How To Delete a Client Profile

Deleting a client profile in Clientbook is quick and easy! You can do it from either the Dashboard or the mobile app—steps for both platforms are listed below.

Important Notes:

• Only users with Manager or Admin access can delete client profiles. Associates do not have the necessary permissions to perform this action.
• Deleting a client profile will remove it from view for all users across all platforms, not just the user performing the deletion.

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Dashboard

1. Click on the Clients tab.
    

2. Search for the client you want to delete and click on their name.
   
   
    

3. Click on the "i" icon located on the upper right side of the screen.
    
4. Click on Delete
   
   
    
5. A confirmation pop-up will appear. Click on Confirm.
    

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Mobile Apps

1. Click on the Clients tab.
   
    
2. Search for the client you want to delete and click on their name.
   
    
3. Select Profile once on the client profile.
   
   
   
4. Click on the Trash Bin icon in the top right corner.
   
    
5. Select Delete in the pop-up to confirm you want to complete this action!