On occasion, you may need to remove a user account from your Schedulista business account. You can accomplish this on the Users settings page.
If you delete all users but one, your account will automatically move back to the single user subscription plan the next time your subscription renews.
Note on appointment information when deleting a user
Deleting a user does not delete the clients they've worked with or their past appointments. You will still be able to see those past appointments listed in the client history on their record.
The appointments will also be included in a past appointment report. When running a report, you'll still be able to filter by the deleted user's name.
However, if you click on a deleted user's past appointment, either in the client history or in the appointment report, you will not be able to view those appointments on a calendar as the calendar will be gone. If you export the appointment report to a file, it will include all information about the deleted user's appointments.
Deleting a user
Note: You cannot delete a user account that you are currently logged into. If you need to delete that user account, you must log out and log into another user account with Administrator access.
(1) On the web app: Go to Settings > Providers / Users / Calendars
On the mobile app: Tap on Users / Calendars under the Configure section on the Settings tab
(2) Locate the user you want to delete on the list of user accounts
(3a) Click or tap the down arrow to the right of the user account; or
(3b) Click or tap Edit next to the user account
(4a) If you click or tap the down arrow, select Delete from the menu that appears, then skip to Step 6; or
(4b) If you click or tap Edit, on the user details page, scroll down to the bottom of the page
(5) Click or tap the Delete User link on the bottom left
(6) In the Delete User dialog, click or confirm Confirm to remove the user account
Note: If the user's calendar has any upcoming appointments or classes, single or repeating, you will need to either delete those appointments or edit them to change the provider to move them to another user's calendar.
To cancel / delete an appointment or class:
To cancel / delete repeating appointments or classes:
To change provider on an appointment or class to move to another calendar:
Once all upcoming appointments or classes have been deleted or moved, repeat the delete user process.
You do not have to delete / remove past appointments. Past appointments will continue to appear in appointment history on client records, as well as in past appointment reports. They cannot be viewed on a calendar once the user / calendar is deleted.
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