How to Delete a Client
This article guides you through the process of deleting a client in Pabau. There are two straightforward methods to delete a client, either from the client card or directly from the client page.
1. From the Client Card:
Log in to your Pabau account and navigate to the client card of the client you want to delete by using the search bar at the top of the screen.
- Access Three-Dot Menu:
Hover over the "Details" tab on the card. A three-dot button will appear in the top right corner. Click on it and select "Delete client". Click on "Delete" to confirm the deletion.
2. From the Clients Page:
In the left sidebar menu, go to Clients, then click on Clients again.
After selecting at least one client, options will appear above the client list. Click on the checkbox next to the client(s) you wish to delete, then click on the trash bin icon.
In the prompt, click "Yes, delete" to confirm.
By following these steps, you can efficiently manage your client database in Pabau, ensuring accurate and organized records. Be cautious while deleting clients, as this action is irreversible, and all associated data will be permanently removed.
NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.