Brand and site

Brand and site is how you look to the world: what your clients see in their portal, emails, invoices and reports, and your public website. Open Settings, then Brand and site. It has four tabs: Brand, Website, Legal pages and Domains.

Brand

1. Set your Display name, the name clients see everywhere. Once you’re approved, a new name is checked within 1 business day, because your emails come from it; until then clients keep seeing the old one.
2. Pick a Logo (PNG, JPEG or WebP; transparency is kept) and a Square icon (at least 512 by 512). For now the installed portal shows the platform’s mark.
3. Choose a Brand colour. If it’s hard to read on the portal’s dark background, a warning offers the nearest shade that passes; select Use with that shade to take it.
4. Under Business details, fill in your address, Legal name (on invoices and legal pages), License number (optional), Contact email, Contact phone (optional) and Card statement name (5 to 22 characters, shown on clients’ card statements).
5. Select Save brand.

The preview beside the form shows the portal as you edit. Your brand only ever appears where clients and the public look: the console and the app your agents use keep their own look.

Website

Your website lives at the address on the Domains tab, and its request form creates a website request in your bookings.

1. Choose a Template. Switching keeps every section’s words.
2. Click any text on the page to edit it. Each section has a bar to show or hide it, change its image, or move it up or down. The opening, services and contact are always on; the contact bar stays at the top and the footer at the foot.
3. Tick Show starting prices to add “From $X” to each service.
4. Add a Scheduling link if you use a booking page elsewhere; it’s offered after a request is sent.
5. Select Publish site (or Publish changes once it’s live).

Edits save to a draft as you go; the public site changes only when you publish. If something needs fixing first, Before you publish lists it, such as an empty section to fill or hide, an image that needs a description, or accepting your clients’ legal pages. The services listed are the service types you let be requested from the website.

Take offline stops the site answering until you publish again. Your draft is kept.

Legal pages

Your client terms, privacy and refund policy, and your agent agreement each start from a template.

1. Select Edit on a page.
2. Change the Page text, and say What changed in one line.
3. Select Publish version with its number.

Each version is kept with your note, and every acceptance records which version was accepted.

Domains

Your addresses lists your portal address and your website address, each ready to copy.

On Professional and Enterprise, you can use your own domain, such as book.example.com. Enter it under Your domain and select Ask us to connect it. It’s connected with you by hand during onboarding: you add two DNS records at your domain’s provider, and the certificate is added for you. Withdraw the request cancels it. On Essentials, the tab says which plans include it, with a link to Compare plans.

Keeping your own website? Copy the Request form link, or the Button for your website (a ready-made “Request protection” button), onto your site. Requests arrive like any other.

Who can do what

Only the owner and admins open Brand and site; everyone else sees who to ask.

What each role may do

Area	Owner	Admin	Dispatcher	Viewer
Firm settings and team	Changes	Changes	No	No