Brand your workspace

What your clients and your team see

With white-label on, the client portal, the team app, the sign-in screens and every email carry your logo, your colour and your product name. The assistant introduces itself by your product name. Cook is not named anywhere a client looks.

White-label is part of the Agency plan. The first row of the White-label setup list says whether your plan includes it.

Where it lives

Turn on Agency mode in the account menu (your name at the top of the sidebar), then open the Agency tab. The Agency mode switch only shows on the Agency plan, and only to owners and admins:

• Sub-account brand dresses the app your team and your sub-accounts sign into, and holds the product name.
• Portal white-label dresses the client portal.

Both pages edit the same brand: a change on one shows on the other.

Set the brand

1. Logo. Upload a PNG, JPG or SVG, or press Make with AI. A horizontal logo works best. It is shown in the portal rail, on the sign-in screens, and at the top of the app’s sidebar. You can also add a Logo on dark backgrounds and a Square logo.
2. Brand color. Type a hex code or pick a swatch. It is used for buttons and links.
3. Font and Headline font. Pick a font, or press Upload font to use your own (TTF, OTF, WOFF or WOFF2). Same as body keeps headings in the body font.
4. Theme (System, Light or Dark) and Rail (Follow the page, or Dark).
5. Sign-in backdrop. Upload an image and place it in the Corner or over the whole page (Cover the page). Band along the bottom adds a strip of colour along the bottom of the sign-in page and the portal login.
6. Remove platform branding. Replaces the platform’s mark and its “Powered by” line with your logo across the portal and every link you share.
7. Brand my team’s app too. Your logo, colours and font also dress the app your team and your sub-accounts sign into. It needs Remove platform branding.
8. Product name. How your product and its assistant are named across the app and its emails. Leave it empty and your workspace name is used.
9. What your assistant says about itself (Sub-account brand page). How the assistant describes itself to your team and sub-accounts.
10. Send invitations and sign-in links from my domain (Sub-account brand page). Off until you turn it on. See Send email from your own domain.
11. Call to action on shared links and Footer on shared links (Portal white-label page).
12. Press Save changes.

The Portal white-label page shows a Preview of the portal in your brand before you save.

Or ask the assistant

In a chat, describe the look you want in plain words, for example “make our sign-in page match our website”. The assistant proposes the change on an approval card. Under See it first, Client portal opens the portal wearing the proposed look. Once you have your own app domain, Sign-in page opens your sign-in page wearing it, and Team app opens the app your team works in wearing it, for anyone signed in to your workspace. The links show the proposed look only while the card waits for your decision. Nothing changes until you press Approve.

Check it

Open the client portal as a client (View as client on a client’s page: open the Clients tab in the sidebar and choose the client), and open the sign-in page on your app domain. Both show your logo and name. The setup list turns the “Logo, colour and product name set” row green once all three are filled in.

What is still Cook’s

Your Stripe, your domains and your senders are yours. The platform’s own name appears only in the platform’s own billing to you, never to your clients.