Question 1

Custom Domain

Accepted Answer

Role That Can Set A Custom Domain: Owner

Zendo Plans For Which The Feature Is Available: Pro & Max

|| Example we’ll be using to showcase how this feature works: clients.getzendo.io, changing it to clients.domain-name.com

What Is A Domain?

A domain is a branded name that is used to identify a website. So instead of having to type in the IP address in the search bar to reach the website you’re looking for, you’re typing the domain name, e.g. getzendo.io or forbes.com.

The domain name (or the URL we see) makes it easier to memorize the website we want to visit, instead of having to remember random strings of numbers.

What Does The Custom Domain Feature Do In Zendo?

The Custom Domain feature in Zendo allows you to connect your own domain to your Zendo workspace so that you can brand the URL of your client portal.

Basically getting rid of the getzendo.io suffix in the URL of your client portal, turning it, for example, from clients.getzendo.io to clients.domain-name.com

Question 2

Client Profile

Accepted Answer

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Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner

Client Profile

In the Client Profile, you can view all the information pertaining to the client, such as Invoice Details, submitted Requests, Subscriptions, documents, and notes left by your team members.

To access the Client Profile:

Select the Clients tab from the left sidebar,
On the new page, select the client to access their Client Profile from the list.

| An alternative way to reach your client's client profile is directly through one of their submitted Requests. Simply select the name of the client or their avatar in the Request details sidebar.

The profile itself is divided into six sections:

Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
Quotes — where you can check on the quotes issued for that client, check on the essential details of the

Question 3

Roles And Permissions

Accepted Answer

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Roles That Can Assign Roles And Permissions: Admin, Owner

There are five roles that can be assigned in Zendo: Watcher, Agent, Manager, Admin and Owner. Out of these roles, only watchers don't count as seats in your plan.

To learn more about seats, read this article.

| | Watcher | Agent | Manager | Admin | Owner | | ---- | | Settings | | Connect Custom Domain | ❌ | ❌ | ❌ | ❌ | ✅ | | Manage subscription plans | ❌ | ❌ | ❌ | ❌ | ✅ | | Requests | | Create Requests | ❌ | ✅ | ✅ | ✅ | ✅ | | View Requests they’re assigned to | ✅ | ✅ | ✅ | ✅ | ✅ | | Interact with Requests they’re assigned to | ❌ | ✅ | ✅ | ✅ | ✅ | | View and interact with all Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Delete Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Edit and remove sent messages | ❌ | ✅ | ✅ | ✅ | ✅ | | Access and see notes | ❌ | ✅ | ✅ | ✅ | ✅ | | Documents | | Issue a Quote | ❌ | ✅ | ✅ | ✅ | ✅ | | Issue an Invoice | ❌ | ✅ | ✅ | ✅ | ✅ | | Edition | | Create & edit Workflows | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Statuses | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Custom Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Form Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Services | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Forms | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Order Page | ❌ | ❌ | ❌ | ✅ | ✅ | | Team Management | | Invite Team Members | ❌ | ❌ | ❌ | ✅ | ✅ |

Question 4

Custom Logo In Stripe Checkout

Accepted Answer

Role That Can Customize The Logo In Stripe's Checkout: Owner

| Customize the checkout in Stripe for ultimate consistency with your branding.

How To Customize My Logo In Stripe's Checkout?

select Workspace on the left-hand side panel,
choose Finances from the drop-down menu and switch the tab to Payment methods,

on the new page, select the Stripe account link that will take you to your connected Stripe account,

|| To learn more about connecting Stripe, read this article.

in your Stripe account, select the the cog icon on the right side of the top panel and then choose "Settings" from the popped up options to reach your Stripe's settings,

in Stripe's settings, scroll the page to find Your business under the Business Settings heading,

from there, choose Branding,
in Settings > Branding, choose the plus button to customize your logo for Stripe's checkout, under Brand elements,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a

Question 5

Connecting Stripe

Accepted Answer

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The Role That Can Connect Stripe in Zendo: Owner

How To Connect Stripe?

To connect Stripe account to Zendo:

Select the Workspace tab from the left sidebar,
Select Finances from the drop-down menu,
On the new page, switch to the Payment methods tab,
There, select the "Connect" button,

Now, you’ll be taken to Stripe to either create an account or sign in to your existing one,
Follow the steps as guided by Stripe and provide all the necessary information,
Now, Stripe should immediately connect with Zendo.

|| You can cancel the connecting process using the Cancel button that’s available to use only during the connecting process.

Stripe Successfully Connected

If your Stripe account has been successfully connected, the Connect button will now change to Connected.

If the connecting process takes too long or you have any issues, don’t hesitate to reach out to us for assistance.

Question 6

Branding (formerly White Label)

Accepted Answer

Role That Can Use The Branding Features: Owner

Branding Options Between Different Zendo Subscriptions

In all subscription plans, you can:

add your own logo & favicon,
customize the email footer,
customize the login and signup pages,
personalize the accent color, choosing from 11 color options,
connect your own Help Center link,
connect your own Terms of Service link.

In the Pro & Max plans, you additionally can:

remove the “Powered by Zendo” badge,
connect a custom domain,
connect a custom email domain,
customize the chatbot,
add a custom accent color.

How To Brand My Zendo Workspace?

To brand your Zendo workspace:

select Client portal from the left-hand side panel,
choose Branding from the drop-down menu,
then, go through the Branding settings in 3 tabs: General, Sign up & login, and Email.

General Tab

In the General tab, you can:

personalize the accent color,

select the color that will show up on the client-facing links and buttons. You can choose from 11 available colors

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