Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Manage Templates
You can customize a variety of templates in MIDAS to suite your particular organization. Templates that can be customized (via MIDAS Admin Options → Manage MIDAS → Templates) include:Print
The "Print" template controls the appearance of printouts generated by MIDAS.
MIDAS » Documentation » Manage Templates e-mail: Booking Cancellation
This template allows you to customize the content of email notifications that may optionally be sent to clients when a user deletes their booking(s). You can further separately specify the subject line for such emails.e-mail: Booking Confirmation
This template allows you to customize the content of email notifications that may optionally be sent to clients when a booking is added for them by a MIDAS user. You can further separately specify the subject line for such emails.e-mail: Booking Feedback
This template allows you to customize the content of automated emails that may optionally be sent to clients following completion of their bookings. You can further separately specify the subject line for such emails.e-mail: Booking Reminder
This template allows you to customize the content of automated booking reminder emails that may optionally be sent to clients in advance of their bookings taking place. You can further separately specify the subject line for such emails.e-mail: Booking Request Approved
This template allows you to customize the content of email notifications that are sent to clients when a booking request they have made is approved by a MIDAS administrator. You can further separately specify the subject line for such emails.e-mail: Booking Request Approved (with changes)
This template allows you to customize the content of email notifications that are sent to clients when a booking request they have made has approved by a MIDAS administrator, but with some changes made that differ from the original request. You can further separately specify the subject line for such emails.e-mail: Booking Request Rejected
This template allows you to customize the content of email notifications that are sent to clients when a booking request they have made is rejected/denied by a MIDAS administrator. You can further separately specify the subject line for such emails.e-mail: Booking Request Submitted
This template allows you to customize the content of email notifications that are sent to clients when they submit a booking request. You can further separately specify the subject line for such emails.e-mail: Invoice Overdue
This template allows you to customize the content of automated email notifications that may optionally be sent to clients when an unpaid invoice is overdue. You can further separately specify the subject line for such emails.e-mail: Invoice Reminder
This template allows you to customize the content of automated email notifications that may optionally be sent to clients when an upcoming unpaid invoice is shortly due to be paid. You can further separately specify the subject line for such emails.e-mail: Miscellaneous
The default e-mail template allows you to customize the HTML for all emails sent via MIDAS, other than those listed below (which can be customized separately). MIDAS sends emails in both HTML and Plain Text formats, and so any HTML tags used will be stripped out of the template when sending in Plain Text format.e-mail: New Login
This template is used when the "Alert users upon logins from unfamiliar devices?" security setting is enabled. With this setting enabled, whenever a user account is logged into from a new or unfamiliar device, the user will be sent this automated notification. When used in conjunction with the optional Geolocation addon, these notifications can include location details (city, region, country) details about the new login.Invoice (Cancellation)
Similar to the "Invoice (Regular)" template, the "Invoice (Cancellation)" template allows you to customize the appearance of cancellation invoices generated when a booking is cancelled (deleted) at short notice.Invoice (Credit Note)
The "Credit Note" template allows you to customize the appearance of Credit Notes.Invoice (Deposit)
Similar to the "Invoice (Regular)" template, the "Invoice (Deposit)" template allows you to customize the appearance of deposit invoices.Invoice (Quotation)
The "Invoice (Quotation)" template allows you to customize the appearance of quotations generated through MIDAS. For example, you may wish to include a logo and your organization's address at the top of all quotations, and the date the quotation expires at the bottom. This template applies to quotations shown on screen, when printed, and when emailed.Invoice (Regular)
