How do I delete a Client?

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

  • Click My Clients from the left-hand menu
  • Locate the client name 
  • Navigate to the Settings section 
  • Click Delete User, then choose Permanently Delete User

**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 (which you can do in the same area as above, indicating to mark the client as inactive for the practice). 

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