Removing a Customer

Modifying the status of customers

When necessary, there are two methods to remove customers from your database within Class Manager. Here's how you can do it:

To make customers inactive:

Inactivating a customer means they remain in the database but lose the ability to receive emails or log in to the portal. Additionally, all students attached to the customer will also become inactive automatically.

1. Click < to the right of Customers.
2. In the expanded menu click View All.
3. Locate the customer's profile that you wish to inactivate from the list.
4. Open their profile by selecting their name, and under the Basic Information tab, you'll find the option to Edit.
5. Change the Status to Inactive and click Save.

To delete a customer profile:

If you prefer to remove their profile entirely, you can delete their profile instead. Deleting a customer will result in the removal of new invoices, students, contacts, orders, and payment plans without payments.

1. Click < to the right of Customers.
2. In the expanded menu click View All.
3. Locate the customer's profile that you wish to delete from the list.
4. Open their profile by selecting their name, and under the Basic Information tab, you'll find the option to Delete.
5. The system will prompt a warning message to ensure you wish to proceed. If confirmed, press Yes.

By following these procedures, you can efficiently manage customer information in your Class Manager database.