In the event you need to delete a client's profile, you can do this directly on their profile actions:
- On the client's profile, select 'Actions' (top right corner of profile) > 'Delete Client Profile'.
- Confirm that you want to remove them and their profile will be removed and you'll be taken to the client search page.
There are a few instances where you may not be able to do this:
- They have jobs tied to the profile
- If they have jobs on their profile, they won't be able to be deleted as they are tied to historic data.
- However, you can switch them to 'Inactive' and then they won't appear on your client list when trying to create jobs. To do this:
- Click 'Edit' in the 'Household Info' section, turn the 'Active?' toggle off.
- Save the section.
- They have caregivers on their recommended, favorite, or do not use lists.
- If they don't have any jobs, but they do have recommended/favorite caregivers on their lists, you can remove these caregivers from their lists, save the preferences, and then delete their profile.
- Note- You may need to refresh the profile after saving the preferences if you run into any errors.
If you need any assistance on the process, contact support@sitter.me.