Customization Options
Brand client portals with logos, previews, footers, sidebar shortcuts, optional styling panels, and domain cookie switches tied to reviews.
What it does
These controls change what your clients see after they sign in to your portal. Strong branding, helpful sidebar shortcuts, and clear footer messaging reinforce trust while they manage reviews, ratings, feedback, and everyday reputation work.
How to use it
Click Agency in the header so every menu below belongs to your white-label shell.
Visit Appearance when you want visuals or social previews to carry your brand.
Branding guides you through light and dark Logo uploads, matching Icon uploads for compact spots, Logo Height, and Primary Color. Follow the on-screen size reminders so uploads succeed on the first try.
Meta holds Title, Description, and the wide Image people see when a portal link is shared in chat or social feeds. Save each block with Save before leaving.
Open Settings for wording that repeats on every screen or subtle trust badges.
Update Agency Name when your legal or marketing name changes. Clients notice it in emails and headings.
Page Footer accepts rich text for disclaimers, address lines, or policies that should appear under client workspaces.
Powered by lets you show a short credit with Label text and an optional Link if partners require attribution.
Search Engines switches between Visible to Search Engines and Hidden from Search Engines when you need the portal indexed or kept private.
Use External Links to stack helpful shortcuts beneath the built-in sidebar. Click Add an External Link or Add, fill Label and Link, press Save, and drag rows by Move until the order feels right. Remove mistakes with Delete after confirming the prompt.
Advanced teams open Code Editor for two stacked panels. The CSS area adjusts styling rules; the JavaScript area hosts snippets such as chat widgets or analytics helpers. Click Save on each panel independently after edits.
Set Cookie Consent Banner on the live White Label Client Portal hostname inside Agency, Domain. Pick Show to everyone, Show to EEA & UK visitors only, or Do not show if you embed your own consent tooling through JavaScript in Code Editor instead.
What to expect
Successful saves flash the standard success alert so you know each section persisted before you jump elsewhere.
Branding uploads refresh immediately when possible so previews align with what clients receive on next login.
External link ordering sticks soon after you drag entries because the platform resorts silently when you release the Move handle.
Verify on Domain remains separate from cosmetic tweaks, yet cookie-banner preferences stay tied to that hostname panel once DNS turns active.
Bad snippets inside JavaScript can blank navigation or sign-in screens for everyone. Keep a staging mindset, paste trusted vendors only, and roll back quickly if layouts suddenly misalign.
Tips & common questions
Need notification wording instead of layout tweaks? Visit Agency, Email for template copy that rides along with review alerts and imports while keeping this page focused on visual polish.
Pair a polished Meta image with an accurate Description so prospects understand your agency delivers ongoing review and reputation service before they ever click through.
Deleting an external link removes it for every logged-in client immediately. Export anything you might reuse elsewhere before you confirm Delete.
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