Customize emails, tickets, PDFs and more
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How to customise your PDF tickets

Customize your PDF tickets as per your requirements.

    You can customize all of your customer communication channels such as emails, tickets, Privacy Policies, and Terms & Conditions.

    In this article, we’ll go through how to customize your PDF tickets. 

    PDF tickets are a confirmation for your customers and a proof of purchase when they arrive on your tour. Tickets can also include useful information such as tour start time, requirements, etc. Simply speaking, PDF tickets are a series of placeholders that hold stored values. We will discuss this more below. 

    When we set up our Schedules we gave them start times. This means that bookings on these schedules will receive the Trip Order Finished Email with Guest Ticket (Trips) & Receipt PDFs attached.

     

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    Step 1: Open your PDF tickets to customize


    Navigate to Settings > Product & Booking Settings > Emails & Tickets and click on the Document and Tickets Tab.


     

    On the Documents & Tickets tab, you will see a PDF Template overview and a basic description of what each ticket is used for. Beside each Ticket is a customize button. When clicked, this will allow you to edit that specific PDF Template.

     

    Step 2: How to edit PDF tickets

    The first time you edit any PDF template, click on the “Create Copy” button to view the template. From there, you can freely add or edit existing placeholders inside the ticket.

    Customize PDF Trip Guest

    To add a new placeholder click the Add Text Placeholder button. 

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    Step 3: Uploading your own Ticket template.

    If you wish to upload your own Ticket template, we suggest that you use  an A4 size format so that the placement of the placeholders will not be messed up on the tickets that will be sent to your customers.

    You can download our suggested ticket template size on this link.

    Powerpoint has a handy form builder tool that allows printing as a PDF. To do this, open Powerpoint and add one label and box, then copy this format for more boxes changing the label each time. You can adjust the size of the boxes and their positioning on the page. When finished, Save As PDF file (File > Save As > PDF). Save the Powerpoint Project, this will be used again later.

    Back in the Edit PDF Trip Guest Template, you can upload the newly created Powerpoint PDF file by clicking the Choose File button. 

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    With the new PDF uploaded, you can adjust the size and position of the placeholders. Double-clicking on any placeholder will display its own settings. Here you can remove the placeholder, change its value, and adjust the size or style of the font (bold italics or underlined). Each time we make a custom field it becomes available in the value section of placeholders.

    Upload PDF tickets

     

     

    Tip: By using our QR code feature along with a mobile app, you can validate and manage your tickets on-site by quickly scanning each customer as they arrive.

     

    Note: Please do not upload PDFs larger than A4 size as placeholders will be incorrectly painted on them. 

     

    Last Updated [22/12/2020]