Learn how to copy waiver and document templates.
New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
Which plans include this feature?
Legacy: Soho*, Plus, Enterprise, Flex
New: Starter**, Growth (Subscription), Growth (Per Booking), Managed
*A 14-day trial of the waivers add-on is available to those on the legacy Soho plan.
**Starter plans include one active waiver template.
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Bookings > Waivers & Documents > Create/Edit Template > More > Copy
What more do I need to use this feature?
-
Admin or restricted permissions for Waivers & Documents.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Copying templates
Back to topIf you have several items or products in your inventory, you can use a different document template for each. These templates may be very similar, but the wording differs slightly.
To copy a document template...
- Open up the template you wish to duplicate and look for the More menu at the bottom right of the page.
- Click on the More link to display additional options.
- Then, click on the Copy option to start the duplication process.
This process creates an exact copy of the template you were working on with the copy open in edit mode.
Notice the template title is the same as before, preceded by Copy of.
Make the necessary changes, including updating the title, then click Save to retain your changes and the new copy!
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