Delete a Client

Last updated: September 30, 2026

What this does

Deleting a client removes the client from your organization. This cannot be undone.

Before you start

Only delete a client when you are sure you no longer need their client profile, Client Memory, or client timeline.

After you delete the client:

  • Appointments that were associated with the client stay in Call-E, but they are no longer associated with any client.
  • You can still open those appointments from appointment lists, but they will not rebuild the deleted client's timeline.
  • You can no longer see the deleted client's Client Memory.

Steps

  1. Open the client you want to delete.
  2. Click the three-dot icon ("Client actions") at the right end of the header, next to the client's name, program, and phase.
  3. Click Delete client, shown in red near the bottom of the menu.
  4. Read the warning in the confirmation dialog.
  5. Click Delete client to confirm.

If you don't see Delete client in the menu, your role doesn't have permission to delete clients. Ask an organization Admin.

After it's done

Call-E returns you to the Clients page. The deleted client no longer appears in the client list.

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