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Removing a Client
Aylin Amini avatar
Written by Aylin Amini
Updated over 7 months ago

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.

1) Navigate to Clients > Client List page

2) Click on the three dots menu under "Actions" on the right side on the client you want to remove.

3) Click "Remove"

4) Confirm your removal.


What occurs to client data

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):

  • Previous booking records

  • Invoices

  • Payment records

  • Form records

  • Reviews on public pages

We delete the following data:

  • Saved cards

  • Appointment requests

  • Client documents

  • Client SMS and email notification records

  • Active Waitlist request

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.

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