Adding your agency logo in Caresmartz360 helps maintain consistent branding across your portal, documents, and communications. Logos can be uploaded in several areas of the system depending on where you want them to appear.
This article explains how to upload logos for:
The portal interface (agency, client, and caregiver portals)
Invoices
Email templates
Logo File Recommendations
For best results when uploading your agency logo, follow these guidelines:
Maximum Recommended resolution: 1000 × 1000 pixels
Large files: Files larger than this resolution will automatically be scaled down by the system
Shape considerations: Logos with non-standard shapes or unusual aspect ratios may appear distorted
If your logo appears stretched, cropped, or distorted after uploading, please contact Support. Our team can review the file and submit a ticket to correct the formatting if needed.
Uploading a Portal Logo
The Custom Portal Logo appears across several areas of your agency’s system, including:
Agency Portal
Client Portal
Caregiver Portal
Online Application Page
Contact Us Form
Steps
Navigate to Settings.
Select Configuration.
Locate Upload Custom Logo.
Upload your agency logo file.
Click Save.
Uploading a Logo for Invoices
Logos used on invoices are configured separately within the Billing settings.
Steps
Navigate to Settings.
Select Office Settings.
Open the Billing tab.
Select the Logo checkbox to display on the invoice.
Upload your logo in the Invoice Logo section.
Click Save.
Adding Logos to Email Templates
Logos used in email communications must be added individually within each email template.
Steps
Navigate to Settings.
Open Email Templates.
Select the template you want to edit.
Insert or upload your logo within the template editor.
Click Save.
Note:
Each template must be updated separately if you want your logo to appear in multiple automated or manual emails.
Best Practices
To ensure your logo displays correctly across the platform:
Use a square image whenever possible
Follow the 1000 × 1000 px maximum recommended resolution
Avoid extremely wide or tall logo formats
Preview invoices and emails after uploading to confirm proper display
If adjustments are required, the Support team can assist with formatting corrections.