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Creating & publishing templates

Templates are the source of every document your customers sign. You need the Owner or Manager role to create and manage them. Open Dashboard → Documents → Templates and choose New template.

Template details​

The editor asks for:

  • Template name — how the template appears in your list and to customers.
  • Document type — waiver, contract, consent, or cancellation policy.
  • Completion frequency — Every booking, Once per client, or Valid for a period with a "valid for" length in months.
  • Required timing — During booking or Before appointment.
  • Completion method — Acknowledgment (checkbox only) or Typed signature (full legal name plus agreement).

Document content​

Write the Agreement text in plain text with a small set of Markdown: headings (#–###), paragraphs, bullet lists (-, *, +), and **bold**. It renders on the signing page and in the generated PDF.

You can include booking tokens such as {{customer_name}} and {{booking_number}}. Supported tokens:

{{customer_name}}, {{booking_number}}, {{booking_date}}, {{space_name}}, {{service_name}}, {{services}}, {{signature}}, {{signed_at}}

Waivers & cancellation policies

Waiver and cancellation-policy templates only accept the tokens listed above — any other {{placeholder}} is rejected.

Applicability​

Scope the template to Services, Locations, Staff, and Resources. Each can be All or a specific selection. A template applies when a booking matches all selected criteria, and only published versions of active templates are used on bookings.

Drafts and publishing​

Changes are saved as a draft until you explicitly publish them. While you edit, existing bookings keep using the last published version — nothing changes for customers until you publish.

When you choose Publish version N, pick one of:

  • Keep existing completions valid — clients who already signed stay signed.
  • Require clients to complete this new version — bookings with an older version become needs_resign.

Previously signed records are never changed either way.

Template list​

The templates list shows each template's name, type, status, what it applies to, and its published version:

  • Published — has a published version in use.
  • Draft — edits exist that haven't been published (shown as Draft vN+1).
  • Archived — inactive; not used for new bookings.

Archive takes a template out of use, and Restore brings it back (a restored template needs a published version).