The "Invoice (Regular)" template allows you to customize the appearance of standard invoices generated or created within MIDAS. For example, you may wish to include a logo and your organization's address at the top of all your invoices, and payment terms at the bottom. This template applies to invoices shown on screen, in printouts, and in emails.Online Payments
The "Online Payments" template controls the appearance of the online payment screen your clients can use to pay their invoices. You can further customize the appearance of these screens by specifying your own external .css style sheet in the corresponding field, which will then override the visual "theme" applied by MIDAS to these screens with your own styles.Public: Web Requests
The "Public Web Requests" template allows you to customize the appearance of the Public Web Request screens of your MIDAS, from which non-MIDAS users can check availability of your venues and make booking requests. It's therefore a good idea to include useful information for your public visitors here, including contact information. You can further customize the appearance of these screens by specifying your own external .css style sheet in the corresponding field, which will then override the visual "theme" applied by MIDAS to these screens with your own styles.Public: Web Bookings
The "Public Web Bookings" template allows you to customize the appearance of the Public Web Booking screens of your MIDAS, from which non-MIDAS users can made bookings online. It's therefore a good idea to include useful information for your public bookers here, including contact information. You can further customize the appearance of these screens by specifying your own external .css style sheet in the corresponding field, which will then override the visual "theme" applied by MIDAS to these screens with your own styles. See Also: Booking Requests | Managing Public Settings
Receipt
The "Receipt" template allows you to customize the appearance of receipts which can be generated against paid/part paid invoices within MIDAS. Similar to the "Invoice" templates, the receipt template can contain much of the same information, and therefore you may wish your receipts to have a similar appearance to invoices. The receipt template applies to both printed and emailed receipts.Welcome Note
The "Welcome Note" template allows you to edit a message which will appear on your MIDAS login page, and be visible to all visitors who log in to your MIDAS booking system. You may use valid HTML code and inline CSS in your templates, however, <SCRIPT> and <STYLE> tags are not permitted
MIDAS Knowledge Base: What is HTML and how do I use it within my MIDAS templates?
Template Variables
Depending upon the template, the following dynamic variables may be inserted:Variable | Description | Applies To Templates |
%ATTENDEES% | The number of attendees | Email (All Booking-related templates) |
%BOOKING_COST% | The cost of the booking | Email (Booking Confirmation, Booking Request Approved, Booking Request Approved - With Changes) |
%BROWSER% | The name of the user's browser | Email: New Login |
%BROWSER_VERSION% | The user's browser version | Email: New Login |
%BUILD% | Your MIDAS Build Number | All |
%BUILDDATE% | The Build Date of your MIDAS | All |
%CANCEL_LINK% | A link for the requestor to cancel their booking request | Email (Booking Request Submitted) |
%CLIENT% | The full name of the client | Email (All Booking-related templates) |
%CLIENT_EMAIL% | The email address of the client | Email (All Booking-related templates) |
%CLIENT_FIRSTNAME% | The first name of the client | Email (All Booking-related templates) |
%CONTENT% | Main Generated Content | Email (Miscellaneous), Invoice, Online Payments, Print, Web Requests |
%CREDITDATE% | Credit Note Date | Credit Note |
%CREDITNO% | Credit Note Number | Credit Note |
%CREDITTO% | Full details of the client the Credit Note is for (including organization, address, and email address) | Credit Note |
%CREDITTO_ADDRESS% | Postal address of client the Credit Note is for | Credit Note |
%CREDITTO_CLIENT% | Name of client the Credit Note is for | Credit Note |
%CREDITTO_EMAIL% | Email address of client the Credit Note is for | Credit Note |
%CREDITTO_ORG% | Organization of client the Credit Note is for | Credit Note |
