How do I delete a Client?

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

  • Clients (left menu)
  • Select the client you wish to delete
  • Click the Red 🗑️ Delete Client button on the far right hand menu of the client's profile

  • Click the red Continue button to confirm your permanent deletion of the client.
⚠️  Note: If any records exist (such as appointments, payments or documents) under a client, it will not be possible to delete that client. Some records, like documents on file, can be removed or unassigned. If they can't be removed, we recommend marking the Client as Inactive (article). It will hide the client in many areas of the system, including client search, appointment creation, etc.