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Success Tools · Customization

How to Customize Your White-Label Wellness Programs

A practical, step-by-step guide for editing PowerPoint slides, Canva designs, Word-style documents, and PDFs while keeping your program polished, professional, and aligned with your brand.

Customize it. Brand it. Deliver it. Turn a generic program into your brand's signature program by adding your logo, colors, images, and messaging.

Comprehensive Guide to Customizing Program Layouts and Assets

Creating a consistent visual identity requires a thorough understanding of how to customize themes, templates, and layouts across different software platforms. This guide provides step-by-step instructions for customizing program materials in Microsoft PowerPoint, Canva, Google Docs, and Adobe Acrobat Pro.

Workflow diagram showing the customization process across PowerPoint, Canva, Google Docs, and Adobe Acrobat Pro.
1

Microsoft PowerPoint: Customizing the Slide Master

To ensure global changes apply to all slides in a presentation, you must use the Slide Master view rather than editing individual slides manually.

  1. Open your PowerPoint presentation and navigate to the View tab on the top ribbon.
  2. Click on Slide Master. The left thumbnail pane will change, displaying the master slide (large thumbnail at the top) and its associated layout masters (smaller thumbnails nested beneath it).
  3. Select the topmost master slide to apply universal changes (such as adding a corporate logo, setting global font styles, or modifying background colors).
  4. To customize font styles, click the Fonts dropdown menu in the Slide Master ribbon and select a pre-defined pair or choose Customize Fonts to set your specific Heading and Body typefaces.
  5. To add standard layout placeholders (such as text blocks, charts, or images), select a specific layout master slide, click Insert Placeholder in the ribbon, and draw the shape on the slide.
  6. Once editing is complete, click Close Master View on the ribbon to return to standard editing mode.
Screenshot illustrating the PowerPoint Slide Master customization workflow.
2

Canva: Establishing a Brand Kit and Templates

Canva allows teams to lock down visual elements using a centralized Brand Kit, making future document creation fast and uniform.

Setting Up the Brand Kit

From the Canva homepage sidebar, click on Brand. Click Add New to upload brand logos, specify exact hexadecimal color codes, and upload custom brand fonts (.OTF or .TTF format).

Creating a Customizable Template

Open or design a new project. Arrange your text blocks, frames, and background graphics according to your programmatic needs.

Locking Layout Elements

To prevent accidental editing of structural components, click on an element (like a background grid or header graphic), click the three-dot menu on the floating toolbar, and select Lock. You can choose to lock all modifications or allow text replacement only.

Publishing

Click the Share button in the top right corner, select Brand Template, choose a folder destination, and click Publish. Users will now generate a fresh copy every time they open the file.

Screenshot illustrating the Canva Brand Kit and template locking workflow.
3

Google Docs & Word Processors: Advanced Layout Customization

Standard text documents require precise control over paragraph styles, headers, and geometry to maintain a clean layout.

FeatureCustomization Action (Google Docs)
Page Margins & LayoutGo to File > Page setup. Set margins (e.g., 1 inch all around), page orientation (Portrait/Landscape), and paper size.
Paragraph StylesHighlight your styled text. Click the Styles dropdown (e.g., Heading 1), and select Update ‘Heading 1’ to match to globally sync all identical headers.
Headers & FootersDouble-click the very top or bottom margin area. Check Different first page to omit tracking headers on cover pages.
Screenshot illustrating Google Docs page setup and paragraph style customization.
4

Adobe Acrobat Pro: Creating Interactive, Customized PDFs

When finalizing program handouts or workbooks, customizing flat PDFs into fillable, structured documents improves utility.

  1. Open your document in Adobe Acrobat Pro.
  2. Navigate to the Tools center and select Prepare Form. Acrobat will analyze the document and automatically attempt to place interactive form fields over blank lines or boxes.
  3. To manually customize fields, click on the form tools in the top toolbar (Text Field, Checkbox, Radio Button, Dropdown) and click on the document page to position them.
  4. Right-click any field and select Properties to customize validation options, text limits, fonts, and borders.
  5. To enforce a sequential reading order for accessibility, open the left-side navigation panel, click the Order icon, and drag-and-drop the page elements into their correct logical hierarchy.
Screenshot illustrating Adobe Acrobat Pro's Prepare Form and field customization workflow.
Final Step

Program Execution: Final PDF Export Workflow

To lock configurations, preserve asset placement, and ensure programmatic documents present accurately across all viewports, convert files to PDF format using the platform workflows detailed below.

How to Convert Microsoft PowerPoint to PDF

  1. Open your completed presentation in Microsoft PowerPoint.
  2. Click on the File tab in the top-left corner of the ribbon.
  3. Select Export from the left-side menu (or Save As if you are on an older version of Office).
  4. Click the Create PDF/XPS Document button, then click the Create PDF/XPS icon.
  5. In the dialog box that appears, choose your saving destination.
  6. (Optional Customization) Click the Options… button before saving to export the entire presentation, specific slides, or change the layout to Handouts (e.g., 3 slides per page with note lines) if you are printing a program guide.
  7. Click Publish.

How to Convert Canva Designs to PDF

  1. Open your design in the Canva workspace.
  2. Click the Share button in the upper-right corner of the screen.
  3. Scroll down the dropdown menu and click on Download.
  4. Click the File type dropdown menu. You will see two options:
  5. Select the pages you want to include (by default, it will select all pages).
PDF Standard: best for emailing, posting online, or reading on devices. It creates a smaller file size that is easy to share.
PDF Print: best for professional printing. It saves the file at a crisp 300 DPI. If you select this, you can also check the box for Crop marks and bleed to assist professional print shops with accurate trimming.

Click the purple Download button to save the file to your computer.

How to Convert Documents (Google Docs & Microsoft Word) to PDF

Converting text documents to PDF freezes your geometry, text wrapping around images, and custom fonts so they look identical on any mobile device or desktop.

In Google Docs:

  1. Open your document in Google Docs.
  2. Click on File in the top menu bar.
  3. Hover your mouse over Download in the dropdown menu.
  4. Select PDF Document (.pdf) from the side menu. The file will immediately generate and download to your browser’s default download folder.

In Microsoft Word:

  1. Open your document in Word.
  2. Click File in the top-left corner.
  3. Click Save As and choose your storage location (e.g., This PC or OneDrive).
  4. In the save dialog window, click the Save as type: dropdown menu beneath the file name.
  5. Select PDF (*.pdf) from the list.
  6. Click Save.

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