Customizing the Client Portal Design

First impressions count. A branded portal shows you care about details. We're going to decide on colors, add your logo and favicons.

Step 1: Go to Memberships > Client Portal > Settings > Branding

Step 2: A new page opens. From here, you need to fill out all the needed information for the following:

  • Portal Name - not more than 20 characters. Most commonly used names are Learning Hub, Client Hub, The Success Portal, The Client Vault, and Member Dashboard.

  • Portal Description - not more than 50 characters, e.g. "Log in. Learn.", "Your journey to success begins here", "Resources, guides, and support", etc.

  • Brand Color One - enter the hex code of your primary color

  • Brand Color Two - enter the hex code of your secondary color

  • Upload your Favicon - aspect ratio 1:1 and maximum of 16 x 16 px

  • Create a Portal image - aspect ratio 8:9 and maximum of 1920 x 2160 px

  • Upload your Logo - aspect ration 1:1 and maximum 200 x 200 px

  • Your support email - the email that answers all client inquiries

  • Copyright protection - if you have one

Once your branding is all set up, we're moving on to the next step!