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How to set up your Client Dashboard

Get your Client Dashboard up and running. Learn the essential setup steps to start sharing work with clients.

Written by Vanessa Reddy
Updated over 2 months ago

This guide shows you how to customize your Client Dashboard's branding and layout so you can create a professional, on-brand experience for your clients.

Adding your Company logo

If you haven't already added your logo under your Settings, you can do so now:

  1. Open your account Settings

  2. Click the Studio tab

  3. Upload your logo file to the Studio logo section

Your logo will now appear across your Client Dashboard.

Uploading a custom cover image

Access your Client Dashboard Settings by either:

  • Clicking the 3 dot menu in the bottom right of your project card; OR

  • Opening the 3 dot menu from the top right of your Project Files landing page

Once open:

  1. Click the Client Dashboard tab

  2. Navigate to the Cover Image section

  3. Upload your custom cover image (1512px wide x 435px high)

Note: We've created a Canva template to make designing your cover image easy.

Setting the Default View for your Schedules

You can choose how your clients view Schedules:

  • List view - displays all product details

  • Card view - shows an image-based layout

To change this setting:

  1. Open your Client Dashboard settings (using either method above)

  2. Scroll down to the Default Schedule View dropdown menu

  3. Select your preferred view

Your changes save automatically.


What’s Next?

After setting up your client dashboard, you can start sharing files such as schedules, pinboards, invoices, or upload documents. To learn more, visit:

  • How to publish content to the Client Dashboard


Need more help with Client Dashboard styling? Contact our support team via live chat for personalized assistance.

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