Templates

Templates represent the document flow of your release form. A template design contains one or more sections, and a section contains one or more blocks. Additionally, Templates have additional options that control the flow of the form.

A section is a group of blocks.

A block is a paragraph you want your customer to read, a statement you want them to agree to, or a question for them to answer, for example a Yes/No question, or the customer’s initials.

Depending on your needs your template may have one section and one paragraph block, or it may be broken down into multiple sections with a full length questionnaire. This is entirely up to you!

While powerful, templates are easy to set up. Check the Template Designer topic for detailed information.

The Template Designer is currently available in the web app only. The templates you design there are of course available to the iPad app.

Mappings

You can have separate templates for each service category type (Tattoo, Piercing, Microblading, PMU, Removal). When you have created a Template you need to map that template to the category.