Build a document template

Open Menu, then DOCS & PROPOSALS, then Documents, and tap + New template.

Give it a Title, for example a lash fill waiver or a cancellation policy, and write the Body. Tap Preview at any point to see the finished page as the client will read it, and Hide preview to get back to editing. Tap Create template when you are done.

After that, the template sits in your library. Use template makes a fresh copy for a specific client or event, leaving the original untouched. Duplicate to edit makes a new template based on the old one, which is what you want when you are writing a variation rather than editing something you have already sent out. Edit template changes the original itself.

If you are on a team and the button is not there, the screen explains why: "Only the shop owner manages the template library. Ask her to add this one."