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Brand the client portal with your company’s look

Use custom fonts, colors, and images to give clients a seamless, branded portal experience

The client portal is designed to be a seamless extension of your brand. With customizable colors, fonts, and images, you can create a professional and consistent experience for your clients.

Customize your client portal and login page

  1. From the navigation menu, select your company logo

  2. Select Company Settings

  3. Navigate to the Domain & client portal section from the menu on the left-hand side

  4. Scroll to the Client Portal section and select Customize

  5. From here, you can customize your client portal and login page using different fonts and colors. There will be a real-time preview of the client portal and login page to the right as you edit.

✍️ Note: You can set a default header image to automatically brand every new project workspace and create a consistent client experience. The recommended size for a default project header image is 1140px x 380px.

Client portal elements you can customize

You can modify almost everything about your client portal and login page to ensure they look exactly the way you want. The following elements are available to customize:

Login page

  • Background color

  • Show company logo (toggle YES or NO)

  • Logo shape

  • Title (we recommend using your company name so clients can easily identify you)

Client Portal

  • Page background color

  • Highlight color (includes button color)

  • Font (titles and headers only)

  • Side bar color

  • Button text color

  • Button corner radius (sharp or rounded)

Preview the client portal

You can preview the client portal from a project workspace to see what your clients will see. The preview uses mock data instead of real data from your project.

To preview:

  1. From your navigation menu, click Projects

  2. Click into a project

  3. Find the Client portal box on the right-hand side

  4. Click Preview as client

  5. If needed, use the client switcher, read-only indicator, and Exit preview button in the floating preview bar while reviewing the experience.

  6. From here, you can preview the client portal in a read-only view as a client would see it

    1. To change your client portal settings instead, click Edit portal from the Client portal box.
      ​

📣 Note

The client portal preview is read-only and opens in a new tab, so you can't make edits from preview.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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