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Delete client profiles

In this guide, you’ll learn how to remove clients from your workspace. Deleted clients are removed from your client list, but their past sales, appointments, and reviews stay in your records.

In this article

  • Delete a single client

Delete a single client

  1. From the main menu on the left of your screen, go to Clients.
  2. Select Clients list from the left menu panel.
    Adjust_client_source_web_1.jpg
  3. Click on a client's profile to view their profile details.
  4. In the client view, click on Actions and select Delete client.
    delete_single_client_web_2.jpg
  5. Click on Delete in the pop-up to confirm.
    delete_single_client_web_3.jpg
  1. Open a client's profile from your Client list. 
  2. In the client view, tap on Actions (three dots) and select Delete client.
    delete_single_client_mob_2.jpg
  3. Click on Delete in the pop-up to confirm.
    delete_single_client_mob_3.jpg

Once deleted, the client will be removed from your client list, but their past sales, appointments, and reviews remain in your workspace.

FAQs

    • If a team member deleted the profile, their name will appear in the deleted client's profile under the Client details tab.  If no name is shown, it means the client deleted their own Fresha account.

      If you accidentally delete a client and need help recovering their information, please reach out to our support team for assistance.

      Deleting a blocked client will remove the block, allowing them to book online with you again. If you want to prevent a client from booking in the future, it’s best to keep their profile and use the block feature instead of deleting it.


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Client profiles

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Add new clients to your business and keep their information organized in one place.

Update client details

Update client information for accurate records and improved service.

Assign tags to clients

Create tags and assign them to clients to identify and target key client groups.

Add notes to client profiles

Keep important client information organized by storing notes in their profiles.

Add files to client profiles

Store documents and images directly in client profiles.

Add staff alerts to client profiles

Enhance client management by adding staff alerts to highlight key information.

Record an allergy

Store client allergy information and keep your team informed for safety.

Record client patch tests

Incorporating patch tests for certain services to detect potential allergies.

View client history

Track client activity with ease by viewing a client's appointments, sales, and purchased items.

Manage client wallets

View a client's wallet balance and transaction history for better financial management.

Manage client rewards

Set up rewards that clients can earn with points, reach through tiers, or receive manually.

Add client referrals manually

Manually add client referrals in client profiles, so you always know who’s bringing new clients to your business.

Block clients from booking

Restrict online booking for clients who have missed multiple appointments.

Delete client profiles

Manage your client list by permanently deleting clients who no longer book with you.

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Export your client list

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