Permanently remove a client's records on request. Admin only.
Delete a client
Open the client from Contacts .
Scroll to the bottom of their page to the admin only Delete client option.
Confirm by typing DELETE .
It permanently erases the client's personal and counseling records: intake, notes, messages, homework, consents, contact details, login sessions, and saved card.
If the client has billing history, the record is anonymized instead of destroyed: their details are blanked and the name becomes "Deleted client," but invoices and payroll history are kept for accounting.