In Psylio, you can create multiple header and footer templates to customize your documents with your logo, contact information, or signature.

For each template, you can choose which locations (clinics, schools, etc.) and document types it applies to, including invoices, financial reports, progress notes, and roadmaps.

How to add a template

1. From the left-hand menu, go to Settings > Header and footer templates.
2. Click Add template.
3. Enter a name to easily identify your template (e.g., Billing – ABC Clinic).
4. Add your logo or photo, then customize the header and footer information.
5. Scroll down to Template usage, then choose:
1. Apply to documents for these locations: Select one or more locations, or all locations.
2. Apply to document types: Select one or more document types, or all types.
6. Save your template.
   

The template will automatically apply to documents that match your selected criteria.

How to set a default template

The default template provides a general configuration for your documents.

To change your default template:

1. Go to Settings > Header and footer templates.
2. Find the template you want to set as the default.
3. Click the star icon on the right.

You cannot delete the default template. To delete it, first set another template as the default.

How to edit or delete a template

1. Go to Settings > Header and footer templates.
2. Select the template you want to edit or delete.
3. Update its information or usage criteria, or click the minus icon (−) to delete it.

Changes to templates do not affect documents that have already been generated or progress notes that have already been saved.

You can create up to 20 header and footer templates.