How to edit, discharge, or delete a client
Last updated
Open the client from the left search bar
Edit: change any section/field and click Save.
Discharge: click Details at the top and tick the Discharged checkbox and click Save. Discharged clients cannot be edited or scheduled, but all of their data is kept.
Delete: click Details and find the red Delete Client button. If it does not appear at the bottom, you do not have permission to delete the client. User-admins can delete any client; other staff can only delete a client they just created. Deleting is permanent and removes the client's notes, appointments, and related data. Deleting a client does not automatically delete their linked contacts.