Skip to main content

Deleting and Undeleting a Client

  • Updated

Got a client you no longer need in your system? Or did you delete one by accident? No problem, here's how to do both.

This covers deleting one client at a time. To delete more than one, see the bulk delete clients article.

Deleting a client

  1. Use Search clients to find them, then click their name to open their Client Card.
  2. Click the pencil next to Edit Profile.
  3. Click Delete at the top right.

The Delete button at the top right of the Edit Profile screen

  1. Confirm by clicking Delete again on the pop-up that asks if you're sure.

Once deleted, the client won't come up in Client Search anymore.

Undeleting a client

Changed your mind? You can bring a deleted client's card back.

  1. Go to Reporting, then Report List.
  2. Click Activity Report.
  3. Set the date range to when you deleted them, then use the filters to narrow it down (Category: Client, Type: Delete).
  4. Find the deletion in the list and click Un-Delete next to it.

The client's card comes straight back and you'll be able to find them in Client Search again.

Note: if a deleted client has an upcoming or past appointment on the diary, the appointment itself doesn't get deleted. You can still process the sale for it through POS even while the client is deleted. Opening a deleted client's card shows a Restore client button as another way back in, on top of the Activity Report method above.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

Related articles