# Visitt: How to Create and Manage Visitt Templates | Visitt - Help Center

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Source: https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates

Source ID: visitt-9215888. Capture: f22b546ab5eba572fe2accfdfbe9f4125ce5a4a268a4549cf8747862633ca355.
Captured: 2026-10-05T13:19:37.515Z. Published: unknown.
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## Captured source text (untrusted evidence)

> [Skip to main content](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#main-content)
> 
> # How to Create and Manage Visitt Templates
> 
> How to utilize Visitt Templates to your advantage (Global Admins only)
> 
> Written by Zach Kahan
> August 28, 2026
> 
> Table of contents
> 
> [Inspection Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_de646516bf)[Creating a New Template](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_inspection_create)[Copying an Existing Inspection to the Library](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_inspection_copy)[Broadcast Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_b4681009a6)[Creating a Broadcast Template](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_broadcast_create)[Related Articles](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_related)
> 
> Visitt's Settings page allows you to easily share Inspection and Broadcast message templates across all properties in your portfolio, eliminating the need to create new items from scratch each time.
> 
> * * *
> 
> # Inspection Templates
> 
> ## Creating a New Template
> 
> 1. Navigate to **Settings → Account → Inspections → Templates**.
> 
> 2. Click **Add template**.
> 
> 3. Build out your template with the relevant tasks and details.
> 
> 4. Save — the template will now be available across all properties in your account.
> 
> ![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2358625399/0f1f2f3931f0880d9e45badd9a25/image.png?expires=1791207900&signature=beb1a52ce3b9e363c179a40e215fa79d17a199ea634e02a093d610c680e58d30&req=diMiHs98mIJWUPMW1HO4zVCa0ICxblC1yi%2FrBT1PpKIo0FIoe8kEDlESU53P%0ACel7vbFBWSLTDri014o%3D%0A)
> 
> 🔒 Only users with **Global Admin** permissions can create Inspection templates. If you encounter an "Unauthorized" error when saving, this is likely the cause.
> 
> ## Copying an Existing Inspection to the Library
> 
> 1. Go to **Inspections → Manage inspections**.
> 
> 2. Find the inspection you want to save as a template.
> 
> 3. Click the **three dots** menu and select **Save as template**.
> 
> 4. The inspection is copied to the template library and is now available across all properties.
> 
> ![](https://downloads.intercomcdn.com/i/o/1025277396/bebe42fec9a500205bc9f999/image.png?expires=1791207900&signature=06f277239f56b1f28c474e48db410df154c24f9c96c4b476ad7df4beb4d61875&req=dSAlE8t5moJWX%2FMW1HO4zSO%2FkfmLdmcufiC%2FLOVa0ShKJ57X2lcOUe7oXLpH%0AmSFayJ3r%2Bknt917toQo%3D%0A)
> 
> 📌 The copied template will not include specific Space or Equipment details or Assigned Users — these must be added when using the template at a new property.
> 
> * * *
> 
> # Broadcast Templates
> 
> ## Creating a Broadcast Template
> 
> 1. Navigate to **Settings → Account → Broadcasts → Templates**.
> 
> 2. Click **Add template**.
> 
> 3. Write your message and configure any settings.
> 
> 4. Save — the template will be available to all properties when sending broadcasts.
> 
> ![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2358629070/e400d28092cfab1cb569d3600998/image.png?expires=1791207900&signature=027815840695f2edc121a9f37f2726728533efdf6640a53f311b92b6e275b61f&req=diMiHs98lIFYWfMW1HO4zZCvB1WlUg%2F61C6JZcdGzfLr%2BEGJWQuJYqkoQZc%2F%0A4%2FxzpDaUnQr9g83%2BkPw%3D%0A)
> 
> 💡 You can also set up custom **email headers and footers** for your broadcast emails under **Settings → Account → Branding**. This lets you standardize your email appearance across all properties without needing to configure it per broadcast. See [How to Use Visitt's Broadcast Messaging](http://help.visitt.io/en/articles/9383612) for more details.
> 
> * * *
> 
> ## Related Articles
> 
> - [How to Create and Manage Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-manage-inspections)
> 
> - [How to Use Visitt's Broadcast Messaging](http://help.visitt.io/en/articles/9383612)
> 
> - [Access and Navigate Settings](http://help.visitt.io/en/articles/15000607-access-and-navigate-settings)
> 
> Thanks for reading! Reach out if you have any questions — we're here to help 😊
> 
> * * *
> 
> Related Articles
> 
> - [How to Manage Your Categories](http://help.visitt.io/en/articles/9216614-how-to-manage-your-categories)
> - [How to Use Visitt's Broadcast Messaging](http://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging)
> - [Visitt AI Capabilities](http://help.visitt.io/en/articles/9697354-visitt-ai-capabilities)
> - [Managing Equipment in Visitt](http://help.visitt.io/en/articles/10055618-managing-equipment-in-visitt)
> - [What is Visitt?](http://help.visitt.io/en/articles/15078686-what-is-visitt)
> 
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> 
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> 
> Table of contents
> 
> [Inspection Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_de646516bf)[Creating a New Template](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_inspection_create)[Copying an Existing Inspection to the Library](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_inspection_copy)[Broadcast Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_b4681009a6)[Creating a Broadcast Template](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_broadcast_create)[Related Articles](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates#h_related)

## Source media references

- https://downloads.intercomcdn.com/i/o/ymv0iawf/2358625399/0f1f2f3931f0880d9e45badd9a25/image.png?expires=1791207900&signature=beb1a52ce3b9e363c179a40e215fa79d17a199ea634e02a093d610c680e58d30&req=diMiHs98mIJWUPMW1HO4zVCa0ICxblC1yi%2FrBT1PpKIo0FIoe8kEDlESU53P%0ACel7vbFBWSLTDri014o%3D%0A
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