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A fully branded workspace

branding
A fully branded workspace

A branding theme puts your logo and accent color on everything your clients and crew see from you: the live run of show, quotes and invoices, confirmations, proposals, your booking page, menus and printouts. Your own planner area keeps the 1pm look, with a touch of your accent color.

This article covers where your brand shows, which theme each surface uses, and how to set it up well.

If you haven't created a branding theme yet, start with Branding your crew view. It covers creating a theme, picking a color, uploading a logo and setting its size. This article picks up from there.

Where your brand shows

Your logo and accent color appear on the pages and documents that leave your hands:

  • The crew view. The live run of show at the public share link, plus crew sign-up and the page that lists a crew member's events. Your logo sits at the top, and your accent color tints the action buttons (Start, Done, Mark finished).
  • Quotes, invoices and confirmations. On the client's page, in the printed copy and in the PDF you send.
  • Proposals. Wherever you drop a Logo block into the proposal.
  • Your booking and appointment pages. Your logo sits at the top, and your accent color tints the selected date, the chosen time and the book button.
  • Menus. Printed from the Menus report, and on a menu you publish online.
  • Printouts and PDFs. The run of show printout, the RSVP guest list, the requests report, your procedures manual and your terms and conditions PDFs.

The logo shows at the size set with the Logo size slider on the theme page, so one setting sizes it everywhere on this list.

What your planner area looks like

Your own planner area (the events list, contacts, the planner page for each event, every screen behind sign in) keeps the 1pm logo in the navbar, next to the name of your plan. That keeps a clear line between your workspace and what your clients and crew see, even when you open your own branded run of show in another tab.

Your default theme's accent color does reach the planner: the green and amber action buttons take your accent. The main orange buttons (Save, Add) and the red Delete buttons keep their standard colors, so they always read the same way.

Which theme each surface uses

Events use their own theme. The event form has a Branding theme dropdown. The crew view, crew sign-up, the run of show printout, the RSVP guest list and the requests report use the theme picked there. Pick "(None)" and they show no branding.

Documents fall back to your default. Quotes, invoices, confirmations and proposals use the event's theme when the event has one, and your default theme when it doesn't. An invoice you raise without an event uses your default theme.

Everything else uses your default. The page that lists a crew member's events, the booking page, appointment pages, menus, the procedures manual, terms PDFs and the planner's accent color always use your default theme.

New events start with your default theme already selected, so if you only ever use one theme, you never have to think about this.

What stays the same

  • The layout. Pages keep the same structure, sections and forms. Branding changes the logo and colors, not where things are.
  • The 1pm footer. Client and crew pages keep a small 1pm wordmark at the bottom.
  • Sign-in pages. Sign in, sign up and password reset are shared by every 1pm account, so they always show the standard 1pm look.

Common setups

  • One business, one brand. Create one theme with your logo and accent color. It becomes your default automatically, and every event, document and page picks it up.
  • Events for clients with their own brands. Keep your own theme as the default and add a theme for each client. Pick the client's theme on their event, and their crew view, printouts and that event's quotes and invoices carry the client's brand. Your booking page, menus and planner accent stay in your brand.
  • Clients with their own 1pm account. They create their own theme in their account and set it as their default. Their documents and crew views then carry their brand, not yours.
  • No branding. Unset your default theme and leave events on "(None)". Everything shows the standard 1pm look.

Changing the default

Open the theme you want, click Set as default theme, and the previous default steps down. Your planner area, documents and public pages pick it up on the next page load. Events keep whichever theme they already have, so changing the default doesn't restyle events you've already set up.

Click Unset as default on the default theme to go back to the standard 1pm look without deleting anything.

If you delete your default theme and have other themes, the first one in alphabetical order becomes the default. Events that used the deleted theme lose it: their crew view and printouts show no branding, and their documents use your default theme.

Getting the look right

  • Logo size. Drag the Logo size slider on the theme page until the previews look right. A wide wordmark usually wants a smaller setting than a square crest. Printed pages and PDFs show the logo a little larger than the on-screen previews.
  • Transparent logo. Upload a transparent PNG if you have one. It sits cleanly on any background. A logo with a solid white background still works: the crew view and booking page place it on a white chip, and documents are white already.
  • Readable buttons. If your accent color makes button text hard to read (a pale color on white, for example), pick a slightly deeper shade. 1pm chooses black or white text for you based on how light the color is, but a mid-tone can still look washed out.
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