Exporting Data

SwiftCloud’s new structure is designed to work your way and provide a structure to interface with your clients.

SwiftCloud allows for your logo and colors, and is designed to be installed on your domain.

You can setup
https://SubdomainHere.YourDomain.com
OR http://AnyDomainYouChoose.com to map to SwiftCloud Servers.

Examples:
https://Patients.DentistWebsite.com
https://applynow.LoanSite.com
or https://HVACJobsPortal.com

This will help you set up something like
https://secure.YourDomainHere.com 

You can also setup a root level domain – any domain – so if you don’t have a website, use our new website generator.

…and thus create your own branded-to-you portal. Docs can be signed, invoices and proposals seen, your own store or items sold, landing pages and more – on your domain.

You could even buy a domain like “XYZClientPortal.com” “BigCompanyOnboarding.com” if you choose – it doesn’t have to be a subdomain.

Example Suggestions

  • MyAccount.YourDomain.com  Other options are below, but this is where your clients & customers will login, and manage their accounts, so “MyAccount” is a great place to start.
  • Connect.YourDomain.com or Messages.YourDomain.com or Portal.YourDomain.com or Clients.YourDomain.com // general customer portal
  • Docs.YourDomain.com // used for proposals, invoices, e-signatures…
  • Apply.YourDomain.com // for advanced applications where the user may wish to resume – i.e. a mortgage application – if you’re focused on hiring and recruiting, or growing an affiliate network– or  Jobs.YourDomain.com, careers.yourdomain.com, etc.
  • Calendar.YourDomain.com or Scheduling.YourDomain.com // self scheduling / calendar / appointments tool – ideal for scheduled personal services (chiropractors, dental, massage therapists, hair salons, etc.)
  • Projects.YourDomain.com // ties to SwiftTasks / SwiftHelpdesk … or Helpdesk.YourDomain.com or Support.YourDomain.com – ideal for web developers & designers, freelancers of all types, construction / handyman / trades professionals
  • Sales.YourDomain.com or Quotes.YourDomain.com // Note: Nobody ever wants to feel “sold” – this is good for complex sales, say, solar installation or major remodeling.
  • Accounting.YourDomain.com or Payments.YourDomain.com or Invoices.YourDomain.com //
  • Checkout.YourDomain.com or Shop.YourDomain.com or Account.YourDomain.com //
  • Learning.YourDomain.com or Academy.YourDomain.com // to connect to SwiftAcademy.com

Note you can also iframe-mask a page if you prefer not to use a subdomain.

Your portal(s) can be customized and show the features you prefer most relevant to your business.

The following is customized to you:

  • Logo
  • Background (color, image)
  • Light or Dark text / theme
  • Link back to your main site URL

TO GET SET UP:

  1. Cloudflare is required (Free! and great – you should be using it anyway, it will reduce hacking, speed up your website, etc.).
  2. Once logged into Cloudflare, add your domain. It will ask you to change the nameservers. Do that. Wait about 15 minutes, and then it should work.. in 99.99% of cases, nothing will change – you won’t really notice anything, though your site will be (2a.) faster, once the cache is built, and (2b.) protected, from hackers, somewhat. This is one small part of info-security, but it can help against “DDOS”, etc.
  3. Next, in the far top right, click the small user-person icon (Red arrow below)
    Then click My Account
    Then click Members
  4. Add to us to your team – Support {at} SwiftCloud.AI – like below.
    How to Setup a Domain on SwiftCloud
  5. Once you’re done, be sure to let us know – we have to do some steps on our side. Currently, domain mapping is free for all clients, but we need to some small setup manually.
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