Available on the Teams and Enterprise plans.
How Templates Work
A template defines:- Content: Which sections appear on the card (links, social media, files, etc.)
- About: Job title, company, location, and calendar (Calendly) link
- Appearance: Colors, fonts, and layout of the digital business card
- Lead form: The contact exchange form recipients see
- Digital Wallet: Apple Wallet and Google Wallet appearance
- Email Signature: The email signature applied across your template
- Locked fields: Fields that users cannot edit (ensuring consistency)
Template vs. User Profile
| Aspect | Template (Admin) | User Profile |
|---|---|---|
| Card appearance | Set by template | Inherited from template |
| Company name | Locked by admin | Cannot change |
| Name & title | Unique field | User fills in |
| Profile photo | Unique field | User uploads |
| Social links | Can be locked or unique | Depends on template |
| Bio/About | Can be locked or unique | Depends on template |
Creating a Template
Editing a Template
Editing a template updates the cards for all users assigned to it — making it easy to roll out design changes or content updates across your team.Content
Define what content blocks appear on the card: links, social media profiles, files, documents, and videos.About
Set the company description, tagline, or supporting text shown in the About section of the card.Appearance
Configure the visual design: profile layout, colors, fonts, background image, and logo.Lead Form
Customize the contact exchange form: choose which fields to collect (name, email, phone, company, etc.).Wallet Card
Control how the card appears when saved to Apple Wallet or Google Wallet.Email Signature
Set the default email signature design applied across your team.Learn More
Locked Fields
Lock fields to keep profiles consistent.
Unique Fields
Understand unique vs. locked fields.