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

# Session Templates

> Save reusable session configurations so you can create consistent sessions quickly.

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.

## What a template saves

| Setting                                           | Saved in template |
| ------------------------------------------------- | :---------------: |
| Session type (photo or data)                      |        Yes        |
| Field definitions (names, types, UID, visibility) |        Yes        |
| Roster mode (locked, hybrid, manual)              |        Yes        |
| Filename template                                 |        Yes        |
| Aspect ratio                                      |        Yes        |
| Allow capturers to add people                     |        Yes        |
| Data review mode (for data sessions)              |        Yes        |
| UID auto-prefix                                   |        Yes        |

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

## Creating a template

### From scratch

<Frame caption="The Session Templates list screen showing saved templates with their type, field count, and roster mode">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/captrid/images/admin-guide/session-templates-list.png" alt="Session Templates screen showing a list of saved templates with name, session type, and field count columns" />
</Frame>

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**

### 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

<Tip>
  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.
</Tip>

## 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

<Frame caption="The Session Wizard with a template selected from the dropdown, pre-filling field definitions and settings">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/captrid/images/admin-guide/session-wizard-template-dropdown.png" alt="Session Wizard first step showing a template dropdown with a selected template and pre-filled configuration below" />
</Frame>

5. Continue through the wizard to set your roster source, assign capturers, and configure any session-specific settings

<Info>
  Selecting a template pre-fills the wizard but doesn't lock anything. You can still adjust fields or settings before creating the session.
</Info>

## 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.

## 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.

## What's next?

<Columns cols={2}>
  <Card title="Creating a Session" icon="plus" href="/admin-guide/creating-a-session">
    Walk through the full Session Wizard step by step.
  </Card>

  <Card title="Data Collection Sessions" icon="keyboard" href="/admin-guide/data-sessions">
    Learn about data-only sessions for collecting field data without photos.
  </Card>
</Columns>