HighLevel Step-by-Step Guide: How to Organize Your Template Library Like a Boss

I love automation. I love optimization. But what I don’t love? Digging through a sea of templates like I’m looking for lost treasure. 🧭💀

If you’ve ever opened up HighLevel’s template library and thought:
“Whoa. Cool stuff… but where’s the one I actually need?”
Yeah, I’ve been there.

So in true HL Pro Tools fashion, I’m here to help you clean it up, sort it out, and make your template library work for you.

If you’re more of a visual learner (same), I put together an interactive tutorial that walks you through the whole process.

Why Template Organization Actually Matters

Templates are 🔥—but not if they slow you down.

Here’s why managing them right makes all the difference:

✅ Faster access to what you use most
✅ Simpler sharing with clients or team members
✅ Zero overwhelm when you log in to build
✅ Less “where the heck is it?!” moments

Bottom line: Your template library should feel like a curated toolbox, not a junk drawer.

Here’s how to bring some order to the madness, step by step:

Manage Categories Like a Pro

Categories are your best friend. Use them to group templates by use case, client, funnel type—you name it.

How to do it:

1. Head to the Agency Dashboard
2. Navigate to the Template Library

3. Click on Settings

4. Under Categories:
   • ➕ Create – Name your category and assign it to the right product
   • ✏️ Edit – Click the pencil icon to rename or update a description
   • ❌ Delete – You’ll get a prompt—make sure to move templates to another category first if you want to keep them

Control Your Types & Tags

From the Template Library Admin, you can also manage:

✅ Types

• Click into Types
• ➕ Create – Use “Type” as the designation
• ✏️ Edit or ❌ Delete like a boss

🏷️ Tags

Tags give you searchable power. Want all “Q&A” style pages? Tag it. Need only templates with upsells? Tag that too.

• Navigate to Tags
• ✏️ Edit tag names
• ❌ Delete the ones that no longer serve

Final Thoughts

Listen, HighLevel’s template system is powerful—but only if you take control of it.

By organizing your categories, types, and tags, you’ll:

• Spend less time searching 🕵️‍♂️
• Build faster 💡
• And finally feel like your library works for you, not the other way around 🔧

If you’re all about speed, structure, and real results in HighLevel… You need to be over at HLProTools.com 👈

We’ve got done-for-you snapshots, game-changing automations, and next-level tools to make you the HighLevel hero your business (or clients) need.