Setting Default Branding with Templates
The Templates section lets you define company-wide defaults for branding and company details. When you create a new card, these defaults are automatically applied — so you don't have to set the logo, color, and company details on every card individually.
How to access Templates
Click Templates in the left sidebar. You'll see three tabs:
Appearance — default logo, brand color, and card design
Apple Wallet — default Wallet pass design
Company Details — default company information for all new cards
Appearance tab
Set the following defaults for all new cards:
Company logo — click Add logo to upload. Use a PNG with transparent background for best results.
Brand Color — enter a hex code (e.g.
#0066CC) or use the color pickerTemplate — choose the default card design from the available options
Click Save when done.
Apple Wallet tab
Choose the default Wallet card design that will be applied to all new team member cards. Click Save to apply.
Company Details tab
Fill in the company information that will be pre-populated on every new card:
Company Name
Company Website
Office Address
Company Phone
Company Email
Click Save when done.
Important: Templates apply to new cards only
Changing a template default does not update existing cards. Templates only auto-populate the settings on cards created after the template was saved. To update an existing card's appearance or company details, edit that card directly.
Need help?
Contact us at [email protected]