Deleting Family Members on Scheduler App

In this article, we will guide you through the steps to delete family members in the scheduler app.

Things to know:

• The "Deleting Clients" access control governs the ability to delete family members from client accounts.
• When a family member's profile is deleted, their past appointments will be retained; however, all future appointments will be automatically canceled.
• You will still have access to historical data for a deleted family member in reports. However, clicking on the family member's name will redirect you to the client's profile.
• Any memberships and packages assigned to the deleted family member will remain active until another family member is designated to receive those benefits.

Deleting Family Members on Scheduler App

To delete family members on the scheduler, simply follow these steps:

1. Log into the scheduler app. Learn more here
2. Once signed in, you will be directed to the schedule by default
3. Select "Clients" at the bottom of the screen                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 
4. Search for the client who has the family member you wish to delete
5. When the client's name appears in the search results, click on it to open their profile
6. In the client's profile, navigate to the "Client's Family Member" section and tap on the name of the family member you want to delete.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
7. Once the family member's profile opens, click on "Edit"
8. Scroll to the bottom of the page and click on "Remove"
9. The family member will be deleted and will no longer be visible on the client's profile.

By following the steps provided in this article, you will be able to successfully delete family members on the scheduler app.