Step 1 - Select a client from your client list.

Step 2 - Click on Remove along the top

Step 3 - Select an Option

Archive(No longer a client)

Automation will be stopped and current tasks will have a Delete Task button against them. No future tasks will be created. 

Just Delete

This option will delete the Client data of your Account.

Important - To fully delete a client from BrightManager you must contact us to also have them deleted from our backup files.