How Do I Delete a Client?

To delete a client, follow the steps below:

  1. Click on the top menu "Clients".
  2. Start typing the client name or client ID on the search text box.
  3. Select the client from the auto-complete list; this will open the client timeline.
  4. Click on the "..." icon located at the top right corner of the page.
  5. Click on "Delete" and confirm.

Attention: Deleting a client will delete all their associated data, including intake forms, appointments and notes.

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