Add, Edit or Delete Brands

If your organisation operates multiple clinics, you may want to apply different branding to each. Brands help personalise documentation such as invoices, fitting receipts, and appointment reminders. For more on brands, such as examples, see this article.

In this article we'll cover how to:

• add a brand.
• assign a brand to a clinic.
• edit a brand.
• delete a brand.

Only users with the correct permissions can manage brands ina an organisation. If you think you should have permission to perform such an action please contact the organisation owner.

Add a brand

• Navigate to Organisation settings. 
• Locate and click the Brands section of the settings. 
• Click the Add brand button.

• Complete the form with your Brand details: Display name, optional Background colour, Logo(s) additional customisation as needed. 

• Click Submit to save the new Brand. 

Add the newly created brand to a clinic

• Locate and click the Clinics section of the settings. 
• Click the Edit icon of the Clinic you want to update. 

• Select the newly created Brand from the available options. 
• Click Submit to save the changes. 

Applying branding to a clinic updates visual elements across documents and templates generated from that clinic.

Edit a brand

• Navigate to Organisation settings. 
• Locate and click the Brands section of the settings. 
• Click the Edit iconon the Brand you want to update.

• Update the form to reflect the new Brand details. 
• Click Submit to save your changes.

Delete a brand

• Click the Brands section of the settings. 
• Locate the Delete iconon the Brand you want to delete.

• Click the Delete icon
• You'll be shown a warning message. 

• Click Delete to confirm and delete the brand.

Warning: Once a brand has been deleted this action cannot be undone. Please proceed with caution!