Branding & Customization

Otesse allows you to customize the look and feel of customer-facing surfaces so they match your brand identity.

Portal Branding

The customer portal can be customized with:

Logo

Upload your company logo in PNG or SVG format. It appears in:

• Portal header
• Login page
• Email templates (header block)
• Invoice headers
• Booking confirmation pages

Colors

Set your brand colors to customize the portal appearance:

• Primary color — Used for buttons, links, and active states
• Secondary color — Used for accents and secondary actions
• Background color — Portal background (defaults to white)
• Text color — Primary text color (defaults to near-black)

Color changes are applied in real-time and affect all portal pages.

Favicon

Upload a favicon (32x32 PNG) that appears in browser tabs when customers visit your portal.

Email Branding

Email templates are managed in the Content Builders module, but global branding settings include:

• From name — The name that appears in the "From" field (e.g., "Otesse Team" or your company name)
• From email — The reply-to email address
• Email footer — Default footer text for all emails (company address, unsubscribe links)
• Social links — Facebook, Instagram, Twitter/X, LinkedIn URLs displayed in email footers

Invoice Customization

Customize how your invoices look:

• Logo placement — Top-left, top-center, or top-right
• Color accent — Header bar and accent color on the invoice PDF
• Footer text — Custom text at the bottom of every invoice (thank you message, payment instructions, legal disclaimers)
• Terms and conditions — Displayed on the invoice and linked in the customer portal

Custom Domain

For Enterprise plans, you can serve the customer portal from your own domain:

• Portal URL — e.g., portal.yourcompany.com instead of yourcompany.otesse.com
• DNS configuration — CNAME record pointing to Otesse servers
• SSL certificate — Automatically provisioned via Let's Encrypt

Contact support to set up a custom domain.