White Label & Back Page Settings

Deluxe and Premier members can white label fpPathfinder content and add a custom Back Page to downloaded PDF checklists, flowcharts, and summary guides.

What You Can Update

In your Account Settings, you can:

  • Upload your logo
  • Add your business display name
  • Choose a color scheme
  • Scroll down to the optional Back Page section to add details relevant to your audience (commonly: disclosures, disclaimers, or “about me” information)

Where To Go

Individual Deluxe & Premier Members

Premier Members - Interactive Checklist Client View

Group Owners & Support Seats

  • Go to the person icon → Account Settings → Group Settings → White Labeling
  • Group Owners can choose whether members may personalize their Back Page fields using the Member Can Edit toggles
  • Turn a toggle "on" to let members customize their own Back Page
    • Items toggled "on" will also appear under the Personalizations tab for group owners and anyone with access
    • You may need to refresh your browser once on the Personalizations tab to see updates
  • Leave toggles “off” to apply the same group settings to all members
  • 🎬 Walkthroughs for Group Owners and Support Seats

Troubleshooting Common Issues

Having trouble? Here are a few things to check:

  • Logo Size: Make sure your image meets the size requirement listed in Personalizations.
  • Membership status: Go to the person icon → Account Management to confirm you have an active membership with Deluxe or Premier access.
  • Image formatting: Upload any images using the built-in uploader rather than copy/pasting. Make sure the image meets the size requirements listed.
  • Text formatting: If pasting text, use “paste as plain text” or “paste and match style” to avoid hidden formatting issues.
  • Need inspiration? Check out our Sample Back Pages!
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