Adding a brand allows you to white-label assets across our platform, including:
- Prospect and client reports
- Client-facing tools, e.g. shared invite forms
- Emails to clients
- The entire dashboard (for an additional annual cost)
To add a brand, go to Manage > Brands and click the Add a Brand button.
Select a brand name and associate it with a domain or subdomain.
Press Submit to save your brand. It will now appear in your list of domains (also located on the Manage > Brands page). You’ll automatically be taken to the dashboard for your new brand and domain. You can access this dashboard at any time by clicking the Edit button in Manage > Brands or by selecting it from the drop-down menu on the main dashboard (your domains are located at the bottom of the list).
In your brand/domain dashboard, you can add and edit brand assets like logos, taglines, favicons, and more. Click here for a brand dashboard overview.