HTML templates allow you to customize a template to merge your data into, very similar to how you could in microsoft word.
You can set up your template with things like adding in your logo, positioning the data where you wish it to be, and in what order you want it to be in.
Remove or add relevant data to your venue, and insert images where you wish as well. This gives you flexibility to change what is the iVvy standard template.
Templates are created for each venue you have, and as a result will need to be created individually for each one.
You can add and remove fields in your HTML Document that will pull from the data you enter into iVvy from within your booking or venue.
To Setup a HTML Template for your Venue
Within your venue navigate to Setup > Templates > Document Templates.
Click on "Add Template" (or can edit a existing one).
Select whether you are creating a template for a Quote, Contract, Booking BEO or a Session BEO. - Generic Templates are a great place to start as it has already pre-populated key element to assist you.
The screen will open up into a HTML Template screen with sections for the header, content and footer.
You will see that there is words surrounded by [ ] brackets within the text area. These brackets signify a merge field, where the data will either be merged from your venue information, or the booking information. You can remove or add fields as you see fit through the merge field editor. You cannot edit the data within the fields however, but you can choose whether they appear or not.
Find out more about Adding Custom Fields to a Quote/Contract Template and/or Adding Custom Fields to a BEO Template.
Each of the header, content and footer can also be amended to have static text that you wish to appear on all templates and/or an image of your choice.
Give the document a name up the top, and decide the height of the header as you wish it to appear on the PDF version of your document.
Edit the header, content and footer as you require.
For more information about
- Formatting Text for a Document Template.
- Adding Images to HTML Document Templates.
- Adding Tables to a Document Template.
Click save and this will save a template for you to use for your future documents.
To have finer control over the templates, you can edit the CSS for each template if you have someone in your team with these skills. You access the CSS by clicking on the “Source” button within the editor.
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