Delete a client permanently Administrator
Everything about the client is gone, and their phone and email are free again.
Before you start
Administrator Only the Administrator can do this.
- Use this when a client asks you to erase their data. To just put a client aside, archive them instead.
Start here
My Clients › the client's row menu, or the menu on an active client's profile
Steps
- 1
Choose Delete.
The confirmation lists how many files will go, by kind.
- 2
Type the phrase shown on screen, for example I_want_to_delete_Popescu.
- 3
Click Delete permanently.
What happens next
- The profile and all their appointments, notes, files, privacy records and unsent texts are removed. Be aware that the confirmation screen says the appointments are kept: they aren't.
- Texts already sent disappear from the log but still count towards this month's allowance.
Good to know
- Nothing can be brought back. To delete an archived client, find them in the Archived list.
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