How Do I Delete a Client?
To delete a client, follow the steps below:
- Click on the top menu "Clients".
- Start typing the client name or client ID on the search text box.
- Select the client from the auto-complete list; this will open the client timeline.
- Click on the "..." icon located at the top right corner of the page.
- Click on "Delete" and confirm.
Attention: Deleting a client will delete all their associated data, including intake forms, appointments and notes.