[{"data":1,"prerenderedAt":334},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fdelete-a-client":3,"help-all-categories":212,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fdelete-a-client":332,"help-related:\u002Fhelp\u002Fclients\u002Fdelete-a-client":333},{"id":4,"title":5,"audience":6,"body":7,"category":191,"description":192,"draft":193,"extension":194,"icon":195,"keywords":196,"meta":203,"navigation":204,"order":205,"path":206,"related":207,"seo":208,"stem":209,"updatedAt":210,"__hash__":211},"help\u002Fhelp\u002Fclients\u002Fdelete-a-client.md","Delete a client (GDPR erasure)","clinic",{"type":8,"value":9,"toc":174},"minimark",[10,19,24,53,65,68,72,75,139,142,146,149,153,157,160,164,167,171],[11,12,13,14,18],"p",{},"A client with no appointment history can be deleted outright from their profile. A client ",[15,16,17],"em",{},"with"," history can't be — their clinical and financial records carry legal retention duties — so an erasure request on a real client means scrubbing identity while restricting retained records, not wiping the row.",[20,21,23],"h2",{"id":22},"can-i-just-delete-the-client","Can I just delete the client?",[25,26,27,32,35,39,42,46],"steps",{},[28,29,31],"h3",{"id":30},"open-the-client-and-choose-delete","Open the client and choose Delete",[11,33,34],{},"From the profile panel's header actions. You need the delete-clients permission.",[28,36,38],{"id":37},"confirm-the-name","Confirm the name",[11,40,41],{},"Deleting is permanent — the confirmation shows exactly who you're removing.",[28,43,45],{"id":44},"done-or-told-why-not","Done — or told why not",[11,47,48,49,52],{},"If the client has appointment history, Owneli refuses with: ",[15,50,51],{},"\"This client has appointment history and cannot be deleted. Merge or archive instead.\""," That refusal is deliberate, not a bug.",[54,55,56],"caution",{},[11,57,58,59,64],{},"Deletion can't be undone. For duplicates, ",[60,61,63],"a",{"href":62},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","merge"," instead — merging keeps the history on the surviving record.",[11,66,67],{},"Every deletion is written to the audit trail as a critical event, including who the client was.",[20,69,71],{"id":70},"what-happens-on-a-gdpr-erasure-request","What happens on a GDPR erasure request?",[11,73,74],{},"When a client with real history exercises their right to erasure, wiping everything would itself be unlawful — treatment records, consents, and financial records have retention obligations. Owneli's model:",[76,77,78,91],"table",{},[79,80,81],"thead",{},[82,83,84,88],"tr",{},[85,86,87],"th",{},"Data",[85,89,90],{},"Treatment",[92,93,94,106,119,129],"tbody",{},[82,95,96,103],{},[97,98,99],"td",{},[100,101,102],"strong",{},"Identity and contact details",[97,104,105],{},"Scrubbed",[82,107,108,113],{},[97,109,110],{},[100,111,112],{},"Treatment records, consents",[97,114,115,118],{},[100,116,117],{},"Archived and restricted"," — retained for the legal period, but ordinary screens refuse to show them",[82,120,121,126],{},[97,122,123],{},[100,124,125],{},"Operational leftovers",[97,127,128],{},"Deleted",[82,130,131,136],{},[97,132,133],{},[100,134,135],{},"Financial\u002Faudit skeleton",[97,137,138],{},"Kept, as required",[11,140,141],{},"An erased client's restricted records answer with \"these records have been restricted following an erasure request\" — honestly acknowledging they exist without serving them. Scheduling and financial skeletons stay visible where the law requires them; the clinical free text does not.",[20,143,145],{"id":144},"exporting-the-clients-data-first","Exporting the client's data first",[11,147,148],{},"GDPR also gives clients the right to a copy of their data (Article 15). Owneli can assemble everything the business holds about a client into a single downloadable archive, and logs the export in the audit trail.",[20,150,152],{"id":151},"common-questions","Common questions",[28,154,156],{"id":155},"why-is-the-delete-option-failing-for-me-even-though-i-can-see-it","Why is the Delete option failing for me even though I can see it?",[11,158,159],{},"Deleting is doubly gated: your role needs