Customizing the Contact Info Table
The Contact Info Table typically contains essential customer and booking details. It uses static text to label each cell, along with auto-populating merge fields that fill in booking information as it is entered. This table appears at the top of most internal and guest-facing documents to provide quick access to key information. You can edit and customize the table as needed to suit your specific requirements.
This is how the setup will look in settings using text and merge fields.
This will be the internal view when building docs that can be edited per booking.
This is the result of guest and staff-facing documents.
To edit the Contact Table:
- Navigate to Settings
- Select Documents.
- Click the "Edit Template Content" button on the right-hand side of the document template you wish to edit.
- Locate the Contact Info textbox field within the documents
Here you can rearrange, add, or remove verbiage as needed to align with your preferred layout and branding. Use merge fields to automatically pull in pertinent details. Access the merge field menu by right-clicking your mouse.
*For more info on Merge Fields, go to Settings> Content Templates and view the Merge Field guide at the top of the page.
Styling the Contact Table
Click into the table and use the table toolbar to add or remove rows and columns, and use the “Table Properties” button to add a border or background color.
If you need further assistance, contact support@tripleseat.com