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Team Management & White LabelingBranding, Subdomain & Custom Domain

Branding, Custom Subdomain & Custom Domain

Customise NextStep with your company’s logo, brand colour, and a custom domain to create a professional, white-labeled experience.

Branding, custom subdomains, and custom domains are available on paid plans.

Setting Up Branding

  1. Go to Settings in the sidebar.
  2. On the Team Members tab, scroll down to the Branding section.
  3. Upload your logo and select your brand colour.
  4. Click Save.

Your logo replaces the default NextStep logo and appears in:

  • The sidebar
  • Email notifications sent from your team
  • Process instances viewed by guests
  • Your custom subdomain or custom domain (if configured)

For best results, use a square or landscape-oriented logo in PNG or SVG format.

Brand Colour

Your brand colour is used for:

  • Buttons and interactive elements in guest-facing processes
  • Email notification accents
  • Your custom subdomain or custom domain branding

Using Branding on Processes

When branding is configured, you can enable it per process:

  1. Open the process in the editor.
  2. Go to Settings.
  3. Toggle Use brand on.

This applies your logo and brand colour when the process is run by guests or shared externally.

Email Branding

Your brand logo and colour are applied to process invitation and reminder emails. Your logo appears centered at the top and your brand colour is used for buttons and accent borders.

To see how your branded emails look, send a test process invitation to yourself from the Run Process modal.

Custom Subdomain

A custom subdomain replaces getnextstep.io with your own branded URL (e.g., yourcompany.getnextstep.io). Guests see your logo, brand colours, and your custom URL — creating a seamless branded experience.

Setting Up Your Subdomain

  1. Go to Settings > Team Members tab, scroll to the Custom Domain section.
  2. Click the Subdomain tab.
  3. Enter your desired subdomain name.
  4. Click Save.

Your subdomain will be available immediately at yourname.getnextstep.io.

Subdomain Requirements

  • Must be unique — no two teams can have the same subdomain.
  • Can only contain lowercase letters, numbers, and hyphens.
  • Cannot be a reserved name (e.g., “help”, “www”).

What Changes

  • Process run links — automatically use your subdomain URL
  • Email notifications — links in emails point to your subdomain
  • Guest experience — guests see your branded URL throughout

What Stays the Same

  • Team member access — team members can still sign in at getnextstep.io as usual
  • Dashboard and settings — all management features remain on the main app
  • Functionality — everything works the same, just with your branded URL

Custom Domain

Use your own domain (e.g., app.yourdomain.com or yourdomain.com) instead of a getnextstep.io subdomain. This gives you a fully branded experience with your own URL.

When a custom domain is active, it takes priority over your subdomain for all links and emails. Your subdomain will still work but cannot be changed while a custom domain is set.

Setting Up a Custom Domain

  1. Go to Settings > Team Members tab, scroll to the Custom Domain section.
  2. Click the Custom Domain tab.
  3. Enter your domain (e.g., app.yourdomain.com).
  4. Click Add Domain.
  5. Add the DNS record shown in the instructions table to your domain provider.
  6. Click Verify DNS once the DNS record has propagated.

DNS Configuration

You’ll need to add a DNS record with your domain provider (e.g., Cloudflare, GoDaddy, Namecheap).

For subdomains (e.g., app.yourdomain.com):

TypeNameValue
CNAMEappproxy.getnextstep.io

For root domains (e.g., yourdomain.com):

TypeNameValue
A@142.93.24.112

DNS changes can take up to 48 hours to propagate, though most changes take effect within minutes.

What Changes

  • All process links use your custom domain
  • Email notification links point to your custom domain
  • Guest experience — guests see your domain in the browser
  • Visiting your domain root (e.g., app.yourdomain.com) redirects to the dashboard

What Stays the Same

  • Team member login — you can still sign in at getnextstep.io
  • Your subdomain — still works as a fallback, but links use the custom domain
  • All features — everything works identically

Removing a Custom Domain

Click Remove next to your custom domain. You’ll see a warning that any links shared using this domain will stop working. After removal, your subdomain becomes the primary URL again.

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