Removing a Client

This guide will go over permanently removing a client from your account. Make sure to be logged in. Before removing clients please ensure you have read what occurs in the background with the client data.
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1) Navigate to Clients > Client List page
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2) Click on the three dots menu under "Actions" on the right side on the client you want to remove.
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3) Click "Remove"

4) Confirm your removal.
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By deleting a client, their name will be changed to "Walk In", and we keep the following client and dependent data exclusively for business users (in case they have this data):

We delete the following data:

After deletion, the client will be removed from all data grids, searches, and reports. The removed client can be added as a "new client" in the future.