On desktop? Click HERE for the desktop help article.
You can archive a client record on the mobile app easily.
To archive a client record
1) Open the mobile app and log in
2) Tap More
3) Tap Clients
4) Swipe left the client record you want to archive
You cannot permanently delete a client using the mobile app or mobile web app but you can do so on your desktop/laptop. To learn how to completely delete a client record on your desktop/laptop browser, tap HERE.
To learn how to manually add a client record, click HERE.
Have you seen Rounded on desktop? Log in to www.rounded.com.au on your desktop browser to take a look!