Save a panel as a template

Templates save a fully configured panel design as a reusable starting point. You can use a template to start a new panel for another channel, or share it with another server using a share code.

When templates are useful

• Multiple servers with similar support setups. Build once, share into each.

• A/B testing. Save the current design, experiment, restore if needed.

• New community prep. Build a panel offline, save as template, set it live on launch.

• Backup. A template is a safety net before risky edits.

Saving a template

From the Panels page:

1

Find the panel

Find the panel you want to save.

2

Click Template

On the panel card, click Template.

3

Name the template

In the Save as Template window, enter a Template Name (required) and an optional Description.

4

Confirm

Click to confirm. The panel is saved as a template and you are taken to the Templates page, where it now appears.

Using a template

On the Templates page, click Use Template on the template you want. This starts a new panel pre-filled with the saved design. The full creation wizard is skipped. You are only asked to pick the channel to send the panel to before you land in the editor.

You can edit anything before saving. A template is a starting point, not a contract.

What a template captures

• Embed (title, description, color, image, fields, footer).

• Buttons / select menus.

• Per-option settings.

• Panel-wide defaults.

• Form questions.

What a template does not capture

• The Discord channel the panel was in.

• Specific Discord roles (templates use role placeholders. When you apply, you map placeholders to actual roles).

• The specific Discord category for tickets.

Roles and channels are per-server identifiers and don't transfer cleanly.

Sharing a template with another server

Sharing is free. You share a template across servers with a share code that the other server pastes in:

1

Find the template to share

On your Templates page, find the template you want to share.

2

Open the Export Template window

Click Get Code (it reads View Code if a code already exists). The Export Template window opens.

3

Generate and copy the code

Click Generate Code, then copy the Template Code.

4

Import on the destination server

In the destination server's dashboard, open Templates and click Import Template, paste the code, then click Confirm. The template appears in the destination server, ready to use.

The source server can delete the code at any time from the same Export Template window. Copies already imported into other servers keep working.

→ Templates

Limits

• Free: 1 saved template per server.

• Premium: 25 saved templates per server.

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