User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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Last updated 14 days ago

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The Appearance settings in AgencyHandy enable agencies to customize visual elements of their platform, including primary colour, sidebar colour, sidebar text colour, and sidebar hover background colour. This allows for a branded and visually cohesive user interface. Appearance settings let users configure the visual design of their workspace to align with their brand identity and improve usability.

Purpose:

  • Brand Consistency: Ensures the platform reflects the agency’s branding with consistent colours and themes.

  • Enhanced User Experience: Creates a visually appealing interface for better navigation and interaction.

  • Visual Hierarchy: Guides user focus on important elements, improving usability with strategic colour choices.

Pre-conditions to Use it:

  • Users must have administrative access or permissions to modify workspace settings.

Steps to Use:

  1. Access Appearance Settings:

    • Log in to your AgencyHandy account.

    • Navigate to the Workspace Settings section.

    • Locate and click on the Appearance or Visual Settings option.

  2. Set Primary Color:

    • Select the Primary Color that represents your brand.

    • This colour will be applied to buttons and links throughout the platform.

  3. Configure Sidebar Color:

    • Choose the Sidebar Background Color for the workspace.

    • This colour will set the background of the sidebar for a cohesive theme.

  4. Adjust Sidebar Text Color:

    • Select the Text Color for the sidebar to ensure readability.

    • Choose a colour that contrasts nicely with the sidebar background.

  5. Define Sidebar Hover Background Color:

    • Specify the Hover Background Color for sidebar elements.

    • This colour will appear when users hover over sidebar items, enhancing interactivity.

  6. Preview and Save Changes:

    • Review the configured settings to ensure they align with your branding guidelines.

    • Click the Save Changes button to apply the new appearance settings to your workspace.

Important Notes:

  • Customization Scope

    • The Appearance settings allow users to personalize the platform's visual elements for a cohesive branding experience.

    • Changes in appearance will be applied globally across the workspace.

  • Available Customization Options

    • Primary Color: Affects buttons and links for consistency in the visual theme.

    • Sidebar Color: Defines the background color of the left-hand navigation sidebar.

    • Sidebar Text Color: Controls the color of text displayed in the sidebar.

    • Sidebar Hover Background Color: Changes the background color when hovering over sidebar elements.

  • Reset Default Settings

    • Clicking the "Reset Default Settings" button will revert all appearance changes back to the system’s default theme.

    • This action cannot be undone, so ensure you review changes before applying.

  • Best Practices for Customization

    • Use high-contrast colors for sidebar text to ensure readability.

    • Choose a primary color that aligns with your brand identity.

    • Adjust hover colors to improve user interaction feedback.

    • Preview your selections before finalizing changes to maintain a professional look.

  • User Access & Restrictions

    • Only Super Admins and Admins have permission to modify appearance settings.

    • Customization changes take immediate effect once saved, impacting all users in the workspace.

  • General Recommendations

    • Ensure colors are visually accessible for all users, avoiding extreme contrasts.

    • Keep a record of your brand’s color palette in case settings need to be re-applied.

    • If unsure about color choices, test different combinations before finalizing.

  1. 2. Getting Started
  2. 2.5 Workspace Config

2.5.2 Set Up Appearance

Previous2.5.1 Set up General SettingsNext2.5.3 Set Up Custom Domain
  • Purpose:
  • Pre-conditions to Use it:
  • Steps to Use:
  • Important Notes: