In CHEQROOM, you can generate PDF documents which can be used for, for example, reservation checklists or for employee agreements or third-party agreements. 

These PDF documents are customizable and allow you to add specific information, and even your company logo, in just a few quick steps:

Adding your company logo

  • Go to Settings in the bottom left corner of your screen
  • Go to Templates
  • Clone the template you'd like to edit
  • Click on the area underneath the template title
  • Drag and drop your company logo
  • Click Preview and Save when everything is looking good

*Note: Try to resize your image to max 300px wide and 100px height to get optimal results. If the image width/height is too large, you will need to resize it in the template and it may look blurry.

Adding a custom field

Once you have added custom fields to either Items, Contacts, Reservations or Check-outs, you can add this information to your PDF template:

  • Go to Settings and click Templates
  • Clone the template you'd like to edit
  • Decide where your extra field should be and add a row or column by selecting the row above or column next to it and right click:

Once the new row or column have been added: 

  • Choose a title
  • Place your mouse in the field where the information will be added
  • Click on the dropdown list in the top-right corner called 'Insert Placeholder'
  • Choose the field you'd like to add
  • Click Preview and Save when everything is good to go

*Tip: Hover over the icons at the top to know their function.

*Note: Need help with customizing your template? Just shoot us a message by clicking on the chat bubble and send us the details of what you'd like to add. 

Related articles:

Did this answer your question?