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How to update your organisation details

Learn how to update your organisation's branding in Fieldbook — including your logo, brand colours, and contact details — and how to set up multiple brands.

Your organisation details — including your logo, brand colour, and contact information — appear on all your digital pages. Keeping them up to date ensures every document you send looks polished and professional.

How branding works in Fieldbook When you set up a document, you select a brand from your organisation's brand list. Fieldbook then pulls through your logo, brand colour, and contact details automatically — so everything stays consistent without any extra effort.

Fieldbook also supports multiple brands under one account, which is useful if you operate tours on behalf of other companies or run white-label products. Each brand has its own logo, colours, and contact details, and can be selected independently on any document.


How to update your brand details

  1. Go to Settings in the left-hand navigation and select Organisation.

  2. Click the Branding tab at the top of the page. You'll see a list of all the brands set up under your account.

  3. Click the brand you want to update. The brand drawer will open on the right-hand side.

  4. Update the relevant fields and click Save changes when you're done.


Brand fields

Here's what each field does and where it appears in your documents.

Field

Description

Organisation name

The name of your business or brand as it appears on your digital pages and documents.

Email

Your contact email address. Appears on the trip contact card on your digital pages.

Website URL

Your website address. Appears on the trip contact card and links through to your site.

Phone

Your contact phone number. Appears on the trip contact card on your digital pages.

Brand colour

Your primary brand colour, used as an accent colour across your digital pages. Enter your hex code for an exact match.

Brand logo

Your logo as it appears on all digital pages and documents. Accepted formats: .jpg or .png, maximum 2MB. Click Change to upload a new logo.

Address

Your business address. This can appear on documents where a full business address is required, such as invoices or terms and conditions.


Adding a new brand

If you operate tours under multiple brands — for example, running trips on behalf of another company or managing a white-label product — you can add additional brands to your account. Each brand has its own logo, colours, and contact details, and can be selected independently when setting up any document.

  1. Go to Settings → Organisation → Branding.

  2. Click New brand to open a blank brand drawer.

  3. Fill in the brand details and click Save changes. The new brand will now be available to select on any document.

Selecting a brand on a document: When editing a document, use the Brand dropdown to choose which brand to apply. Fieldbook will automatically pull through that brand's logo, colour, and contact details.

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