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How to remove/delete a template

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How can I remove a template so it no longer shows to be chosen from in the templates menu.

Amber Morris avatar
Written by Amber Morris
Updated this week

How to remove/delete a template

You cannot delete a Template. You should instead set this template to inactive. To do this, you can:

  • Navigate to 'Settings' > 'Templates'

  • Choose the relevant tab, e.g. Estimates to remove a consent form or estimate template, or Emails to remove an email template.

  • Choose your desired template from the left menu, this will put the template into edit mode.

  • Simply scroll down to the bottom and toggle the 'Active' status off.

  • Click 'Save'.

  • This template will no longer appear in your list to be selected.

gif of de-activating a template from your settings.

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