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.
Steps and details
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 Platform -> White-Label -> Configuration, open the Advanced tab, and scroll to the Custom Menu Links section.
Steps and details
It sits in the advanced white-label controls area alongside the other platform-level customization tools.
Create your first link
#Click Add Menu Link and fill in the form. The most important fields are the title and the full URL. The icon, color, order, and behavior settings make the link feel polished afterward.
Steps and details · includes a table
| Field | What it controls |
|---|---|
| Title | The text customers see in the sidebar |
| URL | The destination the link opens |
| Icon | The sidebar icon shown next to the link |
| Color | The icon color used in the sidebar |
| Sort Order | Where the link appears relative to other custom links |
| Active | Whether the link is visible or hidden |
| Open in New Tab | Whether the destination opens in a new tab |
Field · What it controls
- Title
- The text customers see in the sidebar
- URL
- The destination the link opens
- Icon
- The sidebar icon shown next to the link
- Color
- The icon color used in the sidebar
- Sort Order
- Where the link appears relative to other custom links
- Active
- Whether the link is visible or hidden
- Open in New Tab
- Whether the destination opens in a new tab
Keep titles short. The sidebar is narrow, and shorter labels feel more natural in the navigation.
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.
Steps and details
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.
How to manage links later
#Edit a link when the title, URL, icon, or behavior changes
Steps and details
- Toggle a link inactive when you want it hidden without deleting it
- Duplicate a link when you want to reuse the setup as a starting point
- Delete a link when it is no longer needed
- Drag and drop the list to reorder links (the first link is pinned and cannot be moved)
Useful agency use cases
#Steps and details · includes a table
| Link type | Typical destination |
|---|---|
| Support Center | Help desk or support portal |
| Submit a Ticket | Ticketing system or support form |
| Getting Started | Onboarding guide or training page |
| Video Tutorials | Loom, YouTube playlist, or training portal |
| Book a Strategy Call | Calendly or another scheduling page |
| Upgrade Your Plan | An upsell or pricing page |
| What's New | Changelog or feature update page |
| Brand Guidelines | Brand asset page or downloadable resource |
Link type · Typical destination
- Support Center
- Help desk or support portal
- Submit a Ticket
- Ticketing system or support form
- Getting Started
- Onboarding guide or training page
- Video Tutorials
- Loom, YouTube playlist, or training portal
- Book a Strategy Call
- Calendly or another scheduling page
- Upgrade Your Plan
- An upsell or pricing page
- What's New
- Changelog or feature update page
- Brand Guidelines
- Brand asset page or downloadable resource
Best practices
#Use open-in-new-tab for links that go off-platform
Steps and details
- 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