Is the Template Library available on all Gatheroo plans?

Yes. The Template Library is available to all Gatheroo subscribers regardless of their plan.

Can I edit a template after adding it to my account?

Yes. When you add a template from the library you get your own independent copy. You can edit it however you like: changing fields, instructions or structure, without affecting the original library version.

What happens if I add the same template more than once?

Each time you click Add again you get a new independent copy in My Templates. This is useful if you want two variations of the same template. For example, one version for individual clients and another for company clients.

What if the template I need isn't in the library?

The library is updated regularly. If you can't find what you need, email help@gatheroo.io and let us know. Template requests are used directly to prioritise what's built next.

Gatheroo Template Library: Pre-Built Client Intake Templates

What this does: The Template Library is a collection of pre-built request templates provided by Gatheroo, organised by industry and use case. Instead of building a request from scratch, you can browse the library, find a template that suits your needs and add it to your account with one click. You can then customise it as much as you like.

How to access and use the Template Library

Click Templates in the left-hand menu.
Click Template Library.
Browse or search for a template relevant to your needs.
Click + Add to My Templates. The template is copied into your My Templates list.
Open it from My Templates, customise the fields and wording to suit your business and start using it to create requests.

Note: Templates from the library are copied – not linked. If Gatheroo updates a library template, your copy won’t change automatically. You’ll keep the version you added.