Introduction Manual First Steps Reservation overview Invoice overview Settings Users Room Categories Rooms Prices Subsidiaries Reservation Origin Reservation Status Templates Online Booking

Templates

Templates can be created in the pension management software and reused in different areas of the application to customize exports to PDF or e-mail. Defined placeholders are used, which are replaced with the real data in the respective place during generation.

Usage

Templates can be used within the application for the following purposes:

Create invoice (PDF)
conversations for a reservation
- Send e-mail to the guest
- general PDF as e-mail attachment (e.g. AGB)
- reservation related PDF file (e.g. reservation confirmation)
GDPR Export for one guest (PDF)
Cash book export (PDF)
Registration form (PDF)
Operational reports (PDF)

Templates overview

The templates can be managed under Settings -> Templates. Here is an exemplary overview:

Example templates

If you use the application for the first time, you can copy the provided examples and adapt them for your needs. In the default installation, these examples are already included.

Approach

Please copy the content of the examples from the respective example file from here .
Switch to the template overview of the application and click "Add template".
Select template type and switch to the source code view as shown in the picture.
In this view replace the complete content with the content copied from step 1 and click "Save".

The following examples exist:

Sample file	Template type
GDPR Export	PDF for GDPR Export
E-Mail Booking Confirmation	E-mail template for reservations
Cash Sheet	PDF Cash sheet
Reservation Confirmation	PDF template for reservations
Invoice Default	PDF Invoice
Reception Checklist	PDF template for operational reports
Monthly Report Key Figures	PDF template for operational reports
Housekeeping Daily View	PDF template for operational reports
Housekeeping Weekly View	PDF template for operational reports
Meals Checklist	PDF template for operational reports
Registration Form	PDF Registration Form

Add Template

Templates can be created via "Add template". The header area is used to fill in the metadata (name, template type, etc.) as shown in the following picture:

If multiple templates of the same type exist, the user can use the Default template toggle to specify that this template should be used by default.
If you select a template of the PDF type, you can use the gear icon in the upper area to set additional values for the generated PDF (e.g. portrait/landscape format or page margins).

Templates can be visually adapted to your own needs using the editor.

The editor distinguishes between two views:

Visual view
Code view

The visual view is intended for quick editing including formatting of the document. For experienced users, the code mode is additionally available, where users have all design freedoms.

HTML code is generated in the background (see View: Code view). If you have experience with HTML/CSS, you can adjust the appearance of the output as you wish, even beyond the possibilities of the WYSIWYG editor. The HTML code is used for PDF generation. A detailed technical documentation of the possibilities in code mode is described here .

In addition, different blocks can be inserted into the template depending on the template type. These placeholders are then filled with the respective data during the actual export. Thus, a generally valid template for e.g. invoices can be created in this overview. The placeholders are then replaced with the real values when a selected invoice is created.

Add block/placeholder

By clicking on the Add Template icon in the editor, all available placeholders are displayed. The list varies depending on the template type selected.

Then drag and drop the placeholder to the position in the editor where it should be placed.

Here is an example for the template type PDF invoice:

Placeholders are marked by [[ ... ]].

The offered placeholders provide a rough overview. Via the icon "Insert variable" a list of all available placeholders/variables for the currently selected template type is displayed and can be added to the current position with a click on it.

In the code view, the classic autocomplete is also available when you start typing [[

Embed templates

In addition to placeholders, other templates can be embedded as reusable building blocks. For example, a central footer can be created once and included in various PDF templates (invoices, confirmations, etc.) without having to maintain the content in multiple places. Embeddable templates are listed in the building block sidebar under the Templates section and can be inserted via click or drag&drop. When the document is generated, the embedded content is automatically resolved and integrated into the output.

Insert images

If you want to have images, such as your company logo, in the document, the management software allows you to upload images by clicking on the image icon, as shown in the picture below:

Images are then uploaded and inserted where the cursor was last positioned. Images can also be conveniently dragged and dropped into the browser window.

Uploaded images are only embedded in generated PDF files. They cannot be used in e-mail templates at the moment.

Uploaded pictures are limited to 5 MB in size.

Edit

When you click on the symbol Edit in the overview under Actions you get the form for editing. Here you can edit all fields the same way as when you add an item.

Delete

If you click on the symbol Delete under Actions in the overview, the selected element can be deleted.