Stop rewriting the same offer every time a Friday night, support slot, or standard DJ booking comes in. Save it once as a booking template, and every new offer starts from the wording, terms, and documents you already trust.
A template can hold the offer and deal terms, documents, internal notes, the booking title, and your send defaults. You set the structure up when things are calm, then apply it in a couple of clicks when you’re actually sending.
When to use a template
Templates earn their keep when you send similar offers often — a house DJ rate card, a support-act package, a residency that barely changes week to week. Save that shape once, then start each new booking from it instead of retyping the terms.
That’s the point: the template is a starting point, not a lock. You can still tweak anything on the live booking before you send.
Create a booking template
You can build one from scratch in Settings, or save a booking that’s already working well. Building in Settings is handy when you want a clean template without opening a live offer.
Go to Settings, then open Bookings and find Booking Templates.
Choose New template to open the builder. It uses the same Offer, documents, and notes tabs as a live booking — so you’re not learning a second editor.
Set up the offer terms, attach any documents, and add the details you want to reuse.
Give the template a clear name and save it.
Templates live in Settings so you can name, duplicate, and tidy them without touching a booking that’s already out with a payee. The builder matches a live booking on purpose: if it looks right here, it’ll look right when you apply it.
Save an existing booking as a template
Already have an offer you keep copying by hand? Save that booking instead of rebuilding it.
Open the booking you want to reuse.
Open the booking’s ⋯ menu and choose Save as Booking Template.
Tick the sections to include, then save. The template appears in Settings, ready to reuse.
Ticking sections keeps the template focused. You might want the deal terms and documents, but not a one-off internal note from that particular night.
Use a template on a new booking
Open the booking, click the ⋯ menu, and choose Load from Template. Pick the template, then choose whether to add it on top of what you already have or replace the sections the template includes.
The offer fills in with the saved terms. Adjust anything you like before you send.
Applying a saved template to a live booking is available on paid plans. Building, editing, and organising templates in Settings is free on every plan — so you can get the library ready before you upgrade.
You can also
Save send defaults with a template, like the starting status, a hold, and the message to send. That way “how this offer goes out” is part of the template, not a second step you have to remember.
Set a title template so each booking gets a consistent title automatically — easier to scan later in the calendar and inbox.
Link a booking template to an event template so the booking is created with the event. See Event templates: save and reuse your event setups.
Set a default, duplicate, rename, edit, or delete a template from its row menu in Settings.
Common questions
Will editing a template change bookings I already created? No. Templates only shape new bookings at the moment you apply them. Existing bookings stay as they are — so you can improve a template without rewriting history.
Can I change the offer after applying a template? Yes. A template is a starting point. Edit anything on the booking before you send it.