Shapeshifter
Getting started

Setting up Branding

Customize your organization's name, logo, and color theme to create a professional, white-labeled 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.

Screenshot of a web application's user profile page. The left sidebar shows navigation links such as 'Clients', 'Leads', and 'Profile', with 'Profile' currently highlighted. The main content area displays user and organization details. The user's profile section shows their name as 'Sanket Khanwalkar' and email as 'sanket@superkit.io', along with a small profile picture. The 'Organization' section lists the organization name as 'ShapeX', a custom domain field, a color theme with hex code '#1118df', and a list of members with their roles (Owner, Admin, Member). The 'Account' section contains an option to 'Delete Account'. The top right of the organization section shows a logo area with the text 'ShapeX Coaching'. A control panel with recording time, pause, refresh, and other icons is overlaid on the bottom left of the screen.

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

A screenshot of the Shapeshifter web application's profile settings page. The left sidebar shows navigation links: 'Clients', 'Leads', 'Profile' (currently selected), 'Resources', 'Analytics' (Beta), 'Execution', 'Settings', and 'Feedback'. The main content area displays user profile information, including the user's name 'Sanket Khanwalkar' and email 'sanket@superkit.io'. Below this, the 'Organization' section shows the organization name 'ShapeX', a field for 'Custom Domain', and a 'Color Theme' with a hex code '#1118df'. The 'Members' section lists users and their roles: 'Sedat Akkus' (OWNER), 'Sanket Khanwalkar' (ADMIN), 'Sedat Akkus' (ADMIN), and 'Yash Gourav Kar' (MEMBER). The 'Account' section contains an option to 'Delete Account'. A small logo for 'ShapeX coaching' is visible in the top right.

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

A screenshot of a web application's profile settings page. The left sidebar shows navigation links such as 'Clients', 'Leads', 'Profile' (currently selected), 'Resources', 'Analytics Beta', 'Execution', 'Settings', and 'Feedback'. The main content area displays the user's profile, including their name 'Sanket Khanwalkar' and email 'sanket@superkit.io'. Below this, the 'Organization' section shows the organization name as 'Acme Coaching' and a placeholder for 'Custom Domain'. A color theme picker is visible, displaying a color palette and RGB values (17, 24, 223). The right side shows a placeholder for a logo with the text 'Shape Coaching'. An 'Update' button is present at the bottom right of the main section. A timestamp overlay '0:39' with play/pause controls is present on the left sidebar, obscuring parts of the 'Resources' and 'Analytics Beta' links.

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

The screenshot displays the 'Profile' section of a web application named 'Shapeshifter'. The left sidebar shows navigation options including 'Clients', 'Leads', 'Profile' (currently selected), 'Resources', 'Analytics (Beta)', 'Execution', 'Settings', and 'Feedback'. The main content area shows the profile details for 'Sanket Khanwalkar' under the 'Profile' tab. It includes a user photo, name, and email. Further down, the 'Organization' section displays the organization's name as 'Acme Coaching', a field for 'Custom Domain', 'Color Theme' with a hex code '#084e3d', and a list of 'Members' with their roles (Owner, Admin, Member). The organization's logo is also visible. An 'Update' button is present in the bottom right corner of the main content area. There is a video playback control overlay (0:48 with pause icon) on the left side of the screen, obscuring part of the navigation.

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.

The image displays a screenshot of a web application's 'Profile' page. On the left sidebar, navigation links include 'Clients', 'Leads', 'Profile', 'Resources', 'Analytics', 'Execution', 'Settings', and 'Feedback'. The 'Profile' link is highlighted. The main content area shows the user's profile information, including their name 'Sanket Khanwalkar' and email, followed by an 'Organization' section. This section details the organization's 'Name' as 'Acme Coaching', a 'Custom Domain' field, and a 'Color Theme' with a hex code '#084e3d'. Below this, a 'Members' list shows users with their roles: 'Sedat Akkus' as OWNER, 'Sanket Khanwalkar' as ADMIN, another 'Sedat Akkus' as ADMIN, and 'Yash Gourav Kar' as MEMBER. The 'Logo' section shows a preview of the organization's logo as 'Shape Coaching'. A pause icon and timestamp '0:52' are overlaid on the left side, suggesting this is a video or GIF recording. At the bottom right, a button says '> Updating'. In the bottom left corner, the user's avatar and name 'Sanket Khanwalkar' are visible.

Changes are saved immediately and will be reflected across all client-facing interfaces.

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 Shapeshifter

  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

A screenshot of a user interface displaying a loading spinner centered on a white background. In the top-left corner, a small overlay indicates a recording is in progress, showing a red square icon (likely a record button) and the elapsed time '4:04'. Below the time, a pause icon is visible. The loading spinner itself is a teal-colored, incomplete circle, signifying that content is being fetched or processed. A mouse cursor is visible to the left of the spinner.

Verify Client Login Screen

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

A screenshot of a personal dashboard interface for a user named Ruth E. Appel. The left sidebar displays navigation links such as 'Summary', 'Analytics', 'Execution', 'Resume', 'Roadmap', 'Careers', 'Jobs', 'Networking', 'Notes', 'Documents', 'Resources', and 'Copilot'. The selected 'Summary' tab shows sections for 'Goal', 'Careers', 'Roadmap', 'Notes', and 'Documents'. Currently, these sections indicate no data has been set or found. The right side of the screen, under 'Execution', also shows 'No targets set' and prompts the user to set targets. Below this is a 'Jobs' section with a circular progress graphic indicating 'Total Analyzed: 1' and a breakdown of job statuses: 'Saved' (1), 'Applied' (0), 'Networking' (0), 'Interviewing' (0), 'Offered' (0), and 'Rejected' (0). A smaller 'Networking' section below displays similar counts for 'Saved', 'Contacted', 'Messaging', 'Stuck', 'Completed', and 'Closed'. A PDF file titled 'Profile (4).pdf' is listed under 'Documents'. The bottom left shows the name 'Sanket Khanwalkar'. The overall design is modern and clean with a light background and purple and blue accents.

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.

The image displays a user interface for a professional networking or career coaching platform called ShapeX Coaching. The main view is a 'Summary' page for a user named Ruth E. Appel. The left sidebar shows navigation links for 'Resume', 'Roadmap', 'Careers', 'Jobs', 'Networking', 'Notes', 'Documents', 'Resources', 'Copilot', and 'Feedback'. The profile picture of Ruth E. Appel is visible at the top left, along with her name and a LinkedIn icon. The central section of the summary page lists several categories: 'Goal' (showing 'No goal set'), 'Careers' (showing 'No careers found'), 'Roadmap' (showing 'No milestones found'), 'Notes', and 'Documents'. The 'Goal' section also indicates a potential salary of '$120K' and 'Onsite' work preference. The right side of the screen shows sections for 'Jobs' and 'Networking', with options to 'View All Jobs' and 'View All Networking'. A timestamp '4:08' and a play/pause button overlay are present on the left side, suggesting this might be a paused video recording of 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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