How do I create personalised headers and footers for practitioners at the same location?


Templates are based on locations. This means that for each location you can only have one template, which is available for all users in that location. To have personalised templates, you need to create a location for each practitioner.

Follow the steps below:

  1. Click Personal > Locations.

  2. Click Add Location at the top-right of the screen.

  3. Complete all the relevant information and click Save.

  4. Under the new location, click Add Template in the Invoice Template section.

  5. You now have access to the individual practitioner's template and can make any changes you require. Click Save when finished.

  6. Repeat this process for each practitioner who needs a personalised template.

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