Templates

Templates, in the menu, holds what you reuse on every wedding: Checklist, Timeline and Budget categories. On the Complete plan it also holds Packages, Emails, Proposal intros and Contracts.

Checklists

The built-in UK checklists cannot be changed, so press Duplicate to edit to make your own copy, or New template to start a blank one. Change the tasks and their timings to match how you work. Enquiry and booking tasks are dated from the day a wedding is added; planning tasks count back from the wedding date.

To use yours for new weddings, open it and, under New weddings, choose what it is for (enquiry and booking, or planning and its service level), then switch on Use for new weddings. Every new wedding of that kind starts with yours instead of the built-in one. Only one template can be used for each kind, so marking a new one unmarks the old.

Inside a wedding, the checklist's Templates button offers Apply template, which skips tasks the wedding already has, and Save as template.

Timelines

Duplicate a built-in timeline or start a blank one. A timeline is never added to a wedding by itself: on the wedding's Timeline, use Apply template, and the times are worked out from the ceremony time. Save this day as a template keeps a day you have built for next time.

Budget categories

Every new wedding's budget starts with this list. Change it and press Save categories; Reset to the UK defaults puts the original list back. Weddings that already have a budget keep their own.

On the Complete plan

• Packages: your packages and add-ons, which proposals are built from.
• Emails: the words of each automatic email, such as the thank you for an enquiry and the payment reminders. Change them, or press Use the original words to go back.
• Proposal intros: how a proposal opens, with one used first on a new proposal.
• Contracts: your contract wording, with one used first when a proposal is accepted. The starter contract is a starting point, not legal advice, so have a solicitor look at it. Once a contract is sent it never changes; to change the terms, void it and send a new one.