How do I set up 360 video templates?

A 360 booking has more to approve than a print layout. The client needs to see the intro clip, the outro clip and the overlay in motion, and usually wants a say in the music. Design collections handle all of it: upload the clips as templates so the client can watch them play, then ask for a song right where they choose.

Everything here builds on design collections. If you have never set one up, start with How designs and design collections work, then come back.

One collection per approval

A 360 package usually asks the client to pick three things: an intro, an outro, and an overlay or layout. Each one is its own design collection. Put your intros in one collection, your outros in another, and your overlays in a third. The client picks one template from each, and each pick gets its own approval.

Do not put intros and outros in the same collection. The client can only approve one template per collection, so the other gets marked as rejected. How do I get client approval on multiple artwork files for one booking? covers the pattern in detail.
Manage → Design Collections
Go to Design Collections.
Click New Design Collection, then Build From Scratch.
Name it for what the client is choosing: "360 Intro", "360 Outro", "360 Overlay". Click Create.
Repeat for each thing the client needs to approve.

Upload video templates

A template does not have to be a still image. Upload an MP4 and the clip plays right in the picker, which tells the client far more than a frame grab. Audio files work the same way, so a music-only collection is possible if you want the client to choose from a few tracks you have already licensed.

Manage → Design Collections → Select a collection → View Templates
Click New Template.
Name the template.
Under Primary Image, click Upload Image and choose your .mp4 or .mp3 file.
Add a description if the clip needs context, such as where the client's name or logo will appear.
Save. Repeat for each clip in the collection.
  • Video: .mp4, up to 30 MB
  • Audio: .mp3, up to 20 MB
  • Images: .png, .jpg, .gif, up to 10 MB
Keep template clips short and compressed. A 10 to 15 second preview at 1080p comes in well under 30 MB and loads quickly on a phone, which is where most clients will watch it. Keep the full-resolution master for the finished artwork.

If a clip already lives on YouTube, you can link it instead of uploading: open the template, expand Advanced Settings, click Add Video and paste the link into Video URL. The template still needs a primary file for its thumbnail, and only YouTube links work here.

Let the client suggest a song

Most 360 clips end up on social media, so the music matters twice: the client wants their song, and you need the rights to use it. A Song question on the collection handles both. Attach a song list of tracks you have cleared, then decide whether the client can go off the list.

Build the list first if you do not have one. Song lists live under Questionnaire Templates and can be imported from Spotify, Apple Music, YouTube Music or a CSV file. See How do I create song playlists?.

Manage → Design Collections → Select a collection → Extra Questions
Click Add Extra Question.
Set Field Type to Song.
Choose your Song List.
Decide on Allow custom songs not on the list?
Choose whether the client is required to answer, then click Save.

Leave custom songs off when you can only use licensed music. The client can search your list and preview each track, but cannot type in anything else. Turn it on when you are willing to source a song the client names and want the list to work as suggestions. Either way the answer is saved with the design, so the song travels with the approved artwork instead of getting lost in an email thread.

Extra Questions belong to the collection, so the song question shows up whichever template the client picks. Put it on one collection only, usually the intro. Add it to all three and the client is asked for a song three times.

Enable the collections for your 360 packages

A collection only appears on a booking once it is enabled for a package or add-on. Enable all of your 360 collections on every 360 package, and on any add-on that adds a 360 booth to another booking, so the designs land on the booking automatically.

Manage → Design Collections → Select a collection → Settings
Scroll to Enabled for Packages and click Edit.
Select your 360 packages and add-ons.
Save. Repeat for each 360 collection.
Run a photo booth and a 360 on the same booking? Enable the 360 collections only on the 360 packages and add-ons. A standard photo booth booking should not be asked to approve an intro and outro it will never use.

What the client sees

In the portal, the booking's Designs tab shows a card for each 360 collection. The client opens one, watches the clips play, picks a template, and answers the song question on the same screen. Each design is approved on its own, so they can lock in the intro today and the outro next week.

When the finished clip is ready, upload it to the design as artwork the same way you would a print layout. Video and audio files are accepted there too, so the client approves the actual clip rather than a still of it.

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Last updated October 19, 2026 12:07