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How to delete client visits

To delete a client visit, go to the filters tab, click on the visit you want deleted so it is highlighted, and click the delete button on the left. It will ask if you want to delete the client or just the visit. Select Visit Only.

On the 4200 update, a new feature was added that allows you to delete multiple client visits at one time using the control or shift keys.

Do delete consecutive visits:

  • Click the first visit you want deleted
  • Hold the shift key while clicking the last visit you want deleted
  • This will highlight the first and last visit you clicked on, as well as each visit between the two
  • Click Delete, then Visit Only

To delete multiple visits that are not consecutive:

  • Click the first visit you want deleted
  • Hold the Control key while clicking on the next visit you want deleted
  • This will highlight only the visits you have actually clicked on
  • Repeat this until every visit you want deleted is highlighted.
  • Click Delete, then Visit Only

In the example below, I used both methods. I clicked on visit 8, held the shift key while I clicked visit 6, and then held the control key while clicking visit 3.