Self service branding

Purpose: Provide a consistent self service journey to your customers from job booking through to payment. Branding is significant for marketing your business, providing a connection with your customers and differentiating yourself from competitors.

Configure how the pages look across all self service tools for consistent branding colours throughout your self service tools by adding a logo and setting your preferred colours for text, tables and forms.

Please note

• Check settings on a test customer prior to sending a portal link to customers
• Supported file formats for logo image are .jpg/jpeg, .png and .gif
• Recommended logo image dimensions are 500 x 300px
• Available on Go Paperless plan and above.
  
  

How to configure settings

Profile icon > Settings > Branding > Self service branding > View

• Logo
  ‘Company logo’
  • • Add - Upload company logo > Click to select or drag and drop file > Adjust area (if required)
               > Save
    • Change - Change > Click to select file or drag and drop file > Adjust area (if required) > Save
    • Delete - Preview > Remove > Yes
      
      
• Text colours
  ‘Primary text colour’ - Select colour in palette > Save
  ‘Secondary text colour’ - Select colour in palette > Save
  
  
• Table/Sections
  ‘Title bar background colour’ - Select colour in palette > Save
  ‘Title bar primary font colour’ - Select colour in palette > Save
  ‘Title bar secondary colour’ - Select colour in palette > Save
  
  
• Forms
  ‘Input highlight’ - Select colour in palette > Save
  ‘Button colour’ - Select colour in palette > Save
  ‘Button stroke’ Not currently in use
  ‘Button font colour’ - Select colour in palette > Save
  ‘Negative button colour’ - Select colour in palette > Save
       Used on After sales care portal ‘Thumbs down’ button
  ‘Secondary button colour’ - Select colour in palette > Save
       Used on After sales care portal ‘Thumbs up’ button
  ‘Secondary button stroke’ Not currently in use
  ‘Secondary button font colour’ Not currently in use
  ‘Negative button font colour’  Not currently in use
  
  
• Maps
  ‘Map highlight colour’ - Select colour in palette > Save
  
  
• Contact button Not currently in use
  ‘Contact button colour’
  ‘Contact button font colour’
  ‘Contact button stroke’ 
  
  
• Progress bar Not currently in use
  ‘Circle colour’
  ‘Highlighted circle colour’
  ‘Circle check/tick colour’
  ‘Circle font colour’
  ‘Highlighted circle font colour’

Related guides
Invoice portal settings
Statement portal settings
Rebook portal settings
Job booking portal settings
Service reminder portal settings
After sales care portal settings
On our way portal settings