> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowla.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Save rooms as reusable templates to standardise your playbook and scale personalised experiences.

Once you've built a room you're happy with, save it as a template — so every new room you create starts from the same winning setup.

***

## Why use templates

Without templates, every rep builds rooms differently — which means inconsistent experiences for your customers and wasted time rebuilding from scratch. Templates fix both.

Templates are the foundation of a scalable sales and onboarding motion:

* **Consistency** — Every rep uses the same proven structure and content
* **Speed** — Create new rooms in seconds instead of starting from scratch
* **Best practices** — Capture what works and make it easy to replicate
* **Easy updates** — Change the template once, and future rooms inherit improvements
* **Team alignment** — Sales, CS, and RevOps all work from the same playbook

***

## Save a room as a template

<Steps>
  <Step title="Build your room">
    Create a room with all the sections, content, actions, and styling you want to standardise.
  </Step>

  <Step title="Open the [...] menu in the top right corner">
    This opens the room options dropdown.
  </Step>

  <Step title="Select Save as template">
    Choose this option from the dropdown menu.
  </Step>

  <Step title="Name your template">
    Give it a clear, descriptive name — for example, "Enterprise Deal Room", "SMB Onboarding", or "Renewal Template".
  </Step>
</Steps>

Once saved, your template appears in the template gallery. Select it when creating a new room to start with that structure. Any [variables](/rooms/room-variables) in the template will populate automatically based on the new room's company and creator.

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/TmnjQuqPEAiABcEk/images/rooms/template_utulisation.mp4?fit=max&auto=format&n=TmnjQuqPEAiABcEk&q=85&s=f0e108fe9bdf98e3f26de2e4a726ed08" data-path="images/rooms/template_utulisation.mp4" />

***

## Create a room from a template

<Steps>
  <Step title="Go to Templates">
    In the main navigation, click **Templates** to open the template gallery.
  </Step>

  <Step title="Select a template">
    Find the template you want to use and click **Use template**.
  </Step>

  <Step title="Set the target company">
    Enter or select the company the room is for. This populates company variables like `{{target_company_name}}` and pulls in the company logo and branding.
  </Step>

  <Step title="Fill in any custom variables">
    If the template includes custom variables (such as a pricing tier, go-live date, or project name), you'll be prompted to fill them in here.
  </Step>

  <Step title="Create the room">
    Click **Create room**. Your room is ready — follow the edit link to review and personalise before sharing.
  </Step>
</Steps>

<img src="https://mintcdn.com/flowla/qZSAEIVorJ2tsWR_/images/rooms/template_to_room_creation.png?fit=max&auto=format&n=qZSAEIVorJ2tsWR_&q=85&s=aaba7aa821c4b7039ae69de2549a41de" width="1938" height="1012" data-path="images/rooms/template_to_room_creation.png" />

<Tip>If you're connected to HubSpot, Salesforce, or Attio, you can also create rooms directly from a deal or opportunity record — the CRM data fills in automatically. Learn more about [HubSpot](/integrations/HubSpot), [Salesforce](/integrations/SalesForce), and [Attio](/integrations/Attio) integrations.</Tip>

***

## Manage templates

**View all templates:**
Go to **Templates** in the main navigation to see all available templates.

**Edit a template:**
Open the template and make changes. Save to update it for future rooms — existing rooms already created from the template are not affected. This means you can improve your playbook over time without breaking anything already live with a customer.

<Tip>Editing a template never touches rooms already created from it — you can safely refine your playbook at any time without disrupting live customer rooms.</Tip>

**Delete a template:**
Remove templates that are no longer needed. This won't affect rooms already created from that template.

**Duplicate a template:**
Create a copy to make variations — for example, "Enterprise Deal Room - EMEA" based on "Enterprise Deal Room".

***

## Template best practices

1. **Use variables** — Include `{{target_company_name}}`, `{{primary_contact_first_name}}`, and `{{room_creator_meeting_link}}` for automatic personalisation

2. **Structure with sections** — Organise templates into clear stages that match your process

3. **Include placeholder content** — Add sample content that guides users on what to customise

4. **Keep it focused** — Don't try to cover every scenario; create multiple templates for different use cases

5. **Review regularly** — Update templates based on what's working in your actual rooms

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="If I change a room built from a template, will it update all rooms?">
    No — rooms and templates are independent after creation. Changes to a room don't affect the template or other rooms. To update all future rooms, edit the template directly. Existing rooms are unaffected.
  </Accordion>

  <Accordion title="Can I duplicate a section into a template?">
    **Likely cause:** The duplicate option only shows "duplicate to another room."

    **Fix:** Currently you can duplicate sections to other rooms but not directly into a template. Workaround: duplicate to a blank room, then save that room as a new template.
  </Accordion>

  <Accordion title="Can I add custom variables beyond the default ones?">
    **Likely cause:** Only pre-defined variables (e.g. prospect name, company) are available by default.

    **Fix:** Custom variables may not be supported depending on your plan. Contact support to confirm available variable options.
  </Accordion>

  <Accordion title="How do I edit a template?">
    Go to **Library > Templates**, find your template, and click **Edit**. Changes there will apply to all new rooms created from that template.
  </Accordion>

  <Accordion title="Can I insert library assets directly into a template?">
    Yes — when editing a template, use the **Add from Library** option when adding a content block. This pulls in any saved asset from your library.
  </Accordion>

  <Accordion title="Can I make booking links dynamic per sales rep in a template?">
    **Likely cause:** Templates use static links by default.

    **Fix:** This isn't natively supported yet. As a workaround, each rep should create their own room from the shared template and update their booking link manually — or use a dynamic scheduling tool (e.g. Calendly with round-robin).
  </Accordion>
</AccordionGroup>