Once you've built a Room you’re happy with, the best next step is to save it as a template. That way, every new Room you create from now on can start from the same winning setup.
Why save a template?
Why save a template?
Templates aren’t just a time-saver. They’re how you scale what works.
Let’s say you’ve built a great Room for:
A sales intro call with your deck, next steps, and a meeting link
A customer onboarding Room with tasks, documents, and deadlines
A partner enablement space with shared goals and contracts
Instead of recreating those over and over again, you save them once as templates.
Now every new Room for that use case starts from the same high-quality setup, and your team can easily reuse it.
How to save your Room as a template:
How to save your Room as a template:
Open your completed Room
Click the three-dot menu (•••) in the top-right corner
Select “Create template”
Give your template a clear, internal name (e.g. “Sales – Mid-Market” or “CS – Onboarding”)
💡 This name is for internal use only.
Your Room name is what the customer will see, not the template name.
What happens next?
What happens next?
Next time you create a Room, just select the one that fits the use case. No more reinventing the wheel.
