> For the complete documentation index, see [llms.txt](https://help.flowerbuddy.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.flowerbuddy.co/reference/retail-library/plan-templates/manage-plan-templates.md).

# Manage plan templates

Use **Retail Library > Plan Templates** to create a reusable template, open it for editing, make a new plan from it, or remove it from the Library.

<div data-with-frame="true"><figure><img src="https://2616748322-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtdSEPutB4SrRwwUMOIx%2Fuploads%2Fgit-blob-e3ee7fe7e2fec630c45ebed57b36d0a071e8862d%2F05-retail-library-plan-templates.png?alt=media" alt="Plan Templates tab with the New Template button, template table columns, and Actions area." width="550"><figcaption></figcaption></figure></div>

1. Select **New Template**, enter a **Template Name**, and select **Create**. The new template opens in its own editor.
2. Open a template from its name or use **Edit Template** to review its reusable Details, Tasks, Recipes, and Insights tabs.
3. Use **Create Plan From Template** when you want a separate retail plan to start from the template.
4. Use **Delete Template** only when it should no longer be available as a starting point. Confirm the deletion dialog to remove the saved template.

Creating a plan copies the template's setup at that time. It does not create a continuing connection. The **New Template** control can be unavailable when your workspace role cannot create events and plans.
