Custom Forms and Templates

Custom Forms and Templates

With Bookyt, you can use standard forms or create your own forms and templates. Custom forms are useful when you need specific layouts, additional contract content, or customer-specific print templates.

If you have basic knowledge of HTML and CSS, you can customize forms yourself. Alternatively, our team can support you with the implementation and provide a suitable quote on request.

Creating a form

1. Open Settings and copy an existing form that comes as close as possible to your desired result.
2. Fill in the form fields and specify whether the header and footer should be used.
3. Click Apply to display the available database fields.
4. Add your basic HTML structure and use your own CSS if needed.
5. Insert placeholders as Smarty variables, for example {$Platzhalter}.
6. Use Smarty syntax for conditions or loops as well, for example {if $Platzhalter gt 0}.

Please note that the PDF parser only supports basic HTML and CSS features. For stable PDF layouts, a table-based structure is often more reliable than complex modern CSS.

Testing a form

Test your form by adding it as a free-text form in the global settings. Then open any transaction in a second browser tab and check the preview.

If there is a syntax error, Bookyt displays an error message. Use this message to correct placeholders, conditions, or unclosed tags.

Additional features

The system also includes a barcode generator, which can display transaction, invoice, customer, and resource numbers as barcodes. You can define the barcode size individually and output it in your form as an image.

Also use the overview of all placeholders with a direct preview in the form editor. This allows you to see more quickly which variables are available and how they will be output in the finished form.