Table of Contents:
Here’s a tour of the respective client-facing pages (see below, or click here to open in a full tab )
The design options you choose will apply to all client-facing pages. You can also update the visibility of a top logo and cover image for client portals, booking pages and proposals. We will be phasing in the new client-facing pages per the schedule below, meaning the new client-facing pages will replace the legacy versions in a sequential order (please note: subject to adjustment). During the phasing period, unreleased client-facing pages will continue to utilize the legacy designs.
This only applies to those who have added Custom CSS code (settings > brand > general) to modify the designs of inquiry forms, invoices, questionnaires, contracts, booking page overviews, and timelines.
With the new design options functionality, you can apply your brand identity without the need to key in and maintain Custom CSS Code. Thus, we will be sunsetting Custom CSS.
Each of your client-facing pages will continue to be represented as currently designed (with the Custom CSS applied) until the respective client-facing page is released, per the schedule below:
What are brand settings, and why do they matter?
What are client-facing pages?
How do I create and utilize an inquiry form?
Why can’t I edit a legacy inquiry form?
How do I set up a client portal?
How do I provide access or direct my clients to their client portal?
What happens to the Custom CSS code I’ve added to a certain client-facing page?