Workspace templates
A workspace template is a blueprint for a type of business. Applying one creates everything the business needs in one go: entities, sample records, bookable pools and forms.
Available templates
Section titled “Available templates”| Template | For |
|---|---|
| Graft Clinic | Physio, dental, chiropractic, osteopathy and health clinics |
| Graft Hire | Party, event, tool and equipment hire |
| Graft Studio | Yoga, pilates, dance and fitness studios |
| Graft Garage | Car servicing, repairs, inspections, tyres and bodywork |
| Graft Hotel | Hotels, B&Bs, guesthouses and holiday lets |
| Graft Pets | Kennels, catteries, dog daycare and grooming |
| Graft Pro | Photographers, tutors, coaches, consultants and therapists |
| Graft Restaurant | Restaurants, cafés, bars and bistros |
| Graft Salon | Hair salons, barbers, nail and beauty studios |
| Graft School | Music, language, driving, art and tutoring schools |
| Graft Shop | Farm shops, makers, boutiques and small online stores |
| Graft Tours | Tours, boat trips, escape rooms, workshops and experiences |
| Graft Trades | Plumbers, electricians, cleaners, builders and handypeople |
| Graft Rentals | Car, van, bike, boat and camper rental |
| Graft Venue | Event venues, halls, meeting rooms and studios for hire |
How applying works
Section titled “How applying works”- Open Templates and pick one.
- Answer a few questions. Typical ones: can customers book online, do you take a deposit, what do you call your rooms, which optional modules do you want.
- Preview shows exactly what would be created and what it costs against your plan’s limits, before anything is written.
- Apply builds it.
Only an owner or manager can apply a template, because it creates forms. If a plan limit would be exceeded, the preview says so up front.
After applying
Section titled “After applying”Everything a template creates is ordinary: rename entities, add fields, edit or delete forms. A field’s key is permanent once saved, but its label is free to change.
Entity templates
Section titled “Entity templates”Separately, Entities → Templates offers single-entity starting points: Assets, Bookings, Customers, Deals, Employees, Expenses, Invoices, Jobs, Leads, Products, Projects, Suppliers, Tasks, Tickets and Time entries.