Setup and catalog
Settings — Branding
Set your logo, colours and page themes, then configure your portal address and email sender.
Video note: The domain recordings show earlier controls. In the current Domain management section, use Save changes and Check now as described below.
Questions people ask
What link should new patients use so they sign up under our brand?
Use Copy sign-in link under Branded sign-in link, or your portal address once its status is Active.
Can patient emails come from our own domain instead of the gen-health.app sender?
Yes. Set Mailbox name and Email domain under Send emails from, then click Save changes. Add the generated Email DNS records and use Check now to read their status. See Send patient emails from your own domain.
Can we add an image to the sign-in screen? And why do Privacy Policy and Terms say GEN Health?
The Login theme editor takes a background image. The policy links on the sign-in page can't be changed.
We keep getting "Update DNS settings" emails though we added the records. Is it broken?
Click Check now. Fix any record still marked Pending or Not checked. If the records are Found but the reminder continues, send the reminder to Support with the portal and email domain statuses.
Where to find it
Sidebar → Settings → Branding (/settings/branding).
Access: Client Admin only.
What you can do here
- Add your logo, colours and contact details
- Change how checkout, sign-in, emails and forms look
- Put the patient portal on your own domain
- Send patient emails from your own domain
- Share your branded sign-in link
Add your logo, colours and contact details
Use this at setup, or when your logo or colours change.
Upload the icon and logo
In Business brand, click Change Icon (square) and Change Logo (wide, 3:1). Remove light background drops a white plate behind the logo.
Fill in the contact fields
Type in Brand name, Website, Support email (the reply-to on branded emails) or Phone number. A tick and a cross appear beside the label: click the tick to save, the cross to undo.
Pick the font and theme
Choose a Header font and a Portal theme (Light or Dark). Both apply at once.
Set your colours
Type a hex code in Primary Color (buttons and links). Colours save a moment after you stop typing. Leave the others on Auto-generated unless you have exact values.
Brand your video visits (optional)
Under Video background, tick Use during sync visits to show the image behind providers on video visits. Click Customize to design it: choose Color, Gradient or Scene, then click Save background.
Check the result: the toast reads Branding updated and the tick disappears. Colours save without a toast.
Access: Client Admin.
Buttons use white text on your Primary Color. A white or very pale primary makes sign-in buttons in emails invisible. Pick a colour dark enough to read white text on.
Change how checkout, sign-in, emails and forms look
Use this to change the words, colours and logo on your checkout page, sign-in page, patient emails and public forms.
Pick a layout
On Storefront theme, Login theme, Email theme or Form theme, clicking a different layout switches to it straight away.
Open the editor
Click the selected layout (it reads Click to edit). The editor opens with an EXACT PREVIEW on the right; switch Desktop and Mobile.
Change the copy and colours
Checkout and sign-in have Headline, Subhead and Trust note. Forms add Logo link; emails add Send test email.
Save
Click Save changes. To leave without saving, press Esc and choose Discard changes.
Check the result: the preview matches and your next test email or checkout page shows the change.
Access: Client Admin.
Put the patient portal on your own domain
Use this when you want patients to sign in at an address like portal.yourclinic.com.
Save the subdomain
In Domain management, enter a subdomain you own under Portal address, such as portal.yourclinic.com. Root domains are not supported. Click Save changes.
Add the records
- Save the address before copying generated records. Appears after you save is a placeholder.
- Under Add these records at your DNS provider, copy each record’s Host and Value to your DNS provider.
Keep the certificate CNAME in place. On Cloudflare, use DNS only.
Check and activate
Click Check now. Read the Status of each row: Not checked, Pending or Found. If Activate portal appears, use it to request activation.
Check the result: The portal address reaches Active. DNS checks run automatically too; the page says this usually takes about 20 minutes and can take a few hours.
Access: Client Admin, plus whoever manages your DNS. Remove domain takes it off.
Send patient emails from your own domain
Use this so patient emails come from your address instead of a gen-health.app one.
Choose the sender address
In Domain management → Send emails from, fill Mailbox name and Email domain. Click Save changes.
Add the two records
Copy the Email rows from Add these records at your DNS provider into your DNS provider, then click Check now. Read the row statuses and the sender’s domain status before using the address.
Check the result: The email domain reaches Active and the page shows the sender address patients will use.
Access: Client Admin.
Share your branded sign-in link
Use this to give patients a sign-in link that shows your branding, with or without a custom domain.
Set the URL slug
In Domain management, enter a short name under Branded sign-in link. Use lowercase letters, numbers and dashes, then click Save changes.
Copy the link
Click Copy sign-in link. Keep the complete URL, including ?brand=, when sharing it or adding it to your website.
Check the result: Open the copied link and check that it shows your branding.
Access: Client Admin.
Selling online: point your website's Log in button here. In a clinic: text or print this link for patients checking in.
What can go wrong
| What you see | Why | Fix |
|---|---|---|
| DNS records are added but Check now still says Pending | The records were added at the registrar while DNS is hosted elsewhere, the HOST was pasted with the domain twice, or the Cloudflare proxy is on | Add them where your nameservers point, paste the host exactly as shown, set DNS only, then Check now again. |
| Patients see This site cannot provide a secure connection on your domain | The certificate hasn't been issued yet | Keep the certificate record, click Check now, then Activate. Still failing after an hour: raise a ticket in Support. |
| The sign-in button in invite or magic-link emails is invisible | White or very pale Primary Color | Choose a darker primary colour. |
| Your logo is tiny, pixelated or hard to see in emails | A small, square or transparent logo in a wide slot | Upload a larger 3:1 logo, or set Logo background color in the Email theme editor. |
| Could not prepare the video background. Try again. | The background image could not be generated or saved, so Use during sync visits was switched back off | Check that a logo is uploaded, then tick Use during sync visits again. |
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