How to delete clients?

Created by Help Flozy, Modified on Mon, 04 Dec 2023 at 05:19 AM by Help Flozy

Flozy allows admins to both add and remove clients. This tutorial will demonstrate how to remove one of your clients.

You can remove a client’s profile from the Clients section of your Flozy account in a few simple steps.

  1. Select the Clients section of your Flozy dashboard.

    2. Click on the client that you wish to delete.

    3. Under the Brief section of your client, select the three dot icon.

Screen Shot 2023-01-11 at 3.49.46 PM.png

  1. Click Delete Client to remove the client from your Flozy dashboard.

Screen Shot 2023-01-11 at 3.50.11 PM.png

If necessary, you can also delete the invite that you sent to your client. You can do this in 3 quick steps.

1. First, click the settings icon and select My Team. This will take you to the Team page.

2. Under the Manage and grow your team section, you will see a table that enables you to toggle between viewing your team members or your clients. Ensure that you are viewing your clients by selecting Client.

3. Under Actions, click the trash icon associated with the client that you would like to delete.

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