The platform lets you brand your client portal with your own logo and colour, so every client who logs in sees your business, not a generic platform. Brand setup is two fields: a logo and a colour.
Click through the walkthrough above to see the Branding tab, the logo upload and the colour picker, then follow the steps below.
Step-by-step: how to set up your brand
Step 1: Go to settings
From your dashboard, head to Settings.
Step 2: Open the branding tab
Inside Settings, click the Branding tab. This is where you control how your client portal looks to clients.
Step 3: Upload your logo
Upload your business logo. This appears in your client portal so clients recognise who they are working with.
Step 4: Choose your brand colour
Pick your brand colour to apply across the portal.
Step 5: Save
Click Save to lock in your logo and colour. New portal sessions pick up your branding.
Tips for brand setup
Use a high-resolution logo. A clear, sharp logo renders well across different screen sizes.
Match your existing brand colours. Use the same hex code you use on your website or marketing materials to keep everything consistent.
Set this up before inviting your first client. Get your branding in place before clients enter the portal so their first impression is the right one.
Common questions
Q: Where do I find the Branding settings?
A: Go to Settings in your dashboard and click the Branding tab.
Q: What does branding affect?
A: Your logo and brand colour appear in the client portal, the space your clients use when filling out their intake, uploading documents and tracking application progress.
Q: Can I update my branding after it has been set?
A: Yes. Go back to the Branding tab in Settings, make changes, and save.
Q: What file format should my logo be?
A: Use a standard image format such as PNG or JPG. A PNG with a transparent background typically looks best.
Related
White label the platform: complete setup guide. Go beyond logo and colour to your own domain and client emails.
My logo looks blurry. What image format and resolution should I use?. Get the file format and size right before you upload.
Will my clients ever see "Powered by Levr"?. What branding your clients see in the portal.
How can I test what my client sees when I send them the portal link?. Check your new branding the way a client would see it.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.