Deleting Clients

When you no longer need a client record in FlowForth, you can delete it from the clients list page.

How to Delete a Client

1. Navigate to the Clients page.
2. Find the client you want to delete in the list.
3. Click the Delete button on the client's row.
4. A confirmation dialog will appear: "Are you sure? This action cannot be undone."
5. Click Confirm to delete the client.

The client will be removed and the list will refresh automatically.

Delete confirmation dialog

What Happens When You Delete a Client

warning

Deleting a client is permanent and cannot be undone. Make sure you no longer need the client record before proceeding.

When a client is deleted:

• The client record is permanently removed.
• The client's notification preferences are deleted.
• Locations associated with the client may still exist independently.
• Invoices that were already generated for the client are preserved for audit purposes.
• Activities linked to the client's locations are not affected.

Before You Delete

Before deleting a client, consider whether you still need:

• Historical invoice records linked to the client
• Activity history at the client's locations
• Any notification preference records for compliance

If you need to preserve this information, consider exporting relevant data first.

Who Can Delete Clients?

Only users with the Organization Admin role can delete clients. If you don't see the delete option, you may not have sufficient permissions.

See also

• Clients Overview — Understand how clients fit into the FlowForth data hierarchy
• Viewing & Editing Client Details — Review or update a client's information before deciding to delete