custom domain is live. Clients should log in on your own address, such as app.youragency.com. Open it in a private browser window and confirm it loads over HTTPS with no certificate warning.
One address everywhere. Welcome emails, proposals, the login button on your website and your help docs should all point to the same address.
Login page logo. Use a logo that reads well small. A wide wordmark that looks good in a header can shrink to an unreadable strip on a sign-in card.
Favicon. The small icon in the browser tab. Use a simple mark rather than your full logo, and confirm it shows after a hard refresh.
Tab title. Check what the browser tab says on the sign-in page. It should name your company or your product.
Sign-in page design. Background, colors and button style should match your website. Check it on a phone as well as a laptop.
Password reset. Run the forgotten-password flow yourself and read the email it sends.
Emails and notifications
Sender name. Invites, password resets and notifications should come from your company name, not a platform name.
Sending domain. Send from an address on your own domain and set up its authentication records so messages reach the inbox. Your email provider's documentation lists the exact records.
Reply-to address. Replies should reach an inbox someone reads, not a no-reply address.
Automated messages. Read every email and text a new client receives in their first week. Look for default wording, test names and broken links.
After login: the dashboard
Agency logo in the app. Check it at the size it actually renders in the sidebar, in both expanded and collapsed states if your layout has them.
Brand colors. Sidebar, header, buttons and the active menu item should use your palette, with text that stays readable on every surface, including hover states and dropdowns.
A menu that makes sense to the client. Rename or hide items that do not match the services you sell, where your setup allows it. A shorter menu is easier to learn.
Client logos, if you use them. Decide before onboarding starts whether each client sees their own logo inside their account.
The empty first screen. A new account has empty lists. Give the first screen something useful, such as a welcome note or a short checklist.
Naming and support
One product name. Decide what you call the platform, your company name or a product name such as "[Agency] Hub", and use it everywhere: the app, emails, invoices, your website and sales calls.
App naming. If you offer a branded desktop or mobile app, its name and icon should match the web version. Check what your HighLevel plan includes before you promise a branded mobile app.
Support links. Every help, support or "report a problem" link a client can click should reach you: your help docs, your booking page or your support inbox.
Help content. Screenshots and videos in your help docs should show your branded interface, not the default one.
Invoices and payment pages. Business name, logo and contact details on anything a client pays through.
Final test: log in as the client
Create a test sub-account and a test user with the same permissions a real client gets.
Open a private browser window and use the login link from your welcome email, not a bookmark.
Reset the password, log in, and click every menu item the client can see.
Repeat the whole test in a phone browser.
Write down every place another company's name, logo or color still appears. Fix each one, then test again.
Many white labels stop at the logo. If you want the colors, fonts, menu, icons and sign-in page to match as well, Theme Studio sets them from one editor inside HighLevel. For why the screens after login matter, read our article on finishing a white label.
