Templates guide
One library for everything reusable in your studio, under Templates in the sidebar. You never start from zero: every new studio is seeded with a starter of each kind — a wedding agreement, an intake form, canned replies, invoice packages, gallery looks — ready to edit.
Where each designer lives
| Designer | Lives in | Applies from |
|---|---|---|
| Contract templates | Templates → Contracts | A project's Contracts tab |
| Forms & questionnaires | Templates → Forms & questionnaires | Contact widget, booking forms, project Overview tab |
| Email snippets | Templates → Email snippets | Lead inbox replies |
| Invoice presets Lite | Templates → Invoice presets | Composing an invoice |
| Gallery styles Lite | Templates → Gallery styles | A project's Client gallery tab |
| Session types | Templates → Session types | Your booking page: clients pick a type, then a time |
The designers
Contract templates
Your agreements with merge fields that fill from the project at send — client, dates, totals, deposits. The clause library inserts reusable paragraphs at the cursor, and the live preview shows exactly what the client signs. The whole flow is in Contracts & e-signing.
Forms & questionnaires
One schema engine for every question you ask: text, paragraph, choice, date, email, phone, and checkbox fields, plus file uploads on Studio. Custom fields — anything beyond the standard lead columns — are capped at two on Free and Lite. Questionnaires send from a project's Overview tab as a private link, and answers land on the project.
Email snippets
Canned replies that insert into any lead thread with merge fields resolved. System-email copy — subjects and opening lines for bookings, galleries, contracts — is customized separately in Settings → Brand → Emails, with a live preview.
Invoice presets Lite
Packages like Wedding Collection or Portrait Session drop onto any invoice you compose, lines pre-filled and yours to tweak. Invoice design — numbering, default tax, terms, notes — lives in Settings → Billing, snapshotted per invoice so old documents never change.
Gallery styles Lite
Cover treatment, layout, and theme as one reusable look, previewed desktop and mobile. Pin a studio default and every new gallery inherits it until you design it differently. See Gallery design & styles.
Session types
What you sell: duration, price, deposit, availability, and the booking form each one asks. They moved here from Calendar — the schedule itself still lives in Calendar; this is the offering list clients choose from.
Note: Your booking page's own copy — hero, FAQ, thank-you — is customized on the booking page itself, not in this library.
Caps by plan
On Free and Lite: 2 contract templates, 5 email snippets, 1 contact form, 1 questionnaire (3 on Lite), and 1 session type (3 on Lite). Studio and above are unlimited. Invoice presets and gallery styles aren't counted — they're Lite and above, full stop. One exception: a gallery look saved from the page builder counts toward Lite's one saved custom look; designer presets and the seeded starters never count. Starters beyond your cap aren't deleted; they sit dormant in the library until you upgrade.
Applying copies