To send from your own domain, open Settings > Company settings, find the Custom Domains card, and select Set up. Client links then use your web address, and client emails can come from your company's address.
Available on the Scale plan. You need a role with custom domain access, which Admins have by default. Works on desktop and in the mobile app.
What changes
Links: proposals, invoices, the Client Portal, and Sub & Vendor portal links use an address like
share.yourcompany.com. Links you shared earlier keep working.Emails: clients, subs, and vendors get emails from an address such as
[email protected]. Replies still reach your company email.
Text messages are not affected. Set up links first, because email setup is locked until links are connected.
Connect your links
Open Settings (your company logo at the bottom left on desktop, or the button at the top left in the mobile app).
Select Company settings, then select Set up in the Custom Domains card. Once something is set up, the button reads Manage.
Under Links, select Set up, enter your Domain, and select Continue. Handoff checks the domain and shows any problem to fix first.
If your domain's DNS is on Cloudflare and you are in a web browser, select Continue to Cloudflare and approve the record. In the mobile app, or with another DNS provider, select Set up manually instead.
For manual setup, copy the records shown (a CNAME and a TXT) into your DNS provider, save, then select Submit for review.
Handoff checks the records automatically. The screen shows {your domain} is connected when links are ready.
Set up email
In the Custom Domains card, select Manage.
Under Emails, select Set up and enter a Sender address, such as
hello. It doesn't need to be a real inbox.Add the three DNS records shown at your DNS provider, then select Submit for review.
Enter an address under Send the test to and select Send test email.
When the test arrives, select Turn on sending.
What each status means and how to disconnect
Setup required: nothing is connected yet. Select Set up.
In review: Handoff is checking your records. This usually takes a few minutes, but DNS changes can take longer. Select Check again.
Connected: links and email are both live.
Partially connected: only links or only email is live. Select Manage to finish the other.
Needs attention: a check failed. Open Manage, select Fix setup, and confirm your DNS records are still in place.
If your records stay broken for a few hours, your links are served from Handoff's address again. They recover when the records return. Email stays off until a new test email passes.
To disconnect, select Disconnect under Links or Emails. Disconnecting links also disconnects email, and links already sent on that domain stop working.
Send branded emails without a domain
In Company settings > Brand > Emails, turn on Send emails with your own branding. Clients then see your company name, logo, and brand color, with no mention of Handoff. If your email domain is already connected, this switch is on and locked.
If your records aren't found
When Handoff checks your records, each one shows a status:
Found: this record is set up correctly.
Not found yet: Handoff can't see this record. See checks 1–5.
Doesn't match yet: the record exists, but its value is wrong. See check 6.
After each fix, go to Settings > Company settings > Custom Domains, select Manage, and select Check again.
1. Give it time
Checks usually take a few minutes, but DNS changes can sometimes take longer to appear. If you just saved your records, wait a little before you select Check again.
2. Add the records where your DNS is managed
Your DNS isn't always managed by the company you bought your domain from. If your website is built on a platform like Squarespace, Wix, or Shopify, or you use Cloudflare, your records may need to go there. Add Handoff's records in the same place as your domain's other records, like the ones for your website or email.
Not sure where that is? Look up your domain's NS (nameserver) records with a free tool like whatsmydns.net. They show which company manages your DNS.
3. Check the Name (or Host) field
Many DNS providers, including GoDaddy, add your domain to the end of the name automatically. If you paste the full name, your domain ends up in it twice, like share.yourcompany.com.yourcompany.com, and Handoff can't find the record.
Enter only the part before your domain. For links, that's usually
share.After you save, look at how your provider lists the record. Your domain should appear only once.
4. Choose the record type Handoff shows
Links use one CNAME record and one TXT record. Email uses three CNAME records. Pick the same type Handoff shows for each record.
5. Remove records that conflict, and turn off the Cloudflare proxy
A name with a CNAME record can't have any other records. If your provider already has a record with the same name, delete or replace it, then add Handoff's record.
On Cloudflare: set Handoff's CNAME records to DNS only. To do that, click the orange cloud so it turns grey. Proxied records can't be verified, and your links won't load.
6. If a record says it "Doesn't match yet"
Handoff shows the value it found next to the value it needs. Use the copy button next to each value and paste it, so nothing gets mistyped.
Some providers, including GoDaddy, also add your domain to the end of the value. If that happens, Handoff tells you. Enter the value exactly as shown, without your domain after it.
If someone else manages your DNS
If a web designer, IT person, or other provider handles your DNS, select Email these instructions to someone else. This opens your email app with a message listing every record they need to add. It's available in both the Links and Emails setup.
Still stuck?
Contact support from Settings > Contact support. Tell us your domain and which step you're on (Links or Emails). It also helps to include a screenshot of the records at your DNS provider.