Appointment types
Last updated: November 3, 2026
Use appointment types to organize your appointments.
How appointment types work
An appointment type belongs to the appointment. It’s separate from the job type, so an appointment can have a different type from its job. A type is optional.
Set an appointment’s type
- Open the appointment, open its options, and select Edit.
- Choose a type.
- Save the appointment, then confirm.
You can also choose a type when you create an appointment.
Filter by type
In Schedule, open the filters and choose one or more types. Type filters use the appointment’s own type, not its job’s type. See Find and filter appointments.