Edit a booking template

The booking template editor opens in full screen when you add or open a template on Configurations > Templates, tab Bookings. One template is one booking site: its address, what it offers, the questions it asks at checkout and how it looks. The editor has five tabs: Profile, Texts, Resources, Fields and Theme.

To change a template you need the Configuration & settings right set to Manage; with View the editor opens read-only and has no Save button. See Set up online booking for the end-to-end guide.

Profile

The Profile tab holds the template's core settings:

• Online switch — reads Template is online or Template is offline. A new template starts online. The switch is shown in the Online column of the template list, but the booking site does not check it in the current release: the address opens for customers either way. To stop customers booking through a template, untick everything on the Resources tab (the page then offers no sessions or treatments) or delete the template (the address stops working).
• Public URL — the read-only full address of the booking site, <booking address>/<slug>. Click it to open the site in a new tab.
• Name — the template name, up to 50 characters. A template cannot be saved without one.
• Slug — the last part of the address. A new template starts with an empty slug, so enter one. It must be 3 to 40 characters long, use only letters, digits, hyphens and underscores, start and end with a letter or digit, and be unique across all go flow booking sites; upper and lower case count as different. An invalid or taken slug is refused when the dashboard synchronises after Save: an error message naming urlCode appears and the template stays unsynchronised until you correct the slug and save again. Changing the slug of a template in use changes its address: links, bookmarks and printed QR codes with the old slug stop working, and emails that were already sent keep the old link.
• Organisation sort order — shown only when the template covers several organisations. Alphabetic or Geo proximity decides the order in which the booking site lists the organisations.
• Images — the confirmation image, shown at the top of the customer's confirmation page after a booking. Without one, the confirmation page shows the first booked session's picture. See Add images and promotional video.
• Attributes — the booking options of this site, explained row by row below. See Attributes for how these tables work.

The right-hand side shows QR codes: Http QR code for template for the booking site, HTTP QR code for video when video appointments are available to your organisation, and a QR code for each included organisation when the template covers several. Scan or open every code before you print or share it.

Attributes

Setting	What it controls and where customers see it	Default and range
Booking email	The reply-to address of the emails your customers receive: sign-in code, booking confirmation, reminders, cancellation and the other booking emails. A customer who answers one of these emails reaches this address. Customers do not see it on the booking site. Left empty, the emails carry no reply-to address and an answer reaches nobody.	Empty; up to 200 characters
Link to favicon	Web address of the small icon the booking site shows in the browser tab.	Empty (standard icon); up to 500 characters
Booking UI mode	How the booking site presents what can be booked. Calendar grid: a week and day calendar of your sessions; customers tap a session to book it. This mode shows sessions only — treatments (appointments with a person or room) are not offered. Session picker: a list of everything bookable — sessions and resources with treatments; a session opens a weekly list of its times, a resource opens its treatments and then its free times. With only one bookable offer the list is skipped and the offer opens directly. The former third mode, Timeline with photos, is no longer offered; a template that still holds it keeps the value, and the booking site shows it as Calendar grid.	Calendar grid
Express booking	Off: customers go through cart, details, order summary and payment. On: a place is reserved as soon as the customer picks it (in the calendar, with Add to Cart), and one sheet opens that lists the reserved appointments with a Book button (nothing to pay) or Book & Pay. The sheet asks only for checkout answers still missing from the customer's profile, plus the terms when you use them. It has no order summary, no voucher code field, no credit and no pay-at-the-desk choice. A booking with nothing to pay is confirmed with a short message on the same page instead of the confirmation page.	Off
Client accounts	Meant to choose between Required (every booking on a client account) and Optional (guest checkout allowed). The booking site does not read this setting in the current release: every customer signs in with an emailed code before a place is reserved, whichever option you pick. Leave it at the default.	Required (every booking on a client account)
Reservation timeout	How many minutes a place stays held after the customer adds it to the cart. The customer sees a countdown and the time the hold ends; all places in one cart expire together, and adding another place does not extend the time. When the time is up the places are free for others. Once the customer goes to the payment page, the places stay held for the payment instead, until it ends (at most 40 minutes), so the time spent paying does not count against this timeout. A customer whose card is declined gets a fresh hold of this length to try another payment method, up to three times.	5 minutes; 1 to 120
Waitlist promotion timeout (min)	When a place frees up in a session with a waitlist, the first person waiting gets it held and receives an email. This is how many minutes they have to complete the booking before the place moves on.	15 minutes; 1 to 1440
OTP code length	The number of digits in the one-time code customers receive by email to sign in or to confirm a changed email address. The code is valid for 15 minutes. The sign-in screen's wording mentions a 3-digit code whatever you set here; the input boxes follow your setting.	3 digits; 3 to 6

Values outside a range are corrected to the nearest limit when you save.

