In Tripleseat, Booking document templates and their layouts are customizable to better suit your needs. The formatting can be reorganized, and the aesthetics can be modified.
Changes made on the Booking docs template will only be visible to the Tripleseat user, while changes made to the layouts in the docs will be visible to the customer when the documents are shared with them.
Doc Headers
Within each layout of the document set, there are headers that label each section. Examples of these headers include "Group Agreement," "Schedule of Events," "Terms & Conditions," "Food," and "Billing Information."
These headers can be customized to your preferred text for consistent language throughout your documents, departments, and communication.
To edit your headers:
- Go to Settings> Documents> Edit the Layout
- Click directly on the header cell; the header content box will appear below
- You can change the name, format, and font color of the text in the header, along with the background color
- Be sure to click “Save Layout" toward the top left of the screen for the changes to apply
Logo Size
There are several different logo sizes to choose from to display at the top of your documents:
To adjust your Logo size:
- Go to settings > Documents
- Select a layout
- Click on the sample logo at the top of the layout
- In the editing window below, right-click on the Logo merge field
- Navigate through the menu from Location Fields > Logos > select the logo size
After saving the layout, you can go to any existing Booking document to see your changes.
Adding Merge Fields
You can add merge fields to any of the sections that have a text box, for example, if you want to edit the introductions that display at the top of your Proposal or Contract document layouts.
*NOTE In this example, we are in an overall Booking field; therefore, we are using Booking level merge fields.
- Navigate to Settings> Documents> Edit template content
- Scroll to the section you are adjusting a place your cursor where you would like the merge field to populate
- Right-click and select the appropriate Booking merge field