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How to delete or archive a client

Created: Dec. 5, 2023, 10:29 p.m. Last updated Dec. 5, 2023, 10:29 p.m.

How to delete or archive a client

If you no longer need a client in your database, you can either delete or archive them.

To delete or archive a client, go to the client's detail page and scroll to the bottom.

  • Under the title "danger zone", you will see a "delete" button.
  • When you click the delete button, you will have the option to either delete them or archive them.
    • To permanently delete the client, tick "permanently delete."
      • A deleted client is permanently deleted from your database and cannot be recovered
    • Otherwise, your client will be archived. An Archived client is hidden from the user interface but can be recovered.
  • You also have the option to delete their appointments from your database when deleting or archiving
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