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Profile & Business Settings

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Business Settings Overview Multiple Businesses in TalleFlow Notifications Profile Settings System Emails

Business Branding

Branding is where you control how your business looks across TalleFlow — logos, colors, fonts, email signature, social links, and the client portal.

Vaasu Guduguntla

Last Update há 7 dias

Each business has its own branding. If you manage multiple brands, set branding separately for each one.

How to Open Branding

  1.  Click the Business Switcher at the top-left of your screen.
  2. Click the gear icon next to your business.
  3. Open the Branding tab.
Go to Business Settings → Branding

Logos

You can upload two logos. They are used in different places.

Main logo (square)

Used for avatars, scheduling pages, and the client portal sidebar (next to your business name).

Recommended: at least 512×512 px.

Secondary logo (wordmark) 

A wider logo used in emails, confirmations, and timeline PDF headers

Recommended: about 600×200 px (roughly 3:1).

Accepted files: JPEG, JPG, or PNG, up to 25MB.

Click Upload, then crop the image. You can Edit or delete a logo later from the same card.

Brand Colors

Set your Primary and Secondary colors, then click Save
Changes.
Saving brand colors also updates the client portal’s highlight color, unless you’ve customized the portal separately.
Primary color is also used as a default accent on surfaces like contact form success pages and email signatures.
Portal Font DefaultsChoose:
  • Title font — headings in the client portal
  • UI & button font — buttons and interface text in the client portal
Available fonts: Inter, Roboto, Open Sans, Lato, Montserrat, Poppins, Merriweather, and Playfair Display.
These apply to the client portal when you save. You can still override them in Customize portal.

Email Signature

Create a branded signature used when sending email from
TalleFlow
  1. On the Branding tab, click Create Signature (or Edit if you already have one).
  2. Add name, job title, contact details, and address.
  3. Show or hide individual fields, including your profile photo.
  4. Choose font, size, and accent color.
  5. Preview the signature, then save.
You can delete a signature from the Branding card. Deleting cannot be undone.

Social Links

Add social and website links to display across documents and
client-facing pages.
Supported platforms:
  • Blog
  • X (Twitter)
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
  • TikTok
  • Other (custom link)
Paste full URLs (for example, https://instagram.com/yourhandle), then click Save Changes.

Client Portal

Set the public URL clients use to sign in, and customize how
the portal looks

Portal URL

  • Choose a handle such as your-studio. Your public portal URL uses this handle.
  • Handles must be 3–63 characters, using lowercase letters, numbers,and hyphens only.
  • Handles cannot start or end with a hyphen.
  • Only the business owner can change the URL
  • You can change it up to 3 times

Appearance

Click Customize to open a live preview and adjust:

  • Page background
  • Highlight color (buttons and active navigation)
  • Title font
  • Sidebar color
  • Button corner radius
  • Button & UI font
  • Bold / italic button text
Button and active nav text is chosen automatically so it stays readable against your highlight color.
Use Reset to brand defaults to pull colors and fonts back from your Brand Colors and Portal font defaults.

TalleFlow warns you if highlight and sidebar colors don’t have enough contrast.

Where Branding Appears

Main logo

  • Avatars and business switcher
  • Scheduling pages
  • Client portal sidebar

Secondary logo

  • Emails and confirmations
  • Timeline PDF headers

Colors and fonts

  • Client portal (and Customize portal overrides)
  • Contact form success pages
  • Email signature accent color (as a default)

Social links

When you add social media links in your Business Brand Settings, those links automatically appear in the social tool across all TalleFlow editors, including the email designer, document editor, and landing page builder.
This means you only need to set your social links once. Every editor will pull them in automatically.
Supported platforms: Instagram, Facebook, Twitter/X, LinkedIn, TikTok, YouTube, and Pinterest.
How it works:
    • Social links are loaded when you open an editor. If you update your brand settings while an editor is already open, close and reopen the editor to see the changes.
    • If you have only some platforms configured, only those will appear. Platforms without a link are left out.
    • If no social links are configured, the social tool behaves as it always has (hidden or empty).
    Editing social links inside an editor:
    You can customize social links for a specific email or document without changing your business settings. Any edits you make inside the editor only apply to that individual piece of content. They do not write back to your brand settings.
    Troubleshooting:
    If a social link does not appear in the editor:
    1. Check that the URL is correctly entered in Business Brand Settings. Malformed or incomplete URLs are skipped silently.
    2. Make sure you have reopened the editor after updating your settings. Changes are not applied to editors that are already open.
    3. Confirm you are editing within the correct business profile if you manage multiple businesses.

    Branding Setup Checklist 

    • Upload a square main logo
    • Upload a wide secondary wordmark
    • Set primary and secondary colors
    • Choose portal fonts
    • Create an email signature
    • Add social links
    • Set your client portal URL
    • Review portal appearance and save

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