ClientsGuide

Make the portal look like your agency

Your logo, your colour, your words. Your clients see your agency first.

The portal carries your agency's name, logo and colour. You set it up once in the portal designer, and every client sees it.

  1. Go to Settings and click Open portal designer.
  2. Drop in your logo and choose what the header shows.
  3. Pick your colour and how bold the header is.
  4. Choose a heading style and how round the corners are.
  5. Write a short welcome. It's the first thing your client reads.
  6. Preview it as one of your clients, on desktop or phone, then Save.

Want one client to look different? Open the client and change Portal appearance.

A logo with a transparent background works on every header colour.

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