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Deleting and Undeleting a Client

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Deleting a client

If you have clients who haven't been in for a long time and you would like to delete them from your data base, you can do so by following these steps.

Use the Client Search to look them up, click their name in the Search Results. Once you're in their client card, click Edit in the Details section.

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On the right side panel click Delete, then OK.

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Undeleting a client

If you have deleted a client as per the steps above, and later decided that you would like to reinstate their client card, you can undelete them.

Go to Reporting > Report List > Activity Report.

Change the dates to the day you deleted them. You can also use the filters to narrow the activity logs (i.e. CategoryClient, TypeDelete).

Locate the activity and click Undelete next to the client deletion activity.

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Note: If a client has an upcoming/past appointment on the Appointments Page—and they're deleted—the appointment won't be deleted. If the appointment is new, you will still be allowed to process the sale via POS even if they are deleted. 

If you were to click on the clients name and try to navigate to their client card, you'll notice you will be able to Undelete them. You won't be able to search for this client via Client Search until they're undeleted:

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If you would like to delete more than one client at a time, please click here to check out a help article for more information.

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

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