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:

  1. Navigate to "Lists > Clients", and click on the "Column" button towards the right side of the screen under the search button.
  2. Check off the "Select" option.

  3. 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.

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