Adding your branding to Light Blue’s client portal
What is the client portal?
Light Blue subscribers can make use of a great set of features that appear in your client portal, which is a special area of our website that you can customise to add your branding to our online contract signing, forms, and invoice payment services.
Setting up branding
Every Light Blue account has at least one set of branding, and you can create extra brands if you want to. For example, if you photograph both weddings and corporate jobs, you might want to use different branding for the online contracts that you’re sending to your different types of client.
The branding that you use in your client portal is different to the branding that you can add to the printed invoices, quotes, and receipts that you can produce from Light Blue’s desktop app. Let’s take a look at the options that are available for your client portal branding.
To set up your client portal branding, log into your account on our website and go to the ‘Client portal settings’ section, then click on the ‘branding’ link.
The first setting allows you to choose which fonts you want to use for your headings and text. You can pick from a selection of predefined fonts, or type the name of one of the many fonts that are available via the free Google Fonts service.
Logos & graphics
Next, you can add your own custom graphics to the top of your client portal web pages and emails. To do that, select a PNG or JPEG file that you’ve created. If you want your client portal to look good on devices with Retina or Hi-DPI screens, you should also select a second version of your header image that’s exactly two times the size of your first image.
Colours & text sizes
Changing the background colour of your client portal is as easy as clicking the colour picker or typing the hex colour code, if you happen to know it.
You can then go on to customise the way that your text appears, including setting its size and colour. Finally, you’ve also got options for styling the fields and buttons that appear on your forms and contracts.
When you’ve finished making changes, click the ‘Save changes’ button and then click one of the preview buttons to see how it looks.
If you’re using our online contract signing service, you can use the ‘Contract PDF’ section of these settings to brand the PDF that will be emailed to your client when they sign one of your contracts.
Near the top of the page, you can choose whether you want your PDFs to use the A4 or Letter paper format and then upload a PDF letterhead that contains your company branding. You can adjust the margins to make sure that the text of your contract doesn’t overlap any of your branding and then click the ‘Save changes’ button.
When you’ve saved your changes, we’d recommend using the preview link to check that your contract PDFs will look good, and adjust your margins if necessary.
Adding multiple brands
Let’s have a look at how you can go about adding additional brands for other parts of your business. To do that:
- Go to the ‘Branding’ section of your settings.
- Select one of your existing brands from the popup menu.
- Click the button to create a new brand based on the one that you just selected.
You can now customise the new brand with its own name, graphics, and all of the other options that we’ve just looked at.
To use your new brand, go back into Light Blue and then into the ‘Shoot Types’ section of the Preferences window. In there, you can choose to use your default branding, or select one of your new sets of branding.
When you’re publishing a new contract, form, or online invoice, Light Blue will use the branding that you’ve selected for that shoot type. You can also apply the same branding to emails that you send via Light Blue.