Getting set up

Put your name and logo on customer pages

Every page your customers see — the pay link you email, the booking page you share on WhatsApp, your shop item pages, the order-status page — now carries your business name, your logo, and your contact details.

This matters more than it looks. A customer who clicks a payment link and lands on an unbranded grey page has no way to tell your business from a scam, and many will close the tab instead of paying. Your name and logo at the top is the difference.

You don't configure anything per page. Fill in your organization profile once and every customer page picks it up.

Before you start

  • You need the Company settings permission to edit the organization profile.
  • Have your logo file to hand. PNG with a transparent background looks best, but JPG and BMP work too.

Steps

  1. Open Setup → Organization Profile.
  2. Fill in the fields customers should see:
    • Printable name — how you want to be known. If you leave it blank, your registered company name is used instead.
    • Invoice slogan — appears as a small strapline under your name. Optional.
    • Address, city, state, country — combined into one line in the page footer.
    • Phone, email, website — shown in the footer, separated by dots.
  3. Upload your logo. If you've set both a logo and a wide logo, the wide one is used on customer pages — a letterhead shape sits better in a page header than a square badge.
  4. Save.
  5. Open one of your customer links (use Copy booking link on a service provider, or Send pay link on a sales order) and check it on your phone.

What customers see

Where What appears
Top of every page Your logo, your name, your slogan
Bottom of every page Your name, address, phone · email · website

Tips

  • Test it on a phone, not just your desktop. Most customers open these links on a phone, and that's where a missing logo is most obvious.
  • A wide logo beats a square one for the page header. If you only have a square one it still works — it's just shown smaller.
  • Changes take a few minutes to appear. Customer pages cache your branding so they load fast. If you've just changed the logo and still see the old one, wait a few minutes and refresh.
  • You don't need a big image. The logo is resized for the page automatically, so a huge file just slows the page down for customers on mobile data without looking any better.

Common problems

  • No logo appears, only the name → either no logo is uploaded, or the stored image is in a format the page can't read (this happens with very old logos pasted in from the desktop app years ago). Re-upload the logo from Setup → Organization Profile as a PNG or JPG and it will appear.
  • The wrong name appears → the page uses Printable name first and falls back to your registered company name. Set Printable name to whatever you want customers to see.
  • The footer is empty → address, phone, email and website are all blank on the organization profile. Fill in at least a phone number so customers have a way to reach you.
  • The logo looks stretched or cut off → the page keeps your logo's proportions and fits it to the header height, so this usually means the uploaded image has a lot of blank space around it. Crop the whitespace and re-upload.

See it working on your own business

Start a 45-day free trial — no card needed — and follow this guide in your own practice company.