13. The Template Page

A skilled craftsman working on a skateboard design in a cluttered workshop.

13. The Template Page

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The Templates Page is your personal library for all the written templates you use regularly in your workflow.
It keeps all your commonly used responses, messages, and information in one organised place, making it easy to access, copy, and reuse—saving you time and effort on repetitive admin.

✅ 1. Who Can See the Templates Page

  • The Templates Page is hidden from clients.
  • It’s for your use only, so you can manage your business efficiently behind the scenes.

✅ 2. How the Templates Page is Organised

The page is divided into 5 tabs, and you can rename these tabs to suit your needs.

For example, you might have:

  • Responses to Enquiries
  • Price Lists
  • Lead Time Info
  • Social Media Replies
  • Delivery Instructions

Each tab acts as a category for a group of templates.

✅ 3. Adding Templates

Within each tab, you can add as many templates as you need.

  • Give each template a unique title so you can easily find it when scrolling through the list.
  • Examples of useful templates include:
    • Standard responses for enquiries
    • Price list breakdowns
    • Typical lead time updates
    • Quick social media reply snippets

This makes it simple to reuse your most common wording without typing it out every time.

✅ 4. Viewing & Using Templates

When you click on a template record, it opens in a pop-up view that includes:

  • The full text of the template
  • A one-click Copy button to instantly copy the text for use elsewhere
  • Edit and Delete buttons to manage the template

✅ 5. Why Templates are So Helpful

Templates are especially useful for repetitive admin tasks, such as:

  • Responding to new enquiries with similar answers
  • Sending out standard information like pricing or turnaround times
  • Quickly replying to social media questions

By keeping everything in one place, you can save time, maintain consistency, and respond more quickly.

A skilled craftsman working on a skateboard design in a cluttered workshop.

14. The Client Portal

✅ 1. How Clients Access the Portal ✅ 2. What Clients Can See When logged into the portal, your client can view: They cannot edit any records or see your private notes, tasks, timelines or start dates. ✅ 3. Quotes in the Portal Quotes remain hidden by default. When you’re ready, you can make them […]

A skilled craftsman working on a skateboard design in a cluttered workshop.

15. The Account Page

✅ 1. What You’ll See on the Account Page The Account Page has several key sections: Current Subscription Plan Profile Section Security Section Manage Subscription Section Delete Account Button ✅ 2. Why the Account Page is Useful The Account Page keeps everything about your account and subscription in one easy-to-access place, so you can:

A skilled craftsman working on a skateboard design in a cluttered workshop.

16. Stripe Integration

✅ 1. Getting Started – A Stripe Account You’ll need a Stripe account to accept payments through freehand. You can sign up and create a Stripe account through their website: www.stripe.com ✅ 2. Stripe Payment Links When you want a client to pay a deposit or an invoice from freehand, you’ll need a Stripe Payment […]