To purchase and download templates from the Note Template Store, users must be logged into the Main Administrative Account or a user account with Schedule and Admin privileges. After it has been confirmed that one of these account types is in use, go to Schedule->Calendar and click Manage Note Templates at the top of the calendar directly to the right of the day, month, or week range (depending on the view of the calendar). Next, click on the icon for the Note Template Store. It is the first of the four icons located on the right hand side of the window (see image #1 below). Then, choose the option to “Browse Template Store” (see image #2 below).
From there users are able to search (see image #3 to right) for specific types of templates and within specific professions. In order to begin the search, at least four characters must be entered into the search box. Users will then have the option to either “Preview”,“Purchase” (for paid templates), or “Download” (for free templates) the templates.
If it is a paid template, the user will be asked to enter in their Credit Card information or if they are in the main account and theirs is a card on file, they will be given the option to use that card.
After purchasing or downloading the template, you will receive a Thank You message and be then the template will be available for use in the drop down menu of note templates.