Option to Delete Client
It would be helpful to have an option to delete a client profile.
9
votes
Karen Pantzis
shared this idea
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Monica Park
commented
This is necessary because our AI call integrations log many calls under “Unknown.” Over time, this creates a huge number of “Unknown” entries that I can’t delete, which clutters the client list and overloads the platform.
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Ben Stevens
commented
This would be helpful as we brought in several years of clients, some of whom have never even had an appointment since we transitioned to Boulevard. So now they are just dead weight. Even a way to "archive" them so they don't show up in our current client list would be helpful.