Templates and brand kit

The brand kit holds your logo, name, colors and contact details. A template is the portal guests open: its branding, which listing details show, which offers it sells and what guests see after checkout. Check-in steps come from verification rules, not the template.

Brand kit

Go to Portals > Brand kit, fill it in and click Save. Needs Manage Portals.

Field	What it does
Logo	JPEG, PNG, WebP, GIF or AVIF. Up to 6 colors are pulled from it. Tap one to make it the primary color
Display name	The business name on portals when the template doesn’t set one
Primary color	Buttons and links
Accent color	Highlights and savings
Background	The page behind the cards. Blank keeps an off-white background
Support email, Phone, Website	Shown on receipts and submission PDFs. The support email is the reply-to address on receipt emails

Templates use the brand kit for every branding field they leave empty
Brand kit changes reach portals already sent the next time their template is saved. Receipts and submission PDFs always use the current logo and contact details, from the template or else the brand kit

Create a template

Needs Manage Portals.

Go to Portals > Portals and click Create portal. A draft called Untitled portal opens in the editor
Fill in the Setup, Offers and After checkout tabs
Set the status to Active in the top bar and click Save changes
Pick the template in Defaults

The Customer preview follows the tab you’re on, in Mobile or Desktop. Once the template has an active custom domain, the preview shows it.

Setup

Setting	Default	What it does
Portal name	Untitled portal	The template’s name in the portal list
Welcome line	None	The greeting at the top. Takes variables like `{{contact.firstName}}`
Section headers	Built-in headings	Renames the headings guests see: Before you arrive, Once completed (Check-in complete), Details, Guides, Discover and, with Offers on Stay page on, Stay page offers (From your host). Up to 40 characters each. Blank uses the default
Branding	Brand kit	Brand color, accent color, background, Theme (Light or Dark), business name, logo and contact details for this template only. Reset goes back to the brand kit
Hero photo	Listing photo	Listing photo, with a Fallback image for listings without one, or Upload your own photo
Multi-item cart	On	Guests can pay for several offers in one checkout. Off means one offer per checkout
Offers on Stay page	On	Shows offers on the Stay page as well as the Discover tab
Check-in survey	Off	Asks for a rating during the stay. See Reviews
Listing details	All on	Which portal fields show: Directions, Area guide, Check-in instructions, Check-out instructions, Wi-Fi, Parking, House rules, House manual, Trash and Door code
Payment	Card, Apple Pay and Google Pay	Card, Apple Pay, Google Pay and Link by Stripe. At least one stays on
Offer button label	Add	The label on offer buttons

What guests see after paying, and the confirmation message, are set in Defaults.

Offers

Featured offer shows first. Choose featured offer lists active offers
Offer set holds the rest, grouped by category. Drag to order within a category. Category order comes from Manage categories on Portals > Offers
Only active offers can be added

After checkout

After checkout, the portal link shows a thank-you page until 30 days after checkout. Cancelled and no-show stays don’t get it.

Setting	Default	What it does
Thank-you line	Thanks for staying, `{{contact.firstName}}`	The heading
Thank-you note	Off	Adds a Note from you under the heading
Ask for a review	On	Shows the rating card. See Reviews
Feedback confirmation	Thanks for your feedback, `{{contact.firstName}}`	Shown after a guest sends feedback
Show offers	Off	Shows the offers you add here under Explore more. Each offer can be added once

Status

The status picker in the editor’s top bar has Draft, Active, Paused and Archived. A new status applies when you click Save changes.

Only Active templates can be the default, a routing target or sent by an agent
Links already sent keep working whatever the template’s status
Active needs every offer on the template to be active, including after-checkout offers
Active also needs a Stripe account with charges enabled when an offer on the template is priced, or when any enabled check-in step in the workspace charges

Duplicate, archive and delete

From the ⋯ menu on a template in the portal list:

Duplicate makes a draft copy of the template
Archive stops new sends and routing. Links already sent keep working, checkout included. Restore brings it back as a draft
Delete only works on templates with no sales, and it deletes every portal link made from the template. Those links stop working

Changes and portals already sent

Saving a template, archiving or restoring it, or archiving one of its offers updates the template’s active portal links within a few minutes. Each link keeps its check-in steps, its listing photo, and any offer the guest bought or the AI agent added to it. See what reaches portals already sent.

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Templates and brand kit

Brand kit

Create a template

Setup

Offers

After checkout

Status

Duplicate, archive and delete

Changes and portals already sent

​Brand kit

​Create a template

​Setup

​Offers

​After checkout

​Status

​Duplicate, archive and delete

​Changes and portals already sent

Brand kit

Create a template

Setup

Offers

After checkout

Status

Duplicate, archive and delete

Changes and portals already sent