Visitt's Settings page allows you to easily share Inspection and Broadcast message templates across all properties in your portfolio, eliminating the need to create new items from scratch each time.
Inspection Templates
Creating a New Template
Navigate to Settings → Account → Inspections → Templates.
Click Add template.
Build out your template with the relevant tasks and details.
Save — the template will now be available across all properties in your account.
🔒 Only users with Global Admin permissions can create Inspection templates. If you encounter an "Unauthorized" error when saving, this is likely the cause.
Copying an Existing Inspection to the Library
Go to Inspections → Manage inspections.
Find the inspection you want to save as a template.
Click the three dots menu and select Save as template.
The inspection is copied to the template library and is now available across all properties.
📌 The copied template will not include specific Space or Equipment details or Assigned Users — these must be added when using the template at a new property.
Broadcast Templates
Creating a Broadcast Template
Navigate to Settings → Account → Broadcasts → Templates.
Click Add template.
Write your message and configure any settings.
Save — the template will be available to all properties when sending broadcasts.
💡 You can also set up custom email headers and footers for your broadcast emails under Settings → Account → Branding. This lets you standardize your email appearance across all properties without needing to configure it per broadcast. See How to Use Visitt's Broadcast Messaging for more details.
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