How do I delete a Client?

• Clients (left menu)
• Click on the client you wish to delete
• Click Delete Client (far right menu)
• On Mobile? This menu is at the very bottom of the screen
• If the button is grey, it means the client cannot be deleted
• Hovering over the button reveals a tooltip explaining why the client cannot be deleted

• Click the 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.