🧭 Steps to Edit a Document Template
Go to Document Templates
From the left menu, navigate to
Settings → Templates & Files → Document Templates.You’ll see two tabs:
Organization Templates (your property’s templates)
Event Temple Standard Templates (pre-built templates).
Locate the Template You Want to Edit
Use the search bar or scroll to find the document you need (for example, Contract, Group Resume, or Banquet Event Order).
Click the Edit (pencil) icon next to that template.
Make Edits in the Template Editor
Once inside the editor, you can:
Add, edit, or delete text.
Insert merge fields (placeholders for data like {{account.name}} or {{booking.event_date}}).
Upload or replace images (like your logo).
Adjust layout, tables, and formatting.
Preview and Save
After editing, click Preview to confirm the changes look correct.
Then click Save or Apply to finalize your edits.
💡 Tips
Clone before editing if you want to keep the original — use the Clone button to create a copy and then modify it.
Merge fields can be found using the “Insert Merge Field” option in the editor — they automatically pull live data from bookings, contacts, and events.
Templates are specific to each organization, so changes here only affect the selected property.
