Delete and restore a client

A client you delete is not gone at once. They first move to Recently deleted, where you can put them back for 30 days. After that the client's details are erased for good.

Delete a client

1. Go to Customers and open the client.
2. Click Actions and choose Delete customer. In the client list you can also use the menu after the client.
3. Read the message Delete customer? and click Delete.
4. The client leaves your client list and is now under Recently deleted.

If the client still has appointments

If the client still has appointments ahead, you can't delete them. You then see: This client still has upcoming appointments. Cancel or move them first; then you can delete the client. This means appointments that are not over yet and not cancelled or marked as a no-show. Cancel those appointments in the calendar and then delete the client.

Put a client back

1. Go to Customers and choose Recently deleted above the list. The number after it says how many clients you can still put back.
2. Search for the client by name, email address or phone number. Each client shows Deleted and Erased on: the day their details disappear for good.
3. Click Put back. You see The customer is back in your customer list.

A client you put back has everything they had again: notes, allergies, files, appointments and sales.

After 30 days

After 30 days Saloon erases the client for good. Name, contact details, address, notes, allergies, tests, files and consents disappear. The appointments and sales stay in your records, but without a name. Putting the client back is no longer possible.

Deleting and putting back take Can create, edit and delete clients, set in Settings › Team members › Permission roles. Without it you do see Recently deleted, but not the Put back button.

Frequently asked questions