How to delete a client?

You can delete a client from the clients list. Here is how:

1. Click Clients in the left sidebar to open the clients list.
2. Find the client you want to delete.
3. Click the three-dot menu (the vertical dots icon) on the right side of that client's row.
4. Click Delete from the dropdown menu.
5. A confirmation message will appear asking "Are you sure you want to delete this client?" Click OK to confirm.

The client will be removed from your list immediately.

Note: Deleting a client cannot be undone. Make sure you no longer need the client record before deleting it.

On the Mobile App

This feature is currently only available on the web app.