This document will walk you through the easy steps to creating and editing Print Templates in ThinkReservations.
Creating/Editing a Print Template
- Navigate to Settings > Print Templates
- Click "Add" in the top right to start creating a new template, OR
- Click the template you wish to edit
- Assign a name to your print template - this will potentially be visible to guests if you choose to use it as an attachment on any emails, so keep that in mind when choosing a name.
- Choose if you would like to use a ThinkReservations template or make a custom template.
- ThinkReservations templates are templates we've created for your use to make your life simple. You can use these as-is, or download them and make modifications at your discretion (more on that in step #)
- Custom templates are templates you create in Microsoft Word, using our Personalized Variables as needed. When you upload the .docx file, variables will be replaced with real-time data from reservations. This option gives you ultimate customization to create any template you could imagine
- If you choose a ThinkReservations template:
- You're all set - just click Save!
- If you choose to use a custom template, you'll have the option to start with one of ours. To do this:
- Select the template you want to use as a starting point and click "Download."
- Next, edit the ThinkReservations template you've downloaded in Microsoft Word using Personalized Variables as needed, and save it when you've completed your modifications.
- Finally, upload your new custom document and click Save once you confirm the preview looks good!
- Should you need to edit this custom document again later on, you'll have the option of downloading it to edit and re-upload with your changes.
- If you choose to use a custom template but prefer to start with your own word document:
- Create the template using Personalized Variables in Microsoft Word and save (ensure it is a .docx file)
- Upload your document, then click Save once you confirm the preview looks good!
- Should you need to edit this custom document again later on, you'll have the option of downloading it to edit and re-upload with your changes.