Delete Client

Open Clients Screen:

To delete a client, follow these steps to access the Clients screen:

• Click on the Record Navigation Card featuring clients on your dashboard.
• Alternatively, navigate through the drawer menu by selecting Communication and then Clients.

Click on Settings Icon:

• Find the client you would like to delete.
• Click on the settings icon on the right side or hold the client.

Click on Delete:

• In the card that opens from the bottom, click on the tile labeled Delete.

Confirm Deletion:

• Confirm that you wish to delete the client. Please note that deleting the client will also delete all messages sent or received from them.