Customize

In simple words

Customize is part of Website. Colours, fonts, radius and components. This guide takes you through it in 7 short steps.

Where it fits in your work — Style. Choose a theme, preview it live and customise colours, fonts and components.

Before you start

• You need to be signed in to your company's workspace. Website appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Customize belongs to Appearance in Website. Colours, fonts, radius and components.

Step by step

1. 1

   Step 1

   Open Website

   Sign in and open the Website panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Themes”

   In the left menu, click “Themes”. The “Themes” screen opens.

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • All themes16
   • Installed3
   • Theme library13
4. 4

   Step 4

   Find what you need

   Type in the search box (“Search themes…”) to find a record quickly.

5. 5

   Step 5

   Add a new one

   Click “New theme” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Customize active theme
   • All themes16
   • Installed3
   • Theme library13
   • Customize
   • Live Preview
   • Activate
7. 7

   Step 7

   Done

   Colours, fonts, radius and components.

Tips

• The search box accepts: Search themes…. Start typing and the list narrows down.
• The tabs (All themes16, Installed3, Theme library13) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Website → Open “Themes” → Choose a view → Find what you need → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Every form submission becomes a lead.

• SEO

  SEO tools read and drive the site.

• AI Assistants

  The website chatbot uses your knowledge base.

• Client & Student Portal

  Rewards and referrals extend into the portal.

What you will see on this screen

These are the parts of the Themes screen, exactly as they appear in the product.

Why use Website

Website replaces website builder, cms & marketing tools, on the same login and the same data.

• Change your website any day — no developer needed
• Forms feed your CRM directly
• Offers, coupons, referrals and wallet credits built in
• AI chatbot and voice AI answer visitors around the clock

Who uses Website

• Marketing & content

  Edit pages and blog posts, run offers and campaigns.

• Designers

  Pick and customise themes, menus and the footer.

• Approvers

  Review pages waiting to be published.

• Customer-facing teams

  Review chatbot and voice conversations.

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