How to Delete and Hide a Client in the Clients Section

In this guide, we will walk through the steps to hide and permanently delete a client in the Clients section.

Step 1: Hiding a Client

1. Navigate to the Clients section.

2. Locate the client's name you wish to hide.

3. Click on the three-dot menu next to the client's name.

4. Select Hide Client from the drop-down menu.

5. Click the Hide Client button to confirm your action.

6. A notification will appear in the Clients section confirming that the client was hidden successfully.

Step 2: Deleting a Client

1. Ensure the View Hidden toggle switch is turned on at the top of the Clients section.

2. Find the client you wish to delete.

3. Click on the three-dot menu on the far right side of the client's name.

4. Select Delete from the drop-down menu.

5. Click the Delete Client button to confirm your action.

6. Remember, deleting a client will also delete all data associated with that client.

By following these steps, you can effectively manage your client list by hiding or permanently deleting client accounts as needed.