Follow these steps to delete a client from your database:
-
Find the client you want to delete. See also: Finding a Client
-
Use one of the following methods to delete the client:
- Open the client and click Delete on the client ribbon.
- Select (highlight) the client on the Clients
hub and click Delete
on the hub ribbon. - As long as the client doesn’t have any attached sessions, invoices, or payments, the entire client record will be removed from
the database. Any other attached records, such as appointments, phone calls, or tasks, will also be deleted automatically.
HERE’S A FLASH FOR YOU!
Clients with attached session, invoice, or deposit/payment records can NOT be deleted without first deleting their sessions, invoices, and/or payments. The software will automatically delete any other linked records, such as appointments or phone calls, along with the client.
HERE’S A FLASH FOR YOU!
Are you dealing with duplicate clients? Merge them instead! See Merging Two Clients to find out more.
