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.

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.

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

Organization settings showing the logo upload area with a custom logo

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

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.

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.

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. 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 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

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:

Was this helpful?