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8 min readWhite-Label Setup

Custom Menu Links

Add support links, training links, booking pages, and other useful navigation items to the customer sidebar so the white-label app feels more complete and easier to use.

Custom Menu Links let you place your own links into the sidebar your customers see when they use the white-label app. This is one of the easiest ways to make the platform feel more like a complete product rather than a standalone dashboard.

Done well, these links quietly improve support, onboarding, and upsell paths without asking the customer to leave the experience and guess where to go next.

What custom menu links are

These are agency-controlled sidebar links that appear for customer users inside the white-label app. They can point to a support center, a booking link, a knowledge base, a training portal, or any other useful external destination.

Customers do not see the configuration screen itself. They only see the finished links as part of the sidebar.

Where to find it

Go to `Settings -> White-Label Configuration`, open the `Advanced` tab, and scroll to the `Custom Menu Links` section.

It sits in the advanced white-label controls area alongside the other platform-level customization tools.

Where customers see the links

Custom menu links appear in the customer sidebar below the standard menu items. They are designed to feel like native navigation entries, not like awkward add-ons.

Agency owners do not normally experience them the same way in their own sidebar, so the best test is to use a customer account or a private browser window where appropriate.

Useful agency use cases

Link typeTypical destination
Support CenterHelp desk or support portal
Submit a TicketTicketing system or support form
Getting StartedOnboarding guide or training page
Video TutorialsLoom, YouTube playlist, or training portal
Book a Strategy CallCalendly or another scheduling page
Upgrade Your PlanAn upsell or pricing page
What's NewChangelog or feature update page
Brand GuidelinesBrand asset page or downloadable resource

Best practices

  • Use open-in-new-tab for links that go off-platform
  • Use color carefully so the most important link stands out without making the sidebar noisy
  • Start with only a few strong links instead of filling the sidebar with everything at once
  • Use the active toggle for time-sensitive or seasonal links
  • Test the final look as a customer, not just as the agency owner

Common questions