Learn how to customize the look and feel of the Intake Forms you send to clients and prospects, to deliver a more professional client experience that aligns with your firm's brand.
Accessing Intake Form Settings
Intake Form Branding Settings can be found in the Smokeball Desktop App and Web App.
In the Smokeball Desktop App:
- Select the Settings (gear) icon on the top-right corner of the app.
- Select Intake Forms from the left menu in Smokeball Settings.
- Select Branding.
In the Smokeball Web App:
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Select the Settings (gear) icon on the bottom-left corner of the window, then select Firm Settings.
- Select Intake Forms from the left menu in Firm Settings.
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Select the Branding tab.
What can be customized?
The main areas you can customize are the:
- Brand Color
- Shape of the Intake Form fields and buttons
- Logo
Choosing your brand color
Click on the Color icon to pick a color that reflects across your Intake Forms. You can also input a HEX code if relevant.
The brand color will be displayed under the following Areas to Affect if you tick any of the selections:
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Header Background
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Header Underline
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Section Tab Highlights
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Buttons
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You can also choose to have your firm name in the header display in another color: Default (Black), your Brand Color, or White.Â
Customizing field and button shapes
There are four shapes you can choose from when customizing your Input Fields (i.e. the fields where the client will enter information) and Buttons:
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Square
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Slightly Rounded
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Moderately Rounded
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Fully Rounded
Changing your logo on Intake Forms
You can choose to have a different logo to your firm's main one to be displayed on Intake Forms. Upload your logo by selecting Replace.Â
Saving your changes
Select Save once you are done customizing. Select Reset if you wish to revert back to the default color scheme.
Good to know
- You can prevent any staff member from making changes to firm-wide settings like this one by disabling Settings access in their permissions.