How to create custom headers for documents

Customised headers can only be used in Documents. We recommend using the headers provided in your business template when signing up for Bookem. However, if your business needs a different layout or branding, you can also create your own custom headers using Document Templates.

Note: You can design a full document template that acts as a custom header and insert it into documents, or create a header specific to each document template type.

How to create a custom header

Follow these steps:

1. Go to Documents > Templates

2. Click '+ New Template', and select 'Blank template' to create a new document template

3. You can now create and customise a document header using fields, columns, horizontal rules, images (e.g., business logos), and variables for a single or reusable template

Example: creating a custom header for a Registered Dietitian

  • Create and name a new blank document template

  • Click + Insert >Columns layout

  • Choose the equal width, which will divide the page evenly

  • Add a 'Horizontal rule' to separate the header from the rest of the document

  • In the left column, insert the client details, using text and variables (e.g. #first name, #last name)

  • In the right column, insert the business information (e.g. #business name, #location email)

  • Add your logo by selecting Insert > Image

  • Click 'Save & close"

You can now reuse this custom header in other templates or insert it directly into documents.

Inserting a saved header into another document template

Follow these steps:

1. Go to Documents > Templates

2. Click '+ New Template', and select 'Blank template' to create a new document template

3. From the floating menu, select Template, or from the formatting menu, go to + Insert >Template

4. From the list of document templates, select the one with your custom header

That's it, your custom header is now included in the new template.

⚠️ Note: Default PDF headers can only be toggled on or off in documents, not in templates.

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