(formerly Shapeshifter)
Getting started

Setting up Branding

Customize your organization's name, logo, and color theme to create a professional and branded experience for your coaching clients. These settings control how your brand appears throughout the client-facing interface.

You'll need admin or owner access to customize organization settings.

Access Organization Settings

Navigate to your Profile page by clicking Profile in the left sidebar. Scroll down to the Organization section where you'll see all customization options.

Update Organization Name

Your organization name appears throughout the client-facing interface, including login screens and dashboard headers.

  1. Click into the Name field under the Organization section

  2. Type your desired organization name (e.g., "Acme Coaching")

  3. The name will be used across all client touchpoints

Add your organization's logo to create a fully branded experience. Your logo will appear throughout the client-facing interface, including the client dashboard header and login screens.

  1. In the Organization section, locate the Logo upload area

  2. Click the logo area to open the file picker and select your logo file

  3. Upload your logo image

Test different resolutions to see which size looks best in the client view. You can always re-upload a different version if needed.

Customize Color Theme

Choose a brand color that matches your coaching business. This color will be applied to buttons, accents, and other interface elements throughout the client dashboard.

  1. Click the Color Theme field to open the color picker

  2. Select a color from the palette or enter a specific hex/RGB value

  3. Preview how the color looks in the interface

You can change to any color that aligns with your brand. For example, switching to a dark green (#084e3d) creates a professional, earthy tone.

Setup Custom Domain

Please refer to the full guide here

Save Your Changes

After updating your organization name and color theme, click the Update button at the bottom right of the Organization section to save all changes.

Changes are saved immediately and will be reflected across all client-facing interfaces. Your own coach interface will continue to look the same as before.

Test Your Branding

Once you've configured everything, test how your branding appears to clients by using the Client View feature.

  1. Navigate to a client's profile in the tool

  2. Click Client View to generate a test link

  3. Copy the link and passcode provided

  4. Open the link in an incognito/private browser window

Verify Client Login Screen

The login screen will display your custom organization name (e.g., "Welcome to Acme Coaching!") with your chosen color theme.

Verify Client Dashboard

After logging in with the passcode, you'll see the full client dashboard with your custom branding applied — your organization name, logo, and color theme throughout the interface.

Your clients will now experience a fully white-labeled coaching platform that reflects your brand identity, building trust and professionalism.

Video Walkthrough

For a complete visual walkthrough of the entire branding setup process, watch this video:

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