CoachPro ToolsUser manual

User manual / Your brand

Your identity

Your brand → Your identity

Configure the identity accompanying your tools and documents, check the preview and save changes.

Prepare identity · Check and save

View this page’s sections01Prepare identity02Check and save
01

Prepare identity

Name, logo and colours.

01

Open Your brand

Open Your brand and find Your identity. No client selection is required to configure branding. Identity, web address and email are separate settings; you can prepare identity first.

Open Your brand
02

Enter your professional name

Fill in Professional name with the name you want displayed. Check its spelling in the preview. This field does not change your sign-in email or a client’s name.

Enter your professional name
03

Choose a readable logo

Click the logo area and choose PNG, JPG or WebP up to 500 KB. Check contrast and proportions in the preview. Selecting prepares the change; save afterwards.

Choose a readable logo
If the file exceeds the limit

Reduce file size or choose another file and select it again. A size notice does not confirm a saved upload.

If the file exceeds the limit
04

Adjust colours and contrast

Choose primary, accent and logo-background colours using the picker or a complete hexadecimal such as #203590. Also review header and footer text; Auto restores calculated contrast. Check that the name and controls remain readable.

Adjust colours and contrast
02

Check and save

Preview, contact details and result.

05

Complete display contact details

Review Email, Website and Custom footer text. Identity email is contact information: it does not connect an email server. Use the Your email block to change the sender.

Complete display contact details
06

Review the preview before saving

Check name, logo and colours in the toolbar and document sample. This represents branding; it is not an exported PDF or email-delivery test.

Review the preview before saving
07

Save and check retained settings

Click Save changes. Reopen the section and review a tool and its output. Also check the preview of a new shared link: saving identity alone does not prove its public logo was published successfully.

Save and check retained settings
If a save error appears

Retain the intended values, check the connection and save again. Preview alone does not prove changes were applied.

If a save error appears
08

Distinguish identity from the client space

The Your client’s space block adjusts text, stages, colours, fonts and custom tool names. It has its own Save changes control. Review that workflow under Client space; saving identity does not automatically save this block’s fields.

Distinguish identity from the client space
09

Read the reset confirmation

Click Reset only when you want to clear identity details and restore their defaults. Read confirmation; Cancel retains current settings. This does not itself disconnect the domain or mailbox.

Read the reset confirmation

Check the result

Reopen settings and check a tool and its document. Preview does not replace saving.