Deleting or Undeleting a Client Profile
Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.
When you delete a client profile:
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
A client profile cannot be deleted if the client has:
- An active or future membership, or a membership in cancellation
- An active package or expired package set to Available for use
- At least one appointment on the book
- An on-hold transaction
- An account balance that is not $0.00
- Active points
- Restricted selected in the profile
- Head of Household selected in the profile. Also, a client who is the parent/guardian of a minor cannot be deleted.
- A transaction that occurred today
To delete a client profile
- Locate and select the client profile.
- Select Delete. A confirmation message appears.
- Select Yes to delete the profile.
To undelete a client profile
- Locate and select the client profile.
- On the client profile maintenance form, notice that in place of the status switch is the word Deleted.
- Select Undelete. The status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
- If needed, follow the instructions in To reactivate a client profile to reactivate it.