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Working With Program Module Templates

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Module templates are your content library — reusable building blocks that save hours of setup time while maintaining consistency across programs. Rather than recreating the same welcome module, assessment workflow, or educational content for each new program, you can build it once, save it as a template, and deploy it anywhere with just a few clicks.

In this article:

Understanding Module Templates

Module templates function as master copies of your best content. When you add a template to a program, Practice Better creates an independent copy — the original template remains unchanged, and modifications to the deployed module won't affect the template or other programs using it.

This approach gives you the best of both worlds: consistency in your initial setup and flexibility to customize for specific cohorts or individual program needs.

💡 Tip: Think of module templates like recipe cards in your coaching toolkit. You can use the same recipe multiple times, adjusting ingredients for different dietary needs without changing the original card.

What Gets Saved in a Module Template

Module templates capture all the content you've built — text, media, attachments, tasks, forms, protocols, nutrition plans, and quizzes. However, unlock schedules are NOT saved in templates since they're specific to each program type. When you add a template to a program, you'll set the unlock schedule based on whether it's a Fixed-Date, Evergreen, or Self-Paced program.

📍 Note: Forms, quizzes, and protocols referenced in module templates are linked, not copied. If you update a form in your form library, any module templates using that form will automatically use the updated version when deployed to new programs.

Creating Module Templates

Using module templates works best when you're creating standardized content you know you'll use repeatedly — like welcome modules, intake assessments, or foundational lessons that apply across multiple programs.

  1. Go to My Practice > My Programs.
     
  2. Click the Module Templates tab at the top of the page.

     
  3. Click the Fast Action Button in the bottom-right corner to Create a module template.

     
  4. Name your template with a descriptive title that makes it easy to identify when browsing your library. Clients will see the Module Name. The Label is just for practitioner use. 

     
  5. Add module content including text, media, attachments, tasks, forms, protocols, nutrition plans, or quizzes — just as you would when building a regular module.
     
  6. Click Save Changes to add the template to your library.
     

✅ You're all set: Your template is now available to use in any program, saving you from rebuilding this content from scratch each time you need it.

Saving Existing Modules as Templates

Your best templates often come from modules you've already refined through real program delivery. When you discover a module that consistently delivers great results, save it as a template for future use.

  1. Go to My Practice > My Programs.
     
  2. Click Manage next to the program containing the module you want to save.
     
  3. Locate the module and click the More Options menu (3 dots) next to it and select Save as template.

     
  4. In the Team plan, select the team member for whom this module template will be saved. 
     
  5. Review the module name and edit if needed to make it more descriptive for template browsing.
     
  6. Click Save Changes to add it to your list of module templates.
     

💡 Tip: After running a program once or twice, review which modules generated the most engagement, questions, or breakthroughs. These high-impact modules make the best templates because they're already proven to work.

Using Module Templates in Programs

Once you've built your template library, deploying that content into new programs takes just seconds.

Adding a Template to Your Program

  1. Go to your program and click the Fast Action Button.
     
  2. Select Add module.
     
  3. Scroll or search your module templates list to find the one you want to use.

     
  4. Click on the template to select it.
     
  5. Set your module release schedule based on your program type (Fixed-Date, Evergreen, or Self-Paced).
     
  6. Click Save and publish or Save draft depending on whether you're ready to make it visible to clients.
     

After adding a template to your program, you can modify the content without affecting the original template.

📍 Note: Changes you make to deployed modules don't sync back to the original template. This means you can safely customize content for specific audiences without worrying about affecting other programs or the master template.

Understanding Module Template vs. Program Template

It's easy to confuse these two terms, but they serve different purposes:

  • Module Templates are individual reusable modules you create within your Practice Better account. They're building blocks you can add to any program.
     
  • Program Templates are complete programs you import from Practice Better's template library or via sharing codes from colleagues. These programs come with pre-built modules that you can then save individually as module templates if desired.

💡 Think of it this way: Module templates are ingredients, while program templates are complete recipes.

Sharing Module Templates with Your Team

If you're on a Team plan, you can share module templates with colleagues to maintain consistency across practitioners. Learn more about Sharing Resources with Team Members.

To share a template with your team:

  1. Go to My Practice > My Programs > Module Templates.
     
  2. Click the icon near the top of the list to Manage Team Sharing. 

     
  3. Choose which team members should have access to which templates.

     
  4. Click Save.
     

📍 Note: By default, module templates are private to the practitioner who created them. Team members can only access templates that have been explicitly shared with them or with the entire team.

Managing Your Module Templates

As your template collection grows, keeping it organized ensures you can quickly find the right content when building new programs.

Previewing and Updating Module Templates

Go to My Practice > My Programs > Module Templates to see your complete list of module templates. Templates display with their names, module types, and creation dates.

Before adding a template to a program, you can review its complete content to ensure it's the right fit:

  1. Go to My Practice > My Programs > Module Templates.
     
  2. Click Edit next to the template you want to preview.

     
  3. Review all content, attachments, tasks, and resources.
     
  4. Click the back arrow if you were just previewing, or make edits and click Save Changes to update the template.

⚠️ Important: Editing a template only affects future uses of that template. Modules already added to programs from this template remain unchanged — they're independent copies, not linked to the master template. If you need to update content across multiple programs, you'll need to edit each deployed module individually. There's no bulk update feature, so consider this before deploying templates widely.

Duplicating Module Templates

Create variations of existing templates without starting from scratch:

  1. Go to My Practice > My Programs > Module Templates.
     
  2. Click the More Options menu (3 dots) next to the template you want to duplicate and select Duplicate.

     
  3. Edit the duplicated template to create your variation.
     
  4. Click Save Changes to save the module template created by duplication. 
     

💡 Tip: Consider creating different versions of popular templates optimized for different program types. This saves time during program setup since you won't need to rewrite instructions that reference specific unlock schedules or timing.

Tracking Module Template Updates

You can view when recent changes were made to your module templates in your portal’s Activity logs. This is only available to the Practice Better account owner. 

  1. Go to All Settings & Preferences > Activity.

     
  2. Filter for "updated a program module template" to see modifications made within the last 60 days.

     
  3. Review the timestamp and details of each template update.
     

This helps you track which templates were recently modified and maintain quality control across your template library.

Deleting Module Templates

To remove a template from your library:

  1. Go to My Practice > My Programs > Module Templates.
     
  2. Click the More Options menu (3 dots) next to the template you want to remove.

     
  3. Select Delete.
     
  4. Confirm the deletion.
     

📍 Note: Deleting a template doesn't affect any modules you've already added to programs using that template. Those deployed modules remain intact in their respective programs.

Next Steps for Creating Your Program

Building a strong template library is an investment that pays dividends every time you launch a new program. Start by templating your most commonly used modules — welcome sequences, standard assessments, foundational educational content — then expand your library as you identify other reusable elements in your program delivery.

Continue building your program:

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