Delete a Client

Remove client records when they are no longer needed.

How to Delete a Client

A client's information can be deleted from the Clients screen.

  1. Find the Client

    In the Clients screen, browse through the list or use the search function by entering the client's name, phone number, or email.

  2. Open Profile

    Click on the client's name to open their individual profile.

  3. Delete

    Look for the More button on the top right, then select Delete.

Warning: Deleting a client is permanent. Consider merging duplicate clients instead if you want to consolidate records.

Before You Delete

Consider These Alternatives

  • Merge Clients - If you have duplicate entries, merge them instead
  • Archive - Keep the record but mark as inactive
  • Export Data - Back up important information before deleting