Customize the appearance of Onvio and Client Center

Choose Setup > Onvio Site Settings to Customize Client Center appearance and embed Client Center and staff sign-in buttons on your website.

Client Center appearance

  • Set your firm name as the site title or click Upload Image to display your firm's logo as the site title.
  • If you choose to use an image, drag and drop your firm's logo, or click the Browse for File button. We recommend using a .PNG file, but other file types are accepted.
  • Select an accent color for buttons and navigation symbols

Customize sign-in and sign-out pages

  • Click the Open Page In New Tab button to verify that the website launches correctly.
  • The sign-in screen for Client Center will show both the Firm name and Logo.
  • You can enable staff or clients to sign in directly from your firm's website. Copy and paste the code from the Embedded Client Sign In section or the Embedded Staff Sign In section, or provide the code to your firm's website administrator.

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