Once your flow has the right steps, the next job is to make it look like your brand instead of a generic form. 360Onboard's Design tab gives you a control panel for theme, fonts, layout, language, branding, celebrations, and what happens after a client finishes. This guide walks every knob, top to bottom.
Open the Design Tab
From inside any flow, click the Design tab in the top tab bar (center of the screen — the row that reads Build / Design / Workflows). The center of the screen now shows a live preview of your flow; the right-hand sidebar is the Customize panel, organized into four sections:Style, Layout, Content, and Behavior. Almost every visible text element in the preview is also click-to-edit directly — the welcome headline, the CTA button label, the section titles, all of it.
Pro Tip: You can sprinkle merge tags like {{first_name}} into any text field — the preview shows the raw token, but real clients see their actual first name (or a fallback you set in the Hero panel).
Themes
In the Style section of the right-hand Customize panel, open Theme. You'll see a grid of presets — Minimal, Editorial, Modern, Corporate, Playful, Bold, plus dark variants of each. Each tile shows the color palette at a glance. Click one and the preview updates immediately so you can see the whole flow in that theme before committing.
A Browse all themes link at the bottom of the panel opens the full library if the defaults don't fit.
Fonts
Under Style → Typography you can swap the font for your entire flow to match your brand. Custom fonts are supported, so if your brand kit specifies something off the beaten path you can wire it in here.
Layout Density
Still in Style, the Layout feel control sets how tight or airy the spacing is — compact, normal, or comfortable. This affects padding and line-height across the whole flow. Compact is great when you have a lot of fields and want everything on screen; comfortable is more breathable for premium / wellness brands.
Hero Layout
The hero is the big welcome screen at the start of your flow. Under the Layout section in the Customize panel, the Layout picker switches the hero between styles like full bleed (background fills edge to edge) and editorial (more magazine-like, structured). Click each option to see the preview swap; pick whatever matches your brand's vibe.
Overview Section Layout
The overview is the "X steps to complete" summary below the hero, where the client sees what's coming. From the same Layout picker you can render that summary as a card grid, a timeline, a list, or an accordion. Card grid and timeline are the most common; accordion is useful when you have a lot of steps and want them collapsed by default.
Progress Bar Styles
When the client is moving through the steps themselves, a progress indicator sits across the top of each step page. The Layout section gives you control over its style — a continuous bar, numbered circles, or dots. Pick whichever reads most clearly given how many steps you have (dots get crowded past about eight steps).
Step Layouts
The Layout picker also controls how each step page is laid out:single column, two column, card, or dashboard.
- Single column — the most common choice. Clean and focused.
- Two column — great when your steps have a lot of fields or you want to pair a tutorial with an answer field.
- Card — content rendered inside a centered card with a backdrop.
- Dashboard — denser, more data-room feel. Use sparingly — it can feel busy.
For most flows, single column or two column will look the best.
Editable Content & Subtitles
Open Content → Content in the right panel and you'll see the Hero sub-section, where you can set the headline title, an optional subtitle, the CTA button label, and a fallback value for any merge tags (e.g. "first_name" → "there" when the field is blank). Everything you type updates in the live preview.
Language Switching
Under Content → Language, pick a language for any default UI text — the "X steps to complete" line, button labels, the message widget chrome, and anything else you didn't manually override. Anything you've personally typed stays as-is; anything that comes from 360Onboard's defaults gets translated. So if you set the flow to French, "6 steps to complete" becomes "6 étapes à compléter" automatically. Multiple languages are available.
Message Widget Positioning
The message widget is the little chat bubble that lets clients ask you a question without leaving the flow. Under Content → Message widget you can position it anywhere on the screen using a 3×3 grid (top-left, top-center, top-right, middle row, bottom row). Bottom-right is the default; bottom-left works well too. We don't recommend the top positions — they tend to collide with other UI in the header.
In the same panel you can set the Greeting message that appears above the chat icon when it expands ("Hi there! Have a question about your onboarding? We're here to help.") and the button label itself.
Branding (Logo & Company Name)
Open Content → Branding to upload your Logo (PNG, JPG, or SVG up to 2 MB — there are Change and Remove buttons under the preview) and set the Company name. The logo and name appear in the header of every step the client sees. You usually set these once at the workspace level and forget about them, but you can override per-flow if you ever need to.
Celebrations
In the Behavior section of the Customize panel, open Celebrations and flip Enable celebrations on. Pick a celebration Type:
- Confetti
- Fireworks
- Emojis
- GIF — opens a GIF library powered by Klipy. Search anything ("happy", "celebrate", "thumbs up") and pick one, or paste your own GIF URL.
Then choose the Trigger:
- On flow completion (default) — celebrate when the client finishes everything.
- On each step — celebrate after every completed step.
- Both — celebrate after each step and at the end.
Celebrations are a small touch but they meaningfully bump engagement, especially on longer flows.
Redirect on Completion
The last block in Behavior is Redirect. Toggle Enable redirect on, paste your destination URL, and pick whether the redirect is automatic (the client is sent there as soon as the flow completes) or button-triggered (a final CTA they tap themselves). This is the right place to send clients to your website, a thank-you page, your client portal — anywhere the journey continues after onboarding.
Test Before You Publish
Once the design is dialed in, hit Preview (top-right of the builder, next to the Publish button) and walk the flow yourself in a private window. Pay attention to:
- How the hero looks at desktop and mobile widths (the device toggles at the top of the preview switch between them).
- Whether your celebrations fire at the right moment.
- Whether the redirect lands clients somewhere sensible.
When everything looks right, click Publish in the top-right corner. Any design change made after publishing needs another publish to go live.
What's Next?
- Pick the right step types for your flow — Every Step Type in 360Onboard
- Add automations between steps — Workflows in 360Onboard
- Send a personalized link to a specific client — Generating Personalized Client Links
- Build a complete flow end-to-end with AI — Build an Onboarding Flow with AI