Delete a client

To delete a client, follow the steps below:

  1. Click on the top menu "Clients".
  2. Start typing the client name or client ID on the search text box.
  3. Select the client from the auto-complete list; this will open the client timeline.
  4. Click on the "gear" icon located to the right of the client name.
  5. Click on "Delete" and confirm.

Attention: Deleting a client will delete all their intake forms and associated data.

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