Offer Templates

You can write texts for offer templates that you can then use to promote specials, arrangements or packages. You'll save opening and finishing paragraphs for offer texts in a certain template so you can use it again at a later time, without having to write the texts again. Once a template is created, you'll be able to select it from the drop down menu at the top right corner of the offer window.

You can create and manage your offer templates in the offer window:

Angebotsvorlage

 

Create offer templates

When creating an offer for a booking in the offer window, you have the option to save that offer as a template. Simply select Save this offer as a template... from the drop down menu in the upper right corner.

Once selected, you'll be asked to pick a name for your template. This name can be put on the offer when it's printed out. Once the template saved, it will appear in the list under Template.

 

Select an offer template

While creating an offer for a booking in the offer window, you can select a template you want to use for this offer. Simply select a template from the drop down menu Template in the upper right corner. This will load the content of the template into your current offer window.

 

Manage offer templates

You can rename or delete the templates as well. Simply select Manage templates... from the drop down menu in the upper right corner. This will open the Manage Templates window:

Vorlagen verwalten

To rename a template, double-click on its name or select it and press the "Edit" button.

To delete a template, select it and press the "Delete" button.

Note:
If you want the name of the template to be printed on the offer, check the box that says "Print Name".