How do I delete a Client?

 

This step-by-step guide will explain how to delete a Client.

To start, you need to go to the left-hand side menu and click on 'Cases'. This will take you to the Cases page where you can see a list of all your cases.

In the list of cases, you will notice a blue circle next to each case name. Click on the blue circle next to the case you want to delete in order to select it.

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Once you have selected the client, you will see a trash can icon located just above it. This trash can icon is the delete button for the case. Click on it to proceed with the deletion.

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After clicking on the trash can icon, a pop-up caution will appear. This caution is to ensure that you want to delete the client. To confirm the deletion, you will need to click on the 'Confirm' button.

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