Card templates let you save a card's configuration and reuse it the next time you create a card. Instead of re-entering the same currency, limits, and controls every time, you save them once and apply them with a click. This article explains what a template is, what it stores, and how to create and apply one.
Guide Overview
Which Users Can Create a Template?
Frequently Asked Questions (FAQs)
What Are Card Templates?
A card template is a saved card configuration you can reuse. Rather than building a card's settings from scratch each time, you apply a template and Float pre-fills the "Create new card" form for you. It's a shortcut, not a new way of creating cards - the card is still created through the same card creation process, just with the fields already filled in.
Templates are especially useful if you're issuing similar cards repeatedly. For example, a recurring stipend, a travel card, a team/department spending card, or a new hire onboarding stipend.
What Does a Template Include?
A template stores everything a card itself holds:
- Currency
- Card type (virtual or physical)
- Limits (recurring or temporary)
- Merchant category restrictions
- Autofill transaction details settings (tags, custom fields, and coding)
- Submission policy
It also saves two pieces of template-only information: a display name and an icon, so you can tell your templates apart at a glance.
A template doesn't store a cardholder. You still choose who the card is for every time you create a new one from a template - that's what makes the same template reusable across different people.
Which Users Can Create a Template?
Only Administrators and the Primary Administrator can create and apply templates. These are the only roles that can create cards for other users directly, without going through a Spend Request — so template creation follows the same permissions as card creation itself.
How to Create a Template
You save a template from the card creation flow. When creating a new card, you'll see a "Save as template" button, which saves the configuration as a new card template.
How to Create a Template:
- Go to Cards > Create Card > Blank Card
- Add the card details for your template:
- Card type (virtual or physical)
- Currency (CAD or USD)
- Limits (recurring or temporary)
- Submission Policy
- Restrict merchant categories
- Auto-fill transaction details
- Select the "Save as template" button at the bottom of the page
- In the side-panel pop-up, add a template name and select an icon to be associated with the template
- Select "Save template"
Once created, you'll be able to proceed with creating the card. The template will then be saved to your list of templates that you can select the next time you create a card.
How to Apply a Template
When creating a new card, select a saved template from the template dropdown. Float pre-fills every field the template stores. You can then add the cardholder(s) to create the card for. If needed, you can also override any of the template's fields before creating the card. Applying a template doesn't lock you into its settings.
How to apply a template during card creation:
- Go to Cards > Create Card > Use template
- In the template drop-down, search and select which template you'd like to apply to this card creation
- Add the cardholder(s) you're creating this card for, and a card nickname
- Select "Create Card" once you've filled out all of the details
Important Notes:
- If you change the card details after applying a template and want to go back to the template's details, select Reset to template. The card details reset to those of the selected template.
- If you want to keep your changes as a separate template, select Save as new template.
- If you want to update the template itself, select Apply changes to template. Float shows a before and after comparison of only the details you changed.
For more details on the card creation process, see: Creating Float Cards as an Administrator
How to Edit a Template
You can update a template from the card creation flow by changing its details and applying the changes to the template.
How to edit a template:
- Go to Cards > Create Card > Use template
- In the template drop-down, search and select the template you'd like to edit
- Make the desired changes to the card details that you want saved in the template
- At the bottom of the page, select the downward arrow beside "Reset to template", then select "Apply changes to template"
- A pop-up appears showing the changes
- Select "Apply changes"
How to Delete a Template
You can delete a template you no longer need.
How to delete a template:
- Go to Cards > Create Card
- Hover over "Use template" to see all your active card templates
- (Optional) Search for the template name
- To the right of the template, select the "delete" icon
The template is deleted.
Frequently Asked Questions (FAQs)
Does a template set the cardholder for me?
Can I change a template's settings after I apply it?
Can two templates have the same name?
Can I go back to a template's details after I change them?
What's the difference between Save as new template and Apply changes to template?
Can Spenders use card templates?
Does a template set the cardholder for me?
No. A template pre-fills the card's configuration, but you still select the cardholder yourself each time.
Can I change a template's settings after I apply it?
Yes. Applying a template just pre-fills the form — you can override any field before creating the card.
Can two templates have the same name?
No. Template names must be unique.
Can I go back to a template's details after I change them?
Yes. If you change the card details while creating a card from a template, select Reset to template. The card details reset to those of the selected template.
What's the difference between Save as new template and Apply changes to template?
Save as new template saves your changes as a separate template. Apply changes to template updates the template itself, and Float shows a before and after comparison of only the details you changed.
Can Spenders use card templates?
Yes. Spenders can select a template when they submit a spend request for a new card. Only Administrators and the Primary Administrator can create templates. For more details, see: Spend Requests for New Cards or Limits + FAQs