Client Portal Branded Mobile App: Customizing Your App's Branding

Launching a branded mobile app is a crucial step in solidifying your business’s presence and offering a seamless experience to your customers. Whether you're looking to engage users or enhance your brand, following a structured process can help ensure the app creation and submission go smoothly. This guide takes you through each stage, from payment to going live, while providing real-time progress tracking to keep you on track.

Key Features and Benefits

• Real-Time Progress Tracking: Color-coded steps help you monitor the progress of your app’s launch in real time.
• Personalized Branding: Customize your app to align with your brand’s identity, ensuring a unique and cohesive user experience.
• In-App Notifications: Receive timely updates on your app’s status, ensuring you're always informed.
• Easy Submission: Once the necessary details are finalized, submitting your app to the app store is straightforward.

Step-by-Step Process

STEP 01: ACCESSING THE CLIENT PORTAL:

• To access the branded mobile app, navigate to sites on the left, the client portal on the top right, and click on the branded mobile app from the dropdown menu.

• Once you click on the ‘get started button’ you will be navigated to a new window where you can proceed with the payment process.

Step 02: Payment Successful

Description: This is the first step in the process. Payment confirmation allows you to proceed to the next stages of app creation.
How to Use:

• Ensure that your payment is processed successfully.
• No action is needed other than confirming the successful payment.

• Once payment is confirmed, move to Step 02.

Step 03: Branding and Profile

Description: This step involves completing your app’s branding and profile setup, ensuring it reflects your unique brand identity.
How to Use:

• Fill out the required fields in the Branding and Profile section.
• Upload your logo, select your color scheme, and input branding assets such as fonts and app icons.

• Ensure that the profile information matches your brand style guide for consistency.
• Preview your branding to make sure everything aligns with your expectations.
• Move on to Step 03 once your profile is complete.

Step 04: Submit Details

Description: In this step, you will review all the branding and profile information before final submission. After submission, changes cannot be made.
How to Use:

• Carefully review all the information you’ve entered in the Branding and Profile sections.
• Click Submit once you're satisfied with your branding details.

Important: Once you click submit, you won’t be able to modify your branding, so double-check everything to avoid errors.

• Once submitted, the status will change to In Review, and your app will enter the verification phase.

Step 05: In Review

Description: After submission, your app’s details will be reviewed by the team to ensure everything is set up correctly. This process generally takes 5 business days.
How to Use:

• Wait for notifications: You will receive updates regarding the review process.
• Keep an eye on your email or in-app notifications for requests or additional steps. If more information is required, you’ll be prompted to take action.

• Once approved, you will move to Step 05. If additional steps are required, you’ll see a “Review Failed” notification and need to fix any issues.

Step 06: Review Failed (If Applicable)

Description: If your review is flagged as "Failed," it indicates that more information or corrections are necessary.
How to Use:

• Check the status for detailed feedback. This will tell you exactly what needs fixing.

• Upload or modify the required information based on the feedback provided.

• Review everything carefully once more before resubmitting to avoid further delays.
• After completing the necessary adjustments, resubmit the details for review.

Step 07: Book a Slot for 2FA (Two-Factor Authentication)

Description: Once your app passes review, you will need to schedule a time for two-factor authentication (2FA) to ensure app security.
How to Use:

• Select a time slot that works best for you. During this slot, you will receive a 2FA code either by email or SMS.
• Ensure that you are available to enter the code in real-time to continue the process.
• Once you complete the 2FA process, the status will update to "App Submitted to Stores."

Step 08: App Submitted to Stores

Description: This step marks the final submission of your app to the app stores. The app store review process will now begin, which may take several days depending on the platform.
How to Use:

• No action is needed at this stage.
• Wait for notifications from the app store for updates on your submission status.
• You will be notified once your app is approved and live on the app store.

Additional Tips for a Smooth Launch

• Review Details Thoroughly: Be sure to thoroughly review your branding and profile information before submitting. Since changes cannot be made post-submission, ensure everything is correct up front.
• Stay Updated: Regularly check your email and in-app notifications for updates or additional requests from the review team. The faster you respond, the smoother the process will be.
• Prepare for 2FA: Plan your schedule accordingly when booking a slot for two-factor authentication. Ensure you’re available to quickly input the authentication code.

FAQ (Frequently Asked Questions)

1. What should I do if I notice an error after submitting my details?
Once submitted, you cannot make changes to your details. Therefore, always double-check your branding and profile before finalizing the submission. If the review fails, you’ll be allowed to fix issues, and then you can resubmit.

2. How long does the review process take?
The review process typically takes around 5 business days. However, if there are any issues with your submission, it may take longer. Keep an eye out for any additional feedback.

3. Can I change my branding after submission?
No, once you submit your branding details, they are locked in and cannot be altered. Be sure everything is correct before clicking the Submit button.

4. What if the app review is unsuccessful?
If your app’s review fails, the reason for the failure will be provided. You must fix the issues and resubmit. Common issues include missing branding elements or incorrect profile details.

5. How will I know when my app is live?
Once the app has been reviewed and approved by the app store, you will receive a notification that your app is live and ready to be shared with users.