Ready-made Tenant Templates

1. Create a Tenant with Desired Configurations:

• From your Booknetic SaaS admin dashboard, navigate to the "Tenants" section.
• Click on "Create New Tenant" to create a new tenant.
• Access to the dashboard of this tenant
• Configure the desired settings, including services, locations, staff members, workflows, and general settings for this tenant.

2. Add a New Template:

• In the Booknetic SaaS admin dashboard, locate and click on the "Templates" module.
• Within the Templates module, click on the "Add Template" button to create a new template.
• Set a cover photo and name for the template.
• Select the tenant you created in Step 1 as the source/template tenant for this template.
• Optionally, provide a description for the template.

3. Configure Template Elements:

• In the "Data" tab of the template creation process, you will find the template elements imported from the selected tenant.
• Review the elements and enable/disable any specific elements based on your preferences.

4. Create Multiple Templates:

• Repeat steps 2 and 3 to create additional templates with different configurations.
• Each template can have its own cover photo, name, and source/template tenant.

5. Set a Template as Default:

• To designate a template as the default option for new tenants, enable the "Set As Default" option for that template.
• When tenants register on your platform, this default template will be automatically applied to them.

6. Offer Templates to Tenants:

• When tenants sign up on your platform, they will be presented with the available templates to choose from during the onboarding process.
• Tenants can select the template that closely matches their requirements and preferences.

Note: It's important to ensure that the template tenant you created in Step 1 contains the desired ready-made elements to serve as the source for your templates.

By following these steps, you can create multiple tenant templates using pre-configured settings and elements, allowing tenants to choose a template that best fits their needs when signing up on your platform.