Bulk Delete or Archive Clients
If you're looking to delete or archive more than one client at a time, the IntakeQ system allows this via a special column on the client list display.
Follow the steps below to make this possible:
- Navigate to "Lists > Clients", and click on the "Column" button towards the right side of the screen under the search button.
- Check off the "Select" option.
- You'll notice a new column is added to the left of the client list. You can check the top row to "select all/none", or select various clients manually. From there you'll see the option to delete or archive all clients that you've selected.
Attention: Deleting clients will delete all their associated data, including intake forms, appointments and notes.