Your Custom Signup Link

Your signup link can carry your business name, like vestmentpulse.com/join/smith-financial. It replaces your old link in Settings, the Invite Client share tab, and your brochure's QR code, and the old link keeps working. You can also send visitors from your own website, such as yourwebsite.com/clients, by adding a redirect there.

How to use it

Open Agent Settings and scroll to Client Signup Link.
Under Custom link, type your business name and click Save. Spaces become hyphens, and the link must be 3 to 40 letters, numbers, or hyphens.
Click Copy Link. Your new link is ready for email signatures, business cards, and social bios.
To use your own web address, open your website's settings and add a redirect from a page such as /clients to the link you copied. Squarespace calls it URL Mappings, Wix calls it URL Redirect Manager, and WordPress needs a redirect plugin such as Redirection. If you are not sure, ask whoever manages your site to “add a 301 redirect.”
Visit your web address in a private browser window to check that it lands on your branded signup page.

Good to know

Only the workspace owner can set the custom link. Teammates share the same one.
If you change it later, the old custom link stops working, including on brochures you have already printed. Pick a name you will keep.
After the redirect, the address bar shows vestmentpulse.com. Your logo and colors still appear on the page.