Client Portal Branded Mobile App: Setting up branding of your app
Launching a branded app for your business can be overwhelming and complex, with many moving parts that often leave business owners confused or uncertain…
3 min read664 words6 explained imagesUpdated Thu, 25 Sep, 2025 at 7:45 PM
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Launching a branded app for your business can be overwhelming and complex, with many moving parts that often leave business owners confused or uncertain about their progress. With this service we help bring your branded app to market faster, helping you showcase your unique identity and engage your audience seamlessly.
A mobile app is an app in the native app stores for Android (Google) and/or iOS (Apple). A branded app is a live mobile app that has your businesses' logo, colors, knowledge, and more. It connects your clients and customers with your business with just a fingertip.
Note:
Custom code is not supported in the Branded Mobile App.Double check branding and profile details as changers cannot be made after submission.Remember to check your email for updates.
Branded Mobile App Process
Navigate to Sites > Client Portal > Branded Mobile App.
Branded Mobile App Process (image 1 of 6)What this shows Navigate to Sites > Client Portal > Branded Mobile App.What this showsIllustrates the "Branded Mobile App Process" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot appears in the "Branded Mobile App Process" section of "Client Portal Branded Mobile App: Setting up branding of your app". The text alongside this image reads: Navigate to Sites > Client Portal > Branded Mobile App. The navigation path used here is Sites > Client Portal > Branded Mobile App. Immediately after, the guide continues: Description: This initial step confirms that your payment has been successfully processed. Once your payment is confirmed, you can proceed to the next step. Action Required: No additional action is needed here; simply move on to Step 02.Path: Sites > Client Portal > Branded Mobile AppImage 1 of 6Where to goNavigate to Sites > Client Portal > Branded Mobile App.Next stepDescription: This initial step confirms that your payment has been successfully processed. Once your payment is confirmed, you can proceed to the next step. Action Required: No additional action is needed here; simply move on to Step 02.
Step 01: Payment Successful
Description: This initial step confirms that your payment has been successfully processed. Once your payment is confirmed, you can proceed to the next step.
Action Required: No additional action is needed here; simply move on to Step 02.
Step 02: Branding and Profile
Description: This step involves completing your app's branding and profile information. This ensures your app aligns with your brand identity and provides a cohesive user experience.
Action Required: Complete all fields in the Branding and Profile sections to set up your app’s basic look and feel.Step 2 of 2: Action Required: Complete all fields in the Branding and Profile…What this shows Step 2 of 2: Action Required: Complete all fields in the Branding and Profile sections to set up your app’s basic look and feel.What this showsShows what this covers for step 2 of 2 in the "Step 02: Branding and Profile" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot accompanies step 2 of 2 in the "Step 02: Branding and Profile" section of "Client Portal Branded Mobile App: Setting up branding of your app". At this point in the walkthrough you action Required: Complete all fields in the Branding and Profile sections to set up your app’s basic look and feel.Step 2 of 2Image 2 of 6What this coversAction Required: Complete all fields in the Branding and Profile sections to set up your app’s basic look and feel.All 2 steps in this procedure
Description: This step involves completing your app's branding and profile information. This ensures your app aligns with your brand identity and provides a cohesive user experience.
Action Required: Complete all fields in the Branding and Profile sections to set up your app’s basic look and feel. this image
Step 03: Submit Details
Description: After reviewing all details in the Branding section, you will need to submit your information. Once submitted, these details will be used to develop your app and cannot be modified afterward.
Action Required:Carefully review your branding information. Click on Submit to finalize your details.
Important: Once you submit, changes cannot be made, so double-check before proceeding.
Step 04: In Review
Description: After submission, our team will review the information within 5 working days. This process ensures everything meets the necessary standards and your app is set up correctly.
Action Required: Wait for a notification regarding the review outcome. If additional information is needed, you will be contacted to make the necessary adjustments.
You will receive in-app notifications for status updates. Keep a check! Step 3 of 3: You will receive in-app notifications for status updates. Keep a check!What this shows Step 3 of 3: You will receive in-app notifications for status updates.What this showsShows what this covers for step 3 of 3 in the "Step 04: In Review" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot accompanies step 3 of 3 in the "Step 04: In Review" section of "Client Portal Branded Mobile App: Setting up branding of your app". At this point in the walkthrough you you will receive in-app notifications for status updates. Keep a check!Step 3 of 3Image 3 of 6What this coversYou will receive in-app notifications for status updates. Keep a check!All 3 steps in this procedure
Description: After submission, our team will review the information within 5 working days. This process ensures everything meets the necessary standards and your app is set up correctly.
Action Required: Wait for a notification regarding the review outcome. If additional information is needed, you will be contacted to make the necessary adjustments.
