How Do I Add My Branding To My Client Portal?

In this tutorial, we will walk you through the process of customizing your client portal to align it with your branding and create a personalized experience for your clients. Let's get started!

1. Log in to your FEA Create dashboard.
2. Navigate to the "Sites" section and select "Client Portal".

1. In the Client Portal settings, locate the "Branding" section.
2. Add your desired Portal Name, which will replace the default "My Portal" text.
3. Customize the Portal Description to provide relevant information and instructions to your clients.

1. In the "Branding" section, find the "Brand Color" option.
2. Select a predefined color or input a hexadecimal code to match your brand's color scheme.
3. The chosen color will be applied to various elements within the client portal.

1. Upload a Favicon, which will appear as the small icon in the browser tab when clients access your client portal.
2. Ensure that the favicon image is in a suitable format (e.g., .ico) and represents your brand effectively.

1. Choose an image to serve as the background for your client portal.
2. Select a high-quality image with a generic and visually appealing design.
3. Avoid using images with text as it may become illegible or distorted depending on browser and screen settings.
4. The image's aspect ratio should be 1:1 for optimal display.

1. Upload your logo, which will replace the default star image in the client portal header.
2. Ensure that your logo is clear, visible, and represents your brand effectively.

By adding branding elements, customizing colors, uploading a favicon, setting a portal image, and adding your logo, you have personalized the client portal to match your brand's identity. This enhances the client experience and strengthens your brand presence. Enjoy exploring the full customization options available in FEA Create and provide your clients with a cohesive and branded experience throughout their journey in your client portal.