Navigate to Setup > Templates.

Select the 'Contract Templates' tab and Scroll to the bottom where the white 'Add Contract Template' button is on the bottom left.

Select which type of template you want to create: a new one to create interactively, or a template file to upload.

Creating an HTML Template: To make a fully editable template in the system, select the HTML Template option.

💡 Tip: Choose a clear, specific name so users can easily find it in the dropdown list!

Use Merge Fields in the editor to pull real values from your database (e.g., Organization_Name, Primary_Contact_First_Name). Custom fields are also available as Merge Fields.

Note: If a merge field doesn’t have data in your booking or organization, it will appear blank (or as "0" for numbers).

Once you're done, just hit Save, then Close to finish!

Add a Template from File: You can also upload a Google or Word file as a template.

Note: this type of template can't be edited in Gazebo, so make any changes before uploading.

💡 Tip: You can still use Merge Fields in file templates by wrapping the field name in double curly braces, like this: {{DEPOSIT_AMOUNT}}.

Before saving, check if the contract is 'inactive' by selecting the button at the top of the form. You can also manage this later by editing in the contract template list.

When you're done, click the purple Save button at the bottom right!

Navigate to Setup > Templates > Invoice Templates. Scroll down to the white 'Add Invoice Template' button on the bottom left.

You can copy and paste the contents to a new template and adjust merge fields or formatting as desired.

Invoice templates do not have an option to upload a template file. They are HTML templates that may be rendered in PDF format for printing.

If desired, choose a template as a default at the top of the editor page. You can additionally select any template to be inactive through the pencil edit icon to the left of the invoice.

Select 'Checklist Template', then select the purple 'Add Checklist Template' button on the bottom right.

Enter the 'Checklist Template Name' and specify any existing Checklist Template that you want to use as a starting point (e.g., Rental Checklist or Wedding Checklist).

Select 'Save', and then select Checklist Items to add or change the individual items on the checklist.

Specify the Sequence, Title, Description, information about when the checklist is due, who in your organization to assign to following up on this information, and which department is affected.

Select 'Save' to add the Checklist Item.

Select the 'Email Templates' button, then the purple 'Add Email Template' button on the bottom right.

Give your Email Template a name, specify attachments if needed, and enter the Subject, From email address, and Reply to email address values.

Create the body of your email using the WSYWIG editor and Merge Fields:

Select 'Save' when editing is complete.

When you are administering a booking (a Scheduled Rental), use these templates in the Notes and Reminders and Forms and Communications sections for the rental.

You’ll find the email template feature in the booking’s Invoice tab, where you can easily preview emails for sending deposits and payments directly from the booking—how convenient!

Navigate to Setup>Templates>Form Templates

The “edit” button to the left of a form is a quick way to “duplicate”, “archive”, and “edit” current forms.

Note: Forms marked with 'Automatic Add' will automatically be included on new bookings. You can turn this radio button on and off at any time.

To add a new form, click the “Add Form” button on the bottom right.

Example: we will create a form for t-shirt size and color preference.

Add a 'Form Title' and 'Form Type' (Event, Rental, or Event & Rental) from the dropdown menu. Select the first 'Question Type' from the dropdown options.

For this t-shirt form example, we will add a short text “name” question, and two multiple choice questions for T-shirt size and color. As you build the form, a preview populated in the right side of the frame.

Click the purple “Save” button on the bottom of the form builder.

Note: Once a question type is saved, it cannot be changed. A padlock icon will appear next to it. To edit, delete the question and create a new one with the desired type.

Forms are easily added to attendee rental forms through the Scheduled Booking.

Navigate to Schedule Bookings > the ‘Group Name’ > Attendee Rental Page.

Below, we are adding the t-shirt form to the ‘Copper Outdoor Education’ Rental Page.

At the bottom of the Rental Page click 'Add/Remove Forms' and select the “t-shirt Size and Color” form.

Review the Rental Form link to test form functionality.

Note: Once attendees fill out a form it will show up in the 'Attendee Details' tab. Responses are easily downloaded by clicking the “Download Forms CSV”. Each form has the ability to segment into its own individual report.

Select the "edit" dropdown to the left of the form.

If there are submissions attached to the form, you will receive the "Edit with Caution" prompt box, along with a list of any bookings that have current submissions on the form.

If you add questions, those submissions will need to refill out the form to capture the new added data.

If you delete questions and there are submissions you will lose that information from those who have already filled out the form.

Navigate to scheduled booking>Attendee Rental Page.

On the bottom of the page, click the "Add/Remove Forms" box, and select the form you want removed. Click "Save".

Refresh the browser and navigate to Attendee Details. The form submissions previously added with the now deleted have been removed from the booking.