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What are Templates?
What are Templates?

Understanding how to use templates on Pixlmob

Carissa Vowels avatar
Written by Carissa Vowels
Updated over 9 months ago

Templates are a great way to save time and quickly reorder your most common services.

You can create a template from:

  • the templates tab.

  • a project you've created.

We recommend creating and naming your templates to match the packages or bundles you offer to your clients, so creating a project and ordering services is faster than ever on Pixlmob.

Template FAQs

  • How do I create a template?

    • You can create a template from several different points on Pixlmob.

    • Once you’ve created a project, you can easily turn that project into a template by selecting this option from the project menu (3 dots in the corner).

    • You can also navigate to the templates tab in your dashboard (left panel of your Pixlmob account) and create a template from scratch here.

  • Where are my saved templates?

    • You can access all of your saved templates from the Templates tab in the left navigation panel of your Pixlmob dashboard.

  • How do I edit a template I’ve created?

    • From the templates tab, select the template you’d like to edit.

    • Remove or add services.

    • You can also duplicate the template if you’d like to create a second option similar to the original.

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