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Branding: your colour, logo and details

Your logo and colour carry through the app and onto every report automatically.

Video walkthrough coming soon. The written steps below cover everything.
  1. Open Settings > Practice (admins only).
  2. In Make it your own, set your practice name, report tagline and primary colour. The app recolours live as you pick.
  3. Upload your logo as a PNG. It prints on report covers and shows on your client delivery pages.
  4. Fill in Practice details: legal entity name, address, phone, email. These print in report headers, declarations and invoices.
  5. Save. Reports generated from now on carry the new branding; nothing needs regenerating retrospectively.
Tip. The primary colour also recolours the built-in report design, so your reports match your brand without touching a template.