What's the Difference Between a Locked and Unlocked Template?

Last updated: September 1, 2026

Locked and Unlocked Templates determine how much flexibility managers have when using coaching Templates. This article outlines the differences between the two Templates types.

Required permissions:

  • The Coaching: Create Template or Coaching: All Access permission is required to create a coaching Template and assign its Locked/Unlocked Status.

What is a Locked Coaching Template?

Locked Templates keep agenda items consistent across active Programs, recurring one-on-one Sessions, and Group Sessions. Locked Templates include the following functionality:

  • The Template creator and anyone with Coaching: All Access can add, remove, or edit Agenda Items.

  • Managers cannot change or remove Agenda Items from the Template.

  • Managers can add Agenda Items to the Template.

  • Added Agenda Items will be applied to active Programs, recurring one-on-one Sessions, and Group Sessions created with the Template.

  • Any items that a manager adds to the Template will still appear in that manager's active Programs, one-on-one Sessions, and Group Sessions, even if the core Template is later updated.

What is an Unlocked Coaching Template?

Unlocked Templates give managers a starting point to start coaching. They can customize meeting agendas without those events being updated by later template changes.

  • Managers can add and remove Agenda Items from the Template. The changes apply only to that Manager's usage of the Template.

  • Changes made to the Template will not be applied to active Programs, one-on-one Sessions, or Group Sessions that were created with the Template. The new Template configuration will only apply to Programs, recurring one-on-one Sessions, and Groups Sessions created after the Template was updated.

  • Whenever an Admin makes a change to an Unlocked Template, any active Programs, recurring one-on-one Sessions, and Group sessions will not receive the updated Agenda Items. Any newly created coaching events created with the Template will have the new configuration applied.

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