Branding

#Open the page

In the left menu click Settings, then click the Branding card. The heading reads Branding with the line Set the network identity, logos, colors, and branded presentation.

#Upload the icon

In the first tile, labelled Icon, click Change Icon — or Click or drag to upload icon if nothing is set yet. You can also drag a file onto the tile; it reads Drag and drop to upload, then Drop to upload while you drag.

#Crop it square

The Crop Network Icon dialog opens — Position the image inside a square frame for favicon and other compact brand slots. Drag the image, use the Zoom slider, then click Save Crop. Toast: Network icon updated.

#Upload the logo

In the wide tile labelled Logo, click Change Logo. The Crop Network Logo dialog opens — Position the image inside a wide 3:1 frame for provider branding and email headers. Click Save Crop.

#Size the logo

Click the size button under the logo. It is labelled with the size you are on right now — Size: Small, Size: Medium or Size: Large, starting at Size: Medium on a new network. Each click cycles to the next size. Toast: Logo size updated.

#Fix a logo that disappears on dark backgrounds

Click Add light background. The button then reads Remove light background. Use it when a white or transparent logo vanishes against your side menu colour.

#Remove an asset

Click Delete on the tile. The tile returns to its empty state and the network falls back to the default mark.

#Pick a heading font

Click the Header Font select. It opens on Default (GT Super Display) and lists two groups, — Serif — and — Sans-Serif —. Each row previews with the line The quick brown fox jumps over the lazy dog. Choosing one saves at once, and it saves silently — there is no toast for the font. Reload the page if you want to confirm it stuck. This changes headings across the platform for your network, not body text.

#Set the primary colour

Under Brand Colors, click the swatch beside Primary Color to use the colour picker, or type a hex value into the field (placeholder #2563eb). This is the colour that drives buttons, highlights, and patient-facing surfaces.

#Leave the derived colours alone unless you need them

Secondary Color and Background Color both read Auto-generated until you type a value. Only override them if the generated shade is wrong for your brand.

#Set the side menu header

Side menu header controls the block of colour behind the logo at the top of the left menu. Set it separately from the primary colour when a strong primary makes the menu unreadable.

#Confirm it saved

Colour edits save about a second after you stop typing and they save silently — no toast. Reload the page to confirm the value stuck. A half-typed hex value is discarded rather than saved.

#Enter the subdomain

In the Custom Domain panel, step 1 Choose your portal address, type a subdomain you own into the field (placeholder portal.yourclinic.com). Helper text: Use a subdomain you own, such as portal.yourclinic.com. Root domains are not supported.

#Save it

Click Save domain. Toast: Custom domain saved. The panel now shows Patients sign in at https://<hostname> and the record table fills in.

#Copy the records into your DNS provider

Step 2 Add these records at your domain provider shows a table with Host and Value columns. There is a CNAME row (Routes your portal to GEN Health.) and a TXT row (Proves you own this domain.). Once a certificate is issued a third row appears (Issues and auto-renews your SSL certificate. Add once and keep permanently.). Paste each Host exactly as shown — your DNS provider appends your zone automatically.

#Check the records

Click Check DNS. Toast: DNS check complete. Each row shows a pill: Record detected, Certificate issued, or Waiting for this record.

#Let it finish

Step 3 We verify and activate — automatic. Once records are detected, verification and activation run on their own, usually within 20 minutes. If the badge stalls at DNS verified, click Activate.

#Undo it

Remove domain detaches the hostname. Toast: Custom domain removed. Sign-in falls back to the GEN Health address.

#Choose the sender address

In the Email Domain panel, step 1 Choose your sender address, fill From mailbox (default notifications) and Email domain (placeholder yourclinic.com). The preview line reads Patients will see emails from <address>.

#Save it

Click Save sender address. The domain becomes read-only afterwards; only the mailbox part can be edited, with Save changes.

#Add the two records

Step 2 shows a TXT row (Lets inboxes trust that emails really come from you.) and a CNAME row (Handles bounces so delivery stays healthy.). Before you save, both cells read (generated when you save).

#Check and wait

Click Check DNS. Step 3 We verify — then your emails switch over: once both records verify, patient email switches to your address automatically. Until then it keeps sending from gen-health.app.