Configure Brand & Client Experience
Build and preview the Pro-and-Business theme, welcome, contact presentation, report details, and email presentation clients see.
Last updated August 28, 2026
Brand & Client Experience is available on Pro and Business, with a configurable theme, client welcome, contact presentation, report details, and live previews for the portal, reports, and emails.
Set the theme and voice
- Open Settings → Brand & Client Experience. You need the owner or admin role to make changes.
- Confirm the display name and logo, then choose primary, accent, and neutral colors. NestWatch warns you if a color is not readable against white.
- Choose the closest supported heading and body fonts, and add up to five short brand-voice keywords.
- Write the portal welcome heading and message in the language your clients know from you.
Choose the client presentation
- Add the client contact's name and optional title, phone, email, and photo.
- Choose whether that contact appears on reports and PDFs, outgoing emails, or both.
- Set the report title and closing sign-off.
- Check the Portal, Report, and Email previews before you save.
- Save changes when the three previews look right.
Tip · These controls style NestWatch's existing client surfaces. They do not add arbitrary portal pages, custom CSS, custom PDF layouts, or changes to your company website.
If your plan changes
Moving down to Solo does not delete the saved brand kit. The advanced presentation pauses and clients see the standard NestWatch experience. If you return to Pro or Business, the saved kit is there to use again.
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