Help Center / White-label and branding /
White-label for client portal
The client portal is everything your clients interact with: the login page, the project pages, invoices, proposals, contracts, forms, booking pages, conversations, files, and the wiki. With white-label active, every one of these surfaces carries your branding, your domain, and your email address, with no indication that Plutio is the underlying platform.
What clients experience
From the moment a client is invited, the entire journey is branded as yours:
- Invitation email: arrives from your custom email address with your logo and brand colours in the template.
- Login page: loads at your custom domain with your logo, background image, and welcome text.
- Workspace interface: the main menu, buttons, and navigation carry your brand palette throughout.
- Documents: invoices, proposals, and contracts display your branding with no Plutio badges anywhere.
- Public pages: forms, booking pages, and wiki articles load under your domain with your styling applied.
- Messenger widget: the chat widget on your website carries your colours and avatar with no platform attribution.
- Ongoing emails: invoice reminders, booking confirmations, and conversation notifications send from your email address with your template and signature.
The full branded journey
A client receives an invitation from your email address, logs in at your domain, views proposals and invoices under your brand, books meetings on your branded booking pages, chats through your Messenger widget, and reads help articles in your wiki. Every touchpoint in that journey carries your identity and your domain.
White-label for the client portal isn't a single setting. It's the result of custom domain, branded login, interface colours, email templates, email signatures, custom sending email, and badge removal all working together, so clients experience your platform from start to finish.
