What is white labeling?
White labeling allows you to remove Bonsai's branding from emails that are sent to the client.
Note: To use Bonsai's white labeling feature you must be on the Premium Plan (or higher) and manually update your white labeling settings here after you upgrade.
Customize the colors of buttons and links your clients see
By navigating to the Branding page of your account settings, you can set a custom color to be used within the client-facing UI.
This will change different aspects of your client-facing buttons and links, such as the 'View and Sign Contract' button when sending a Contract:
Email white labeling
We offer a few email branding updates when you have white-labeling enabled:
The FROM field to your clients will no longer say "via Bonsai".
The logo can be removed or replaced with your own branding instead of Bonsai's default branding:
Website white labeling
Along with email branding, our white-labeling also changes the branding shown to your clients on the website, including within Invoicing/Proposals/Contracts and from within the Client Portal.
Also, it is important to note that you need to have a default logo uploaded in your settings for it to work properly. Without this, it will simply fall back to Bonsai's logo.
if you wish to change the default messaging on emails, you are able to do this by navigating to the 'Default Client Messages Settings' from within your Bonsai account. More information on how to do this can be found here.
At the moment, the ability to change your URL on your Client Portal is not currently available.