Delete a Client

Overview If you know a client is no longer working with your agency, you can remove them from your app. Use caution when deleting a client, as this cannot be…

Overview

If you know a client is no longer working with your agency, you can remove them from your app. Use caution when deleting a client, as this cannot be undone and will remove all information associated with them.

Follow the steps below to delete a client from your app. 

 

Delete a Client

Open the Client Activity page to get started. If you’re not sure how to find the Client Activity page, see our article Find and View all Client Activity for a quick tutorial. 

Use the search bar at the top to find the desired client. 

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When you’ve found the desired client, click Details under the client name. 

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At the very top, click Delete Account

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Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!

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