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Setting up your letterhead

The Letterhead designer, under Settings → Letters, lets you build the header that sits at the top of your client letters — your logo, practice name, and contact details, laid out how you want them. Set it up once and Whippet adds it to the client…

The Letterhead designer, under Settings → Letters, lets you build the header that sits at the top of your client letters — your logo, practice name, and contact details, laid out how you want them. Set it up once and Whippet adds it to the client summary letters you generate; leave it switched off and letters are generated without a header.

How to set up your letterhead

  1. Open Settings and go to the Letters tab.

  2. Tick Enable custom letter header.

  3. Build your header in the Practice Letter Header editor — add your logo, practice name, and contact details (see below).

  4. Check the Preview panel underneath. It updates as you edit, showing your header at roughly A4 width above sample body text.

  5. Click Save letter header.

The Letters settings with the custom letter header enabled and a logo, practice name, and contact details laid out in the editor

Laying out the header with a table

Most letterheads put a logo on one side and contact details on the other; the easiest way to line these up is a table used as an invisible layout grid. In the formatting toolbar, open the Table menu (the table icon):

  • Insert table — adds a simple 2-row, 2-column table to start from.

  • Add row above / Add row below, Add column before / Add column after

  • Delete row / Delete column / Delete table

  • Merge / split cells — combine cells for a full-width banner, or split them back out.

  • Toggle header row

The row, column, merge, and delete options only work once your cursor is inside a table. To resize a column, drag the line between two columns — handy for giving your logo more room.

Resizing your logo

Click an image in the letterhead and drag the resize handles on any side. The aspect ratio is locked, so your logo never ends up stretched or squashed, and a minimum size of 50 × 50 pixels stops it shrinking to nothing. For more on working with images, see Adding images to letters and letterheads.

Adding text and contact details

Type your practice name, address, phone, and any other details directly into the editor. The toolbar gives you Undo and Redo, Heading (for emphasising your practice name), Bold, Italic, Underline, Bullet list, and Numbered list. Search & Replace is useful for swapping an old phone number or address across the whole header in one go with Replace or Replace All; tick Match case if capitalisation matters.

The Preview panel showing the finished letterhead at A4 width above a sample client letter

Good to know

  • Once saved and enabled, your letterhead is applied automatically to the client summary letters Whippet generates from a consult — see The client summary letter.

  • It's a one-time setup — you generally only return when your practice details change.

  • Un-ticking Enable custom letter header stops the header appearing on letters but doesn't erase your design — re-tick it to bring it back.

  • For the practice name, phone, and address used elsewhere in the app, see Your practice settings.

If something goes wrong

  • The Save letter header button is greyed out. There are no unsaved changes yet — make an edit and it becomes clickable.

  • You see "Failed to save. Please try again." Your changes weren't stored. Check your connection and click Save letter header again.

  • Table row/column options are greyed out. Click into a table cell first, then reopen the Table menu.

  • The page is stuck on "Loading letter settings..." or shows "Failed to load." Your practice settings couldn't be fetched. Refresh the page and try again.

What this doesn't do (yet)

  • Work on a phone. The letterhead formatting toolbar is hidden on small screens — design your letterhead on a desktop or laptop browser.

  • Offer an "insert image" button. There's no toolbar button that opens a file picker. See Adding images to letters and letterheads for how images work in Whippet.

  • Provide ready-made templates. You build the layout yourself with tables, text, and an image — there are no pre-designed letterhead styles to pick from.

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