Support Client Management
How do I delete a client?

How do I delete a client?

Posted by Support Team on September 10, 2020 — Updated on May 5, 2025

Learn how to efficiently remove a client in just a few clicks with this guide.

1. Click “Clients”.

Follow the precise instructions to navigate through the deletion process seamlessly. Navigate to the Clients section.

Click 'Clients'.

2. Select the client.

Select the client you want to delete.

Select the client.

3. Click the circle icon in the bottom page.

Access the client’s account details by clicking the button at the bottom of the page.

Click the circle icon in the bottom page.

4. Click “Delete”.

Initiate the deletion process.

Click 'Delete'.

5. Click “Remove as client(s) and delete account(s)”.

Confirm the deletion action.

Click 'Remove as client(s) and delete account(s)'.

6. Click “Delete”.

Finalize the deletion process.

Click 'Delete'.

7. Appears a confirmation message.

Confirmation of client deletion.

Appears a confirmation message.

This guide covered the step-by-step process to delete a client efficiently. From accessing the client’s account to confirming the deletion action, you can now easily manage client removals.

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