Delete or disable a client

To keep your data clean, tidy and client list up to date in your focus booster account, you can delete clients that you will not work with again in future or, disable clients that you may return to in future. 

Delete a client

  1. Visit the client management screen.
  2. Select the 'bin' icon to the left of the client you would like to delete. 
  3. If this client has previously had time entries recorded for it, you will be prompted to either;

    1. Reallocate these sessions to a new client or, create a new client by typing a name into the 'Choose a client' field. 
    2. Delete the client, and leave the client field blank for the existing sessions. 
  4. Click 'Save' to make these changes effective.

Disable a client

  1. Visit the client management screen.
  2. Find the client in your list that you would like to disable.
  3. Click the blue bar alongside the client, under the 'Active' column.
  4. Your client will now be hidden from the client drop down menu until you switch the client to 'Active' again.

If you need any help with your client management, contact our support team via the 'Help' icon located in your menu. We would be happy to help.

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