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.

Onvio Site Settings opens to the Client Center Appearance tab, by default.

Change the color scheme

Select a theme from the list, or select a color in each of the Header fill, Header Text, Button Fill, and Button Text fields.

Choose a color for the Header fill that matches the background of your firm's logo.

Add your firm's branding

  1. In the Header section, mark the Add Image box.
  2. Drag and drop your firm's logo, or click the Browse for Image button. We recommend a .PNG file, but other file types are accepted.
  3. Adjust the crop for the logo, and then click Set as Header Image.
  4. Mark the Add Text box, and then enter your firm's name.

Click Save Changes when you are finished.

Customize the sign-in pages

  1. Click the Sign In Options tab.
  2. In the Page Background section, click the Change Image link to select a different background image for the sign-in page.
  3. In the Sign Out Address section, enter the web address that you want staff and clients to see when they end their Onvio or Client Center session.
  4. Click the button to verify that the website launches correctly.
  5. You can allow people to log in to Onvio or Client Center from your firm's website, rather than directing them to onvio.ca. Copy and paste the code from the Embedded Client Sign In or Embedded Staff Sign In section, or provide the code to your firm's website administrator.

Click Save Settings when you are finished making changes.