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Team Management & White LabelingBranding & Custom Subdomain

Branding & Custom Subdomain

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

Branding and custom subdomains 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 (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 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 Branding section.
  2. Enter your desired subdomain name in the Custom Subdomain field.
  3. 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
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