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Changing your Company's Branding
Changing your Company's Branding

How to make Trail reflect your company's brand

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

If you have business admin enabled, then you can change the colours and branding of your Trail organisation 👍

PLEASE NOTE: Any changes here will automatically be visible to your clients and coworkers alike, so make these carefully.
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General Settings

  • Company Name: The name of your registered business

  • Trading Name: This can differ from your Company Name, but the Company Name is used on all PDFs and documents

  • Aggregators: The aggregator group(s) you are a part of

  • Email: The email you would like to be contacted at by your clients (this could be a 'support' or 'info' email address for your business)

  • Address: Your business' physical location

  • Company Description: A description of what your company does, used on the client's login page

  • Company Slogan: Your company slogan or motto. This is displayed on the client's login page and occasionally on PDFs

Branding

When you sign up to Trail, we will set up your company branding so you can start using the software right away. However, if you would like this changed, or you update your branding at some stage, this can be changed at any time in your organisation settings.

1. Go to your Settings - General - and the Branding tab:

2. Change your branding colours and logos here:

Your main branding colours can be changed by clicking on these colour bars and either:

  1. Tweak these from a colour selection

  2. Pasting in a colour 'HEX' code e.g. (041A54) of the exact colours of your brand. Your graphic designer would be able to provide these codes.

  • Here you have three options: Primary, Secondary, and Highlights.
    Your Primary Colour is used as the background to your Landing Page and the main colour that your client will see when they login to Trail.
    Your Secondary and Highlight colours will be used to accompany your main colour as seen in the example screenshot of the Client Portal:

Website Logos

  • Your website logos can be changed in the area below the branding colours -
    There are 4 to upload:

  1. Main Logo

  2. Navbar Logo

  3. Landing Page Logo

  4. Icon Logo

There’s a description below each area to tell you where the logo will appear to help you choose the best logo variation/ colour to upload:

To upload a new logo, you can press the blue circle with an arrow inside of it.

Once clicked, you can choose the logo from your computer's file explorer.
​Please take note of the recommended size as it will mean a better fit on the page!

NOTE: Branding can be complicated. We’re more than happy to do this on your behalf. If you’d like us to, email us at support@gettrail.com with the relevant logos.

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