Create and edit appointment types

Use appointment types to categorize visits, such as inspections or installations. Each type has a name and a color.

Create an appointment type

1. Select Company settings > Appointments > Types.
2. Select New appointment type.
3. Enter a name and choose a color.
4. Select Update.

The new type is available when you create or edit an appointment.

Edit an appointment type

1. Select Company settings > Appointments > Types.
2. Change the type’s name or color.
3. Select Update.

Existing appointments display the updated type name. To undo changes you haven’t saved, select Discard changes.

Delete an appointment type

1. Select Company settings > Appointments > Types.
2. Delete the type.
3. If the type is in use, select Delete anyway.
4. Select Update.

If the type is in use, you’ll be warned that deleting it removes it from the appointments that use it.

Appointment types and job types

An appointment’s type is separate from its job’s type. Changing one doesn’t change the other.

Related articles

• Create and edit an appointment
• Filter the calendar