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How do I add a Theme to a Form?
How do I add a Theme to a Form?

Learn how to use Themes to present an on-brand look and feel to your patients.

Sarah David avatar
Written by Sarah David
Updated over a week ago

We know you want to create amazing experiences for your patients. Themes are an extension of that. With Themes, your patients will feel reassured that they're in the right place, as your colours, logo and name shines through the Form they're filling.

Applying a Theme

You can see a list of your Themes near the top of the page when you first fire up the Form Editor. Clicking on a Theme will apply it to the current Form.

We call the original Theme (the one that's been built in from day dot) "Classic Marine". That's the only one that you'll see in the Editor before you start creating Themes of your own.

Creating / duplicating a Theme

In the screenshot above, you might have noticed the "manage themes" button. That opens up a new browser tab to take you to the Themes page in the Portal.

<a href="https://downloads.intercomcdn.com/i/o/867946444/e2f4f344459c919bceb8449c/CleanShot+2023-10-31+at+09.17.18.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/867946444/e2f4f344459c919bceb8449c/CleanShot+2023-10-31+at+09.17.18.png</a>

Duplicate to create

We don't have a button to create a Theme. But we do have a button to duplicate the selected Theme. Clicking that will create a duplicate version of whatever Theme you have selected.

You'll most likely want to name it the name of your clinic — or one of your clinics if you have more than one.

Changing Theme parameters

Once you've got your Theme for your clinic, it's time to start customising the parameters that change its look.

The video below will take you through duplicating an existing Theme then changing its parameters to suite a particular brand.

☝️ Don't forget to save your Theme once you're done. The changes take effect immediately on the web and will update on iPads if they're online or during the next launch.

Diving deeper

There are a couple of things that are worth mentioning to make sure you get the most out of Themes. We'll go into them here.

Background animation

Background animation is an experimental feature only available on Forms filled via the web. Use the switch to enable it and the slider to control the intensity.

When animate is turned on, the original gradient background id still present behind the animation. The intensity slider controls how visible the animated part of the background is.

This video below contains a Form using the default background gradient. Animate is turned on, and three different intensity levels are shown — maximum, middle and minimum — for about 4 seconds each:

Choosing colours

Finger-Ink Themes look best when using a light-on-dark colour-scheme. That means darker backgrounds, with lighter text colour. The reverse can work, but I've found it more difficult to implement in practice.

You should choose colours that work with your brand. Picking something that looks close, but isn't quite right will give the feeling that something is off. I'd recommend getting finding the hex values for your brand's colours, then copying and pasting them into the Theme — just like in the video on changing Theme parameters.

Deleting a Theme

Deleting a Theme is similar to deleting a screen, section or field within the Editor — in that it requires confirmation. But once deletion has been confirmed, the Theme is gone and will no longer apply to any Forms.

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