The first step in launching your software business is customizing the platform with your own brand. Everything on this page changes what your clients see when they log in.
Where to Find It
Brand, Then the Software Tab
Open Brand from the main navigation, then select Software in the left sidebar. Brand is open to an Owner and to an Admin — Staff members don't see the entry at all. See the Team Members article for what each role can reach.
The same left sidebar also holds Domain and SMTP. Those two stay grayed out until you finish the initial onboarding, with the tooltip "Complete the onboarding process to unlock this feature".
How the Page Is Laid Out
On the left you'll find all the settings for customizing the platform's appearance. On the right, a live preview shows exactly how the platform will look with your current settings, updating as you make changes — before you save anything.
Two tabs above the preview switch what it shows: Software (the platform itself) and Log In (the login page). The address bar in the preview shows the domain your clients will use, with a pencil icon — Edit your domain — that takes you straight to the Domain section.
On a phone or tablet the preview panel and the Domain and SMTP sections are hidden. You get the settings form plus a Preview button.
Brand Basics
Brand Name
The name that appears in the browser tab when clients use the platform. It must be between 3 and 60 characters.
Your brand name also sets your free Climbo subdomain. When you change it, the name is converted into a subdomain (lowercase, with spaces turned into hyphens) and reserved for you, so it has to be available. If another agency already uses it, you'll see "This brand name is already in use. Please choose a different brand name" and the change won't be saved.
Favicon
The small icon shown in the browser tab, next to the brand name. Use a square image, at least 128x128 pixels, no larger than 512KB, in JPG or PNG format. The file picker also accepts ICO.
Logo
Your logo as it appears inside the platform itself. It must be at least 128x128 pixels, no larger than 512KB, and in JPG or PNG format.
Powered By Logo and URL
Powered By Logo
The Powered By logo appears underneath the review links, widgets, opt-in links and kiosk mode screens shown to your clients' customers. Upload a PNG, JPG or JPEG of at least 128x128 pixels and no more than 512KB.
Powered By URL
Set the Powered By URL to control where visitors land if they click on the logo — it opens in a new tab. This is a simple way to promote your agency directly from your clients' websites. It has to be a full, valid URL.
Both fields only appear once you've completed onboarding.
Visual Style
Color, Font and Radius
Color opens a color picker with a hex field, so you can paste your exact brand color.
Font is a dropdown of preset fonts, each one previewed in its own typeface.
Radius is a slider from 0 to 20 that controls how rounded buttons and interface elements appear, with a live sample box next to it.
Rebranding the AI
Rebrand AI
Open the Rebrand AI card to rename the AI features clients see throughout the platform.
- AI Name — up to 16 characters. It replaces the name of the AI section in your clients' navigation.
- SEO Agent, Social Agent and GEO Agent — each one takes its own logo and its own name (up to 16 characters). Whatever you type replaces the default agent name everywhere your clients see it. Agent logos must be PNG, at least 128x128 pixels, and no more than 512KB.
- Chat header message — up to 50 characters. It replaces the heading shown at the top of the AI chat.
Leave a name empty and the platform falls back to its default name for that agent.
Free Trial Banner
Free Trial Banner
Enable the Free Trial Banner to show a top bar to clients who are currently on a free trial. Use it to display a message with a link — for example, pointing to a sales page that explains your paid plans.
When the toggle is on, all three fields are required:
- Banner text — maximum 40 characters.
- Banner Button Text — maximum 12 characters.
- Banner URL — the full destination URL people are sent to when they click.
Active Clients Banner
A Second Banner, for the Clients Who Already Pay
Underneath the trial banner you'll find Active Clients Banner, which works exactly the same way but targets your active clients: "This banner is shown to your active clients. Use it to announce news, updates or new platform features." Switch on Enable and fill in the same three fields — Banner text (maximum 40 characters), Banner Button Text (maximum 12 characters) and Banner URL.
Only One Banner Ever Shows
The two banners never appear together, because a client is either trialing or active, never both. Whichever one matches the client's subscription status is the bar they see at the top of their platform, so you can leave a permanent sales message on the trial banner and keep this one for announcements.
Custom Code
Custom Code
Use Custom Code to add your own scripts, such as a web chat widget or a tracking pixel. The field only accepts complete HTML — whole elements, HTML comments or full `<script>` blocks — so loose fragments of code are rejected.
Previewing and Embedding
Open Preview and Embed Code
Above the preview panel, two buttons help you work with your customizations before going live. Both appear only after you've completed onboarding.
- Open Preview — opens the preview in a new tab and sends it your current settings, so you can check how the platform looks with your changes before saving.
- Embed Code — gives you the script to embed the live preview on your own website, with Desktop (16:9) and Mobile (9:16) tabs and a Copy Code button. Visitors can then try a clickable playground version of the platform on your site, without signing up. This button only shows once you've connected your own domain, because the embedded page is served from it.
Saving Your Changes
Save
Once you're happy with your customizations, click Save. Save stays disabled until you actually change something, and Clear next to it discards your unsaved edits.
After saving you'll see "Design updated successfully. Changes will be visible in your SaaS within 10 minutes", so allow up to ten minutes before your clients see the new look.