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A session template saves your session setup — fields, roster mode, capture settings — so you can reuse it whenever you create a new session. Instead of configuring the same fields and options every time, select a template and you’re ready to go.

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What a template saves

Templates do not save: data retention policy, Master List link, assigned capturers, card template links, or which capture methods are enabled (self-upload links, bulk upload, etc.). These are configured per-session when you create it.

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Creating a template

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From scratch

Session Templates screen showing a list of saved templates with name, session type, and field count columns

The Session Templates list screen showing saved templates with their type, field count, and roster mode

  1. From the sidebar, click Session Templates
  2. Click Create Template
  3. The Session Wizard opens in template mode — configure your fields, roster mode, and capture settings
  4. Give the template a name and optional description
  5. Click Save Template

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From an existing session

If you’ve already set up a session and want to reuse its configuration:
  1. Open the session
  2. In the management section, click Save as Template
  3. The wizard opens pre-filled with that session’s settings
  4. Give it a name and save
Saving a template from a session is the fastest way to standardise your workflow. Set up one session exactly how you want it, then save it as a template for future use.

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Using a template

  1. Create a new session (from All Sessions → Create Session)
  2. On the first step, choose Use Template
  3. Select your template from the dropdown (filtered by session type)
  4. All field definitions and settings are applied automatically
Session Wizard first step showing a template dropdown with a selected template and pre-filled configuration below

The Session Wizard with a template selected from the dropdown, pre-filling field definitions and settings

  1. Continue through the wizard to set your roster source, assign capturers, and configure any session-specific settings
Selecting a template pre-fills the wizard but doesn’t lock anything. You can still adjust fields or settings before creating the session.

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Editing a template

  1. Go to Session Templates
  2. Click on the template you want to edit
  3. The wizard opens with the template’s current settings
  4. Make your changes and save
Editing a template does not affect sessions that were already created from it. Each session is independent once created.

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Deleting a template

  1. Go to Session Templates
  2. Click the delete action on the template
  3. Confirm the deletion
Deleting a template does not affect any existing sessions — they keep their settings regardless.

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What’s next?

Creating a Session

Walk through the full Session Wizard step by step.

Data Collection Sessions

Learn about data-only sessions for collecting field data without photos.