Workiz

In this article, you will learn how to delete a client in Workiz.

IMPORTANT: Deleting a client in Workiz is simple, but strongly discouraged. Deleting a client will result in the loss of all of the data linked to that client, which may be valuable to you at some point in the future.

From the sidebar navigation, select Clients

Select the client profile you want to delete

Select Actions &gt; Delete client

1. From the sidebar navigation, select Clients
 
2. Select the client profile you want to delete
 
3. Select Actions &gt; Delete client
 
 
4. Select Yes, delete it

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/6044908-how-to-add-new-clients-in-workiz">How to add new clients in Workiz</a>

<a href="https://help.workiz.com/en/articles/6150622-tracking-finances-from-the-clients-page">Tracking finances from the Clients page</a>

<a href="https://help.workiz.com/en/articles/6150491-managing-client-information">Managing client information</a>

- <a href="https://help.workiz.com/en/articles/6044908-how-to-add-new-clients-in-workiz">How to add new clients in Workiz</a>
- <a href="https://help.workiz.com/en/articles/6150622-tracking-finances-from-the-clients-page">Tracking finances from the Clients page</a>
- <a href="https://help.workiz.com/en/articles/6150491-managing-client-information">Managing client information</a>

Learn how to remove a client from your Workiz account.

Deleting a client

Go to Workiz

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How to delete a client