Deleting clients and client data
Understand what to check before removing a client record.
Quick answer
- Before deleting a client, check whether you still need appointment history, invoices, documents, or accounting records.
- If you only need to stop using a record, consider whether archiving or leaving it inactive is safer than deletion.
- For data protection requests, contact support if you are unsure what should be retained.
Related articles
- Adding and editing clients
Store the contact and visit details you need to run each appointment smoothly.
- Finding a client quickly
Use search and sorting to get to the right client record without scrolling.
- Managing client locations
Use client locations to keep repeat visits and mobile work organised.
Still stuck? Contact support and we’ll help you sort it out.