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Q: How do I remove activity or appointment types?

A: You can do this by merging activity or appointment types. Merging is the only way to remove a type: everything booked on the two types is moved to one type, and the other type is removed.

An administrator merges types under Settings → CRM → Appointments (called Appointments & types in some accounts):

  1. Click Merge activity types or Merge appointment types.
  2. Choose the two types to merge.
  3. Enter the New activity type name or New appointment type name.
  4. Click Merge.

If either type is restricted to certain roles, the merged type is restricted to all of those roles.

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