the delete capability, and the database additionally restricts deletion to admins and owners. If the delete is refused with a permission error, ask an admin to run it.",[28,161,163],{"id":162},"the-client-asked-to-be-deleted-what-should-i-actually-do","The client asked to \"be deleted\" — what should I actually do?",[11,165,166],{},"If they have no history, delete. If they do, treat it as an erasure request: their identity is removed from everyday use while legally-retained records are locked away. Explain that some records must be kept for the statutory period.",[28,168,170],{"id":169},"is-archiving-the-same-as-deleting","Is archiving the same as deleting?",[11,172,173],{},"No. A merge or archive keeps history intact under a surviving record; deletion and erasure remove the person from operational use. When in doubt, prefer the reversible option.",{"title":175,"searchDepth":176,"depth":176,"links":177},"",2,[178,184,185,186],{"id":22,"depth":176,"text":23,"children":179},[180,182,183],{"id":30,"depth":181,"text":31},3,{"id":37,"depth":181,"text":38},{"id":44,"depth":181,"text":45},{"id":70,"depth":176,"text":71},{"id":144,"depth":176,"text":145},{"id":151,"depth":176,"text":152,"children":187},[188,189,190],{"id":155,"depth":181,"text":156},{"id":162,"depth":181,"text":163},{"id":169,"depth":181,"text":170},"clients","When you can delete a client outright, why records with appointment history are handled differently, and what erasure keeps and why.",false,"md","i-lucide-user-x",[197,198,199,200,201,202],"delete a client","gdpr right to be forgotten","erase client data","client asked to delete their data","can't delete client","export client data gdpr",{},true,65,"\u002Fhelp\u002Fclients\u002Fdelete-a-client",null,{"title":5,"description":192},"help\u002Fclients\u002Fdelete-a-client","2026-08-14","DBIwHtLV_P-9GU_iv4kUHJNhiAjzPrgjzI2BBnDIUP8",[213,224,233,242,251,261,271,281,291,301,311,322],{"id":214,"title":215,"audience":6,"description":216,"extension":217,"icon":218,"meta":219,"order":220,"slug":221,"stem":222,"__hash__":223},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":225,"title":226,"audience":6,"description":227,"extension":217,"icon":228,"meta":229,"order":176,"slug":230,"stem":231,"__hash__":232},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":234,"title":235,"audience":6,"description":236,"extension":217,"icon":237,"meta":238,"order":181,"slug":239,"stem":240,"__hash__":241},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":243,"title":244,"audience":6,"description":245,"extension":217,"icon":246,"meta":247,"order":248,"slug":191,"stem":249,"__hash__":250},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":252,"title":253,"audience":6,"description":254,"extension":217,"icon":255,"meta":256,"order":257,"slug":258,"stem":259,"__hash__":260},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":262,"title":263,"audience":6,"description":264,"extension":217,"icon":265,"meta":266,"order":267,"slug":268,"stem":269,"__hash__":270},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":272,"title":273,"audience":6,"description":274,"extension":217,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":282,"title":283,"audience":6,"description":284,"extension":217,"icon":285,"meta":286,"order":287,"slug":288,"stem":289,"__hash__":290},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":292,"title":293,"audience":6,"description":294,"extension":217,"icon":295,"meta":296,"order":297,"slug":298,"stem":299,"__hash__":300},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":302,"title":303,"audience":6,"description":304,"extension":217,"icon":305,"meta":306,"order":307,"slug":308,"stem":309,"__hash__":310},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":312,"title":313,"audience":314,"description":315,"extension":217,"icon":316,"meta":317,"order":318,"slug":319,"stem":320,"__hash__":321},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":323,"title":324,"audience":314,"description":325,"extension":217,"icon":326,"meta":327,"order":328,"slug":329,"stem":330,"__hash__":331},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[],1790218958222]