Create brands for multiple business identities
A brand is a customer-facing identity with its own name, color, and logo. Your business profile is always your default brand. Add another brand when you trade under a second name, such as a division, an acquisition whose name you kept, or a regional trade name. Addresses and phone numbers belong to offices, not brands.
Where to find it: Settings -> Business Profile, in Brand
Before you start
Adding, editing, and deleting brands needs the Set up Business Profile permission — the same one that opens Settings -> Company -> Business Profile.
The fields at the top of Brand are your default brand. Additional brands appear in that same container, so you do not need to enter the default twice.
Add a brand
Go to Settings -> Business Profile, find Brand, and click Add brand under Additional brands.
Enter the brand name (required) — the name customers know this part of the business by.
Pick a brand color and upload its logo.
If an additional office exists, select at least one location under Default for offices. Those offices will use this brand by default; the Main office continues to use the default brand above.
Check the Letterhead preview at the bottom of the form. It updates as you type.
Click Add brand.
The Brand container shows each additional brand's logo or colored initial and name in a compact row. A preview for every additional brand also appears below the primary Letterhead preview. Addresses and phone numbers stay on offices, so an additional-brand preview does not add duplicate office fields to the brand.
Point an office at a brand
Essential only asks you to connect brands and offices when you have more than one of each. Adding a brand while an additional office exists requires choosing at least one office for it. When you add another office later, you must explicitly choose either the business profile or one of the additional brands as that office's default.
Delete a brand
Deleting a brand moves any office that used it back to your default brand. Essential tells you how many offices that affects before you confirm.
An office's default brand is used on quotes and invoices for properties handled by that office. The office contributes its address and phone number; the brand contributes its name, color, and logo. Properties that use the Main office continue to use the default Business Profile brand.
When the Customer Portal is enabled, Settings -> Customer Portal lists a separate customer link for the default brand and every additional brand assigned to an office. Share the matching brand link so the customer sees the right identity before requesting a sign-in email.
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