Deleting Clients

Deleting permanently removes an organisation or individual and all associated data from PracticeFlow. This action cannot be undone.

A record must be archived first before it can be deleted.

To delete a record, open the archived view from the Organisations or Individuals tab, select the archived organisation or individual, and open it in the side panel. From there, click the Delete button.

Once deleted, the record and all related information are permanently removed from the system.

Deletion should only be used where you are certain the record is no longer required, for example where data has been added in error or is no longer needed for compliance or reference purposes.