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Customer Portal Theme Designer

Keep your Customer Portal consistent with your businesses brand by customizing the look and feel of the portal using the Theme Designer.

To access the Customer Portal Theme Designer, click on Theme Designer in the Customer Portal Menu. Once you are in the Theme Designer, you will see a right-hand sidebar menu with all of the different customization options. As you edit the options, you will be able to see the changes reflected in the preview on the left-hand side of the screen.

In the top right-hand corner of your screen you will see three buttons.
Actions: When you click on the Actions button you will see the option to reset the theme designer by removing any changes you have made. You can also select customize CSS to enter in further customization options.
Overview: Clicking on Overview will bring you back to the payment page overview screen.
Save: Clicking on Save will apply any changes you have made to your payment page.

The Palette Icon will re-open the Theme Designer.

The menu for the Theme Designer gives you several different customization options including:
Logo: Add your business logo by clicking on Upload.
Background: Add a background color to your customer portal.
Text Font: Change the font used in the portal by clicking on the drop-down menu. Merchant Top Banner: Add a background color to the banner with your business name.
Customer Banner: Add a background color to the menu at the top of the page.
Customer Font Color: Change the color of the font at the top of the page.

You can continue to use the color palettes to edit the colors for each section of your customer portal.

Be sure to click Save to apply your changes when you are done editing.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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