Táve supports two types of client-facing URL’s for your proposals, invoices, contact forms, etc:
Secure Domain: tave.com/yourstudioname
Custom Domain: clients.yourstudioname.com
During registration, you set up your secure domain name.
In this tutorial we’re going to cover setting up your Custom Domain.
A custom domain is completely branded as you point a subdomain of your website to Táve, instead of the other way around. For instance, I configured clients.tophersimon.com for my “Topher Simon photography” brand, making the “clients” subdomain point to my Táve brand. Configuring this varies, depending on your domain server.
Setting Up Your Custom Domain With Your Web Host
You’ll start by deciding what you want your subdomain to be. In the example above, the subdomain is clients. You can use mostly anything you’d like here, but let’s keep it simple and use clients.
You have to first set up your domain to send the custom domain to Táve. You do this by going to the company that hosts your domain and create what’s called a CNAME alias.
Important note: Every domain host has a slightly different setup. You may use GoDaddy, Bluehost, Network Solutions, or some other domain host. And although each host is different, you should be able to find the same capability. If you aren’t able to find it, you should reach out to customer support for your domain host and they would probably be able to set it up for you.
The directions below will cover how to set it up with GoDaddy as your domain host.
You start by logging into your domain host and launching your domains settings (DNS Records) in your account panel:
In the DNS manager, you'll go to the bottom and Add a new record:
As you can see the record settings are as follows:
Record type: CNAME (Alias)
Enter an Alias Name: clients
Points to Host Name: clientaccess-01.tave.com NOTE: This may be different for your account. Refer to your Brand in the section screenshot below.
TTL: 1 Hour
Save the record by hitting “Save”. You are now fully set up to have your Custom Domain (clients.yourstudioname.com) redirect to Táve. Your client facing pages in Táve (contact forms, proposals, invoices, contracts, etc.) will all be located under this Custom Domain.
Setting the Custom Domain in Táve
Now in Táve, we’re going to add the custom domain we want to use into Settings › Account Setup › Branding. Select the brand you want the custom domain to be assigned to there.
Warning: DO NOT USE ‘tave’ as the subdomain for your CNAME alias. Rather pick something like ‘clients’ or ‘portal’.
Important note: CNAME aliases have to propagate throughout the internet. Your Custom Domain will not work until this happens. Usually it takes anywhere between 2 to 48 hours.
If I use a Custom Domain, will my Secure Domain ever be used?
Yes, quite possibly! Your custom domain can’t currently be encrypted and secure (https://), so if your client needs to enter in a credit card, the page will automatically change to the secure domain (thus its name!) automatically for you. The only difference between the two pages would be the URL in the address bar and the browser’s lock icon next to it… your page branding will be identical and otherwise indistinguishable.
If you aren’t accepting credit cards on your Táve site, your custom domain will always be used.