Branding your portal
Open Settings → Branding to adjust your organization's business identity and portal appearance. Saving this form and uploading a logo are account-owner controls.
Branding is organization-specific. It does not remove every platform disclosure or configure the appearance of an external service such as Stripe.
Business details
- Business name is used on supported portal, document, and email surfaces.
- Default currency supplies a starting currency where a workflow uses the organization default. It does not convert old quotes or invoices.
- Support email is a monitored contact address and the destination for supported client-activity notifications, including quote/contract responses. The form explains the fallback when it is blank.
- Portal greeting customizes the welcome text.
The support email is not the outgoing email credential or sending domain. See Email Domain to change the sender address.
Theme and accent
Choose a Portal theme from the current preset list. By default, Match my theme's accent color follows that theme's suggested accent. Turn it off to use a custom color.
Theme and accent affect supported portal controls and document styling. Status colors can remain distinct—for example, overdue amounts and successful payments do not all become the brand accent.
After saving, check labels, focus states, menus, and long text in your chosen theme on both desktop and phone. A custom color is not automatically checked for readability on every surface.
Logo
Use the logo upload form for a PNG, JPG, or WebP image up to 10 MB. SVG is not accepted. A clear logo with enough space around its edges is easier to read in small headers and documents.
The portal stores a versioned upload URL so a replacement does not reuse the old file's cache key. Check the saved preview and a newly generated document; do not assume an already downloaded PDF will change.
Preview the client experience
Open a client from the admin client list and use View portal in its actions. This is Admin Preview, not signing in as the real client, and it does not prove the client's authentication or write flows work.
Check the portal header, quote/signing pages, and generated documents. Stripe-hosted checkout, invoice, and receipt branding may have separate settings in the connected Stripe account.
For clients belonging to more than one service business, the client portal switcher changes which organization's branding and records they see.