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Groomsoft Tutorials

Templates

Templates allow you to customize Groomsoft for your business.

Signable Templates

Creating a Matted Release form

Groomsoft Messenger templates

 

Overview

Templates in Groomsoft can be used to override the default Groomsoft views for emailing / printing appointment receipts and email reminders. Additionally, you can create release forms, coupons, custom receipts, thank you cards or whatever comes to mind.

Under settings there are options for Templates and Template Images. Template Images is the area you upload any images you would like to use in your templates including your company logo.

Note. Once you upload your company logo, it will be shown on all of your reports, customer receipts and appointment reminder emails.

Groomsoft has 5 different types of templates

Appointment Templates
Once an appointment template has been created, a new select box will appear in the appointment edit screen. Selecting a template will insert all of that appointment's data into the template and be shown in a new window for printing.
Signable Appointment Templates
Create release forms that your customer can sign on your mobile device. Signed documents are stored in PDF format and are printable and downloadable.
Appointment Receipt
Creating this template allows you to override the default Groomsoft receipt views for printing and emailing.
Appointment Email Reminder
Creating this template allows you to override the default Groomsoft email appointment reminder with a custom email.
Groomsoft Messenger Text Message
Used to customize the content of messages sent with Groomsoft Messenger text message service.