When a change takes effect. After Save the dashboard synchronises the template; the booking site uses the new values from the next page load, so reload a booking page that was already open. Each value is read when it is used: holds, sign-in codes, waitlist offers and emails created after the change follow it; a hold that is already counting down, a code already sent and an email already created keep what they had.

Several templates for one organisation. The booking site uses the template the customer opened. Emails the system sends on its own (reminders, waitlist offers, cancellations), emails sent from the dashboard and the sign-in code length, however, take their values from one template of the organisation, not from the one the customer used. Give every template of the same organisation the same Booking email, Reservation timeout, Waitlist promotion timeout (min) and OTP code length.

Texts

The Texts tab shows a Heading, a Sub heading and a Description field for each of your organisation's languages. In the current release customers do not see these texts: neither the booking site nor the video appointment page displays them. The wording customers read on the booking site comes from your sessions, treatments, products and fields; SMS wording comes from the SMS templates on the Templates page. The booking site shows no contact details either: a template has no contact field, and the organisation's Telephone, Addresses and Logo are not shown there. A customer who replies to a booking email reaches the Booking email above; put the telephone number and address customers need into your email footer (see Email footer).

Resources

On the Resources tab you select which organisations and resources can be booked through this template. What you tick here is what the booking site offers; a template with nothing ticked offers no sessions or treatments.

• Ticking an organisation includes all of its resources; ticking single resources includes just those, and the organisation then shows a partial mark. For a group, Include all organisations and all resources selects everything at once.
• When every resource of an organisation is ticked, resources you create later are included automatically. When only some are ticked, tick a new resource here before it appears on the booking site.
• The read-only tick at the end of each row shows whether the organisation is online and whether the resource is active. A resource that is not active does not appear on the booking site even when it is ticked.
• For group sessions, tick the session resource, not the room or wave it uses as its calendar. Treatments of a resource are offered only in the Session picker booking UI mode.
• Each resource row shows a link made of the booking address and the resource code. In the current booking site this link opens the template's start page, not the resource.

Fields

The Fields tab decides which client fields customers complete at checkout on this template. Tick Use field for each field to include and drag rows to set the order. The columns Required, Self managed, Scope and Type are shown for information; you change them on the Templates page's Fields tab, see Template fields.

• While the payments module is on, addressLineOne, postalCode and city are ticked and locked, with the tooltip Required for paid checkout while the payments module is on: a paid checkout needs the billing address. You can move them but not untick them.
• A new template starts with email, firstName, lastName and message. The locked billing fields are added when you open this tab, so open the Fields tab at least once before you save a new template while payments is on.
• Fields set on a booked session or a product in the cart come first at checkout, followed by this list, without duplicates; see Online booking checkout. Only fields whose definition is Self managed (and process fields) reach the booking site; a ticked field without it is not asked.
• For an organisation in a group, the list shows the group's fields.

Theme

The Theme tab styles the booking site:

• Theme Settings — tick which themes customers may use (Light, Dark, System) and pick the default. At least one theme stays allowed. Set the button Variant (elevated, flat, tonal, outlined, text or plain) and the Rounded corner style (none, XS, SM, LG, XL, Pill or Shaped), with a live button preview.
• Light Theme Colors / Dark Theme Colors — colour pickers for the booking site's colours in each mode, grouped into the main and surface colours and, below a divider, the matching text-on-colour shades.
• Icons — override individual icons used on the booking site.
• Reset to Defaults — return all theme settings to the standard values.

Saving

Click Save in the toolbar to apply your changes. Save is available once the template has a name and something has changed, and not while the dashboard is synchronising. Closing the editor with the close button or Esc discards unsaved changes after asking you to confirm; the close button's tooltip reads Any changes will be discarded.

Deleting a template

The delete icon in the toolbar (Mark for deletion) appears on a template that has been saved before. Click it to mark the template for deletion: the icon changes to a filled, highlighted one and a warning banner appears over the form, which is locked while marked. Click it again to unmark it, or close the editor to cancel the deletion. Click Save while marked to actually delete the template. After deletion the address no longer opens a booking site — customers see an error page — and session links, QR codes and email links built on this template stop working.