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

# Templates

> Create consistent digital business cards across your team with templates

<Info>
  Available on the **Teams** and **Enterprise** plans.
</Info>

<img src="https://mintcdn.com/waveconnect/RY9ZLnYoWstwKemi/images/templates.png?fit=max&auto=format&n=RY9ZLnYoWstwKemi&q=85&s=82c341aaa9069d1a2d5f6569aa15dc63" alt="Templates overview" width="2544" height="1202" data-path="images/templates.png" />

Templates let admins design a standard card layout and apply it across users or teams. They ensure brand consistency while still allowing individual personalization where needed.

## 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

<Steps>
  <Step title="Go to Templates">
    In your admin dashboard, navigate to the **Templates** section.
  </Step>

  <Step title="Click Create Template">
    Start building a new template.
  </Step>

  <Step title="Name your template">
    Give it a descriptive name (e.g., "Sales Team", "Executive", "Event Staff").
  </Step>

  <Step title="Assign it to a team">
    Select the team that will use this template.
  </Step>

  <Step title="Confirm">
    Apply the template to your team.
  </Step>
</Steps>

## 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.

<Warning>
  Changes to a template affect all users assigned to it. Review carefully before saving, especially for large teams.
</Warning>

### 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

<CardGroup cols={2}>
  <Card title="Locked Fields" icon="lock" href="/templates/lock-fields">
    Lock fields to keep profiles consistent.
  </Card>

  <Card title="Unique Fields" icon="fingerprint" href="/templates/unique-fields">
    Understand unique vs. locked fields.
  </Card>
</CardGroup>