{"id":3030,"date":"2018-01-05T16:47:18","date_gmt":"2018-01-05T16:47:18","guid":{"rendered":"https:\/\/www.otiss.co.uk\/support\/?p=3030"},"modified":"2018-01-05T16:47:18","modified_gmt":"2018-01-05T16:47:18","slug":"client-templates","status":"publish","type":"post","link":"https:\/\/www.otiss.co.uk\/support\/2018\/01\/client-templates\/","title":{"rendered":"Client templates"},"content":{"rendered":"<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-2036 size-medium\" src=\"https:\/\/i0.wp.com\/www.otiss.co.uk\/support\/wp-content\/uploads\/2012\/01\/TreeSafety-customise-1.png?resize=275%2C300&#038;ssl=1\" alt=\"\" width=\"275\" height=\"300\" srcset=\"https:\/\/i0.wp.com\/www.otiss.co.uk\/support\/wp-content\/uploads\/2012\/01\/TreeSafety-customise-1.png?resize=275%2C300&amp;ssl=1 275w, https:\/\/i0.wp.com\/www.otiss.co.uk\/support\/wp-content\/uploads\/2012\/01\/TreeSafety-customise-1.png?w=458&amp;ssl=1 458w\" sizes=\"auto, (max-width: 275px) 100vw, 275px\" \/>For Arboricultural Consultants working with many clients, you can create one or more clients and use them as \u2018templates\u2019 for future actual clients. These templates store the survey forms customised just as you like them.<\/p>\n<p>Create a client with a suitable name (e.g. \u2018Template 1\u2019) and customise it\u2019s Survey Forms to be your ideal \u2018standard\u2019 \u2013 i.e. customise the field names, picklists of common values, mandatory fields, etc.<\/p>\n<p>Every time you create a new client, the survey forms can be copied from one of these templates. They can be further customised for the new client \u2013 without changing your template. <a href=\"https:\/\/www.otiss.co.uk\/support\/consultants\/working-with-clients\/\">Read more&#8230;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For Arboricultural Consultants working with many clients, you can create one or more clients and use them as \u2018templates\u2019 for future actual clients. These templates store the survey forms customised just as you like them. Create a client with a suitable name (e.g. \u2018Template 1\u2019) and customise it\u2019s Survey Forms to be your ideal \u2018standard\u2019 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-3030","post","type-post","status-publish","format-standard","hentry","category-release","entry"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoYpC-MS","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3030","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/comments?post=3030"}],"version-history":[{"count":1,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3030\/revisions"}],"predecessor-version":[{"id":3031,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3030\/revisions\/3031"}],"wp:attachment":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/media?parent=3030"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/categories?post=3030"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/tags?post=3030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}