Delete Participants from a Group
Deleting a Participant removes the Client from scheduled Events that have not become Services, whether in the past or future. The Client’s Participant information is also removed from the group’s Edit Details screen. Deleting a Participant is often only appropriate when a Client was added as a Group Participant in error.
In the previous section, Brandon Abbott was end-dated as of 01/19/2021. He remained in the 1/6 and 1/13 Group Events and was removed from the 01/20/2021 Event. Deleting Brandon from the Group Participants removes his record from the group and removes any reference to Brandon in the first two events, as shown below.
Confirm Participant deletion for Brandon Abbott.
Now the group Edit Details screen no longer has a record of Brandon Abbott.
Brandon is no longer displayed in the Events scheduled for this group.
- 01/06/2021
- 01/13/2021
- 01/20/2021
