Setting Up Your Client Portal Branding - Beta

In this article:

• Overview
• Enabling Your New Client Portal Branding Features
• Setting Up Your Client Portal Branding 
• Banner Image Library

Overview

Your Client Portal is often the first point of contact between your practice and your clients, so having a cohesive and professional look is essential. Zanda Client Portal branding features give you the flexibility to set the visual experience to match your practice’s identity — from your logo and brand color to a personalized banner image.

With these styling tools, you can tailor the Client Portal so it feels aligned with your business, helps clients recognize your brand instantly, and creates a welcoming, consistent experience across every interaction. Whether you want to apply your existing brand colors, update your logo, or explore a library of professionally designed banner images, the setup process is quick, intuitive, and fully adjustable at any time.

Enabling Your New Client Portal Branding Features

1. Navigate to Settings > Schedule > Client Portal > Branding and turn ON the 'Enable New Client Portal Styling' switch. Save the page. 
2. Once the page has refreshed, the new styling options for your client portal will appear. Let's explore the available settings to customize your branding.

Setting Up Your Client Portal Branding 

The following branding options are available:

Uploading and managing business logo:

You can upload your business logo image, which will appear on your Client Portal and when clients complete an online form. 

1. Drag and drop logo image file in the designated field or click the 'browse file' link. 
   
2. Save the page. 
3. If you need to make changes, you can easily update or remove your logo image at any time using the available options.
   

Selecting brand color for your client portal

The next styling option available to you is selecting and applying a unified brand color. 

• Click in the color field and choose one of the available default brand colors.
  
• Click the '+' button to pick custom color
  
• Enter your brand color code in the color field.  
  

Your selected brand color will be applied throughout your client portal settings, including font and icon colors, as well as the banner image overlay, to deliver a consistent and cohesive experience.  

Uploading and managing banner image

• A default custom banner image is applied to a client portal when the new client portal styling is enabled. This default banner image is a solid color block of the selected brand color.

 

• Your Zanda account business name with the welcome message will be written on this banner image on your client portal home page.

• You can select one of the 12 banner images we provide on the Branding page to use as a header image instead of the solid color block. Save the changes to see the selected image on your client portal. 

• For additional options, explore the extensive banner image library available in the Zanda knowledge base. Click the ‘More Images’ link to view the full article and browse a wide variety of images you can use for your client portal header.  

• You can upload a banner image either from our image library or use a custom image created specifically for your brand by selecting it in the provided upload field.

• Click the 'i' information tooltip to check the recommended image dimensions for the banner image. Our recommended image dimensions are 1280px x 200px or an aspect ratio of 32:5.

Banner Image Library