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Updating and Rebranding Your Business Information

Update your clinic details, branding, and contact information across your account in one place.

Update your clinic details, branding, and contact information across your account in one place. Whether you’re making small updates or completing a full rebrand, this guide walks you through everything—from business info and locations to logos, invoices, and communication templates.

You can update your clinic information at any time. These changes will apply to new invoices and, in many cases, will also reflect when viewing or reprinting past documents.

💡Pro Tip: If you’re rebranding, make sure you have your new business logo ready as an image file before making updates.

In this article:

Update Your Business Information

Your primary business details—such as your clinic name, Tax ID/ABN, and contact information—are used across your account.

To update your business information:

  1. Go to User Menu (click your business name at the top-right) > Account Settings > Practice > Business Info
  2. Update any of the following fields:
    • Business Name
    • Tax ID / ABN
    • Country
    • Business Address
    • Time Zone and Locale (if applicable)
  3. Update your contact details, including:
    • Email address
    • Phone number
    • Fax number
  4. Click Save Changes

Update Practice Billing Provider Information (US)

If your account is set to the United States, you will see an additional section on the Business Info page.

Here, you can enter:

  • Organization NPI number
  • Taxonomy code
  • Claims Billing Address preference for box 33 in integrated insurance claims

These details are used for billing and insurance-related workflows.

Managing Clinic Locations 

You can manage multiple clinic locations, including adding, editing, deactivating, and reactivating them.

Go to: User Menu > Account Settings > Practice > Locations

Add a new location

  1. Click + Add Location
  2. Enter the location details
  3. Fill in as many fields as possible (you can update them later)
  4. Click Save

Your new location will appear in the list.

Note:The Extra Invoice Text field will appear on all invoices—past and future—when they are printed or emailed.

Edit an existing location

  1. Click on the location name
  2. Update details such as:
    • Business Name
    • Address
    • Contact Number
    • Email
  3. Click Save

Deactivate a location

  1. Click the gear icon next to the location
  2. Select Deactivate

Reactivate a location

  1. Turn on Show Inactive
  2. Click the gear icon next to the inactive location
  3. Select Activate

The location name will turn blue once reactivated.

Important Note: If you update your business information or location details, these changes will appear on invoices—including past invoices—when they are viewed, printed, or emailed.

Upload and Update Your Business Logo

Your logo is used across multiple areas of your account. You may need to update it in more than one place.

Invoice, statement, and document logo

  1. Go to User Menu > Account Settings > Billing > Invoices > Invoice and Statement Layout
  2. Click Update next to the logo
  3. Upload your new logo
  4. Optionally, review and update:
    • Custom Text for Invoice Footer
    • Business Name Position
  5. Click Save Changes

This logo appears on emailed, printed and downloaded:

  • Invoices
  • Statements
  • Superbills
  • Session note documents

Client portal and online forms logo

  1. Go to User Menu > Account Settings > Schedule > Client Portal > Branding
  2. Click Update Image
  3. Upload your logo
  4. Click Save Changes

This logo appears on:

  • Client Portal
  • Online Forms
  • Online Payments accessed vial paymen links

Client portal header image

While you’re on the same User Menu > Account Settings > Schedule > Client Portal > Branding page, you can also update your header image for a more complete look.

  1. Upload a header/banner image
  2. Save your changes

This image will appear on your client portal home page when clients log in.

Practice manual branding

Go to User Menu > Account Settings > Practice > Practice Manual > Branding

Upload or update your logo for use in Practice Manual documents.

Update Communication Templates

To ensure your communications reflect your updated branding:

  • Go to Tools > Communication > Templates
  • Edit each template
  • Replace logos if inserted manually using the image tool
  • Update business name references in the content box
  • Update Email From Name and Email From Address in each template setting

Update User Logins

If your team has new email addresses for your rebranded business, they should update their login details.

  1. Log in
  2. Click the business name (top-right) to upen ther User Menu
  3. Select User Profile
  4. Update the email address
  5. Save changes

Pro Tip: A Zanda account master user or a user with permission to Setup and Confugure Zanda is able to update all user emails via User Menu > Account Settings > Team > Users > User Management. 

 

Frequently Asked Questions

❓ Will my past invoices update with the new logo and business name?

Yes. Invoices pull branding from your current settings. When you view or reprint older invoices, they will display your updated logo and business name.

❓ Do I need to update my telehealth links?

No. Your telehealth links remain the same. The clinic name shown to clients updates automatically when you change your business information.

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