        HELP
        /
        CLIENTS
        /
        DELETE A CLIENT SAFELY
      

Delete a client safely

Deleting a client is immediate and permanent. Before you reach for it, this article explains exactly what gets removed, what only gets unlinked, and how the confirmation step is designed to stop you doing this by accident.

        5 MIN READ
        UPDATED 4 AUG 2026
        DASHBOARD → CLIENTS → DELETE
      

BEFORE YOU START

There is no undo. If any of this client's bundles, participant assignments or certificate templates might still be needed, export or note down what you need before deleting — once confirmed, the data is gone immediately, not archived.

Open the delete confirmation page

Deletion always goes through a dedicated confirmation page — there's no quick delete from the list.

1

Open Clients and choose the trash icon on the client's row.

Read the summary before confirming

The confirmation page lists exactly what is tied to this client, with a count for each.

Courses Unlinked from the client, not deleted. The course record and its pages survive with no client attached. TODO: confirm — whether an unlinked course can still be opened/edited/published before it's reassigned to another client

Course bundles Permanently deleted.

Bundle participants Permanently deleted — participants themselves are not deleted, only their assignment to this client's bundles.

Bundle completions Permanently deleted.

Attendance records Permanently deleted.

Certificate templates Permanently deleted, along with any course or bundle configuration pointing to them.

screenshot — Delete Client confirmation page with the data summary

The full summary table, with the type-to-confirm field below it.

Confirm the deletion

2

Type delete into the confirmation field. Permanently Delete Client stays disabled until the word matches exactly.

3

Choose Permanently Delete Client. You're returned to the Clients list with a confirmation that the client and its associated data have been deleted.

A COMMON MISTAKE

Deleting a client is not the same as removing a single participant's history. If your goal is to clear one participant's data rather than an entire client, use Total Delete on the participant instead — deleting the client here takes every bundle, participant assignment and certificate template belonging to it.

If something isn't working

Permanently Delete Client stays disabled

The confirmation field doesn't contain exactly the word "delete". Check for extra spaces or capitalisation — it's matched case-insensitively, but the word itself must match.

The delete page redirects straight back to Clients

The client doesn't exist, or doesn't belong to your account. This can happen if you had two tabs open and already deleted it in one of them.

What next

If you're clearing out a single participant rather than an entire client, there's a narrower tool for that.

Total Delete: what it removes

Add a client

Did this help?

Yes

Not really