ClickSabi Pro
Branding & Customer Portal
Setting up your branding
Logo, colours, introduction and where branding is applied.
1 min readLast updated
Identity
Upload your logo and set your company name and website.
Colours and type
Choose a primary and accent colour and a font pairing: Display, Modern or Editorial.
Introduction and contact
A short introduction and the contact name, email and phone customers should use.
Where branding is applied
Two toggles control whether your branding is applied to the customer portal and to outgoing email.
Scope
Branding changes how your company appears to your customers. It does not change ClickSabi's own interface or anyone else's workspace.
Related articles
- Branding & Customer PortalCustomer Portal settingsDecide what homeowners see and how invitations behave.
- ProposalsCreating a proposalThe three ways to start, including uploading an existing PDF.
- Contacts & MessagesHow messages reach the customer by emailEmail delivery, the sending domain, and opt-outs.
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