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Configuring your Templates - New Booking Experience

We have redesigned the way you configure your' templates, allowing you to have multiple versions for different movement types.

Accessing the Templates

To access the new templates, navigate to Manage, Templates, New Templates (Beta).

Edit or Create a New Template

Edit an existing template or create a new one. 

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⚠️ Any changes made here will affect both the manual order creation and the batch upload template⚠️

Field Selection

Select the fields you would like to use in your template. 

Changing the Headers

Double click on the field name to edit the text of the header

Mandatory Fields

Make any fields mandatory as needed by marking the REQUIRED button.

Note: the following fields are mandatory by default and required for creating all orders in the system

Order Level

  • Service Type
  • Task Type

Task Level (both pickup and drop off)

  • Address Line 1
  • From Time
  • To Time

Positioning the Fields

Click and drag to move the fields to your desired position

Template Properties

Some customers may require to have multileg movements. These can be configured in the Template Properties in the second tab

What is Missing Info? Click here to find out more. 🔍

⚠️Always save your template after any changes are made. 

And to ensure the template is activated, you must also set it as active!⚠️

TIPS 🙌

Set your template as the default version here for both manual and batch upload order creation ☑️

 

 

Edit the name of your template by clicking the eye 👁️