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Branding

White-Label Branding

Last updated: October 20, 2018

White-Label Branding

Remove all ClientSynq branding and present the portal as your own product.

Overview

White-Label Branding is an Enterprise feature that allows you to completely remove ClientSynq branding from your client portal, presenting it as your own product. This feature is perfect for agencies, consultants, and businesses who want to maintain their brand identity.

Availability: Enterprise Plan Only

What is White-Label Branding?

White-label branding removes all references to ClientSynq from your portal, including:

  • ✅ "Powered by ClientSynq" text - Removed from footer
  • ✅ ClientSynq logo - Replaced with your logo
  • ✅ Marketing links - Pricing, FAQ, Privacy, and Terms links hidden
  • ✅ Copyright text - Changed to your company name

What remains:

  • Support link (for your clients to contact you)
  • Core portal functionality
  • All features work exactly the same

Requirements

Plan Requirements

  • Enterprise Plan subscription
  • White-Label feature must be enabled

Recommended Setup

Before enabling white-label, we recommend:

  1. Upload your company logo
  2. Set your primary brand color
  3. Test the portal appearance
  4. Verify all client-facing pages

How to Enable White-Label

Step 1: Navigate to Brand Settings

  1. Log in to your ClientSynq account
  2. Go to Brand Settings from your dashboard sidebar
  3. Scroll down to the "White-Label Mode" section

Step 2: Enable White-Label

  1. Toggle the "Enable White-Label" switch to ON
  2. You'll see a green confirmation message
  3. Click "Save Brand Settings" at the bottom of the page

Step 3: Verify Changes

  1. Open your client portal in a new tab or incognito window
  2. Check the footer - you should see:
    • Your logo (if uploaded) instead of ClientSynq logo
    • Your company name in the copyright
    • No "Powered by ClientSynq" text
    • Only the Support link visible

What Changes When White-Label is Enabled

Footer Changes

Before White-Label:

┌─────────────────────────────────────────┐
│ [ClientSynq Logo]                       │
│                                         │
│ Pricing | FAQ | Privacy | Terms | Support │
│                                         │
│ © 2024 ClientSynq                       │
│ Powered by ClientSynq                   │
└─────────────────────────────────────────┘

After White-Label:

┌─────────────────────────────────────────┐
│ [Your Company Logo]                     │
│                                         │
│ Support                                 │
│                                         │
│ © 2024 Your Company Name                │
└─────────────────────────────────────────┘

Pages Affected

  • ✅ Client Portal dashboard
  • ✅ Client invoice view
  • ✅ Payment pages
  • ✅ File exchange pages
  • ✅ All authenticated portal pages

Pages NOT Affected

  • Public ClientSynq homepage (clientsynq.com)
  • ClientSynq marketing pages
  • Help center articles (still branded as ClientSynq)

Best Practices

1. Upload Your Logo First

For the best experience, upload your company logo before enabling white-label mode:

  • Go to Brand Settings
  • Upload a high-quality logo (200x200px recommended)
  • PNG format with transparent background works best
  • Max file size: 2MB

2. Set Your Brand Colors

Customize your primary brand color to match your company:

  • Use your company's primary color
  • Ensure good contrast for readability
  • Test on light and dark backgrounds

3. Test Before Going Live

  • Enable white-label in a test environment first
  • View all pages your clients will see
  • Test on mobile devices
  • Verify logo displays correctly

4. Update Your Documentation

  • Update any internal documentation
  • Inform your team about the change
  • Create client-facing materials
  • Add your support contact information

Limitations & Future Enhancements

Current Limitations

Domain:

  • Portal still uses clientsynq.com domain
  • Custom domains coming in Phase 2

Email:

  • Emails still sent from @clientsynq.com
  • Custom email domains coming in Phase 2

Favicon:

  • Browser tab still shows ClientSynq icon
  • Custom favicons coming in Phase 2

Help Center:

  • Help articles still show ClientSynq branding
  • Custom help center coming in Phase 3

Roadmap

Phase 2: Custom Domain (Q1 2025)

  • Use your own domain (e.g., portal.yourcompany.com)
  • Send emails from your domain
  • Custom favicon support
  • Complete domain isolation

Phase 3: Advanced White-Label (Q2 2025)

  • Custom help center branding
  • Custom email templates
  • Advanced CSS customization
  • Complete UI control

Troubleshooting

White-Label Toggle is Disabled

Problem: The white-label toggle is grayed out and disabled.

Solution:

  1. Verify you have an Enterprise plan subscription
  2. Check with support if the feature is enabled for your account
  3. Ensure you're logged in as the account owner or admin

Logo Not Showing

Problem: After enabling white-label, the logo doesn't appear.

Solution:

  1. Upload a logo in Brand Settings
  2. Save your settings
  3. Hard refresh your browser (Ctrl+Shift+R or Cmd+Shift+R)
  4. Clear browser cache if needed

Still Seeing ClientSynq Branding

Problem: Some ClientSynq branding still appears after enabling.

Solution:

  1. Verify white-label is enabled (check is ON)
  2. Click "Save Brand Settings" button
  3. Wait a few seconds for changes to propagate
  4. Hard refresh the page
  5. Check you're viewing the authenticated portal (not public pages)

Changes Not Saving

Problem: White-label toggle resets after saving.

Solution:

  1. Check browser console for errors (F12)
  2. Verify your internet connection
  3. Try in a different browser
  4. Contact support if issue persists

Frequently Asked Questions

Can I turn white-label on and off?

Yes! You can toggle white-label mode on or off at any time. Changes take effect immediately after saving.

Will my clients notice the change?

Your clients will see your branding instead of ClientSynq branding. The functionality remains identical - only the visual branding changes.

Does white-label affect functionality?

No. All features work exactly the same. White-label only affects visual branding elements.

Can I customize beyond what white-label offers?

Enterprise customers can request additional customization. Contact your account manager or email hello@clientsynq.com to discuss custom requirements.

What if I downgrade from Enterprise?

If you downgrade, white-label mode will be automatically disabled and ClientSynq branding will be restored.

Is there a setup fee for white-label?

White-label is included with Enterprise plans. However, custom domain setup (Phase 2) may include a one-time setup fee.

Can I use my own domain?

Custom domains are coming in Phase 2 (Q1 2025). Currently, the portal uses clientsynq.com domain with white-label branding.

Getting Help

For White-Label Issues:

  • Email: support@clientsynq.com
  • Subject: "White-Label Support Request"
  • Include: Screenshots, browser info, and specific issue description

For Custom Requirements:

  • Email: hello@clientsynq.com
  • Subject: "Enterprise Custom Branding Request"
  • Include: Your customization needs and timeline

Enterprise Support:

  • Phone: Direct line (provided to Enterprise customers)
  • Response Time: 4 hours (24/7)
  • Account Manager: Contact your dedicated manager directly

Related Articles

Need Help? Contact our Enterprise support team at support@clientsynq.com

Last updated: October 27, 2024

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