How to Remove a Client Relationship
In this article, we'll cover how you can remove a client relationship.
Step 1: Navigate to the Client Card
Log in to your Pabau account and navigate to the client card of the client you want to remove a relationship from by using the search bar at the top of the screen.
Step 2: Navigate to the Details Section
On the right side of the client card, find the Details section and switch to the second tab by clicking on the arrow next to the client avatar.
Step 3: Remove the Relationship
Hover over the relationship you want to delete. This action will reveal the delete button associated with the relationship.
Click on "Remove Relationship" to initiate the removal process.
A prompt will appear to confirm the removal of the relationship. Click on "Yes, Remove Relationship" to proceed.
The relationship is now successfully removed from the client card.
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.