Set up your organization

Set up your organization

Your organization is where everything lives in upcoach — your programs, participants, billing, and settings. Getting the basics in place means participants see a polished, branded experience the moment they log in.

Organization details

Organization Details card showing name, subdomain, website, and timezone fields

Open Admin Area > Brand & Settings from the sidebar. The Organization Details card has four fields:

  • Organization name — What participants see when they access your programs
  • Subdomain — Your unique URL (e.g., yourorg.upcoach.com). This is how participants reach your programs
  • Company website — A link back to your main website
  • Timezone — Your organization’s default timezone. Most features like events and content releases use each user’s own timezone, but the organization timezone is used as a fallback when no other timezone is set

Theme

Theme card showing primary color, page background, and app background color pickers

Upgraded plan required — This feature may not be available on all plans.

The Theme card lets you change the colors of your organization:

  • Primary color — Used for buttons, links, and accents throughout your programs
  • Page background color — The color behind your content areas
  • App background color — The main application background

You can reset all colors back to the defaults with the Reset theme to default link.

Brand

Brand card showing logo and favicon upload areas

Upgraded plan required — This feature may not be available on all plans.

The Brand card is where you upload your logo and favicon:

  • Logo — Shows on the login page, in the top-left corner of the screen, and at the top of emails. Accepts JPEG, PNG, or HEIC. Recommended size: 400 x 120 px
  • Favicon — The small icon in browser tabs and bookmarks. Recommended size: 64 x 64 px

After uploading, you can crop and adjust your image before saving.

Custom domain

Custom Domain page showing domain input and CNAME record table

Upgraded plan required — This feature may not be available on all plans.

You can connect a custom domain (e.g., coaching.yourcompany.com) so participants access your programs under your own brand. Open Admin Area > Brand & Settings > Custom Domain to set this up.

Setting up a custom domain involves entering your subdomain in upcoach and adding a CNAME record at your DNS provider. For step-by-step instructions — including provider-specific guides for Cloudflare, GoDaddy, Namecheap, and more — see Set up a custom domain.

What to do next