Rebranding your business offers a chance to redefine your brand identity and strengthen your connection with your customers.
Whether you're updating your business name and logo, or simply need to update your business details, this guide will help you manage the key updates in your Punchpass account.
10 Essential Steps for Rebranding in Punchpass
Follow these step-by-step instructions to cover every aspect of your rebrand, from updating URLs and logos to refining location details and email templates.
1. Update your Punchpass Billing Information
Have a new business email address? Using a new payment method?
You can update your Punchpass subscription information by visiting the Billing section of your account (Manage > Settings > Billing), and clicking the button to open the Stripe portal.
You'll be able to update your billing information and payment method. Here's a direct link: https://app.punchpass.com/plans
2. Creating a New, Custom Punchpass Link for Your Business
We'd be delighted to create a new, personalized URL and setup a redirect from your old business link to your new one. Please reach out to Punchpass Support via the chat or directly at [email protected] with the following information:
Preferred, New Punchpass Link Name and Go-Live Date. Coordinate with Punchpass Support for your new URL and go-live date. Notify them of your preferred new URL and the planned date at least two business days in advance.
Deleting the Current Custom URL: Once you confirm the change with support, Punchpass will confirm the new custom URL is available and our team replace it with the new one you provided.
3. Updating Your Business Information
For your company contact information, please visit the General Settings section (Manage > Settings > General Settings) and scroll down to the Company Settings section.
Update your company email address to ensure that you continue to receive business and customer-related notifications.
Edit any outdated business details to match your new brand, such as your business name, contact information, or any other key details your customers need to know.
Update your Tax ID number used on customer communications.
Need to update your tax information? Please visit the Taxes, Invoices, & Revenue section (Manage > Settings > Taxes, Invoices, & Revenue) to make those changes.
4. Replace Your Logo and Update Analytics Tracking Information
Your logo and images for social sharing live in the Public Web Pages section (Manage > Settings > Public Web Pages) of your account.
Upload your new logo here to make sure all public pages reflect your updated branding. We recommend a logo be sized to 350x150 pixels in JPG or PNG format.
Add a new custom image for sharing classes on Facebook. The recommended dimensions are 1200x628 pixels.
Use Google Analytics or Facebook Pixel tracking? Scroll down to the Add Analytics Tracking section to add any new analytics tracking information for your business.
5. Update the Message at the Top of your Schedule
Punchpass allows you to add a custom message to the top of your schedule. (This might be a great way to announce your business changes!) To make this update, visit the Public Schedule section (Manage > Settings > Public Schedule).
Scroll down the section labeled "Text to display at the top of the main public schedule" and enter your new messaging.
6. Review and Revise Customer Emails
Visit the Customer Communications section (Manage > Settings > Customer Communications to review the emails sent automatically to your customers (like booking confirmations or reminders).
Update any old images, names, or contact information within these templates to match your new brand identity.
Do you send custom information with your invoices? The be sure to visit the Tax, Invoices, & Revenue section (Manage > Settings > Taxes, Invoices, & Revenue) to update any custom information you include with your invoices.
7. Review and Revise any Email Templates
Visit Manage > Settings > Email Templates
Click on the name of any email template to edit the messaging, images, links, etc.
8. Update the Location Information (If Moving) on Your Class Schedule
If your rebrand includes a move to a new physical location, you have two options in Punchpass:
Option 1: Replace the Existing Location on Your Schedule
This method will update all classes associated with the current location to reflect the new address.
Go to Manage > Settings > Public Schedule, scroll to the bottom, and click Manage Locations.
To edit a location, click on the name to edit it. When you change the name, it will update wherever it appears on your schedule!
Option 2: Add a New Location
If you’re adding an additional location instead of replacing the existing one, you’ll need to add this new location as an option for your classes.
Steps:
Go to Manage > Settings > Public Schedule, scroll to the bottom, and click Manage Locations.
Add the new location, or edit an existing one as needed.
Once added, update your recurring schedule or individual classes with the new location.
Here are some useful guides for updating recurring and individual class locations:
9. Updating Your Business Information in Stripe
With business changes, perhaps your plans include changes to your Stripe needs as well.
Plan to continue using your existing Stripe account?
If you plan to continue to use your existing Stripe account, you might simply need to only update your contact information and business information in Stripe.
Check out Stripe’s guide for updating business settings for more details.
Thinking of creating a new Stripe account?
Please reach out to Punchpass Support via the chat or by email at [email protected]. We'll want to review if your account has customers on active memberships that will be impacted by the switch and guide you through the best next steps.
10. Celebrate Your New Branding with Your Customers
Once the updates are complete, check things out for yourself! When you're ready, you can share the exciting news with your customers by visiting the Customers section and emailing everyone on your list.