Branding & White-Label

Yes. Go to Settings and configure your brand:

• Upload your practice logo
• Set your primary brand color — applied to buttons, progress bars, links, and accents
• Every form, email, intake link, and review page automatically reflects your branding

Patients see your practice identity throughout the entire experience — from the moment they open the form to the thank-you screen after submission.

White-label means the entire patient-facing experience is branded as your practice, not Formisoft:

• Your logo appears on forms, emails, and review pages
• Your brand color is used for all UI elements
• Your practice name appears in SMS messages and email subjects
• Patients never see the Formisoft brand — it looks like your own system

Yes. The "Copy" field type lets you add rich text content anywhere in your form:

• Write instructions, section headers, legal text, or practice information
• Supports markdown formatting (bold, italic, links, lists)
• The consent agreement field also supports rich text for your consent language
• Custom HTML headers and footers are available for additional branding

Yes. Your brand is present across all patient communications:

• Emails include your practice logo and name
• SMS messages are prefixed with your organization name in brackets (e.g., "[Your Practice Name]")
• The review page patients see after a visit shows your branding