How do I delete a client?

There are a few of ways you can delete a client. The first way is by finding the client in your list of clients on the main Clients screen, and selecting “Delete” from the Action menu (cog icon) at the end of the client's table row.

The second way is by navigating to the client's Client Details screen and clicking the dropdown menu next to the “Edit Client” button in the upper right of the screen and selecting "Delete."

You can also delete a client by editing the client and clicking the "Delete Client" link at the bottom of the Edit Client form.

To learn more about Clients view the Client support articles.

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