š” Note
Make sure that you are in the individual client you want to delete, not your whole account.
āIF YOU DELETE YOUR WHOLE ACCOUNT, YOUR DATA CANNOT BE RETRIEVED.
Go to Settings > Client Connections or Client Settings (located on the lower left of your page, above your profile picture).
You can delete them from the Client Connections and Client Settings pages in the Clients board.
Click the three dots icon under the Links column for a Client file.
Click on 'Delete Client'.
ā
Delete your Client file by clicking the Bin icon on the Client Plans page.
A page will appear that shows you different options depending on the Client type (Manual, Workflow AI, Financial AI).
For Manual Clients (Workflow-only) - you will have an option to move the client to Workflow AI or Continue to Delete.
For Workflow AI Clients - select Continue to Delete to proceed.
For Financial AI Clients (Connected clients) - you have an option to move the client to Workflow AI.
Click on Continue to Delete at the bottom of this page if you'd still like to proceed.
Before you delete a client
ā ļø Important: Final Deletion is Permanent
ā
Once a client is deleted, all associated data is permanently removed.
If you need this data for future use, you must export it now before confirming deletion.
ā
Click the Data Export button in the top right corner.
š See How To: Export Client Information
To proceed to deletion, type in the name of your client, tick the box to acknowledge that you are authorised to delete the client and select your reasons for deleting your client.
Then, click on Schedule Deletion.
After you click Schedule Deletion, you'll see DELETION SCHEDULED on the right panel. You have the option to go ahead & fully delete the client by clicking on Delete data now.
š” Note
The deletion schedule you'll see above in red will be the end of your next billing period depending on what plan that client is under.
Cancelling a deletion
There are also ways to cancel a deletion.
To cancel the deletion, locate the client file with a warning symbol next to it on the Client Settings/Connections/Plans page.
Then, click on the warning symbol. Click on Cancel Deletion to cancel the deletion.
