Portal branding
Make the portal look like yours.
3 min read
Adding your branding
Your portal automatically uses your business name. You can also add your logo.
Adding a logo
- Go to Settings → Profile
- Find "Business Logo"
- Click Upload
- Choose an image file
- Save
Your logo appears on:
- Client portals
- Reminder emails
- Invoices
- Receipts
Logo guidelines
For best results:
- Use a square or rectangular image
- Minimum 200 x 200 pixels
- PNG or JPG format
- Clear, high contrast
Business name
Your business name shows prominently on the portal. Update it in: Settings → Profile → Business Name
Why branding matters
Branded portals:
- Look professional
- Build trust with clients
- Reduce confusion (clients know it's from you)
No logo yet?
That's fine! The portal still looks professional using your business name.
Related: Uploading your business logo
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