Frequently Asked Questions

Everything you need to know about Sage & Serif templates.

Getting Started

How do I open the template in Google Sheets?
Download the .xlsx file, go to Google Drive, click 'New' then 'File upload', select the file, and double-click it to open. Google Sheets will automatically convert it.
Do I need to install anything?
No. The templates work with Google Sheets (free), Microsoft Excel, or Apple Numbers. No software installation required.
Is there a setup guide?
Yes. Every template includes an Instructions tab as the first sheet. It walks you through setup step by step. Start with the Setup tab after reading the instructions.

Compatibility

Does this work on Mac and Windows?
Yes. Google Sheets runs in any web browser on any operating system. The .xlsx file also works natively in Excel on both Mac and Windows.
Can I use this on my phone or tablet?
Yes. Google Sheets has mobile apps for iOS and Android. The templates work on mobile, though the desktop experience is better for larger templates like the Wedding Planner.
Will the charts and formulas work in Google Sheets?
Yes. All formulas and charts are compatible with Google Sheets. The conditional formatting, data validation dropdowns, and cross-tab formulas all transfer correctly.

Editing and Customization

Can I change the colors?
Absolutely. Nothing is locked. You can change fonts, colors, column widths, or anything else to match your preferences.
Can I add or remove tabs?
Yes. Right-click any tab to rename, delete, or duplicate it. You can add new tabs and the existing formulas will continue working.
Can I add more rows or categories?
Yes. Insert rows wherever you need them. If a row is part of a formula range, the formulas will adjust automatically in most cases. The Instructions tab includes tips on extending the templates.

Purchase and Delivery

How do I get my template after purchase?
Immediately after checkout, you will be redirected to a download page. You will also receive an email with download links. The delivery is instant.
Is this a one-time payment or a subscription?
One-time payment. You own the template forever. No recurring charges, no account required.
Can I share the template with someone?
The license covers personal use for one person. If you want to share it with a partner (for the Wedding Planner, for example), that is fine. Please do not redistribute or resell the template.
What if I am not satisfied?
Email us at hello@sageandserif.co within 30 days and we will issue a full refund. No questions asked.