Deleting a Customer

Deleting a Customer

Follow these steps to delete a customer and any of their associated data such as pets and bookings. Please note that you are only able to delete customers that do not have transactions raised against them:
  1. Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER key to open the customer flyout.
  2. Click Delete in the top right corner of the flyout.
Note: If you are using the Deskop Network or Cloud editions of PetLinx, users with the “General User” security group will only have the ability to delete customers if the “Delete Customer” permission is ticked in the System Options form, Security tab.

    • Related Articles

    • Deleting a Transaction

      Follow these steps to delete a transaction – please note that you are only able to delete invoices that have not been set to completed: Locate the customer in the Customer/Pet List or search for the customer. Once found, double click or hit the ENTER ...

    • Deleting a pet

      Follow these steps to delete a pet – please note that you are only able to delete pets that do not have completed bookings: Locate the pet in the Customer/Pet List (you may need to click the small arrow to the left of a customer to view their pets) ...

    • Deleting a Groom Style

      Follow these steps to delete a groom style: Locate the pet in the Customer/Pet List (you may need to click the small arrow to the left of a customer to view their pets) or search for the pet. Once found, double click or hit the ENTER key to open the ...

    • Deleting a Booking

      Follow these steps to delete a boarding booking – please note that you are only able to delete bookings that have a status of Future Booking. From the Boarding Calendar Form Open the Boarding Calendar form if it is not already open. Click on the ...

    • Deleting a Booking

      Follow these steps to delete a grooming booking – please note that you are only able to delete bookings that have a status of Future: From the Grooming Calendar Form Open the Grooming Calendar form if it is not already open. Click on the required day ...