You will receive in-app notifications for status updates. Keep a check! this image
Step 05a: Review failed
Description: If the status has been marked as Review failed by our team, it would require additional information or correct information, as mentioned
Action Required: Click on the status and check reasons for failed status. Carefully upload or fix the information as mentioned in brief. After entering all details again, carefully review and submit.
Step 05a: Review failed (image 4 of 6)What this shows Description: If the status has been marked as Review failed by our team, it would require additional information or correct information…What this showsIllustrates the "Step 05a: Review failed" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot appears in the "Step 05a: Review failed" section of "Client Portal Branded Mobile App: Setting up branding of your app". The text alongside this image reads: Description: If the status has been marked as Review failed by our team, it would require additional information or correct information, as mentioned Action Required: Click on the status and check reasons for failed status. Carefully upload or fix the information as mentioned in brief. After…. Immediately after, the guide continues: Description: If the review has been passed by our team, the status will move to Book slot for 2FA. For app security and verification, we need to set up two-factor authentication (2FA). This step requires scheduling a time slot for….Image 4 of 6How to confirmDescription: If the status has been marked as Review failed by our team, it would require additional information or correct information, as mentioned Action Required: Click on the status and check reasons for failed status. Carefully upload or fix the information as mentioned in brief. After entering all details again, carefully review and submit.Next stepDescription: If the review has been passed by our team, the status will move to Book slot for 2FA. For app security and verification, we need to set up two-factor authentication (2FA). This step requires scheduling a time slot for receiving a 2FA code via email or SMS. Action Required: Book a convenient time slot for the 2FA process. Ensure availability to receive and enter the code during the chosen slot.Step 05a: Review failed (image 5 of 6)What this shows Description: If the status has been marked as Review failed by our team, it would require additional information or correct information…What this showsIllustrates the "Step 05a: Review failed" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot appears in the "Step 05a: Review failed" section of "Client Portal Branded Mobile App: Setting up branding of your app". The text alongside this image reads: Description: If the status has been marked as Review failed by our team, it would require additional information or correct information, as mentioned Action Required: Click on the status and check reasons for failed status. Carefully upload or fix the information as mentioned in brief. After…. Immediately after, the guide continues: Description: If the review has been passed by our team, the status will move to Book slot for 2FA. For app security and verification, we need to set up two-factor authentication (2FA). This step requires scheduling a time slot for….Image 5 of 6How to confirmDescription: If the status has been marked as Review failed by our team, it would require additional information or correct information, as mentioned Action Required: Click on the status and check reasons for failed status. Carefully upload or fix the information as mentioned in brief. After entering all details again, carefully review and submit.Next stepDescription: If the review has been passed by our team, the status will move to Book slot for 2FA. For app security and verification, we need to set up two-factor authentication (2FA). This step requires scheduling a time slot for receiving a 2FA code via email or SMS. Action Required: Book a convenient time slot for the 2FA process. Ensure availability to receive and enter the code during the chosen slot.
Step 05b: Book Slot for 2FA
Description: If the review has been passed by our team, the status will move to Book slot for 2FA. For app security and verification, we need to set up two-factor authentication (2FA). This step requires scheduling a time slot for receiving a 2FA code via email or SMS.
Action Required: Book a convenient time slot for the 2FA process. Ensure availability to receive and enter the code during the chosen slot.
Step 06: App Submitted to Stores
Description: After completing all previous steps, your app will be submitted to the app stores. From here, the app store’s review process begins, which may take several days depending on the platform.
Action Required: No action is required from you at this stage. You will receive a notification once the app is approved and live in the store.
Subscription Paused or Cancelled
If something interferes with your Branded Mobile App subscription at some point in the future (ex: paused or cancelled) you will see a helpful warning screen. Use the Resubscribe & Reignite My App button to quickly and easily reinstate the app.
Subscription Paused or Cancelled (image 6 of 6)What this shows If something interferes with your Branded Mobile App subscription at some point in the future (ex: paused or cancelled) you will see a…What this showsIllustrates the "Subscription Paused or Cancelled" section of "Client Portal Branded Mobile App: Setting up branding of your app".This screenshot appears in the "Subscription Paused or Cancelled" section of "Client Portal Branded Mobile App: Setting up branding of your app". The text alongside this image reads: If something interferes with your Branded Mobile App subscription at some point in the future (ex: paused or cancelled) you will see a helpful warning screen. Use the Resubscribe & Reignite My App button to quickly and easily reinstate the app.Image 6 of 6What this coversIf something interferes with your Branded Mobile App subscription at some point in the future (ex: paused or cancelled) you will see a helpful warning screen. Use the Resubscribe & Reignite My App button to quickly and easily reinstate the app.
