Documentation

MIDAS Documentation v4.19

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:

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: 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 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.

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.

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.

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.

Print

The "Print" template controls the appearance of printouts generated by MIDAS.

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.

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 a 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 login to your MIDAS.

You may use valid HTML code and inline CSS in your templates, however, <SCRIPT> and <STYLE> tags are not permitted

Template Variables

Depending upon the template, the following dynamic variables may be inserted:
VariableDescriptionApplies To Templates
%ATTENDEES%The number of attendeesEmail (All Booking-related templates)
%BOOKING_COST%The cost of the bookingEmail (Booking Confirmation, Booking Request Approved, Booking Request Approved - With Changes)
%BUILD%Your MIDAS Build NumberAll
%BUILDDATE%The Build Date of your MIDASAll
%CANCEL_LINK%A link for the requestor to cancel their booking requestEmail (Booking Request Submitted)
%CLIENT%The full name of the clientEmail (All Booking-related templates)
%CLIENT_FIRSTNAME%The first name of the clientEmail (All Booking-related templates)
%CONTENT%Main Generated ContentEmail (Miscellaneous), Invoice, Online Payments, Print, Web Requests
%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%, etcEmail (All Booking-related templates)
%DATABASE%Current MIDAS Database nameEmail, Invoice, Online Payments, Print, Web Requests
%DATETIME%Current Date & TimeAll
%FINISH%The finish date/time of the bookingEmail (All Booking-related templates)
%HEADING%Default Generated HeadingOnline Payments, Print, Web Requests
%INVOICEDATE%Invoice DateInvoice
%INVOICEDUEDATE%The date by which payment is dueEmail (Invoice Overdue/Reminder)
%INVOICEDUEIN%The number of days until payment is dueEmail (Invoice Reminder)
%INVOICENO%Invoice NumberInvoice
%INVOICEOVERDUEBY%The number of days payment is overdue byEmail (Invoice Overdue)
%INVOICETERMS%The number of days invoices should be paid withinEmail (Invoice Overdue/Reminder), Invoice
%INVOICETO%Invoice ToInvoice
%INVOICETO_ADDRESS%Postal address of client being invoicedInvoice
%INVOICETO_CLIENT%Name of client being invoicedInvoice
%INVOICETO_EMAIL%Email address of client being invoicedInvoice
%INVOICETO_ORG%Organization of client being invoicedInvoice
%LOGO%Your custom/company logoAll
%MIDASLOGO%The MIDAS LogoAll
%MIDASURL%Your MIDAS URLAll
%NOTES%Booking notesEmail (All Booking-related templates)
%ORG%The name of the organizationEmail (All Booking-related templates)
%PAIDON%The date the invoice was paid in fullReceipt
%PRINTTYPE%Print TypePrint
%REASON%The reason why the booking request has been rejectedEmail (Booking Request Rejected)
%REQUEST_DATE%The date/time the booking request was submittedEmail (Booking Request Submitted/Approved/Rejected)
%RESOURCES%Resources assigned to bookingEmail (All Booking-related templates)
%START%The start date/time of the bookingEmail (All Booking-related templates)
%THEME%The currently selected MIDAS ThemeAll
%TOTAL_COST%The total cost of all bookings listedEmail (Booking Confirmation, Booking Request Approved, Booking Request Approved - With Changes)
%TYPE%The type of bookingEmail (All Booking-related templates)
%UNSUBSCRIBEURL%The URL to use to unsubscribe from further notificationsEmail (Booking Reminder, Invoice Overdue/Reminder)
%USER%The full name of the user who initiated the actionEmail, Print
%USER_FIRSTNAME%The first name of the user who initiated the actionEmail
%VENUE%The booked venueEmail (All Booking-related templates)
%VERSION%Your MIDAS Version NumberAll

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.
  • If the %LOGO% variable is used, MIDAS will try and display a PNG image file named "mylogo.png" residing in your MIDAS "img" sub-directory. This image could be your organization's logo or other such image. For best results, an image dimension of 200 (w) x 70 (h) pixels is suggested.