This article describes how to delete a client within Unity® Practice Management

Should you need to delete a client you should first make sure the Client has no matters attached to it and when ready:

• Search and hook on to the client in Unity®

• Click on Edit Client
• Once you are in Edit mode you will see the option to Delete This Client

• Select Delete This Client
• A pop up will ask if you are sure, select OK to proceed

• You will receive a confirmation that the Client has been deleted