Commerce
Repeating yourself gets exhausting. We don't like doing it and we're pretty sure you don't like it either. That's why we've created Session Templates - the perfect solution for you to quickly create new sessions without needing to add in the same details again and again... and again.
Session templates save you time, and minimize the risk of human error. You can create different templates for different types of jobs depending on whichever setting works best.
It's the cookie cutter tool that makes life easy... and who doesn't like cookies?!
- Click Clients & Sessions from the left menu panel and select Session Templates from the drop-down menu.
- If you have not created a Session Template before, there will be a green +Create a new Session Template button in the middle of the page that you will need to click. Otherwise, click the green +Session Template button in the top right corner of the page.
- Complete the settings for your template. Some settings are compulsory, others are optional. We recommend completing as many settings as possible - it usually helps you in the long run, and can be refined later on if you need to make any changes.
- If you have any questions during this process, do not hesitate to contact the support team on your Slack channel.
- Make sure you click Save at the bottom of the page.
- Once saved, you are automatically taken to the Stage setup page. Click on the green Create a new Stage button in the middle of the page to begin.
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Note: A Session cannot be published if the Stages have not been created. For more information about Stage settings, see Creating a Session Stage. |