Branding

Customize how Gatherly appears to your clients with your organization's branding. Create a professional, consistent experience across all client interactions.

Branding

Branding Options

Logo

Upload your organization logo:

1. Go to Settings > Branding
2. Click Upload Logo
3. Select an image (PNG, JPG, or SVG)
4. Crop and position as needed
5. Click Save

Your logo appears in:

• Client portal header
• Email communications
• Document headers

Recommended size: 200x50 pixels (or similar aspect ratio)

Colors

Customize your brand colors:

To change colors:

1. Go to Settings > Branding
2. Click on a color swatch
3. Enter a hex code or use the color picker
4. Preview the changes
5. Click Save

Welcome Message

Add a custom welcome message for clients:

1. Go to Settings > Branding
2. Find the Welcome Message section
3. Enter your message (up to 1000 characters)
4. Click Save

This message appears when clients access their portal.

Tips for welcome messages:

• Thank clients for their time
• Explain what they need to do
• Provide contact info for questions
• Keep it concise and friendly

Footer Text

Customize the footer shown in the client portal:

1. Go to Settings > Branding
2. Find the Footer Text section
3. Enter your text (up to 500 characters)
4. Click Save

Common footer content:

• Company registration details
• Contact information
• Regulatory disclosures

Email Branding

Your branding is automatically applied to all email communications:

• Logo appears in the email header
• Primary color is used for buttons and links
• Organization name appears in the sender field

Email Templates

Gatherly uses branded templates for:

• Welcome emails
• Intake invitations
• Document upload notifications
• Reminder emails
• Completion confirmations

Preview Changes

Before saving branding changes:

1. Make your changes
2. Click Preview
3. See how the portal will look to clients
4. Adjust as needed
5. Click Save when satisfied

Plan Requirements

Upgrade to Professional or Business for full branding options.