How to Delete an Activity from the Client Card

This article explains how to delete an activity from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Activities Tab

When viewing the client card, navigate to the activities tab on the menu.

Step 3: Delete Activity

Locate the activity you wish to delete and click on the three dots on the far right side of the activity.

Three actions will appear on the menu, one of which is "Delete."

After selecting Delete, you will be prompted to confirm if you want to delete this activity permanently. Click on "Delete forever" to confirm.

By following these steps, you can delete an activity from the client card.

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.