Brand your workspace
Upload your logo, choose your theme, and make Carepatron feel like your practice. Your logo shows up on your booking page, client emails and invoices.
- A logo file as PNG or JPEG, up to 5MB
- A square, icon-style version of your mark for the collapsed sidebar
- The Plus or Advanced plan to save workspace branding, and Advanced for sidebar logos
Why brand first
Branding is the first thing clients see when an intake email lands or the booking page opens. Set it up now and every intake email, invoice and booking page carries your brand instead of a placeholder logo.
Ten minutes here means every future piece of client-facing comms picks up your branding automatically.
Upload your workspace logo
- Go to Settings → Workspace Settings → Details → Workspace branding and click Edit.
- Click Upload logo and choose a PNG or JPEG, up to 5MB.
- Click Save.
Saving workspace branding needs the Plus or Advanced plan. This logo shows on your online booking page, on intake emails and most other emails to clients, and on invoices unless you add a separate invoice logo (see below).
Sidebar logos (expanded and collapsed)
The same branding section has a Sidebar area with two logo slots:
- Logo (expanded) shows when the left menu is open. Your full wordmark works here.
- Logo (collapsed) shows as a small mark when the menu is minimised. A full wordmark won't read at that size, so use a square icon-style mark.
Sidebar logos are part of white labelling, which comes with the Advanced plan.
Theme colour and invoice logo
Two more branding settings are easy to miss.
- Theme colour sits with your logo in Settings → Workspace Settings → Details → Workspace branding, and needs Plus or Advanced. It applies to everyone on your team who hasn't picked their own theme. Settings → My Profile → Details → Theme only changes your own view, and saving it needs Advanced.
- Invoice logo is at Settings → Billing → Invoices → Edit → Theme → Logo. It's separate because some practices want a different, more formal wordmark on invoices than on the booking page. The invoice Theme tab also needs Plus or Advanced.
Tick these off in your own workspace before moving on.
Five branding touches worth getting right.
If your time is short, do these five in order, each takes a minute.
PNG or JPEG, under 5MB.
Upload a small version under Logo (collapsed). Without it, the collapsed menu shows a default. Sidebar logos need Advanced.
A version with your practice name in full, often more formal than your sidebar logo.
Match your website. Everyone on your team who hasn't picked their own theme will see it.
After saving, open your booking link in a private browser window and check your logo shows.
What file formats does Carepatron accept for logos?
PNG and JPEG. Max file size is 5MB.
Can I use different logos for the expanded and collapsed sidebar?
Yes, upload them separately under Settings → Workspace Settings → Details → Workspace branding. A square mark works best for the collapsed version. Sidebar logos need the Advanced plan.
Will my logo show up on emails to clients?
Yes. Your workspace logo shows on intake emails and most other emails to clients, and on your booking page. Invoices use it too, unless you add a separate invoice logo.
Does the theme colour apply to all team members?
Yes. The theme set under Workspace branding applies to everyone who hasn't chosen their own theme under My Profile. Anyone who has picked a personal theme keeps theirs.
Which plan do I need for branding?
Your workspace logo, theme colour, invoice theme and booking page appearance need Plus or Advanced. Sidebar logos and saving a personal theme are part of white labelling, which comes with Advanced.
Can I update the invoice logo without changing the workspace logo?
Yes. Settings → Billing → Invoices → Edit → Theme → Logo. Use this for a more formal version that lives only on invoices.
How long does branding take to apply?
Branding changes apply once saved. Reload the workspace if you don't see them straight away.