📝 Overview
Use this guide to safely remove client information from your account. You’ll learn when a profile can be fully deleted, when it’s better to anonymize, and how each option affects existing appointments and tickets.
⚠️ Please Note:
Deleting a client with no linked appointments permanently removes the profile. If the client is linked to past or future appointments (or tickets), deleting will only inactivate the profile and can affect history. If you must keep history for reporting, do not delete; use the anonymize steps instead.
⛔ Disclaimer:
DaySmart cannot perform deletions for you or provide legal advice. Your organization is the data controller and is responsible for fulfilling GDPR or CCPA requests; consult your legal team before removing data.
🔑 Authorizations
Only team members with the correct access level should remove or anonymize client data. This protects reporting integrity and helps you meet compliance requirements.
Requires an employee role with permission to view and edit Clients.
Deletion rights should be limited to admins or designated data stewards.
Follow your internal data retention policy before removing any record.
🗑️ Delete a Client With No Linked Appointments
Remove a client profile that is not tied to any appointments or tickets. This fully deletes the record.
🖥️ Website
Click the arrow to learn how to delete a client on the website
Click the arrow to learn how to delete a client on the website
⛔ Disclaimer: Deletion is permanent and cannot be undone.
Open Clients and search for the profile.
Under the Overview tab, confirm the client has no past or future appointments and no tickets.
Under the Personal Info tab, click Delete on the client profile.
Confirm to permanently remove the profile.
📱 Mobile App
Click the arrow to learn how to delete a client on the mobile app
Click the arrow to learn how to delete a client on the mobile app
Open the DaySmart app, tap Clients and search for the profile.
Open the client card and confirm there are no appointments, then Tap Edit.
Tap Delete Client and confirm.
🧹 Delete a Client With Linked Appointments
If a client has linked appointments or tickets, delete those first (or anonymize instead).
🖥️ Website
Click the arrow to learn how to delete a client with linked appointments on the website
Click the arrow to learn how to delete a client with linked appointments on the website
⚠️ Please Note: If you must retain ticket history, use Anonymize instead of deleting.
Open the client profile and review History for upcoming and past appointments.
Delete any appointments and tickets that should not be retained.
Return to the client profile and click Delete.
Confirm to remove the client.
📱 Mobile App
Click the arrow to learn how to delete a client with linked appointments on the mobile app
Click the arrow to learn how to delete a client with linked appointments on the mobile app
Tap Clients, then open the client profile.
Under Next Appointment, note any upcoming appointments you plan to remove.
Open each appointment and tap Cancel
Return to the client profile, tap Edit
Tap Delete Client and confirm.
🕵️ Anonymize a Client While Keeping History
Remove personally identifiable information and keep past appointments and tickets for reporting.
🖥️ Website
Click the arrow to learn how to anonymize a client on the website
Click the arrow to learn how to anonymize a client on the website
💡 Pro Tip: Anonymizing keeps your historical reporting accurate while protecting the client’s identity.
Open the client profile and click Edit.
Replace Name with a neutral label, for example: “Delete request – YYYY-MM-DD”.
Clear Email and Phone, and remove Address and any other identifiers.
Click Save.
📱 Mobile App
Click the arrow to learn how to anonymize a client on the mobile app
Click the arrow to learn how to anonymize a client on the mobile app
Tap Clients, then select the client profile.
Tap Edit.
In Name, replace with a neutral label such as “Delete request – YYYY-MM-DD”.
Clear Email, Mobile Phone, Address and any other identifying fields.
Tap Save.
Tickets and appointments remain for reporting, but personal details are no longer present.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Will changing the client’s name update what I see on past appointments?
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Click the arrow to view the answer
Yes. If you anonymize the profile, the new name will display everywhere that profile is referenced, including past appointments.
If I clear phone and email on the client, does that remove them from existing appointments too?
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Click the arrow to view the answer
Yes. Clearing contact fields on the client record removes those values wherever that client appears.
Can DaySmart handle GDPR or CCPA deletions for me?
Click the arrow to view the answer
Click the arrow to view the answer
No. Your company is the data controller. We provide the tools to delete or anonymize data, but we do not process legal requests on your behalf.