Creating a Client Card Template

1. Click on “Templates” from the main menu.
2. Click on “Printable Templates“.
3. Click on the “Clients” card.
4. Click on the “Add Template” button.
5. Specify the name of the new template in the “Template Name” field.
6. Add the required data in the template content section and control the data formatting as follows:

First: Formatting

Note: Set the formats first before adding the data variables so that they are affected by the added formats.

• Times New Roman: With this field, you can specify the font type to use in displaying the template data.
• B: This button allows you to display words in a bolder font than the regular font size.
• I: This button allows you to display characters in italic font.
• 12PT: Through this field, you can specify the font size to use in displaying the template data.
• Text Align: With the three options available, you can determine the data direction, whether to the far right, far left, or center of the page.

• 🖾: Through this field, you can add an image to the design data.

• <>: Through this field, you can add custom code to the design data.

• 𝄝 : Through this field, you can add a custom table to the design data, which allows you to specify the number of columns and rows to add.

• More Settings: Clicking on this field presents a new option “Margins“, which allows you to define and add margins to the design.

Second: Select the size of the barcode sticker by clicking on “A4” then choosing “Other”

Third: Set the length and width of the sticker size and click on “Set”

Fourth: Through the “Select Placeholders” field, you can add the variables you want to appear on the client’s ID card sticker, such as “Client’ first name” and “Client Business Name“.