Help Center › Profile Templates - Visual Builder
The Visual Profile Builder is the drag-and-drop editor for designing digital business card layouts — add, arrange, and style content sections without writing any code.
Key benefits
- No code required — every change is made through a visual canvas with real-time preview
- Fully reusable — build a template once and assign it to a single profile, a whole team, or an entire company
- Live data binding — dynamic sections pull current contact details, social links, and company info automatically; update the data once and every profile using the template reflects the change
- Brand consistent — set theme colours and a header image at template level so all assigned profiles share a unified look
Who it's for
| User type | What they can do |
|-----------|-----------------|
| Individual user | Build or edit their own profile template |
| Team admin | Create a shared template for their department or team |
| Company admin | Create and enforce company-wide templates across all staff |
| Reseller admin | Build white-labelled templates to offer to their client companies |
How to access
Interface overview
The builder has three main areas:
| Area | What it does |
|------|-------------|
| Canvas (centre) | Live preview of your template. Click any section to select it. |
| Sections panel (left or top) | List of all sections you have added, in order. Drag to reorder. |
| Settings panel (right) | Edit the selected section's content, data source, and styling options. |
The canvas updates in real time as you make changes. Use the Preview button to see how the finished profile looks on a mobile screen.
Step-by-step: building a template
1. Name your template
Give it a clear name so it's easy to find later — for example, "Sales Team Standard" or "Company Default 2025".
2. Add sections
Click + Add Section (at the bottom of the sections list) and choose from the available section types. A new section is added at the bottom of the canvas.
3. Arrange sections
Drag sections up or down in the sections panel to change their order on the page. The most important content — typically the Header and Profile Info — usually sits at the top.
4. Configure each section
Click a section in the canvas or the sections list. The settings panel on the right shows:
- Content settings — what text, links, or media to display
- Data source — for dynamic sections, whether to show the individual user's data, the team's data, or the company's data
- Style settings — colours, fonts, spacing, borders specific to that section
5. Set theme colours
Open the Theme tab in the settings panel to set global colours that apply across the whole template:
| Colour key | Where it applies |
|------------|----------------|
| bgColor | Page background |
| fontColor | Primary text colour |
| buttonColor | Buttons and links |
| iconColor | Social and contact icons |
Individual sections can override the theme colour if you need variation.
6. Preview
Click Preview to see a mobile-sized render of the full profile. This shows how the template will look to a visitor who opens the profile link or taps an NFC card.
7. Save and assign
Click Save. You can then assign the template at one of three ownership levels:
| Level | Who it applies to | How to assign |
|-------|------------------|--------------|
| Profile | A single person's profile only | Open the profile → Template → select this template |
| Team / Department | All members of a team | Open Team settings → Default Template → select |
| Company | All staff in the company | Open Company settings → Default Template → select |
Templates assigned at a higher level (company or team) act as the default. Individual profiles can override with their own template if allowed by the company admin.
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Sections
The builder supports a range of section types — some are dynamic (they pull live data from the profile, team, or company) and some are static (you enter the content directly in the builder).
For a full reference of every section and its configuration options, see [Sections Reference →](./template-visual-builder/sections.md).
Confirmed sections in the current release:
| Section | Type | Summary |
|---------|------|---------|
| Header | Dynamic | Hero background + profile photo overlay |
| Profile Info | Dynamic | Name, title, department, company, headline |
| Contact Details | Dynamic | Email, phone, address — each field toggleable |
| Social Media Links | Dynamic | Social and website links |
| Call to Action | Dynamic | "Add to Contacts" vCard download button |
| Text | Static | Custom text block |
| Button | Static | Standalone button with URL or document |
| Divider | Static | Horizontal separator line |
| Single Image | Static | One image with crop and styling |
| Image Row | Static | Two images side by side |
| Video | Static | YouTube, Vimeo, Loom, or direct URL |
| Custom HTML | Static | Raw HTML/CSS with optional data binding |
> Additional sections such as Experience, Education, Skills, Services, Team List, Brand Banner, and Legal Footer may be available depending on your plan or template type. Availability may vary.
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Data sources
Dynamic sections can draw their content from one of three data sources:
- User — the individual profile owner's own data
- Team — the department or team's shared data (team phone, team links, department name, team logo)
- Company — company-wide data (company name, main phone number, logo, company links)
You can mix data sources across sections — for example, use User data for the Contact Details section and Company data for the Social Links section.
For full details on when to use each source and how fallback works, see [Data Sources →](./template-visual-builder/data-sources.md).
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Theme colours
Set once at template level and applied consistently across every section that doesn't have its own style override.
| Setting | Description |
|---------|-------------|
| bgColor | The main background colour of the entire profile page |
| fontColor | Default text colour for headings, labels, and body copy |
| buttonColor | Fill colour for buttons and active link elements |
| iconColor | Colour applied to social media and contact icons |
To keep your brand consistent, set these four values first before styling individual sections. Most sections inherit from the theme automatically.
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Save and assign
Saving a template does not automatically apply it to any profile — you must assign it separately.
To assign to a single profile:
To assign to a team:
To assign company-wide:
Can individuals override the company template?
This depends on the permission setting in Company Settings. If overrides are enabled, staff can select their own template from their profile. If disabled, the company template is locked.
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Tips and FAQ
Can I duplicate a template before editing it?
Yes. In the Templates list, use the Duplicate option (three-dot menu) to create a copy. Edit the copy without affecting the original.
Why are some sections greyed out when I try to add them?
Certain sections are only available on specific plans or for certain template types (e.g. company vs. individual). If a section is greyed out, hover over it to see the reason.
How do I remove a section?
Click the section to select it, then use the Delete icon (bin icon) in the settings panel, or right-click the section in the sections list.
What happens if I edit a template that is already assigned to 50 profiles?
Changes to the template apply instantly to all profiles using it. There is no need to re-assign. This is by design — it allows you to update branding or contact details once and have it roll out everywhere.
Can I use the same template for both mobile and desktop?
Yes. The template renders responsively. The mobile preview in the builder shows the most common view (since most profile visits come from phone taps), but the layout also works on desktop browsers.
Is there a limit to how many sections I can add?
There is no hard limit, but very long profiles can hurt the visitor's experience. We recommend keeping the most important content in the first three to five sections and using the Preview frequently to check the flow.
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Related: [Sections Reference](./template-visual-builder/sections.md) · [Data Sources](./template-visual-builder/data-sources.md) · [QR Code Designer](/help/qr-templates) · [Wallet Pass Generator](/help/wallet-templates) · [Public Profile View](/help/your-digital-card)