Updated Feb 23, 2023
Customizing the client portal can be done in just a few quick steps! Check out our webinar or follow the step-by-step guide below.
In this article:
Portal settings
To customize your client portal, head to Settings (gear icon) >> Portals.
Portal Welcome Message: Edit the welcome message at the top of the portal. The default is “Welcome to your client portal”. Click Hide welcome message if you’re using a banner image.
Portal Projects Label Override: Change the text for the Projects tab. The default is “Projects”.
⛔ Heads up! On smaller screens, the text changes to icons.
Portal Specific Logo: Add a different logo for client portals instead of the default logo in Settings >> Branding. Keep your logo under 5mb at 200 x 100px. Click Hide logo in your portals if you’re using a banner image.
Portal Banner: Add a banner portal image. See client portal banner image dimensions.
Portal Mobile Device Banner: Change the banner image shown on mobile devices or smaller screens. See client portal banner image dimensions.
Portal Banner Color: Edit the color of the portal banner by hex code if you are not using an image for your portal banner.
Portal Banner Font Color: Edit the font color of the welcome message and the “Logout” text.
Portal Summary Header Color: Edit the background color of the summary tabs.
Portal Summary Header Font Color: Edit the text color of the summary tabs (Business Info, Unread Emails, Incomplete Forms, Open Invoices).
FAQ
Can I use HTML and CSS to further customize the portal?
No, you cannot use custom code in the client portal.
Can I customize the portal login screen?
No. The login screen displays the logo and button color you set in Settings >> Branding.
How do I send files to the clients using the client portal?
To add Dubsado forms to the client portal, see add a form. Alternatively, you can also upload outside links to the client portal. See add an external link.
Is there a way to add a progress tracker?
Yes! Create a task board to keep track of progress as you work through a client’s project. See sharing task boards on how to add task boards to the client portal.
Can I change what gets added to the client portal?
Certain items are added automatically and can’t be removed. See our article on synced items for a detailed list.
Is it possible to edit what’s on the home page?
Right now, there isn’t a way to edit the home page on the client portal.