Customizing Your Portal Branding (Pro Plan)

Make the client portal look like your business with custom logos, colors, and branding options.

Overview

With Pro or Enterprise plan branding, you can:

• Upload your company logo
• Set your brand colors
• Customize the portal appearance
• Make emails match your brand

Why this matters: Clients see your brand, not generic ClientSynq branding, creating a more professional experience.

What Gets Branded

Logo Appears On:

• ✅ Client portal header
• ✅ Invitation emails
• ✅ Invoice views
• ✅ Payment receipts (if custom logo is uploaded)

Brand Colors Apply To:

• ✅ Portal header background
• ✅ Buttons and links
• ✅ Email headers
• ✅ Accent elements

White Label (Enterprise Only):

• ✅ Complete removal of "Powered by ClientSynq"
• ✅ Custom domain (portal.yourcompany.com)
• ✅ Fully branded experience

Step 1: Upload Your Logo

Logo Requirements

File format: PNG or SVG (PNG recommended) Size: 200-400px wide Background: Transparent preferred Aspect ratio: Horizontal logos work best

Tips:

• Use your main company logo
• Make sure it's readable at small sizes
• White or light logos need dark background (see color settings)

Upload Process

1. Log in to ClientSynq
2. Go to Settings → Branding
3. Click Upload Logo
4. Select your logo file
5. Preview how it looks
6. Click Save

Preview: You'll see how your logo appears in the portal before saving.

Step 2: Set Brand Colors

Primary Color

Your main brand color - used for:

• Portal header background
• Primary buttons
• Links
• Email headers

How to choose:

1. Settings → Branding → Primary Color
2. Use the color picker
3. Or enter hex code (e.g., #2CA01C)
4. Preview the result
5. Save

Tips:

• Use your main brand color
• Ensure good contrast with white text
• Test readability

Accent Color (Optional)

Secondary color for:

• Hover states
• Secondary buttons
• Highlights

Recommendation: Choose a slightly lighter or darker version of your primary color.

Using Your Brand Colors

Don't know your brand's hex codes?

Method 1: From your website

1. Right-click on your website's header
2. Select "Inspect" or "Inspect Element"
3. Look for background-color or color values
4. Copy the hex code (starts with #)

Method 2: From your logo

1. Use a color picker tool like:
   • ImageColorPicker.com
   • Adobe Color
   • ColorZilla browser extension
2. Upload your logo
3. Click on the color you want
4. Copy the hex code

Method 3: Ask your designer

• They should have your brand guide
• Usually includes primary/secondary colors
• Hex codes will be listed

Step 3: Preview Your Branding

Before going live, check how it looks:

Preview in Portal

1. Settings → Branding
2. Click Preview Portal
3. See live preview of how clients will see it

Check:

• ✅ Logo is clear and readable
• ✅ Colors look good together
• ✅ Text is readable on colored backgrounds
• ✅ Buttons are visible

Test Invitation Email

1. Send yourself a test invitation
2. Check your email
3. Verify logo and colors appear correctly

Email clients to test:

• Gmail
• Outlook
• Apple Mail
• Mobile devices

Advanced Branding Options

Custom Domain (Enterprise Plan)

Use your own domain for the portal:

Instead of: clientsynq.com/portal/your-id
Use: portal.yourcompany.com

Setup:

1. Contact ClientSynq support for Enterprise upgrade
2. Provide your desired subdomain
3. Add DNS records (CNAME) we provide
4. We'll verify and activate (24-48 hours)

Benefits:

• More professional
• Clients stay on your domain
• Better brand consistency

Remove "Powered by ClientSynq" (Enterprise)

White-label the portal completely:

• No ClientSynq branding anywhere
• Fully your brand
• Available on Enterprise plan only

Contact: Enterprise Sales

Branding Best Practices

Logo Design

✅ Do:

• Use high-resolution logo
• Test at small sizes (looks good on mobile?)
• Use transparent background
• Keep it simple (complex logos don't scale well)

❌ Don't:

• Use logos with tiny text (won't be readable)
• Upload low-resolution images (will look blurry)
• Use overly complex designs
• Include taglines (save for full logo, not icon)

Color Selection

✅ Do:

• Use your actual brand colors
• Ensure good contrast (dark color on white, or light color on dark)
• Test with colorblind users in mind
• Keep it consistent with your website

❌ Don't:

• Use colors that are too light (hard to see)
• Choose colors just because they look cool
• Ignore contrast ratios
• Change colors frequently (confuses clients)

Client Communication

When you update branding:

• Let clients know the portal has a new look
• Reassure them it's the same secure portal
• Some might think it's phishing otherwise!

Example email:

Hi [Client],

We've updated our client portal with our company branding!
You'll now see our logo and colors when you access your invoices.

Same secure portal, just more "us" now!

- [Your Name]

Troubleshooting

"Logo looks blurry"

Problem: Image resolution too low

Solution:

1. Use a larger image (at least 400px wide)
2. Export at 2x resolution for retina displays
3. Use PNG or SVG format (not JPG)

"Logo is cut off"

Problem: Aspect ratio doesn't fit

Solution:

1. Use a more horizontal logo orientation
2. Or crop your logo file to remove extra whitespace
3. Preview before saving

"Colors don't look right in emails"

Problem: Email clients render colors differently

Solution:

• Test in multiple email clients
• Avoid very light or very dark colors
• Use web-safe colors when possible

"Branding options are greyed out"

Problem: You're on Basic plan

Solution:

• Upgrade to Pro plan for basic branding
• Or Enterprise for white-label options
• Go to Settings → Billing → Upgrade

"Changed branding but clients still see old version"

Problem: Browser cache

Solution:

• Tell clients to refresh their browser (Ctrl+F5 or Cmd+Shift+R)
• Clear browser cache
• Changes are immediate, but cache can delay visibility

Examples of Good Branding

Service Business Example

Company: ABC Consulting
Logo: Simple text logo, blue on transparent
Primary Color: #0066CC (corporate blue)
Result: Professional, trustworthy, matches their website

Product Business Example

Company: XYZ Retail
Logo: Icon + text, colorful
Primary Color: #FF6600 (brand orange)
Result: Vibrant, matches product packaging and website

Professional Services Example

Company: Smith & Partners Law
Logo: Traditional serif text
Primary Color: #1A1A1A (dark gray)
Result: Elegant, professional, appropriate for industry

Related Articles

• White-Label Branding (Enterprise)
• Pro Plan Features Overview
• Enterprise White-Label Options
• Client Invitation Customization

Need Design Help?

DIY Resources

• Canva - Create logos and graphics
• LogoMakr - Simple logo creator
• Coolors - Color palette generator

Professional Help

Consider hiring:

• Graphic designer (Fiverr, Upwork)
• Branding consultant
• Web designer

Budget: $50-500 for basic logo work

Still Have Questions?

Want help setting up your branding? Contact our support team - We can provide guidance!

Enterprise customers: You have access to a dedicated design consultation session. Contact your account manager to schedule.

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Last Updated: October 26, 2025
Applies to: Pro and Enterprise plans