User Interface Overview

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 behaviour 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 personalised 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-labelled 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 colour for the checkout summary in one-page checkout; choose a dark or light tone for accessibility.
Checkout summary colour 2	Add a second background colour 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.

​Client area

​Client registration

​Basket

​Checkout

Client area

Client registration

Basket

Checkout