How to delete a client

  1. Tap the client you want to delete

  2. Tap the ellipsis button “…” at the bottom right of that client

  3. Choose “Edit Client”

  4. Scroll to the bottom of the Edit Client screen

  5. Tap the “Delete Client” button

You might want to consider just archiving the client instead, rather than deleting. Archiving just “hides” the client on your client list and won’t include it in any reports etc. You can restore an archived client later. This could save you time setting them back up again if you needed to.