To delete a client/member or lead, just follow these steps:
- Search the person's name in the Global Search or alternatively, go to the Manage Section
- If in the Manage section, click the Lead or Client tab depending on if it's a lead or client/member you want to delete
- Once you have found the person you want to delete, click on their name to open their profile
- Go to the Details tab
- Scroll down and click the Delete button
- Click yes to confirm
Once done, the person will be deleted and their account, email address, and phone number will be blocked from future use.
Please note: We do not completely delete the person's account. This is so that it may be referenced to as a past booking or payment in your reports. If you want to restore who you deleted at any point, you can follow the steps shown here.
If you want to delete the person completely from the Dashboard, please contact firstname.lastname@example.org and we can assist.
Having trouble? Reach out to email@example.com and we can help.