How to Delete a Client, Community, or Referral Source


If you ever need to delete a Client, Community, or Referral source, the process is quick and nearly identical across the board. All you need to do is follow these steps:


1) Navigate to the relevant profile

If you want to delete a community, go to the community profile.

If you want to delete a referral go to the referral profile.

If you want to delete a client, go to the client profile.


2) Click Actions


3) Choose Delete


4) Confirm the Deletion

After checking the Yes, I really want to proceed box, you'll be able to click Yes, delete. After that is done, the related profile will be deleted from Senior Place.


Have more questions? Feel free to reach out to us at support@seniorplace.io!