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

# Reuse a business setup with templates

> Save the receptionist setup of a business you built as a template, and start new businesses from it in the partner console.

A template copies the setup of a business you've already built, so the next client in the same line of work starts from it. Owners and admins save and delete templates on the **Templates** page, and everyone on your team can see them. You pick a template when you create a business.

## What a template copies

A template keeps the parts of a setup that suit any business of the same kind, and leaves out what belongs to one business:

| A template copies | The business keeps |
| - | - |
| Receptionist settings | Its name, time zone and website, including knowledge read from that website |
| Hours | Its phone numbers and transfer number |
| Services and rules | Its owner, team and access level |
| Knowledge entries, FAQs and texts | Which staff take each service |
| Websites on other domains | A greeting that names the business |
| Documents, as stored copies | Entries, websites and documents you turned off |

The **Templates** page lists what each template sets up, such as **Receptionist settings**, **Hours** and the number of services, rules, websites, documents, FAQs and texts.

## Save a template

Save from either page:

* On **Templates**, click **Save a template**, choose the **Business**, enter a **Template name** and click **Save template**.
* On **Businesses**, open a business's **More actions** menu and choose **Save as template**.

The template keeps its own copy of the setup and the documents. Changing the business later leaves the template as it was. The business's audit log records who saved its setup.

The save fails when the business has a setting a template can't hold, such as a rule longer than 4,000 characters. Shorten it in the business, then save again.

## Start a business from a template

In the **Create a business** form, pick the template under **Template**. The field appears once you've saved one. The new business gets the template's setup, with the name and time zone you enter in the form.

LobbyStack reads a sample of each website the template lists. To read the rest, open the business and use its [**Knowledge**](https://docs.lobbystack.com/agent/knowledge.md) page. If the template can't be applied, the console doesn't create the business, and you can try again or pick another template.

Templates work from the console only. A platform key can't create a business from a template.

## Delete a template

Open the template's **More actions** menu, choose **Delete**, and click **Delete template**. Businesses you created from it keep their setup.


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