User Interface Overview

Customise the client area experience, from appearance and behaviour to registration and checkout.

Last updated 22 days ago

The user interface for Upmind provides configurable options that allow you to customise the client area experience, client registration, basket flow, and checkout appearance to create a smooth and branded user journey.

This can be accessed from Settings > User Interface under Branding and Customisation.

Settings > Branding and Customisation > User Interface

Client area

Adjust the look, feel, and behaviour of your client-facing portal to create a simple branded look.

Field Name

Description

Landing page

Select the default page visitors see when arriving at your client portal. Options include:

  • Login page

  • Registration page

  • Store page

Page after login

Determine which page clients first see after signing in:

  • Dashboard

  • Products and Services

  • Support Section

  • Billing Section

  • My Account

Show catalogue

Control catalogue visibility based on conditions:

  • Always show

  • Show only to logged-in clients

  • Hide catalogue

Enter key action

Define the behavior of the Enter key in forms:

  • Enter key

  • Enter + Shift key combination

Disable support system

Option to enable or disable the integrated support ticketing system.

Hide client area signup/registration forms

Toggle visibility of signup and registration forms to clients.

Custom URL for logo button

Set a personalized URL that your brand logo links to within the client area.

Allow branding for parent clients

Enable parent clients to see brand imagery and appearance.

Whitelabel login

Render login and password reset pages without branding for a neutral, white-labeled look.

Client registration

Configure settings related to client account creation.

Field Name

Description

Require phone number

Toggle requirement of a valid phone number during client signup.

Basket

Customise the user experience and currency handling in the store's shopping basket.

Field Name

Description

Default basket currency

Determine how basket currency is set for new visitors:

  • Use default brand currency

  • Use visitor’s browser/language locale

Add to basket funneling

Control what happens after users add a product to the basket:

  • Keep users on the current page when possible

  • Redirect users to the next setup/checkout step

Billing term display

Choose how billing terms display when selecting product options:

  • Radio select (list)

  • Card select (visual cards)

Price before discount position

Decide where the original price displays relative to the discounted price:

  • Before discounted price

  • After discounted price

Payment term descriptions

Select cycle term description style:

  • Use yearly terms (e.g., annually)

  • Use monthly terms (e.g., 12 months)

Truncate product descriptions

Enable or disable truncation of product descriptions in listings.

Checkout

Customise checkout page layout and appearance.

Field Name

Description

Checkout flow

Choose your checkout style:

  • Stepped checkout (multi-step)

  • One-page checkout

Checkout summary colour

Set background color for the checkout summary in one-page checkout; choose a dark or light tone for accessibility.

Checkout summary colour 2

Add a second background color to create a gradient effect (optional).

Checkout summary contrast mode

Select text contrast for checkout summary to ensure readability:

  • Dark mode (white text for dark backgrounds)

  • Light mode (dark text for light backgrounds)

Hide promo code field for clients and guests

Optionally hide the promotional code input box during checkout while still allowing automatic promotions.