%CUSTOM_X% | A custom booking field's contents. For example, a custom field named "Test Field" would be accessible through the variable %CUSTOM_TEST_FIELD%, etc | Email (All Booking-related templates) |
%DATABASE% | Current MIDAS Database name | Email, Invoice, Online Payments, Print, Web Requests |
%DATETIME% | Current Date & Time | All |
%FINISH% | The finish date/time of the booking | Email (All Booking-related templates) |
%HEADING% | Default Generated Heading | Online Payments, Print, Web Requests |
%INVOICEDATE% | Invoice Date | Invoice |
%INVOICEDUEDATE% | The date by which payment is due | Email (Invoice Overdue/Reminder) |
%INVOICEDUEIN% | The number of days until payment is due | Email (Invoice Reminder) |
%INVOICENO% | Invoice Number | Invoice |
%INVOICEOVERDUEBY% | The number of days payment is overdue by | Email (Invoice Overdue) |
%INVOICETERMS% | The number of days invoices should be paid within | Email (Invoice Overdue/Reminder), Invoice |
%INVOICETO% | Full details of the client being invoiced (including organization, address, and email address) | Invoice |
%INVOICETO_ADDRESS% | Postal address of client being invoiced | Invoice |
%INVOICETO_CLIENT% | Name of client being invoiced | Invoice |
%INVOICETO_EMAIL% | Email address of client being invoiced | Invoice |
%INVOICETO_ORG% | Organization of client being invoiced | Invoice |
%IP% | The user's IP address | Email: New Login |
%LOCATION% | The user's geographic location (city, region, country) Note: This requires the optional Geolocation addon. | Email: New Login |
%LOGO% | The MIDAS Logo | All |
%MYLOGO% | Your custom/company logo | All |
%NOTES% | Booking notes | Email (All Booking-related templates) |
%ORG% | The name of the organization | Email (All Booking-related templates) |
%OS% | The user's operating system | Email: New Login |
%PAIDON% | The date the invoice was paid in full | Receipt |
%POST_LENGTH% | The length (in minutes) of any "breakdown" period following a booking's finish time | Email (All Booking-related templates) |
%POST_FINISH% | The end date/time of any "breakdown" period following a booking's finish time | Email (All Booking-related templates) |
%PRE_LENGTH% | The length (in minutes) of any "setup" period prior to a booking's start time | Email (All Booking-related templates) |
%PRE_START% | The start date/time of any "setup" period prior to a booking's start time | Email (All Booking-related templates) |
%PRINTTYPE% | Print Type | |
%QUOTEDATE% | Quotation Date | Quotation |
%QUOTEEXPIRES% | The date and time at which the quotation (and associated tentative bookings) expire | Quotation |
%QUOTENO% | Quotation Number | Quotation |
%QUOTETO% | Full details of the client the quotation is for (including organization, address, and email address) | Quotation |
%QUOTETO_ADDRESS% | Postal address of client the quotation is for | Quotation |
%QUOTETO_CLIENT% | Name of client the quotation is for | Quotation |
%QUOTETO_EMAIL% | Email address of client the quotation is for | Quotation |
%QUOTETO_ORG% | Organization of client the quotation is for | Quotation |
%REASON% | The reason why the booking request has been rejected | Email (Booking Request Rejected) |
%REQUEST_DATE% | The date/time the booking request was submitted | Email (Booking Request Submitted/Approved/Rejected) |
%RESOURCES% | Resources assigned to booking | Email (All Booking-related templates) |
%START% | The start date/time of the booking | Email (All Booking-related templates) |
%THEME% | The currently selected MIDAS Theme | All |
%TOTAL_COST% | The total cost of all bookings listed | Email (Booking Confirmation, Booking Request Approved, Booking Request Approved - With Changes) |
%TYPE% | The type of booking | Email (All Booking-related templates) |
%UNSUBSCRIBEURL% | The URL to use to unsubscribe from further notifications | Email (Booking Reminder, Invoice Overdue/Reminder) |
%URL% | Your MIDAS URL | All |
%USER% | The full name of the user who initiated the action | Email, Print |
%USER_FIRSTNAME% | The first name of the user who initiated the action | |
%VENUE% | The booked venue | Email (All Booking-related templates) |
%VERSION% | Your MIDAS Version Number | All |
Notes about special variables:
- The %CONTENT% variable should be present in every template where it's applicable. This variable allows MIDAS to know where it should insert its generated content for that template. If this variable is omitted from templates requiring it, generated content will be inserted at the end of the template.
MIDAS Knowledge Base: How to add your company/corporate logo