How do I delete a Client?

If no records have been created, you will be able to delete the Client as follows:

  • Click  Clients from the left-hand menu
  • Select the client
  • Click the Red Delete button on the client's Profile Screen 
  • Click Delete Client

**NOTE:  If any records (such as appointments, payments or documents) have been created for a Client, it will not be possible to delete that Client. In this case, we recommend marking the Client as Inactive