Make it yours walks you through everything your clients see, one step at a time, with a live preview of the portal Log In, a client email, a report cover and the Business Hub. Open it from Settings → Make it yours, from Getting started (the optional Make it yours for clients row), or with Set up with the guide at the top of Branding, Olympus Client Portal and Business Hub branding.
Each step saves to the settings page it covers, so nothing is kept twice. Changes save as you go: a moment after you stop typing, when you pick another step, and when you click Continue. A step's All the options link opens that page with Back to Make it yours at the top. Skip any step and come back later; your place is kept.
1. Names and logos
- Agency name: The name your clients see in the portal, client emails and reports. What goes wrong: A different name than the one on your invoices confuses clients. Use the name they know you by.
- Logos: Your own uploads, used exactly as they are: the light logo on light backgrounds, the dark logo on dark ones. What goes wrong: With no dark logo, the light one shows on dark. We never add a plate or swap colors, so check it in the preview.
The preview shows your Log In on a light and a dark background. With no dark logo yet it says "No dark logo yet, so your light logo shows on dark. Judge it here."
2. Colors
Your main color is used for buttons and headers your clients see. The second color is for highlights. What goes wrong: Text on some colors is hard to read. If it is, a note shows here once; your choice stands.
3. Icons and sharing
- Browser icon: The small icon in the browser tab when a client opens the portal. What goes wrong: Without one, clients see your initial on your main color. “Make from my logo” makes one for free.
- Share card: What a shared portal link looks like in a text or on social: the picture, the title and the line under it. What goes wrong: With no share image, a shared link shows no picture. “Make from my logo” puts your light logo on a white card, as uploaded.
4. Client domain
One domain of yours, like portal.youragency.com. Every link clients see uses it: the portal, invites, reports and uploads. Where to find it: At the company where you bought your domain, or wherever its DNS is managed. We show the one record to add. What goes wrong: Use a subdomain, not your main website’s address, or your website stops working.
5. Names clients see
- Site builder name: Replaces “Mount Olympus” in the portal and emails, for anyone who edits your clients’ sites. What goes wrong: Left blank, clients see the name made from your agency name.
- Business Hub name: The name on the app your clients Log In to, on the web and on their phone’s home screen. What goes wrong: Left blank, clients see “Business Hub”.
6. Business Hub look
Use my brand from steps 1–3 fills this step from your logo and colors.
- App icon: The square icon on your clients’ phone home screens and for the phone app. What goes wrong: It needs a square PNG of 512 × 512 or more. “Use my brand from steps 1–3” makes one from your logo.
- Splash color: The background color while the phone app opens. What goes wrong: Left blank, your main color is used.
- Log In page: The page your clients see before they Log In: the layout, a headline and a short message. What goes wrong: Text never sits straight on a photo: it’s on a dark panel, so it reads whatever the photo is. Pick Centered, Split or Full image.
7. See it as a client
A larger preview of every place clients look. Send me a test email sends a client email in your brand to your own address. Finish shows "Your clients see your name, not us".
On Starter
Your agency name, light logo and colors save on every plan. The dark logo, icons and steps 4 to 6 show On Growth and Agency with a See plans link.
Troubleshooting
- My logo looks wrong on dark: upload a logo for dark backgrounds in step 1. We never change your logo's colors or put a plate behind it.
- A readability note shows on my color: it's a note only. Your color is kept.
- The client domain says it isn't connected yet: DNS changes can take up to a few hours. The step checks again when you open it.