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

    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.


    Step 1: Open your PDF tickets to customize

    Navigating to Design & Pages > Templates and clicking on the Tickets Tab. 

    On the 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 us 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. We've completed an example with the Edit Guest Ticket (Trips) Template.

    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, export as a PDF file (File > Export > Create PDF). Save the Powerpoint Project, this will be used again later.

    Back in the Edit Guest Ticket (Trips) Template, I can upload the newly created Powerpoint PDF file by clicking the Choose File button. 

    With the new PDF uploaded, I 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.

    To add a new placeholder click the Add Text Placeholder button. Please do not upload PDFs larger than A4 size as placeholders will be incorrectly painted on them. 

    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.