How to Create Template Pages for Agency Clients on UniLink

Build reusable page templates in UniLink Agency so every new client starts with a polished, pre-built foundation instead of a blank canvas.

Building every new client page from scratch is one of the hidden costs of agency work. Even if it only takes an hour per client, that hour compounds fast as your client roster grows. UniLink Agency Templates eliminate that repetition by letting you design a page layout once and reuse it for every client who fits that profile — whether that's a fitness coach, a restaurant, or a SaaS startup.

What Agency Templates Do

A UniLink Agency Template is a saved page layout that exists at the agency level rather than inside any specific sub-account. It contains your full block structure — every Banner, Link, Bio, Product, Booking, or Social section you have placed — along with the design theme (fonts, colors, spacing) and any placeholder content you have written. When you apply the template to a new sub-account, all of that is duplicated into the client's account for them to customize.

Templates are independent of any live client page. You can update a template without affecting clients who are already using a version of it — changes to the template only flow to new clients who receive the template during onboarding. This is the right behavior for most agencies: you don't want a redesign of your template to unexpectedly change a live client's published page. If you want to push an update to existing clients, you do that manually by editing their individual sub-accounts.

You can maintain multiple templates for different client types. A local services template might include a booking block, an address block, and a Google Maps link. An e-commerce template might lead with a product grid and a newsletter signup. A content creator template might prioritize a video embed, social links, and a media kit download. Having a library of 3–5 templates that covers your most common client profiles means you always have the right starting point ready.

How to Get Started

1. Access the Agency Templates panel. Log in at app.unilink.us and navigate to the left sidebar. Click Agency → Templates. If this option is not visible, confirm you are on the Agency plan — Templates are not available on lower plan tiers.
2. Plan your template before building it. Decide which client type this template serves (e.g., local service business, content creator, e-commerce store). List the blocks you want to include and what placeholder content makes sense. A small planning step here saves significant rework later.
3. Click "Create Template." In the Templates panel, click the Create Template button. Give the template a clear internal name that describes the client type (e.g., "Local Services — Booking Focus" or "Creator — Social + Links"). This name is visible only to your agency, not to clients.
4. Build the page in the template editor. The template editor is the same block-based page builder used for regular pages. Add your blocks, configure their layout, set the design theme, and write placeholder content (e.g., "[Client Name]", "[Add your tagline here]"). The more useful your placeholder text, the easier it is for the client to fill in their own details.
5. Save the template. Click Save Template. The template is now stored at the agency level and available to apply whenever you create a new sub-account. Test it by previewing it — the preview shows exactly what a client will see when the template is applied to their account.

How to Use Templates When Onboarding Clients

1. Select the template during sub-account creation. When you click Add Sub-account, the creation flow includes a Starting Template dropdown. Select the template that matches the new client's business type. If no template fits, select Blank Page and build from scratch.
2. Review the cloned page in the client's sub-account. After creating the sub-account, open it and navigate to Pages. You should see a draft page built from the template. Open it in the page editor and verify that all blocks are present and the design is intact.
3. Customize the placeholder content. Update the placeholder fields with the client's real information: business name, bio, links, contact details. You can do this before the handoff call so the client sees a page that already looks like theirs, not a generic template.
4. Hand off editing to the client. Once the base content is in place, the client can take over and edit the page themselves through their own sub-account login. They work within the same block-based editor and can change any content field without breaking the structure you built.
5. Update your templates over time. As you learn what works well and what clients always change, update your templates to reflect those improvements. Better placeholder content, improved block order, and refined design settings all make each new client onboarding faster and better than the last.

Key Settings

Get the Most Out Of Agency Templates

The highest-leverage thing you can do with templates is make them genuinely opinionated. Don't try to create one universal template that works for everyone — a template with too many conditional blocks and a wishy-washy design is less useful than three specific templates each optimized for a distinct client type. Narrow scope per template means faster customization and better client results.

Connect integrations at the template level where possible. If all your local-services clients use Calendly for bookings, embed a placeholder Calendly booking block in the template so the only step at onboarding is replacing the Calendly URL — not explaining to the client why the booking block is missing. Reducing the "connect this integration" steps at onboarding is a significant time saver at scale.

Use the template as a quality baseline. Because you designed it, you know it looks good on mobile, loads fast, and uses a clear visual hierarchy. When a client starts from your template, they are more likely to end up with a professional result than if they build from scratch. This protects your agency's reputation — every client page that goes live on your watch reflects on your brand.

Run a quarterly template review. Pick a date every three months to open each template, check if the default blocks still reflect what you recommend, update placeholder content to reflect any messaging improvements you've learned from client projects, and test the mobile preview. A template library that decays over time eventually costs you the time savings it was supposed to create.

Troubleshooting

Frequently Asked Questions