Add Clients
Scale to 100+ clients — each with their own AI, CRM, and branding.1. Add New Client
- Clients → + Add Client
- Enter:
- Name:
ABC Dental - Email:
dr@abc.com - Subdomain:
abc.closerx.ai
- Name:
2. Whitelabel Setup
- Upload logo
- Set primary color
- Enable custom domain (later)