How to Customise Your Company Branding in Smartr365
Overview
The Branding settings let you personalise Smartr365 with your company's colours, logo, favicon and business information, so the platform matches your company's visual identity. Changes here are reflected on your white-labelled Smartr365 site.
Getting Started
Where to find it: Go to Settings > Branding in the left-hand navigation.
Who can access it: System Administrators only
General Configuration
On the Branding page, you can configure the following:
Business Name - Your company name (read-only)
FCA Number - Your Financial Conduct Authority registration number (optional; if entered, 6 or 7 digits, numbers only)
Website URL (required) - Your company website address
MailChimp Key - Your Mailchimp API key, which makes your Mailchimp email templates available in Smartr365
Email Statements
You can customise the text that appears in the footer of emails sent from Smartr365:
Business Network Statement
Network Statement
Referral Statement (required)
Email Disclaimer (required)
Customising Colours
Use the colour pickers to set your brand colours:
Primary Colour (required) - Shown in main heading backgrounds and primary buttons, and shaded for highlighted text
Secondary Colour (optional) - If your primary colour is dark, we suggest a light secondary colour
Accent Colour (required) - Shown in heading backgrounds, borders and secondary buttons
Click on each colour picker to select your colour. You can enter a hex colour code directly if you know your exact brand colours.
Uploading Images
Logo - Upload your company's main logo, which is shown in the navigation bar. The image must be under 100KB and in JPEG, PNG or GIF format.
Favicon - Optionally upload your website's favicon (the small icon shown in browser tabs) in JPEG, PNG or GIF format. You can remove an existing favicon with the Remove button. If you do not upload a favicon, the default Smartr365 icon is used.
Saving Changes
Make your changes.
Click the Save button at the bottom of the page. Save does not go through until a logo has been uploaded.
Allow a few minutes for the changes to appear on your website.
Tips & Best Practices
Use your official brand hex colour codes for consistency.
Colour changes apply across Smartr365, including buttons, form highlights, calendar pickers and selected items.
After saving, view your site to check that your colour choices have good contrast and readability.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.