Create Appointment Types (Sale, Service, or Other) so campaigns and scheduling can use a named type.
Before you start
To set up Appointment Types, you need:
An Admin role (Manager, Owner, or Super Admin)
Steps
Follow these steps to set up Appointment Types:
Go to Admin → Appointment Types.
Select the plus icon to open New Appointment Type.
Enter Name and set Type to Sale, Service, or Other.
Select Create Appointment Type.
What success looks like
When Appointment Type setup is complete, the type appears on Admin → Appointment Types with Name and Type. If the list is empty, you will see Unable to find any appointment types with a link to create one. Create Appointment Type stays disabled until both Name and Type are set.
Common questions
Who can set up Appointment Types?
Admins with Manager, Owner, or Super Admin access can create Appointment Types from Admin → Appointment Types.
What happens if I delete an Appointment Type?
Deleting an Appointment Type also clears that type from resources that used it. The confirmation is Please confirm your choice. Any resources using this appointment type will have their appointment type deleted as well.
Related articles
How to set up Appointment Scheduling Hours