How to Delete a Client

If you wish to delete a client, click the Clients side tab on the left in the User area. From here, you can search the client you wish to delete, and then scroll to the right hand side (you can also use the directional keys on your keyboard to move right).

Then, click on the Trash icon.

Once this is done, the deletion process is not yet complete. If you are your firms Admin, you can action the final step, but if you are not, you will need to contact your firm's Admin to action.

Navigate to the Admin area, and click All Clients on the left hand side. Search for the client you wish to completely delete. You will see a small icon, shown below, next to the deleted client on the right hand side. Click here, enter a reason as why you are deleting this client, and then click approve.