To delete a non-default template, open it from Templates → Email (or SMS), use the delete action, and confirm in the dialog: Confirm delete: [template name]?. Remindax does NOT show a "used by" list — it won't warn you which sequences or reminders reference this template. Before deleting, manually check Reminder Sequences and key reminders to ensure nothing breaks. Default templates can't be deleted.

Before you start

  • You typically need Administrator access to delete templates.
  • Manually check what's using this template before deleting — Remindax won't tell you.
  • Consider editing the template instead of deleting if you just want to change the content (preserves all sequence/reminder linkages).
  • Default templates cannot be deleted. Only non-default custom templates can.

The critical caveat: no dependency view

Remindax does NOT have a "used by" or dependency view for templates. When you delete a template, you won't see:

  • Which sequences reference it
  • Which reminders reference it (via custom step overrides)
  • Any warning about active usage

The system just lets you delete (unless it's a default template).

Steps — delete a template

Manual pre-flight check (do this first)
  1. Go to Settings → Reminder Sequence.
  2. Expand each sequence and check the Email Template and SMS Template fields on each step.
  3. Note any sequences referencing the template you want to delete.
  4. Update those sequences to reference a different template BEFORE deleting.
  5. For reminders with custom step overrides referencing this template — these are hard to find via UI. Consider whether you have any.
Delete the template
  1. Go to Templates → Email (or Templates → SMS).
  2. Open the template.
  3. Use the Delete action.
  4. The confirmation dialog appears:

> Confirm delete: [template name] ? > [Delete] [Cancel]

  1. Click Delete to confirm.

The template is removed from the templates list.

What happens if a deleted template is still referenced

The behavior depends on the channel:

Email — graceful fallback exists

If an email template is deleted while still referenced by a sequence step or reminder, Remindax falls back to a built-in template for that reminder type (the standard Expiration / Due Date / Appointment / Event template). The email continues to send, just with the default content instead of your custom template.

Recipients won't notice anything obviously wrong, but the email's branding/content will revert to the system default. Worth re-attaching a real template to those sequences/reminders afterward.

SMS — no equivalent fallback

If an SMS template is deleted while still referenced, there is no safe fallback in the same way. The SMS send may fail silently — meaning the recipient gets nothing, and there's no error visible in the standard notification flow.

This is a real risk. Always update sequences/reminders to reference an existing SMS template BEFORE deleting any SMS template.

Editing vs Deleting — when to do which

Edit when:

  • You want to update wording, formatting, or merge tags but keep using the same template.
  • The template's name still fits its purpose.
  • You don't want to disturb sequence/reminder linkages.

Delete when:

  • The template is genuinely obsolete.
  • You've created a better replacement and want to clean up.
  • You're consolidating multiple templates into fewer.

For "I want to replace this template with a new one" — usually editing the existing template is simpler than deleting and creating new (because of the no-dependency-view issue).

Replacing a template — the practical workflow

If you want to swap a template across multiple sequences:

  1. Create the new template (Templates → Email → Create Email Template, fill in, save).
  2. For each sequence using the old template, edit the relevant step(s) to reference the new template instead.
  3. Verify by spot-checking a few sequences in Settings → Reminder Sequence.
  4. Then delete the old template — the email fallback protects you if you missed one, but the SMS lack of fallback makes this risky for SMS.

What happens next

  • After delete: the template is gone from the templates list. Sequences/reminders that referenced it now have a broken link (with fallback behavior described above).
  • After editing: the changes apply to future sends. No linkage disruption.

Edge cases & gotchas

  • No dependency view exists. Manually audit Reminder Sequences before deleting.
  • Default templates can't be deleted — only non-default custom templates.
  • Email has a graceful fallback to a built-in template; SMS does not.
  • SMS template deletion can cause silent send failures. Be especially careful with SMS templates.
  • Confirmation dialog only shows the template name. It doesn't tell you what depends on it. The wording is just Confirm delete: [template name] ?.
  • No undo. Once deleted, restore means recreating from scratch.
  • WhatsApp templates can't be deleted from the UI — they're read-only Meta-approved templates.

Related questions

  • How do I delete a template? Templates → Email (or SMS) → open template → Delete → confirm.
  • Does Remindax tell me what's using a template before I delete? No — there's no "used by" view. Check sequences manually first.
  • What happens if I delete a template that's in use? Email falls back to a built-in template for that reminder type; SMS may fail silently.
  • Can I delete the default template? No — only non-default templates can be deleted.
  • What's the confirmation dialog wording? Confirm delete: [template name] ?.
  • Should I delete or edit? Edit when you want to update content but keep using the template. Delete only when truly obsolete and you've checked sequences manually.
  • Can I delete a WhatsApp template? No — WhatsApp templates are read-only Meta-approved templates managed by Remindax.

Related articles

Email templates · SMS and WhatsApp templates · Edit sequence steps · Merge tags reference