{"id":981,"date":"2022-01-11T12:20:06","date_gmt":"2022-01-11T12:20:06","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&#038;p=981"},"modified":"2025-07-29T15:52:48","modified_gmt":"2025-07-29T15:52:48","slug":"how-do-i-remove-a-client-from-paperbell","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/how-do-i-remove-a-client-from-paperbell\/","title":{"rendered":"How do I remove a client from Paperbell?"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\"><strong>We do not recommend deleting clients from your Paperbell account <\/strong>&#8211; please proceed with caution!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why You Should <em>Not<\/em> Remove Clients from Paperbell<\/h2>\n\n\n\n<p>Before you delete\/remove a client from Paperbell, first ask yourself if it is necessary. <\/p>\n\n\n\n<p>If the client is inactive, finished with their engagement, or maybe never began an engagement (like a no-show from a free discovery call), we still suggest keeping them in your Paperbell account. Paperbell does not charge per client, and <strong>removing clients can have negative consequences in the future.<\/strong> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What To do Instead of Deleting a Client:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Is your client&#8217;s email address wrong? Change it instead<\/li>\n\n\n\n<li>Do you have two different entries for the same person? (Maybe two email addresses?) Change their name to &#8220;INACTIVE name&#8221; on one of them so you know not to use that one in the future<\/li>\n\n\n\n<li>Was someone a no-show for a discovery call? Make a note about it in their <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/clients\/\">notes<\/a> section<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How To Delete\/Remove A Client From Your Paperbell Account<\/h2>\n\n\n\n<p>To delete a client, first click on their name from your <a href=\"https:\/\/app.paperbell.com\/provider\/clients\" target=\"_blank\" rel=\"noreferrer noopener\">Clients page<\/a> then hit the &#8220;Delete client&#8221; button at the bottom of their client detail page. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Exactly Happens When a Client is Deleted?<\/h2>\n\n\n\n<p>When you delete a client the following happens:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Subscriptions between the client and the provider are canceled<\/li>\n\n\n\n<li>Payment plans between the client and the provider are canceled<\/li>\n\n\n\n<li>Upcoming appointments are canceled<\/li>\n\n\n\n<li>The client is removed from upcoming group sessions<\/li>\n\n\n\n<li>The client is removed the the providers client list<\/li>\n\n\n\n<li>The purchase is marked as inactive &#8211; neither client nor provider can create a booking against it, and the provider can\u2019t modify the purchase<\/li>\n\n\n\n<li>The client is NOT notified<\/li>\n\n\n\n<li><strong>There is no way to reverse any of this<\/strong><\/li>\n<\/ul>\n\n\n\n<p>The following remains:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The record of any past bookings are kept<\/li>\n\n\n\n<li>The record of the purchase is kept (but marked as inactive)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-do-i-remove-access-to-a-package-for-a-certain-client\">How do I remove access to a package for a certain client?<\/h2>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This is a nuclear option that should be used only when absolutely necessary!<\/p>\n\n\n\n<p>On the package page for that client you\u2019ll see a button in the bottom left that says \u201cDelete purchase\u201d. This will <strong>permanently delete<\/strong> this purchase from this client. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All bookings related to this purchase (past and future) will be deleted. <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The client will be unable to book further appointments from this purchase and will no longer see it in their Paperbell client portal.<\/li>\n\n\n\n<li>The history of payments will be deleted from the client profile and the Sales dashboard.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The client will be notified that the package purchase was deleted:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"526\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-1024x526.png\" alt=\"\" class=\"wp-image-2616\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-1024x526.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-300x154.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-768x395.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-50x26.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-60x31.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x-100x51.png 100w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2024\/09\/CleanShot-2024-09-05-at-15.49.14@2x.png 1354w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If the client is currently in a payment plan or subscription, you\u2019ll need to cancel that before you\u2019re able to remove their access from a purchase.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Why You Should Not Remove Clients from Paperbell Before you delete\/remove a client from Paperbell, first ask yourself if it is necessary. If the client is inactive, finished with their engagement, or maybe never began an engagement (like a no-show from a free discovery call), we still suggest keeping them&#8230;<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[26],"ht-kb-tag":[],"class_list":["post-981","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faqs"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I remove a client from Paperbell? - Paperbell Support<\/title>\n<meta name=\"description\" content=\"We do not recommend deleting clients from your Paperbell account - please proceed with caution! Why You Should Not Remove Clients from Paperbell Before\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/paperbell.com\/support\/knowledge-base\/how-do-i-remove-a-client-from-paperbell\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I remove a client from Paperbell? - Paperbell Support\" \/>\n<meta property=\"og:description\" content=\"We do not recommend deleting clients from your Paperbell account - please proceed with caution! 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