Articles on: Templates & Content Library

Using a template to create a room

Creating a room from a template takes about 10 seconds — and saves you from rebuilding structure every time.

Create a room from a template

There are two entry points.

From the New Room flow

Click + New room in the left sidebar (or the + New room button on the Rooms list).
A dialog asks "How would you like to configure your rooms?" — pick one:
- Quick start — create a single room instantly.
- Advanced creation — configure one or more rooms in a single flow (useful when spinning up several at once).
The template gallery opens. Browse the cards (each shows usage stats — "Used N times. Modified X days ago") or search by name. Click the card you want.
- To skip a template entirely, click + Start from scratch in the top-right of the gallery — same flow, just with an empty starting point.
Give the new room a name. This is what your buyer sees — use the buyer's company name.
Confirm. The room is created.

From the Templates page

You can also start from the Templates page (left sidebar of the org-level dashboard), where every template in the workspace is listed. Each card surfaces the template's name, status (Published / Draft), usage count, last-modified date, and access scope (Everyone / Limited).

Hover any template card to reveal a Create a room button (and a ⋮ menu for other actions). Click it to start the same name-and-confirm flow as above.
Or open the template itself and use the Create a room button in its top-right header.

Katalyz copies the template's structure, widgets, and design settings into your new room. Nothing is linked — the new room is independent.

What you get

The new room is a full copy of the template:

Same pages and their order
Same sections within each page
Same widgets and content
Same task assignees (task progress resets to "not done")
Same Design tab settings (color palette, etc. — see Per-room theme)
Same default language

By default, you become the new room's Owner (room role) — but the Owner is one of the fields you can change during the creation flow, and you can reassign it from the room afterwards too. No one else has access until you invite them.

Most personalization happens automatically through variables: any $variable in template copy resolves to the right value as soon as you fill in the underlying custom field on the room. See Using variables in text.

What's still on you:

Add the buyer's logo (prospect logo) — either search the brand via Brandfetch or upload manually. See Prospect logo.
Add buyer-specific context — challenges, meeting notes, discovery-call insights.
Swap generic references for customer stories or case studies that resonate with this buyer's situation.
Review pricing — make sure any numbers match the actual deal.
Update the CTA if it links to a specific booking calendar or meeting.

💡 Tip — Use Presentation mode (from the room menu in the top-left) to see the room as a buyer would before you share.

Pricing for different buyers

If you need to show different pricing to different buyers, use variables (type $ in a text widget) to reference custom fields like deal amount. See Using variables in text.

Can I change which template a room was created from?

No. Once a room is created, it's independent. If you want to "re-apply" a newer version of the template, you'd need to create a fresh room and move content over manually.

Updated on: 18/06/2026

Was this article helpful?

Thank you!